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Discussion List
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Partner Contact User Creation not checking for existing user accountSummary: When creating a partner contact user, if a user account with same username already exists, it errors out instead of using the existing user account Content (req…
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Add smart action showing default layout, how configure Add client smart action in account object?Summary: We have client object which is having one to many relationship with account object. we have configured add client smart action on account. but it is showing dea…
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Deal to opportunity duplicate checkSummary: Deal once Approved by Channel Sales Manager converts into Opportunity. we want to stop this process when ever duplicate opportunity Exists. Content (please ensu…
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Add smart action showing default layout, how configure Add client smart action in account object?Summary: We have client object which is having one to many relationship with account object. we have configured add client smart action on account. but it is showing dea…
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How to change color of badge item in cx-cardSummary: How to change color of badge item in cx-card in Next gen sales. Content (please ensure you mask any confidential information): We have custom object brand relat…
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View the Hierarchy of contacts at a customerSummary: We are looking at how we can create relationships within an account to display a manager to Individual contributor relationship. Content (please ensure you mask…
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Couldn't find API to update a particular DFF during creating customer through SOAP web services.Summary: We were creating customer through OIC and there was one DFF named GST Number, we want to update that field at the time of creation but unable to find anything r…
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How to set up "Fuzzy" matching SearchContent (required): With adaptive search, you can set the level of ambiguity search, but when you perform a "contains" search on various record search screens, it seems …
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SSO using O365 app, need to know API to be taken from IDCS cloud or from Cx cloudSummary: We are enabling single sign on using O365 app, need clarification on API whether to be taken from IDCS or from Cx cloud, https://docs.oracle.com/en/cloud/paas/i…
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NGS -How to add Address Map/Google map for Address Hyperlink on Account Overview page?Summary: We are extending Oracle sales application using fragments. In classic UI we have manage address navigation through manage geography but not working same in redw…
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how to reset password for bulk user using Rest APISummary: Hi, We have some 300 users & we are loading user by using import. Now we need to reset password for those 300 users. Please let me know how to reset password fo…
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Business Card Scanning FeatureSummary Is it possible to make the Oracle Engagement Cloud Mobile App supports scan & recognize business card?Content Just asking if Oracle Engagement Cloud will support…
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Has anyone had success adding 3rd party UI/UX analytics tools to CX Sales?Summary: I'm interested to see if anyone has had luck connecting any 3rd party UI/UX analytics tools into CX Sales, such as Adobe Analytics or Mixpanel. I need to unders…
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How to know previous version of oracle_cx_salesUI in vb-extension.json file?Summary: How to know previous version of oracle_cx_salesUI in vb-extension.json file? Content (please ensure you mask any confidential information): In UAT and Dev we go…
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How to show a success message in SFAHi experts. I am developing a functionality in groovy script to syncronize a record from a custom object created in Oracle Sales, this action is invoked from an action i…
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Email Template for BPM workflowsContent Hi Members, I would need to explore options for modifying OOTB email template options for BPM approval. As of now we can just provide inputs as Title 1, Title 2.…
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Export Bulk dataContent Hello, I am trying to export bulk data. I want to build a scheduled process that runs every day and in case of an error, the next run will include all the data s…
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Share Emails with Oracle sales cloud from OutlookSummary Share Emails with Oracle sales cloud from OutlookContent Hi All, We are looking the process of synching emails as activities from sales cloud outlook to CRM. We …
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Performance benchmark document for CX Sales?Content Is there any published performance benchmark for CX Sales OOTB, using general set of parameters? Version 21B
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Can I import activity record with attachment in one import?Summary: Can I import activity record with attachment in one import? is it 1st we need to import activity record and then add attachment to it in a separate import? whic…
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Territory re assignment to opportynitiesSummary Territory re assignment or re allignment when the primary partner changes in opportunityContent Hi All, We have territory assignment to opportunities with both p…
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Combination field UniqueHi, As per our business requirements, we have 2 fields (Ex: AccountId, ContactId) stored the other object Id values. We are inserting the records from external systems. …
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BPM object workflow always getting set to Rejected approval statusSummary: BPM object workflow always getting set to Rejected approval status Content (required): Hi All, For one of my customer requirement, we have created a BPM object …
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What security policy or privilege does a user need to see workspace in OSC?Summary: We have two custom roles created, one for admin and one for a non-admin user. The admin user is able to see 10 objects activated in workspace while the non-admi…
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How to set pattern recognition on Additional Identifier Type - value field?Summary: We want to validate the value that belongs to a additional identifier. For example we have a national identifier that always has xx11xxxx11. We want to validate…
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how to define survivorship rule at set master level based on source system confidence levelSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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Redwood - Call ReportsSummary: In classic UI - For an activity (appointment) we can create call reports. No such option seems to be available in Redwood. Content (please ensure you mask any c…
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How to know eloqua is integrated with oracle sales cloudSummary: How to know eloqua is integrated with oracle sales cloud, we see few objects in Sales but not sure if we can connect with Eloqua, please help Content (please en…
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Redwood - CX-Panel or CX-SubView query parameterSummary: While defining foldout panels we provide query parameter ,question is can we define query parameter other than QBE which can take more values like ID = XYZ And …
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Count of Opportunity for a Custom ObjectSummary: We have created a custom object (Sub Account) and it is related to Opportunity. One Sub Account can have many Opportunities. We want to show the count of opport…