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Sales
Discussion List
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Sales Objects Layout Creation RestrictionSummary: We would like to know whether any restrictions available for Layout creation based upon count of layouts ? Content (required): at present we have implemented Or… -
how can we get the user activity log in sales cloud ApplicationSummary: how can we get the user activity log in sales cloud Content (required): Version (include the version you are using, if applicable): Code Snippet (add any code s…
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How to schedule the Global function for a specific objectSummary: We have a global function to update few records from address section to header level , so we want schedule it on non-business hours , how do we schedule it for …
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We would like to be able produce reports in the past.Summary: We would like to be able to produce reports in the past. For example, the report gives the latest data, but if we wanted to export that same report with past da…
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How to create custom data security Policy for Partner?**This post was created as part of a How to Service Request (SR) Release: [11.13.22.01.0] Summary of the question: Customer have a requirement where they want to restric…
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Need a Sample Payload to create OSR for HZ_CUST_ACCOUNT_ROLES entity using FoundationPartieOrganizaSummary:Need a Sample Payload to create OSR for HZ_CUST_ACCOUNT_ROLES entity using FoundationPartiesOrganizationService Service. We're using the trading community organi…
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How can I make standard Contact fields, that are defined as Text Formula type, available in VBS?Summary: How can I make standard Contact fields, that are defined as Text Formula type, available in VBS? Content (required): I'm developing a CX Sales extension, and I … -
Contact Service Request subtabSummary: On Contact, Service Request subtab, there is a Status field to search, but by default it only selects value 'New' 'In Progress' 'Waiting'. The user has to open …
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Application composer how to create Dynamic Choice List for Employees and emailsSummary: How to create Dynamic Choice List for Employees and emails Content (required): We have created a custom object using Application Composer and we need to include…
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Customer onboarding and governance process when implementing CRM, Financials & OM cloudSummary: We need recommendations from the experts to Onboard the customers when we are using CX Sales, CPQ Cloud, Financials, and OM cloud. Content (required): We use Sa… -
How to update fields in resource object through Import managementSummary: How to update username and email address in resource object through import management? Content (required): How to update username and email address in resource …
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How to check which infrastructure is being used by our Sales Cloud.Summary: how do we check which infrastructure is being used by our sales cloud to run the database, whether it is ExaData or a normal virtual machine. Content (required)…
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How to open an Action with source URL in the current window?Summary: How to open an Action of type URL in the current window? Content (required): Hello, we have created an action (source URL) in Service Request. This URL is a dee…
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Account Edit Access to Territory Team membersSummary: Only Territory owners are getting edit access but not team members. Based on below document, it suggests for inclusion of data security policy. But OOTB, they h…
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How to reorder records in Relationship subtab?Summary: We need to reorder the records shown in a Relationship subtab. Content (required): Hello, It is possible to set a different order by clause to show first the la…
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Is it possible to view change history of objects in OTBI and via REST?Summary: Is it possible to view change history of objects in OTBI and via REST? Content (required): We would like to see what details were changed on some objects we hav…
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How to set an attachment category as defaultSummary: How can I set up a custom attachment category as the deafult one when opening the attachment section Content (required): Hi, is there a way to set as deafult a … -
Documentation is not Clear regarding How to Configure the Employee Abstract RoleSummary: Is it possible to have more information regarding this topic: https://docs.oracle.com/en/cloud/saas/sales/23a/fadsi/how-to-configure-the-employee-abstract-role-…
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Deal Registration Should be editable after submitting for ApprovalSummary: Currently, the deal registration is becoming read only when submitted for approval. so any changes to the deal after submission is not possible. customer wants … -
Custom Profile Option accessible via REST APISummary: Content (required): We are designing a VBCS application for CX Sales. In the VBCS we will have a logic that will be enabled based on a given date. We want the d…
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Report which would give us info that fields on object (say contact) are filled or NotSummary: We need to come up with report which would give us information that fields present on object (say contact) are filled in or not considering all records. For exa…
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Can we enable the use of products inside an opportunity without configuring the Sales Catalog?Summary: Using the Sales Catalog would force the third party system to consume 4 webservices instead of just one, needlessly complicating the implementation of the integ…Cristian Rogelio Velasco Gutiérrez 41 views 1 comment 0 points Most recent by Mihaela Anghel-Support-Oracle
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Significance of duplicate territoriesSummary: What is the business impact if I create duplicate territories(with the same dimensions) Content (required): I have setup the following territory hierarchy T-A T…
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Technologies Used (Language, DB, platform, methodology, design pattern)Summary: Technologies Used (Language, DB, platform, methodology, design pattern) Content (required): We are implanting the Subscription module in our company, and we rec…
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I want to prevent certain roles from deleting contactsContent (required): I created a custom JOB role by copying ORA_ZBS_SALES_REPRESENTATIVE_JOB. I don't want this role to be able to delete contacts, how do I set this up? …
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Email TemplatesSummary: We are using URL in email templates , in that we are passing some parameters. One of the value is having space(Ex: Test Drive) till Test only coming as URL and …
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is it possible to call the Task “Manage Customers” by script?Summary: is it possible to call the Task “Manage Customers” by Groovy or other method script for example in CX Account Page with an Action? Content (required): Version (…
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What does the field "DeleteFlag" on the Account Object indicate?Summary: What does the field "DeleteFlag" on the Account Object indicate? Content (required): when I do a Postman call on the Account Object I see the "DeleteFlag" field…
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How to hide custom action for the users who have read only access to the recordsSummary: How to hide custom action for the users who have read only access to the records Content (required): Problem Description 1. Login to the Application as a Sales …
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Calendar Start Date use as Server Variable for Dashboard PromptSummary: Our Calendar Year starts from every 1st of Oct month as example currently it is 1-Oct-2022. I am creating a dashboard prompt and want to populate Start Date of …