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Sales
Discussion List
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Mass closing of opportunitiesSummary: We want to perform an automatic mass update of all opportunities in our CRM system, so that for all open opps with last update date before January 1st 2023, sal… -
Send email smart action showing mail is being send by noreply@oracle.com.Summary: We have send email smart action we have send email smart action. when we are sending email by using send email smart action it showing mail is being send by nor…
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Can we use REST API to export users, their corresponding organizations and their managers?Hi, We wanted to export through Rest API information regarding users, the organization they are part of and assigned manager and used the following Oracle documentation:…
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Application Composer cannot find custom object on NavigatorSummary: I have created a custom object and setup custom pages for landing/create/details/search regions. and assigned page access to SCM Job Role - Product Data Steward…
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Redwood List Pages - How can we add generic action on list pagesSummary: Hi, Redwood List Pages are not configurable as per our understanding. We tried smart actions, but they are specific to record and not generic for an object like…
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Unable to upload attachments via Import Management Task in Customer Data Management OrganizationSummary: We would like to add attachments at Organization (Party Level) by uploading csv file via Import Management task. When we are uploading attachments manually by n…
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Field activation alternative for the Resource's ManagerID fieldSummary: Our client needs to add a search field to the options of adding Resources to Activities in CX. Currently, there is a Custom Field called "Executive Code", which… -
Can we assign owner on Lead Using Rule Based assignments ?Summary: Is there any functionality available via which we can assign owner on Lead based on some rule (Like based on lead origin or account associated)? Is there any wa…
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CX - Update Custom object fields to reflect the changes in Opportunity details page fieldsSummary: We have a requirement wherein, we need a setup file which will be updated by the user, and the values shall reflect in Opportunity details page - applicable for…
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CX - Auto reflect of the form in the object once uploaded.If a form is uploaded, automatically all the fields in the object should get updated with the information available in the form. For Example, form contains information l…
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Redwood - Create a completely new page instead of using Edit PageSummary: When we use CX Extension generator Generator for Redwood. https://docs.oracle.com/en/cloud/saas/sales/fasex/create-a-new-application-using-the-cx-extension-gene…
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Define Rollups Configuration - included in Configuration Migration Set file?Are the configuration changes made in (Application Composer)Define Rollups will be included in Configuration Migration Set file? https://docs.oracle.com/en/cloud/saas/ap…Christian Gerald Patacsil 67 views 8 comments 0 points Most recent by Praveen Desetty - Support-Oracle
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Redwood - Navigate to Detail page from Landing PageSummary: Current Behavior - For a custom object , If we click on Hyperlink on Landing Page (List Page), it takes user to Detail Page (Foldout Panel). Expecetd Behaviour …
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What does the SFA import manager do when there is an SFA crash during the execution of the process?Summary: What does the SFA import manager do when there is an SFA crash during the execution of the process? Content (please ensure you mask any confidential information…
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How do I remove ability to create account for a specific role?Summary: I am working on an implementation where only 2 roles are permitted to create an account. The other roles are not. I cannot find the role permission I can remove…
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What is the table where organization information is stored?Hello dears, We need to know which tables contain information about organizations and their structure
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CX - How dashboards can be made visible in Opportunity details page?Summary: Couldn’t create and view dashboards within the module, we have to create it separately and upload as a file. Content (please ensure you mask any confidential in…
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CX - How to create assessment for custom object?Assessments or Qualifications subtab needs to be configured in custom object.
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CX Sales Mobile and OAuth authentication tokensSummary: Hi, We'd like to use IDCS OAuth token to increase the session timeout, and configured IDCS and Fusion CX Sales based on this document - https://docs.oracle.com/… -
Export OSNHi, As per the note How To Export OSN Conversations? ( Doc ID 1951008.1 ) I am unable to find options to export kindly advise Thanks -
Decommission of OSNHi, As Oracle Social Network (OSN) is getting decommissioned by end of September 2024 please advise on the alternate. For the custom object the customer is using OSN las…
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Enable opportunity editing by organization hierarchySummary: Enable opportunity editing by organization hierarchy Content (please ensure you mask any confidential information): Dear good morning, Currently, as is known, w…
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Is there auditing for consulting data such as service requests, accounts, etc.?Summary: In Oracle Fusion CX Sales Cloud Service, is there auditing for consulting data such as service requests, accounts, etc.? If not, is there any alternative for au…
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How to update the Usage ID (part of person record) with a future end date after a rehire?Summary: Please see this question and comments for all the information: https://community.oracle.com/customerconnect/discussion/767681/how-to-update-the-usage-id-part-of… -
Redwood - Layout to modify Browse catalogSummary: Open any Opportunities > Click Browse Catalog We need to add additional attributes to this layout. I need the exact layout name to incorporate the changes Conte…
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How does App Composer decide where to host a particular custom object.?Summary: How does App Composer decide where to host a particular custom object.? We have create few custom objects and see that the objects are hosted in different FUSIO…
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CRM Standard object role customizationSummary: we would like to create a custom role for our standard CRM Users who should have read and write access to the following objects Account Contact Partners Partner…
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Configure Custom Rollups for No Equivalent Pre-defined OOTB AggregatesSummary: Move from Classic Aggregates to Rollups before 24B Update Configure Custom Rollups for No Equivalent Pre-defined OOTB Aggregates. Need clarification on a soluti…
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Does Trigger works when i import the data through Import managementSummary: We have a custom logic written for Customer Status field at organization level which will set the child level attribute value according to the customer status v…
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How can we migrate Triggers/Workflows configured in Sandbox from lower environment to higher ?Summary: How can we migrate triggers/workflows/any custom objects in sandbox from lower environment to higher environment. If it is possible please let me know the steps…