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Sales
Discussion List
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Error in Partner Relationship Management Assessment.Summary: The Following error thrown by the system when the custom partner assessment template is added. "The assessment template is invalid for the source object. (MOW-2… -
Phone ValidationHow to add phone validation so that it show error message "Enter Valid Phone.." on saving the record when phone's fields are empty **This post was created as part of a … -
BPM Worklist data not visible to custom roleSummary: BPM Worklist data not visible to custom role Content (required): I have created a brand new custom role who should have access to only few objects in the applic…
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In oracle sales>opportunity creation page.Summary: In oracle sales>opportunity creation page in the field of project leader the name appears in first,middle and last name order, customer wants the name format to…
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how to get data from a report created via API?Summary: we have a report created using reports and analytics and we want to know how can we get data from a report created via API? Content (please ensure you mask any …
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How to change the Project leader name format.Summary: 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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Can you move a Customer Registry from one Account Address set to another.We have a customer in Australia who was originally set to correspond to our English Business Unit. However we want to move that customer to a US based business Unit. If …
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Can we migrate the customization from one customer environment to another?Hi Team, I'm just curious to know if we can migrate the customization done in Oracle Sales and B2B service cloud of one customer ENV to another customer ENV. I'm aware o…
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Subject Area for Resource and its Resource Org and RoleSummary: Report that shows list of Resources and their assigned Resource Role and Organization Content (required): Which subject area can I use to create an analysis tha…
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Filter the possibility of having a value in a multiple selection list Oracle CXSummary: Hello Community, I hope you are well It is required to validate the choice of a specific value in a multiple selection list, but since it is a list of this natu… -
How to get Cascading or Constrained LOVs using REST APISummary: to get Cascading or Constrained LOVs using REST API Content (required): to get Cascading or Constrained LOVs using REST API Version (include the version you are…
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Any one implemented Microsoft teams with fusion cx?Summary: Any one implemented Microsoft teams with fusion cx? We have to do set up in microsoft application and ODA application . and later enter details in fusion CX app…
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How to delete a single contact among Multiple contacts from Account using an APISummary: Hi All, I am trying to delete a contact which is Under an Account Site. I need to delete only a single site even if there are multiple sites under the same acco…
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How to get Account Number & Site Number in Customer DetailsSummary: Hi, I am trying to fetch Account Number & Site Number details from Finance to CX Customer details. In this picture Red color was Customer Number in CX & Blue co…
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REST API for Party numberSummary: Hi I am looking for Rest API for getting Party number of specific customer. Regards Mayur Content (please ensure you mask any confidential information): Version…
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Is it possible to convert a User account (not a Person record) into a Resource?Summary: Is it possible to identify a User (created directly from Security Console and is not a Person record) as a Resource? Content (please ensure you mask any confide…
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How can we get approval on Appointments (Monthly Schedule)The sales team needs to create a monthly schedule (appointments with different accounts/customers) and get it approved by management. After approval, sales representativ…
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What are the privileges, child roles required for Sales Read Only access?Summary: Hi All, We have seeded Sales Read Only role, but that is not providing access to Sales objects such as Accounts, Contacts, Lead and Opportunity. Content (please… -
How does the currency conversion for currency type field work? for Sales application.We're running an analysis in our BI catalog on a custom object in our staging environment. The analysis shows a custom field: Amount, field type: currency - the field is…
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How does CREATED_BY_MODULE = 'ZCM' created?How to replicate this CREATED_BY_MODULE = 'ZCM' in Relationship? I tried doing 1. a. Drill down to account b. Navigate to Contacts subtab c. Search and Add Contacts d. C…
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Does the Sales REST API support semantic versioning?I was wondering if the Fusion Sales/Service Cloud REST APIs support semantic versioning, and also what the backward and forward compatibility policies are. I'm concerned… -
How was RELATIONSHIP_CODE = 'BOARD_MEMBER_OF' created?How was RELATIONSHIP_CODE = 'BOARD_MEMBER_OF' created? Is it related to CREATED_BY_MODULE = 'ZCM'?
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Send Email smart action for Custom objectSummary: We want Send Email smart action for custom object in redwood. This smart action is available for standard object. If we refer the configuration for standard sen…
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How to get number of records created (SFA/CPQ) in realtime without impact performance?Summary: We need to know how we can get the number of records created in the last 5 minutes for the objects Service Request, Quotes and Orders. Content: This information… -
Is there any way to enable Inline Editing of Records Displayed in Lists for records from Workspace?Summary: We have a Customer requeriment, to Enable Inline Editing of Records Displayed in Lists for records. So we have followed the next documentation: https://docs.ora…
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Sales CX - Clicking on Bell Icon in CX is navigating to classic Page instead of Redwood pageSummary: I've employed the below code to trigger a notification to the approver when a Lead in Sales CX is submitted for Approval. When the approver click on Bell notifi…
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Custom attributes are not visible for Manage survivorship rules taskSummary: I'm trying to use custom attribute in manage survivorship rule task for set master record but the custom attributes are not available for selection whereas orac…
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Need to show the translations in other languages for Action Plans, Actions and ActivitiesSummary: We need to show the translations for Action Plans and related Actions and for the Activities related to the Sales Method of an Opportunity when a uses choose to…
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CRM team will be doing a soft mass deletion of accounts, can this increase the system performanceWe are having ~970K party IDs in OSC and we are planning to deactivate ~100K to 120K We will be soft deleting these records, so that they will not be available/visible f…
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Partner page subtabs not accessible directlySummary: Hi Team, When logged in as a Partner user and clicked on Partners icon on the homepage should navigate directly to the Overview subtab skipping the read only pa…