To ensure that questions get required attention from community members and are NOT left unanswered, it’s important for the author to indicate (by selecting “Yes” or “No” when prompted) whether the question was answered. (newly added) Please note that it is also important to respond to EACH comment your question receives. Your Yes or No response ensures an accurate status for your question.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
Learn about the new Oracle AI Agent Studio for Fusion Applications: Watch Now
Sales
Discussion List
-
SQL script to query customer site level bank account numberSummary: Looking for below two sql script to Get customer site level bank account number Get customer site number Content (please ensure you mask any confidential inform… -
Partner Table (ZPM_PARTNER_PROFILES ) is not return Primary contact detailsSummary: I am using ZPM_PARTNER_PROFILES table to fetch partner primary contact detail. But it is not getting any field to check partner primary contact detail. select *…
-
How to query child object directly using Rest apiSummary: Content (please ensure you mask any confidential information): Hi Use Case- If I want to query child object directly without giving any parent object id in rest…
-
How to delete a territory dimensionSummary: I need to delete the "Sales Channel" dimension but I don't see the option enabled. How can I delete this dimension? Content (please ensure you mask any confiden…
-
You can make the Qualifications in Leads non-editable, for the Sales representative roleThe client wants to make the lead qualifications for some roles non-editable. This is possible?
-
Control access to the Workspace module so that a role/user cannot delete opportunitiesSummary: It is possible to control the access to the Workspace module as it is evident that a user can delete opportunities. How can we control the actions button in the…
-
Sales campaings are going to disappear from OSC?Summary: I have been trying to review the documentation of the sales campaigns section, but I can't find any specific documentation for this section. Some weeks ago I ma…
-
REST API for custom object not accessible in application composerHi, I have created a custom object in application CRM Cloud. The REST API for the custom object are not visible. When clicked on either Service or Describe link, it take…
-
Customer Relationship Management Application Administrator job roleSummary: Why does the Customer Relationship Management Application Administrator job role able to access the Setup menu of other Offerings? Content (please ensure you ma…
-
Configuration for ‘Restrict All’ Access for Accounts and ContactsSummary: Questions about the steps in the document: Configuration for ‘Restrict All’ Access for Accounts and Contacts for New and Existing Environments on Update 22B (Do…
-
Is there a feature readily available to Copy text from a field to Clipboard via Groovy Script?We're trying to copy a URL from a field to user's clipboard. Is there a feature readily available to do this via groovy script? I checked Idea Lab and I cannot find any …
-
How to import in Import Management without triggering the required attributesSummary: I'm trying to update historical data but the required attributes are being triggered during import Content (please ensure you mask any confidential information)… -
How to configure as sales person an employee created with the workers APISummary: We are using the workers API to create records for all employees (/hcmRestApi/resources/latest/workers). We want to use these employees as sales reps for receiv…
-
Attachment Validation Not workingSummary: I am written attachment validation. Like user should not allow to delete attachment in custom object. below is my code def allattach = Attachment while(allattac…
-
Need to restrict the salesperson from updating the Address on the Account type ZCA_CustomerSummary: Hi, We have a business requirement where we would like to restrict the Sales team from updating the addresses for the Account type 'Customer' ( SalesProfile = Z…
-
Does Oracle provide an API to retrieve the site count?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… -
Error: Publishing of another product group is in progress. Try again later. (QSC-375009)Summary: Currently, we are experiencing the following issue as a result of concurrent runs for Lock and Publish. Normally, the system takes 24 hours to release on its ow… -
Not able to find documentation on 'ENABLE USER CONTEXT FOR SERVICE REQUEST' 23C new featureSummary: No documentation on the 23C new feature 'ENABLE USER CONTEXT FOR SERVICE REQUEST' Content (required): We were going through the 23C patch update new features do…
-
Can we create an org chart of contacts in Oracle Sales B2B?Summary: We have a requirement to create an org chart of our contacts that are added into our CRM. Our sales team found another tool that can do this, but we need to do …
-
How to fetch OSC attachments using deep link in reportSummary: We have requirement where we need to navigate to pdf document which is attached in custom object when we click on Report. It should open directly in new window …
-
Best practice to re-assign a sales team when the sales leader leavesSummary: The current sales leader is no longer with the organization. What is the best practice to put in a new sales leader so the Hierarchy, Territories, Quotas, etc a…
-
How to set custom object data visibility based on security roles (CX SALES)?Summary: I need to filter data in a custom object by using an SQL filter inserted into a security role Content (required): I want to filter the data in a custom object b…
-
Unknown Contacts Locking RecordsH,i opened an SR but was told to post in CCC, Main Question: Is it possible to unlock a record from another contact that dosent exist in the system anymore? We are occas… -
Address Page Layouts IssueSummary: We have created custom address layout and added few custom fields . This layout should be visible only for OSC Accounts. How to restrict from partner address. C…
-
REST API for Sales and Fusion Service - incomplete response when using expand optionSummary: Rest api being used: REST API for Sales and Fusion Service in Oracle Fusion Cloud Customer Experience Documentation for the endpoint being followed: https://doc…
-
Can we open a Quote Screen from CX DashboardSummary: We build a dashboard for quotes using standard subject area in analytics , there we have a information of Opportunity and Quotes. If we want to navigate to Quot…
-
Looking for clarification on having sales people be listed as contacts vs only being resourcesSummary: We have our sales people created as Contacts in CRM. They are also Resources. When we are using the latest Outlook plugin and it is having an issue with some of…
-
REST API Web service returning nullSummary: REST API Web service returning null Content (required): def WService = adf.webServices.XX_OSS_GetEmailDomain def Headers=['Content-Type' :'application/json','RE…
-
Is there a way to enable attachments on notes object?On the notes object under accounts, is there a way we could enable attachments?
-
Is there a way to email Dashboards on otbi agent?Summary: I have a couple simple dashboards that I would like to send as a singe excel sheet to managers instead of sending them 3 emails with each page. Is that possible…