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.
Sales
Discussion List
-
customer hierarchy for ERP customersSummary: Can the customers that have licensed ERP (FIN and PPM) create customer hierarchy without buying license for CDM? They dont need to use the other capabilities of… -
Anyway to add an unique validation for specify field in Oracle fusionHi All, I am trying to check make some field unique(eg. D-U-N-S number about customer). Is there any way to add such validation? Thanks in advance! Version 24B -
Adaptive Search Audit TableSummary: Hi, Do we have audit table for Adaptive Search Setups? I'd like to check the changes made with setup task 'Configure Adaptive Search'. Thanks, Adam Content (ple… -
How to Display Product Recommendations on Opportunity Detail PageSummary: I have been following the below documentation: https://docs.oracle.com/en/cloud/saas/sales/fadsi/view-product-recommendations-for-opportunity.html#u30248561 and…
-
Cx-Is there any possibility where list of Leads can be associated with calendar.Is there any possibility where list of Events(Leads) can be associated with calendar, such that the question 'Business Development Availability' in the qualification can…
-
-
Field Search not workingSummary: We have a DCL search page , in that we have DCL fields and all are working except one DCL. Though we are giving the value in it , it is not considering it for s…
-
Where is opportunity custom sub-tab data storedSummary: I have created a custom sub-tab on the opportunity screen, which is a table of new custom data rows. I need to query this data joined to the opportunity. Does a…
-
VAT update in runtimeSummary: Whenever I update the VAT, it doesn't update the amount in real-time. Content (please ensure you mask any confidential information): Version (include the versio…
-
Fields Not getting Loaded in Creation LayoutSummary: We have created a custom object using CXX generator, and this custom object is related to Accounts. We have also created a layout for the custom object and a 'C…
-
Restrict Activity Access to specific user(s)We've used access groups to allow our organizations users visibility into all records (Accounts, Contacts, Activities, etc.) so that any user can assist a customer. Howe…
-
Process to view All Accounts/OpportunitiesHi, Application Name: Oracle Fusion CX Sales Cloud Service Users are able to see only the Accounts/Opportunities which they have created. To give them access to view all…
-
Is it possible to map ERP DFFs to CDM?Summary: We have two DFFs on the ERP side, located in the HZ_CUST_ACCOUNTS table. The requirement is to use the two DFFs in a groovy script-based AccountSetMaster rule. …
-
What is the right way to show supplier data in Sales CloudSummary: We have Oracle Sales CLoud and Oracle Procurement implemented. What is the right way to show the supplier data in Sales Cloud which is also account in Oracle sa…
-
Activities cannot be searchedActivities cannot be search on normal ADF UI, but can be searched on workspace. These activities have been created via import. What is the possible cause and solution of…
-
What is a "Setup User" in Oracle Engagement Cloud? (to set up Redwood version of OEC Outlook plugin)Summary: We're attempting to follow instructions from Oracle to upgrade to a newer version of an Oracle plugin in Outlook that creates contacts in Oracle Engagement Clou… -
Adding a custom field to the Lead Convert Page LayoutI am looking to add a custom field that is associated to an opportunity to the lead convert page layout, the one to create an opportunity from a lead, but it is not avai…
-
Unable to Import Customer hierarchy for CDM using Import managementSummary: I am trying to import Customer Data, To create Parent and child relationships in CDM module in DNB hierarchy Using Import management Hierarchy Member. While imp…
-
BI Publisher - Roles to Cancel Scheduled Job ReportWe are trying to cancel/delete an active scheduled job report. What are the roles we need to have the privilege to cancel the report job?
-
Tabular layout in sub tabsHi, In the opportunity page I have created custom fields and created new custom sub tab. Next is I would like to know how to have these custom fields to be displayed in … -
How to export unified Sandbox metadata?Summary: Is there a way to export the list of all the sandboxes in an environment along with creator, creation date, Modified date, et., or is there any REST API to get …
-
How to use mode parameter in cx-hyperlink?Organization: Terex Summary: I saw one mode parameter in cx-hyperlink template. That mode specifies "Optional parameter to change the default behavior and launch the 'dr…
-
Sales Insights AI feature Opportunity effectiveness data is not getting updated properlySummary: Sales Insights AI feature Opportunity effectiveness data is not getting updated properly Content (please ensure you mask any confidential information): Sales In…
-
Can Continent be added to the geographies setup?Summary: Hi , Our customer needs to store Continent information to classify countries by continents. This is needed mainly for reporting. Has anyone had a requirement li… -
Sales Module to Redwood SalesGood day, We are looking into the differences between Sales and Redwood Sales to relay this to our end users. We have enabled Redwood sales in our lower instance however…
-
Hide Channel Manager Section From Partner PageSummary: Attached is the partner page. Need to remove/hide highlighted section (Channel Manager) from partner profile page. Content (please ensure you mask any confident…
-
Can I submit Import Geographies for all countries in one go in oracle cloud?Summary: Can I submit Import Geographies for all countries in one go in oracle cloud? I want to submit import geographies process for all countries in one go. Can this b…
-
Recommended Actions for Opportunities - Feedback ResponseSummary: I have been trying to configure the Recommended Actions for Opportunities and following the below article: https://docs.oracle.com/en/cloud/saas/sales/fadsi/set…
-
Sort Order for Primary Contact Drop down List on Opportunity Detail PageSummary: Hi, For OOTB primary contact DCL on opportunity detail page, what's the sorting order used by Oracle? If I want to sort alphabetically, is it configurable? Here…
-
Prevent Outlook invites to attendees via Bi-Directional syncSummary: Enable Bi-Directional sync between CX Sales & Outlook for Appointments but prevent Outlook invites from getting sent to attendees. Is there way to enable this u…