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
-
Ability to create and update contacts for sales while protecting and isolating ERP contactsSummary: As on CX User I must have ability to create and update contacts for sales while protecting and isolating ERP contacts so that CX users can maintain sales contac… -
Custom report from Audit tableSummary CDM audit tableContent customer wants to see changes on Contact and Account in SUI. Anyone created custom reports based on audit tables (e.g. hz_organization_pro… -
Error 401 on webservice call using generated token Opty outbound to azureSummary: Have registered two external webservices to used in Opty trigger. Token gets generated but receives 401 when doing the POST request Content (please ensure you m…
-
Can we use DFF as filter in 'findCustomerAccount' operation of 'CustomerAccountSerivce' webserviceHi, We have a requirement to filter the CustomerAccount and contacts information only by using a DFF (configured at Account Contacts level).We are passing CustomerAccoun…
-
Facing issue with FTP Server setup in OBIEEHi All, We are setting up the FTP server in OBIEE to burst the BIP report output to FTP server. But the connection is failing after passing the Server, Host, Port, Secur…
-
POST works from POSTMAN and got error in groovyHi I am able to POST and getting the response from 'Postman' but when I create a Web Services and use it from groovy I receiving the 400 error. Can you please help me to…
-
Express ReportHi, I created express report on Opportunity object but is showing as blank. But when I click on the report either of them are returning as blank -
Does the Oracle security model support only ownership visibilty? (i.e. only records I own)Summary: Curious if it is possible to only allow a resource to view records they own. This also includes record results that show up in a DCL field if you start to type …
-
Is it possible to invoke a Groovy "Global Function" via REST call?I want to find out if invoking a Groovy-implemented Global Function is possible. And if so, how to do it. -
How to add SiteUseType to Existing party SiteSummary: I have an existing site with SITE USE TYPE as "BILL_TO" for an organization and I wanted to add a new SITE USE TYPE "SHIP_TO" with the same address for the orga…
-
Can the close date field on opportunities be left blank during opportunity creation?Summary: As it stands now, when an opportunity is created, the close date automatically populates. This makes it so opportunities often times opportunity close dates com…
-
You must enter a value for the created-by-module attribute of the entity EdiEOI am trying to create organization customer with the below payload and getting below error
-
How to do proper error handling in REST WebServices?Summary: I want to do proper error handling with REST WebServices and looking at the documentation I found that: def conn = adf.webServices.GetTicketForAccount try{ // P…
-
User is having issue when entering an address in REASummary: Seeking your Inputs on this Issue, thank you in advance. Content (please ensure you mask any confidential information): Version (include the version you are usi…
-
How to make all fields visible for CX Sales for Microsoft 365?Some of the standard fields cannot be searched in the Available Fields and be added on the Details page. How to make all fields available?
-
can we insert data into database directly instead of hitting an endpoint url from webserviceSummary: In sales cloud do we have provision to insert real time Opportunity data into database directly instead of hitting an endpoint url from webservice? whenever an …
-
how to use EDLC to to download the attachment filesSummary: We need export PDF doc from Custom object. Content (please ensure you mask any confidential information): Version (include the version you are using, if applica…
-
ESS Job to change Resource User names based on changes in Manage Name FormatsSummary: Hello, We perform a change on CONCAT_NAME_DEF in Manage Name Formats by removing the Middle Name in the format layout. We were able to successfully save the con…
-
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…
-
How to change Account DCL Search and Select on Activity to match other objectsSummary: I'm unsure on how to update the Account DCL field Search and Select on Activity. It does not look like other objects. (see screenshot 1). I have another environ…
-
List all opportunities via APISummary: List all opportunities created using API Content (required): De momento necesitamos hacer una consulta de todas las oportunidades a través de API, en la documen…
-
How to hide/eliminate a section in the page layoutSummary: In the Lead page in CX there is a section that i need to eliminate or hide, when i try to modify the page layout of Lead, that section is not there to eliminate…
-
Unable to get field values in Before delete Trigger.Our requirement is whenever account team member is deleted , delete it from the related opporunities team as well We wrote a code on Sales Account-> Sales Account Resour…
-
How to add sites to an existing Customer AccountSummary: How to add sites to an existing Customer Account Content (required): How to add sites to an existing Customer Account Version (include the version you are using…
-
Restrict Lead or Opportunity Currency by Business UnitIn our application, different Business Units need to use multiple different currencies when creating Sales Leads or Opportunities. We use multi-currency, and load daily …
-
Defaulting the dashboard filterSummary: We have a dashboard which includes prompt as well, which is built based on custom subject areas with lead , opportunity , activity and custom object data. we de…
-
project number not generated through opportunity pageSummary: While creating an opportunity and selecting create project checkbox, the project number should be auto populated after selecting the project template but we rec…
-
How to send additional item attributes from PIM to CX Sales?Summary: We have product setup in PIM that have additional attributes (DFF's). Can we send these additional item attributes from PIM to CX Sales as part of the standard …
-
How to Integrate Sales Accounts with PayablesSummary: Hello Team, we have a requirement to integrate sales accounts with oracle payables to generate invoices and do the payments. could you please let us know the pr…