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Sales
Discussion List
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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… -
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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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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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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Disable email notifications if notification subject contains ‘ABC Company’Summary: Hi Team, I'd like to check how this can be done with BPM configuration. Requirement: For Appointment, whenever there is an update performed on the appointment, … -
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… -
NGS - How to download table data?Summary: We are extending oracle sales application using oracle visual builder. We have added one button to fetch last n transactions - when we click on fetch transactio…Pratibha AdhavLTIMindtree 25 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle
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Digital Sales OptionsSummary: Hi all, My navigator and springboard display various sales offerings, such as the SUI Sales tab that is currently in use, digital sales, and Redwood Sales. Sinc… -
Primary Contact Functionality on Custom ObjectSummary: OOTB CX has Primary Contact Functionality on Account. We have created a Custom Object and it has M:M relationship with Contact object. How can we configure the …
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How to disable appointments entirely?Summary: We are using NGS and have disabled all the Smart Actions for Appointment creation because our client does not want to use the Appointment activity type, however…
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Dynamic URL behaves differently if opened from Navigator vs. SpringboardSummary: Hi All, I created dynamic URL based on the following document, then added the app with Structure. https://docs.oracle.com/en/cloud/saas/applications-common/24a/…
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Redwood - Multiple Opportunity detail layoutsSummary: Condition on an opportunity detail layout doesn't work Content (please ensure you mask any confidential information): created a custom detail layout, exposed al…
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Does Trigger works when i import the data through Import managementWe 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 value usin…
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Opportunities Assessment - TRIGGER NOTIFICATIONSummary: While submitting the opportunity assessment template, can we trigger a mail approval notification? Content (please ensure you mask any confidential information)…
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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…
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Create Resource User API Error - A record with the value FUSION_HCM <PersonID> already exists.Summary: We have a process to create a resource user for existing workers in HCM via Create Resource User API. This has been working but some of the users can't be creat…
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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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oracle fusion cx cloud accounts and contacts restrict records based on a fieldHello, I would like to inquire if its possible to restrict access to records for certain roles, for example, let's say i created an account and i have a custom field on …
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How to filter a DCL by a FCL valueSummary: Use Case: Select a value from the FCL and filter options on DCL FCL Name: Club DCL: Account picker Select a Club (Aspen) and filter the Account list to show onl…
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How to master location in oracle cx sales?We need to understand how Oracle handles location master data. Foe example, in Informatica, we can create an address and add a relationship to a new party with a mastere…
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Redwood - Delete a repository from the projectSummary: We accidentally created a repository in a development project in VBS. How can we delete it ? Content (please ensure you mask any confidential information): Vers…
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opportunities assessmentSummary: 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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New Feature: Email & Phone Verification in CX SalesSummary Beginning in 21B, we are introducing added email and phone verification capabilities to...Content Beginning in 21B, we are introducing added email and phone veri… -
Unable to edit account even after providing access from Access GroupsSummary: Created a new custom role and provided Read/update access to all accounts using Access groups, we are able to see all the accounts with the new role but unable …
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Features Sales Intelligence in Enterprise versionSummary: We want to take advantage of Sales Intelligence functions, e.g. Adaptative Intelligence: Recommended actions, Artificial Intelligence (AI) Lead Score, and other… -
How to master location in oracle cx sales?We need to understand how Oracle handles location master data. Foe example, in Informatica, we can create an address and add a relationship to a new party with a mastere…
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Visual Builder Studio, can fields from 2 containers be made dependent on same page extensions (RSSP)Summary: Can one field lets say "Requisition Type" (from container 2) be selected based on value on a field "budgetary control" (from container 1) . PFB the screenshots …
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The value of the attribute Sales Stage isn't valid.Summary: Every time I complete out the opportunity creation page and then click "Save & Continue," I receive an error message that says "The value of the attributes sale…
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How to call Stream REST API using postman?Summary: We have a requirement to call Stream REST API from Application Composer using Groovy Script. Content (please ensure you mask any confidential information): Vers…
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Lead Qualification ApprovalSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…