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Sales
Discussion List
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Display Overdue Tasks as RED Only for Open ActivitiesSummary: How to Display Overdue Tasks as RED Only for Open Activities -
How to convert ActivityDescription CLOB to text in Groovy ScriptSummary: We are trying to gather the ActivityDescription in a Groovy script to parse to an external system via Web Service. The issue we encounter is that ActivityDescri… -
Webservice call using groovy is not working: Invocation of service URL used in connection failed.Summary: Trying to run the territory assignment using webservice call, but it is not working. Content (required): Trying to run the territory assignment using webservice…
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How to view the changes made on a standard roleSummary: How to view the changes made on a standard role Content (required): How do I check whether the a user made any changes on a standard role. Version (include the …
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Is there a way to link Fusion Cx Opportunity with Fusion Order?Summary: Can we show the order from the order Management as subtab of opportunity? (without use of custom Object) Content (required): Version (include the version you ar…
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Reports in the oracle cx sales mobile app does not return any dataSummary: Reports in the oracle cx sales mobile app does not return any data; cannot see/access any reports. What could be the reason for this? and how to fix it? Thank y…
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Announcing the Oracle CX Customer Meetup: AustinWe are excited to announce a new Oracle CX meet up series! Oracle product leadership will be stopping in Austin this Spring to gain your insight into the strategic direc…Elise Hymes - Oracle CX-Oracle 92 views 0 comments 3 points Started by Elise Hymes - Oracle CX-Oracle -
How to remove the 'Add' button from the account edit layout?**This post was created as part of a How to Service Request (SR) Release: 11.13.22.10.0 Summary of the question: On the Account edit page ( Navigate to Sales - Accounts …Robert Mutton-Support-Oracle 71 views 2 comments 0 points Most recent by Robert Mutton-Support-Oracle
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I want to make field mandatory in sales cloud with using groovy script .Summary: I want to make field mandatory in sales cloud with using groovy script, could you please help me with the script .(field =win/lose reason) Content (required): V…
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Can we still "Create Campaign" in CX Sales?**This post was created as part of a How to Service Request (SR) Release: 23A Summary of the question: Although the user has "Sales Manager" role on Sales Cloud we canno…Ionel Spaloghe-Support-Oracle 41 views 1 comment 0 points Most recent by Ionel Spaloghe-Support-Oracle -
How to create Assets using FBDISummary: Content (required): How to create Assets using FBDI, what is the excel/CSV template used to create an Asset and from where do we need to upload that template. V…
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How to convert a Lead into an Opportunity using REST APISummary: How to convert a Lead into an Opportunity using REST API Content (required): Hi , How to convert a Lead into an Opportunity using REST API in Oracle Sales Cloud…
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Error "The ID attribute AssetId doesn't have a matching value for th" in creating Asset through FBDISummary: Getting error "The ID attribute AssetId doesn't have a matching value for the record of type Assets. (MKT-285329)" Content (required): Getting error "The ID att…
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How to Hide Save and Close Button?**This post was created as part of a How to Service Request (SR)** Version (include the version you are using, if applicable): 23A Summary: How to Hide Save and Close Bu…Varun Malhotra-Support-Oracle 141 views 2 comments 0 points Most recent by Siraj Syed -Support-Oracle
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How to export Sales Campaign via Export Management or RESTSummary: How to export Sales Campaign record via Export Management or RESTAbhishek Methi-Support-Oracle 41 views 3 comments 0 points Most recent by Abhishek Methi-Support-Oracle
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CX Sales Mobile App - Around MeIs there a way to change the defaults setting on the cx sales mobile app, so that the "Get Directions" directs the users to Google Maps instead of Maps on iphones?
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How to get new role name reflected in Access Groups**This post was created as part of a How to Service Request Summary: Renaming the custom role in security console the role name change in not reflecting in Access Groups… -
Which attribute combinations are supported in DaaS?**This post was created as part of a How to Service Request (SR) Summary: Why users are not able to enrich account only with country attribute Content (required): NA Ver…
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Create Custom Subject AreaHi, Please help with the steps how to create custom subject area from the custom data model ? Thanks -
Add parent account via groovy scriptSummary: Content (required): Hi everyone, does someone have an example of groovy script to manipulate the parent account on Account object? Mainly, we are interested to …
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How to disable Log a Call and Call Reports in Workspace Infolets?Summary: I would like to disable Log a Call and Call Reports in the workspace infolet Content (required): Log a call and Call reports are already disabled in Smart Actio… -
How to delete resource as salespersonSummary: How to delete existing resource salesperson Content (required): Some how we entered future date as start date, I want to change start date or delete the resourc…
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Best Practices for Industry ValuesSummary: The default values in the Industry Field are not as accurate for our business as we would like, what is the best practice to have your own list of Industries. S…
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Saved search in the custom objectSummary: We have create the Saved Search in custom objects with 'contains' , but it is not giving the results in the search bar. Content (required): From the attached sc…
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What is purpose of Schedule Process --> Process Translations for Workflow Tasks Archive**This post was created as part of a How to Service Request (SR) Summary: What is purpose of Schedule Process --> Process Translations for Workflow Tasks Archive Content…
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How to Restrict "Continue with create" button ( possible dup pop up ) based on role on 'Contacts' ?Summary: Can we restrict "Continue with create" button ( possible duplicates pop up ) based on role. Tried using page composer , able to restrict . But need to restrict …
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Will purged Party Number be reusedSummary: If a record is purged (merged) or manually deleted, will the unique party number get reused after the record is completely removed from the database? Version (i…
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The calculation of milestones begins with the time of field value update.Summary: We have configured the milestones, and it is functioning in the first phase of selecting the value from the FCL field, but we need to move on to the second LOV …
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Is there a way to disable the Create Appointment, Log a Call buttons on the Account Edit screen**This post was created as part of a How to Service Request (SR) Release: 22D Summary of the question: How can we disable the standard buttons on the Account >Activities…Robert Mutton-Support-Oracle 41 views 1 comment 0 points Most recent by Robert Mutton-Support-Oracle
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Multiple contacts getting copied to CRM from Outlook - how to I delete or reconcileSummary: **This post was created as part of a How to Service Request (SR) Release: 22D Summary of the question: Customer has multiple contacts in my Outlook from various…