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Sales
Discussion List
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Record customer short code in customer masterSummary: Hi! We have a requirement to record customer short code against each customer in the customer master Content (please ensure you mask any confidential informatio… -
How can I use Source System as a filter column in Export Management?Summary: Using the export management framework, I want to export Person object data based on their Source System. When creating the filter, however, I cannot see the Sou…
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How to the create a customer account dcl on sales lead to generate the list of billing accountsSummary: hi team, How to the create a customer account dcl on sales lead to generate the list of billing accounts. Content (please ensure you mask any confidential infor… -
How to Show Validation as Pop-up on Mobile After Saving/Editing a Record in oracle cx sales mobileSummary: We would like to modify the validation behavior on the mobile interface. Currently, after saving or making changes to a record, a validation message appears. We…
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Clarification on Session Timeout and Idle Time Behavior for Oracle Fusion CX Sales Mobile with SSOWe are using Single Sign-On (SSO) for accessing Oracle Fusion CX Sales Mobile. We need to understand the session timeout behavior for users, particularly the idle time a…
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Error to create Microsoft Teams from opportunitySummary: Users are not able to create MS Teams chat from opportunity. They get the error "You can't create a team in Microsoft Teams due to the following error: Please c… -
How to configure panels so it will based on field valueSummary: I am configuring panel container with supposed to be different criteria(cases) with this code: $base.page.variables.row.OrganizationDEO_BTAccountRecordType_c== …
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How to convert JSON Format REST API Payload (Request Body) into Groovy format for the below PayloadSummary: The below Payload is working fine with the POSTMAN (The attachment element with multiple IDs with comma separated values in the Body Request) {"to" : "to_email@… -
Visual Builder : How to migrate changes from one environment to anotherSummary: I'm just new in this Visual Basic Studio. we have 4 CX environments (Dev, QA, UAT and Prod), we are doing our change in Dev environment, just wondering how we c…
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Implications of change in country nameHello, Users requested for country name change for North Macedonia to Republic of North Macedonia. For this we have changed the country name in Manage Territories by fol…
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What is the category Name for Partner User? Sales CloudWhen Partner user are created what should be the Category name it can be tagged to?
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Connecting Activities to Business PlanSummary: Is it possible to connect an existing Activity to an existing Business Plan? I know you can connect existing Opportunities and Leads to Business plans, but for …
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Moved: Selection list modification auditThis discussion has been moved. -
How to Delete a Custom Action under Action and Links?How to delete a custom action under action and links? -
About displaying reports from Inforet in Sales CloudI have created a link to a report by setting the path to an existing report in the inforette on the Sales Cloud home page. When viewing the report, is it possible to hav… -
Does Customer Relations come with Oracle Fusion Core ERP license or is a part of CDM licenseDoes Customer Relations come with Oracle Fusion Core ERP license or is a part of CDM license
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Does Customer Relations come with Oracle Fusion Core ERP license or is a part of CDM licenseSummary: 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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Is there a limit to number of customers that can be added to a territories inclusion?Summary: Our current project has a need to define few territories with around 13k-15K inclusions customers. Is there a limit or general guidance as in how many inclusion… -
What is the payload send to the rest Notification endpoint for Export Activity?Summary: I'm creating an export activity via Export Management. One of the options is to specify a Notification endpoint. I would like to call an OIC integration upon co…
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Sort partners based on TiersSummary: How do I sort partners based on tiers in the API crmRestApi/searchResources/latest/custom-actions/queries/ Content (please ensure you mask any confidential info…
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Automate Bid Review Process in Oracle Fusion CX SalesSummary: Requesting support to automate the bid review process by implementing: Approval workflows based on project range. Conditional routing based on product type. Not…
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How to convert groovy script from app composer to Visual Builder readable codeSummary: On the actions and links section of the app composer, we are using groovy script to fetch the URL from custom object. I tried to use the code directly on create…
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How can I add custom panels (Custom and Standard Object) to Account ObjectSummary: I am currently migrating layouts of Account object from classic UI to Redwood UI. One of the component are the subtabs (panels on VBS). Is there a clear documen…
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Can you create a related section for the child custom object under a parent custom object?Summary: We are trying to create a experience that minimize the click of creating child object records after the parent object record is created. Parent Object: intake f…
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How can I set up a way to limit what products customers can purchase (or even see)?I sell to over 50 customers consistently. I have 6 brands internally that I sell to these customers and each brand has the products segmented into Finished Goods or Serv…
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How to customize rollup card fragment under Account Summary PanelSummary: Is there any documentation available to achieve below item from the link https://community.oracle.com/customerconnect/discussion/818126/customer-summary-panel-c…
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Audit trail for Custom Object in Sales applicatonSummary: Hello Can we enable audit trail for custom objects ? I dont the see custom object in list of Objects in 'Manage Audit Policies' Content (please ensure you mask …
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How to get primary contact details of Partner in SQLSummary: Hi, I am working on partner object to get primary contact details of partner. not possible to get in SQL. Need to get 1.primary Contact Name 2. primary contact …
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Sales Restricted UserSummary: Sales Restricted User - Not able to query/view opportunities Content (please ensure you mask any confidential information): Hi, I have created a new user as Con…
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Making Product Selection mandatory on Lead Creation Pages in CX Mobile applicationSummary: In CX Mobile application, we want to make the product selection mandatory while creating a Lead. We do not want this to be mandatory for Web application users, …