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
-
How can we see the change history for Sales objects - NGSSummary: How to see the change history for Sales objects like Contact , Account, Lead, Opporunity. Content (please ensure you mask any confidential information): Classic… -
Any one implemented Microsoft teams with fusion cx?Summary: Any one implemented Microsoft teams with fusion cx? We have to do set up in microsoft application and ODA application . and later enter details in fusion CX app…
-
Is it possible to convert a User account (not a Person record) into a Resource?Summary: Is it possible to identify a User (created directly from Security Console and is not a Person record) as a Resource? Content (please ensure you mask any confide…
-
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…
-
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…
-
Need to call an object function from global function in CX Sales - how?Summary: Use a global function to call and pass data to an object function Content (please ensure you mask any confidential information): Hi all, I'm driving myself nuts…
-
Mapping CX.Account to FIN.Account instead of FIN.OrganizationSummary: Account hierarchy is different on Oracle ERP Cloud (FIN) and Oracle Sales Cloud (CX) Content (please ensure you mask any confidential information): We are imple…
-
How to auto update lead status to converted when connecting an existing opportunitySummary: When we connect an existing Opportunity to a new Lead, we are looking for a way to auto update the Lead status to Converted. Content (please ensure you mask any…
-
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 …
-
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…
-
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 -
Is there a way for job process to automatically be submitted when a new user is created via REST APISummary: We are trying to explore using REST API in creating user resources in Oracle Sales Cloud. Based on the documentation on creating users using REST API, there are…
-
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
-
Image in ColumnHi, I selected the image in the column properties but when I run the report it is showing up. below is the blank space where the image should have visible which is not s…
-
Express ReportHi, Is the express reports are available only for Opportunity object please clarify.
-
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 … -
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…
-
How to send email notification to resource when an Activity is assigned to that resourceSummary: Hi All, We have a requirement to send email to user to whom a new Task(activity) is assigned. Content (please ensure you mask any confidential information): The… -
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…
-
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 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…
-
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…
-
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…
-
How the “Status” field in the opportunity is being populatedWe would like to know how the “Status” field in the opportunity is being populated. Was it tied via update to the “Sales Stage” of an Opportunity or to the “Status” of t…
-
Can we translate the custom error and validation error messgaesSummary: we are using 2 languages in the system ,so when it comes to translate from English to Arabic all the standard fields & error messages are coming automatically. …
-
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 …