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Sales
Discussion List
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Smart Action Assign on All Accounts To be RenamedSummary: Smart Action is not visible in Application Composer and needs to be renamed Content (please ensure you mask any confidential information): Hi Team, In Workspace… -
Calculated Field is not visible for Sales Read-Only UserSummary: Calculated Field is not visible for Sales Read-Only User Content (please ensure you mask any confidential information): At the opportunity level, there is a cal… -
Can you move a Customer Registry from one Account Address set to another.We have a customer in Australia who was originally set to correspond to our English Business Unit. However we want to move that customer to a US based business Unit. If …
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how to get data from a report created via API?Summary: we have a report created using reports and analytics and we want to know how can we get data from a report created via API? Content (please ensure you mask any …
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Integration between projects and cx ?Summary: I would like to know weather there is possibility of integration between Cx and Projects module. Content (please ensure you mask any confidential information): …
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Outlook Integration and opportunity revenue itemsSummary: While using Outlook Integration, in opportunity object we would like to customize the part related to the Revenue items (or revenue lines) - is there anyone who… -
In oracle sales>opportunity creation page.Summary: In oracle sales>opportunity creation page in the field of project leader the name appears in first,middle and last name order, customer wants the name format to…
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How to modify CX Sales UI layout for Standard & Custom objectsSummary: How do I modify page layouts (outside of Application Composer) for CX Sales? Do I have to use VisualBuilder for this? Content (please ensure you mask any confid…
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Groovy - How to detect than an account is de-associated from a contact?Summary: How to detect than an account is de-associated from a contact using Groovy? Content (please ensure you mask any confidential information): I have a Contact obje…
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REST API to fetch Source System DataSummary: Is there any REST API to fetch Source System Data. We do have a SOAP WSDL - https://servername/crmService/FoundationSourceSystemService?WSDL But we wanted to kn…
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Can we migrate the customization from one customer environment to another?Hi Team, I'm just curious to know if we can migrate the customization done in Oracle Sales and B2B service cloud of one customer ENV to another customer ENV. I'm aware o…
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Any tool to automate migration of customizations to Redwood?Summary: Is there any tool that can help to migrate customizations e.g. pages/layouts to Redwood without developing from scratch? Content (please ensure you mask any con…
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How to change the Project leader name format.Summary: 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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How to get the audit logs for admin related activities in oracle sales cloudHi, We have a business requirement as per Security guidelines from customer, where we need to track the admin related activities like activating/inactivating user, addin…
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How to get Account Number & Site Number in Customer DetailsSummary: Hi, I am trying to fetch Account Number & Site Number details from Finance to CX Customer details. In this picture Red color was Customer Number in CX & Blue co…
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REST API for Party numberSummary: Hi I am looking for Rest API for getting Party number of specific customer. Regards Mayur Content (please ensure you mask any confidential information): Version…
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Lead qualification for Next Gen SalesSummary: How and where do we set Lead qualification questionnaire for Next Gen Sales (Digital Sales) Content (please ensure you mask any confidential information): We ha…
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How to delete a single contact among Multiple contacts from Account using an APISummary: Hi All, I am trying to delete a contact which is Under an Account Site. I need to delete only a single site even if there are multiple sites under the same acco…
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Filter the possibility of having a value in a multiple selection list Oracle CXSummary: Hello Community, I hope you are well It is required to validate the choice of a specific value in a multiple selection list, but since it is a list of this natu… -
How can we get approval on Appointments (Monthly Schedule)The sales team needs to create a monthly schedule (appointments with different accounts/customers) and get it approved by management. After approval, sales representativ…
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How does the currency conversion for currency type field work? for Sales application.We're running an analysis in our BI catalog on a custom object in our staging environment. The analysis shows a custom field: Amount, field type: currency - the field is…
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What are the privileges, child roles required for Sales Read Only access?Summary: Hi All, We have seeded Sales Read Only role, but that is not providing access to Sales objects such as Accounts, Contacts, Lead and Opportunity. Content (please… -
Is there any way to enable Inline Editing of Records Displayed in Lists for records from Workspace?Summary: We have a Customer requeriment, to Enable Inline Editing of Records Displayed in Lists for records. So we have followed the next documentation: https://docs.ora…
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How was RELATIONSHIP_CODE = 'BOARD_MEMBER_OF' created?How was RELATIONSHIP_CODE = 'BOARD_MEMBER_OF' created? Is it related to CREATED_BY_MODULE = 'ZCM'?
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How does CREATED_BY_MODULE = 'ZCM' created?How to replicate this CREATED_BY_MODULE = 'ZCM' in Relationship? I tried doing 1. a. Drill down to account b. Navigate to Contacts subtab c. Search and Add Contacts d. C…
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How to get number of records created (SFA/CPQ) in realtime without impact performance?Summary: We need to know how we can get the number of records created in the last 5 minutes for the objects Service Request, Quotes and Orders. Content: This information… -
Does the Sales REST API support semantic versioning?I was wondering if the Fusion Sales/Service Cloud REST APIs support semantic versioning, and also what the backward and forward compatibility policies are. I'm concerned… -
Send Email smart action for Custom objectSummary: We want Send Email smart action for custom object in redwood. This smart action is available for standard object. If we refer the configuration for standard sen…
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Partner page subtabs not accessible directlySummary: Hi Team, When logged in as a Partner user and clicked on Partners icon on the homepage should navigate directly to the Overview subtab skipping the read only pa…
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CRM team will be doing a soft mass deletion of accounts, can this increase the system performanceWe are having ~970K party IDs in OSC and we are planning to deactivate ~100K to 120K We will be soft deleting these records, so that they will not be available/visible f…