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 to Disable DCL AutofillSummary: I would like to disable to capability of being able to type in a DCL field and have it produce results, e.g. in a Primary Contact DCL field on Lead, if I type t… -
Using Opty Revenue field in Opty object trigger is getting an errorSummary: Meet Sales stage condition and updates in custom field found in Revenue Lines should execute action. However, adding the custom field in the script is not retur…
-
update Customer DFF through webserviceHi, I am creating organization and then creating customer account associated with the organization. .../foundationParties/CustomerAccountService?wsdl The technical team …
-
Can we create a custom tree in CX for customers?Summary: Looking to find out is there a way to create a custom tree and assign it to the two tasks mentioned below. 1. Create Hierarchy 2. Customer Paying Relationships … -
23D New Feature - SUMMARY OF CALLS TO LOG, ALLOWING USERS TO ENTER MEETING NOTES AND OUTCOMESummary: Hello, we just had our development environments upgraded to 23D and we saw the new feature (SUMMARY OF CALLS TO LOG, ALLOWING USERS TO ENTER MEETING NOTES AND O…
-
About organization-wide attachment size/number limits Content (please ensure you mask any confidential information): I am investigating Attachments in CX. From the following, we learned that the upper limit of attachment fi…
-
Encountering "Remote Region error #3" when trying to access Configure Adaptive SearchHello, We are encountering this error when trying to access Configure Adaptive Search. Unable to retrieve content. Additional information for "Remote Region error #3": T…
-
Need to show the translations in other languages for Action Plans, Actions and ActivitiesSummary: We need to show the translations for Action Plans and related Actions and for the Activities related to the Sales Method of an Opportunity when a uses choose to…
-
Is there any document about PartyUsageCode, how does it impact a customer?Summary: I'm working on the hubOrganizations and hubPersons REST interface to create organization/person in Fusion. The field "PartyUsageCode" is mandatory. Referring to…
-
How to Remove Geography alternate name [hz_geography_identifiers] via oracle sales cloud ImportSummary: How to Remove Geography alternate name [hz_geography_identifiers] via oracle sales cloud Import Content (please ensure you mask any confidential information): V…
-
Want to show only months of current year on Y axis of bar chart.Hello, We are extending oracle fusion application using oracle visual builder cloud service. where while displaying data on bar chart. we have selected bar char componen…
-
Automatically open newly created recordsSummary: In the Redwood UI users use the Action Bar to create new records. When creating a new opportunity from a contact, the user is taken to the Opportunity Create Pa…
-
Customer account creation for REST API/Roles or privilegesSummary: We are implementing an integration for creating receivable customer accounts from other systems. We are using below REST and SOAP services in our integration. I…
-
Will Account Party number and Address Site Number get impact if import done with same seq?Summary: Will Account Party number and Address Site Number get impact if import done with same seq, we have a data migration activity from legacy system to CDM. The Part…
-
Hide or remove Structure icon displayed in the menuHello I am creating a role that can only manage users, organizations, positions, among others, however, the Structure icon appears in the menu. When I try to hide it wit… -
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…