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Sales
Discussion List
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Status of appointments not syncing with outlook pluginSummary: My client is seeking clarification on the feasibility of synchronizing the cancel button in Outlook with the status of appointments in CX Sales. Currently, when… -
I am trying to query HZ_ORGANIZATION_PROFILES by attribute1 using Web Service or Rest APIHi, Do we have a web service or rest API that I can use to query HZ_ORGANIZATION_PROFILES
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how to enable custom actions in opportunity page in Microsoft 365 integration with redwood salesSummary: We have enabled outlook integration for oracle cx sales, but we are not able to display standard and custom actions in Opportunity pages in outlook Content (ple…
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Do we have API end Point for Bulk deletion of Custom recordsSummary: Hi, Do we have API end Point for Bulk deletion of Custom records Content (please ensure you mask any confidential information): Version (include the version you…
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Is there a way to lock the Win % field on opportunities so it can't be updated manually?On opportunity object, the win % field automatically updates based on sales stage. The field, however, can be overwritten so sometimes the win % doesn’t match the stage …
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How to fetch Customer Site details usnig REST/SOAP Web ServicesSummary: We need to fetch the below details for a Customer Site: SiteNumber, Address, Country, Purpose, AccountAddressSet Content (please ensure you mask any confidentia…
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Application Usage Insight-Whether total session duration is in minutes?Hi Team, In the application usage insight dashboard, we have multiple reports to track the sign ins and duration. I just needed a clarification on the 'Session duration'…
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Is it possible to make the fields in Workspace search results editable without opening the record?Summary: Hi, Similar to the old Landing Pages we would like to be able to directly edit the values shown in the search results in Workspace. Is this already possible? Th…
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What is the retention period for the Data ?Summary: what is the retention data policy, period related to sales and B2B service cloud data ? Content (required): what is the retention data policy, period related to…
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Modify notification email content in SFASummary: Modify notification email content in SFA Content (please ensure you mask any confidential information): Good morning forum team, I need to change the content of…
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Web page component errorSummary: I'm adding a web page component to the Opportunity Details page via Page composer but gets this error message. How do I add a box since the Box component is als…
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Has anyone performed custom copy map operation using groovy?Summary: can we use copy map in groovy? is this possible to copy all fields from one object to another. Version (include the version you are using, if applicable): Code …
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Got an error message when trying to click on 'Transfer Owner' in CDM ScreenSummary: We are facing this issue with respect to the Transfer Reason Code 'Ownership Transfer to McOpCo' and not able to understand this error message: Exception in exp…
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Custom Product DCL not removing Products not eligible to sellSummary: We have a custom Product DCL on Opportunity that is not updating with the current values shown in the Product object. For example, I have two products that I ha…
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Can custom attributes be used in Get Calls to query or filter out data on Territory ObjectSummary: We've introduced a custom attribute within the Territory object and are looking to integrate it as a filtering or querying parameter for the Get All Territory A…
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Is there difference between CX Sales cloud and CX Sales enterprise cloud in terms of features?Kindly differentiate between CX Sales Cloud and CX Sales Enterprise Cloud.
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How can we add revenue product column in workspace under opportunity object?Summary: We want to see revenue product names under the workspace columns for opportunity saved searches. Content (please ensure you mask any confidential information): …
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New on-demand webinar series: Transform revenue operationsWatch these on-demand webinars to uncover how you can drive connected processes for improved business outcomes. Learn how AI and other powerful capabilities within Oracl… -
In Customer Data Managment Is there an Audit Report availableSummary: Hi Team, In Customer Data Managment module client want to know how to setup the Audit report from Manage Audit Policies Data Verification Duplicate Identificati…
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Create Profile Level as 'Role'Summary: The profile option 'MOO_LIST_DEFAULT_SORT' set to Site profile level as 'Sort by Win Probability and Name'. Is it possible to create Profile level as Role.? Con…
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How to stop employees to appear in Sales Cloud object such as Accounts, Leads, Opportunities etc?If an employee leaves an organization, how do you stop their name from appearing in sales objects such as Accounts, Leads, Opportunities etc.
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Email ID of current user loggedSummary Email ID of current user loggedContent Hi, How to get the email address of user currently logged into Sales Cloud. Can this be achieved using configuration or ne… -
View Object equivalent to "Get all product groups": catalogProductGroupsSummary: Is there a View Object equivalent to "Get all product groups": catalogProductGroups? from Oracle Rest API documentation (Get all product groups) : https://docs.…
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Auto emailer for failed scheduled job for lead assignment in Fusion CX CloudWe are trying to set up an auto emailer for when the lead assignment schedule job fails to assign the leads to the proper territories based on the given pin-codes, so th…
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How to autopopulate fields base on value change in CX-PickerSummary: How to autopopulate first name and last name when primary contact field value changed@ Content (please ensure you mask any confidential information): Hi @John V…
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We noticed Feedback appear in left menu on Opportunity - but the page is blank?Summary: Has anyone noticed it or could it be something the team have added by mistake - I can't find anything about it in Settings which makes me think the latter. Cont…
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How to populate the fields Resource Import Macro?I'm doing an import using Resource Import Macro. How do I populate the fields in it with a corresponding or equal field in SQL? And could you please provide a sample Exc…
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Can we default Customer Hierarchy while creating the New Hierarchy in Customer Data Management?Summary: Hi Team, In Customer Data Management-->Manage Hierarchies, while creating the new Hierarchy by clicking "+" button client want by default Hierarchy Type is "Cus…
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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…
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1Enable Business Plan in WorkspaceSummary: Is there a way to enable Business Plans in Adaptive Search? Will it be possible in future release? Content (please ensure you mask any confidential information)…