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Discussion List
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How to delete a Customer Account Site using webserviceSummary: How to delete Customer Account Site using webservice Content (required): How to delete Customer Account Site using webservice Version (include the version you a… -
Mask custom field values by replacing with "*" or "#" for certain rolesSummary Mask custom field values by replacing with "*" or "#" for certain rolesContent We want to mask custom field values by replacing with "*" or "#" for sales rep rol… -
Office 365 Integration QuestionsSummary: Office 365 Integration Questions Content (required): Is there any SQL injection risk when implementing this feature into Outlook? Is there any data stored on th…
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Can we upload Image in home screen based on Logged in User(Partner User)Summary: Can we upload Image in home screen based on Logged in User(Partner User) Content (required): Version (include the version you are using, if applicable): Code Sn…
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How to Apply Redwood Theme in OTBI Reports in Oracle Sales CloudContent We are planning to switch to the Redwood Theme in Oracle Sales Cloud. We have tried applying the Redwood Theme; however, it seems that the changes do not reflect…
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Excel and PDF Custom FieldsSummary: Is it possible to download the Customer business object fields and their respective values to an excel or PDF from the customer screen itself. Or what alternati…Andrés Felipe Balaguera Rodriguez 31 views 1 comment 0 points Most recent by Jacqueline Li-Support-Oracle
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How to change object display name for Partner UserSummary: We are getting challenges for changing Opportunity object display name as a 'Procurement' for Partner users('ZPM_PARTNER_ADMINISTRATOR_JOB'') . When Sales cloud…
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How to setup Parallel approval for Opportunity?Summary: I want to configure a Parallel Approval process where parallel approval will push to 2 or 3 sales managers. Out of three managers any one response (approved/rej… -
What is the maximum number of allowed records in analytics report?Content (required): Receiving error in otbi analytics report "Exceeded configured maximum number of allowed input records". Both encountered in either table or pivot typ…
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Recycle BinSummary I like to see deleted records and possibly restore themContent It happens that records are deleted by mistake, it would be useful a recycle bin in order to check…
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Updating Accounting Calendar in CRMSummary: Hi, We are planning to change the accounting calendar in CRM application from Calendar year to fiscal year. We want to know what would be the impact on our exis…
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How to configure Buttons at the top level on Custom Pages?Summary: We need to configure a few buttons at the header level on Custom pages that we have created using Application Composer. Custom business events are enabled on th… -
REST API for filling the form/page in Sales CloudSummary: Looking for API which can fill out form/pages in Sales Cloud Content (required): Hello, Can someone please let us know whether we have APIs which can be used to…
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Show the reject comments in email template, if we reject the deal from the email notification actionSummary: Show the reject comments in email template, if we reject the deal from the email notification action Content (required): Show the reject comments in the email t… -
Customer Data Management Cloud as a standalone cloud serviceSummary Is Customer Data Management Cloud available as a standalone cloud service?Content Hello, I was looking at the Customer Data Management Cloud documentation and no… -
How to show Date Format like 19 July 2023 in SQLSummary: Content (required): Need to display month in date field in SQL . EX: 19 July 2023 Version (include the version you are using, if applicable): Code Snippet (add …
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To have a system prompt on Accounts and Opportunities for sales team functionSummary: Hi all, have a requirement and am seeking everyone's support on this: If a user selects the sales team function role "pursuit leader" from the LOV, can we have …
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Is there a performance implication if Workspace Periodic Refresh is run every 5mins?Summary: The records in the workspace search results does not reflect the change in real time until the periodic refresh is completed. In our case, the periodic refresh …
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Where can we find the 'Show Private Notes' option in NotesSummary: Not able to see 'Show private notes' in the Action Bar Content (required): In the 23B patch update release notes, they mentioned that 'Notes' can be marked as '…
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Unable to add button in field group using page composerSummary: Hi , I have a custom object detail layout with fields organised as different field groups. I am trying to add a button in one of the field groups. Tried using p…
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How to disable contact duplicate matching configurationsSummary: How to disable contact duplicate matching configurations Content (required): We enabled the configurations for the duplicate matching configurations in contacts…
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How can I add custom fields in the "Manage Sales Task Templates" tool?Content (required): We are currently trying to configure the automatic creation of activities (tasks), which is exhibiting unexpected behavior. This is due to a specific…
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How to add more fields under Update Contact smart action?Summary: Add more fields under Update Contacts smart action. Content (required): When we click on Smart action 'Update' , we get to see only Job title, First name, last …
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Customer Merge ErrorSummary: Error message when attempting to merge 2 buying customers. The reason does not give any details on why it errored. I'm looking for how to determine what the iss…
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Interorg transfer run on the basis of price list?Summary: Interorg transfer run on the basis of price list my scenario is when we run the inter org process system pick the rate from the price list. Example: my price is…
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Disable Relevance SortingHi, How to hide or disable Relevance sort value from the sorting dropdown? .Thanks, Vivek R.S
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Account import template missing phone typeSummary: Account Import object does not have the attribute PhoneType. Content (required): Hello, We have a requirement to remove phone numbers from some accounts. The im…
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Is it possible to have the daily login and logout time of users in CXSummary: Is it possible to have the daily login and logout time of users in CX We need a report with below columns Username Date Time of Login Time of Logout User Email …
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On fusion customized object land page,How to set the default sort of record name to descending sort?Summary: On customized object land page,How to set the default sort of record name to descending sort? Content (required): When access the customized object landing page…
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How to add the "Type" field for addressesSummary: Following the instructions set out in the document, but unable to add https://docs.oracle.com/en/cloud/saas/sales/22d/fadsi/enable-multiple-account-addresses.ht…