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Sales
Discussion List
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How to display Lead's Owner's manager in workspace UI.Summary: Our customer has requested to add the Lead's owner's manager in workspace - lead view. We have looked for option in 'Configure Adaptive Search' and field names … -
Express ReportHi, Is the express reports are available only for Opportunity object please clarify. -
How to access value in cx picker dynamicallySummary: Hi team, My use case is to dynamically sort the data in cx-picker. Content (please ensure you mask any confidential information): My data is available in layout… -
Performance Export management in SFASummary: Performance Export management in SFA Content (please ensure you mask any confidential information): My query is whether it currently generates any performance i…
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The import operation ended with error: Parent Node Not Found. (HZ-120877)Error encountered during Import of Hierarchy Member import job. Followed the correct fields and loaded the Hierarchy before Hierarchy Member. RI received an error that I…
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In Opportunity Rule Based Assignment : How many values can fit in “Value” field of a Rule ?We have a requirement where we will be using POSTAL CODE as an attribute in condition of a rule in opportunity rule based assignments. How many values can fit in “Value”… -
How do we get privileges on schema CRM_FUSION_SOAINFRA?Summary: To come up with a custom report using BPM tables in CRM Cloud, we need privileges on schema CRM_FUSION_SOAINFRA or let us know the tables that store the details…
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How to make Scheduled Process Job output visible to all users with System Administrator roleSummary: During Scheduled Process running we can output to a text file, which is stored as an attachment to the job. This attachment is visible only to the user who ran …
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Success message groovySummary: Success message groovy Content (please ensure you mask any confidential information): Dear good afternoon, I would like to know if there is a way to display a s…
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Merge: Define Surivorship for CustomObjectsSummary: Dear all, we merge accounts. For accounts we do have a m:n relationship to a custom object. With a merge all custom objects would be linked to the survivor. Thi… -
How to access event.pickedRowsData in cx-salesSummary: Content (please ensure you mask any confidential information): Hi Team, I added FieldValueChanged event on picker and it is giving value for that field in picke…
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Populate fields from cx pickerSummary: Populate field based on cx-picker object after selecting the record. Content (please ensure you mask any confidential information):e We have custom Product fiel…
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CDM approval workflowSummary: 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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Import Notes with Line BreaksSummary: Is it possible to import Notes (in this case Opportunity) with line breaks? I'm importing CRMOD files where the Note was copied emails and we need to preserve t…
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Asset visibility in Sales of CPQ productsSummary: In our architecture we will integrate Fusion Sales and CPQ application. Customers in Sales are in hierarchy and so we have for example that customer A (holding)…
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Outlook 365: Searching from Saved SearchSearching in the Outlook Add-in from a saved search returns all records that I can see instead of records in the saved search. Is this a current limitation of the system… -
how to translate sales method in japaneseI have created one custom sales method in English UI . but when I am login to Japanese language it still coming in English language . I have used User interface Text but…
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Analytics drill is not working on oracle CX Sales mobile AppSummary: I have created an analysis for mobile app, its working fine but when i tap on mobile for drill. It automatically navigates to following URL. but you see 'https/…
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How to filter pricebooks based on fields Resource in opportunitySummary: We have requirement to filter pricebooks in opportunity based on BrandSalesGroup_c assigned to logged in user which is in Resource object. Content (please ensur…
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Sales: Limiting Resource Picker for UsersSummary: Limiting the resources that a user can see then add or assign to records (like accounts) Content (please ensure you mask any confidential information): Currentl…
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Attachment upload dateSummary: Hi Team, We are trying to upload attachments to opportunity using OOTB attachment entity, Is it possible to put a time stamp for date/time that these files were…
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How to implement Create trigger in next gen salesSummary: We have one create trigger in childRevenue which defaults value from opportunity there. Content (please ensure you mask any confidential information): We have r…
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How to fetch files from UCM and move to different serverSummary What are the options to fetch file from UCM and move to another server location by automaticContent BICC extracts files into UCM and those files are generated da…
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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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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…
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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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re-activate contactsSummary: Re- activating contacts made inactive by mistake Content (please ensure you mask any confidential information): Hi, Is there anyway to re-activate the contacts …
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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… -
Error in Partner Relationship Management Assessment.Summary: The Following error thrown by the system when the custom partner assessment template is added. "The assessment template is invalid for the source object. (MOW-2…
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Phone ValidationHow to add phone validation so that it show error message "Enter Valid Phone.." on saving the record when phone's fields are empty **This post was created as part of a …