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Sales
Discussion List
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Is it possible to view change history of objects in OTBI and via REST?Summary: Is it possible to view change history of objects in OTBI and via REST? Content (required): We would like to see what details were changed on some objects we hav…User_2025-03-07-05-55-29-886 113 views 7 comments 0 points Most recent by Priscila Terazawa - Support-Oracle -
How to set an attachment category as defaultSummary: How can I set up a custom attachment category as the deafult one when opening the attachment section Content (required): Hi, is there a way to set as deafult a … -
Documentation is not Clear regarding How to Configure the Employee Abstract RoleSummary: Is it possible to have more information regarding this topic: https://docs.oracle.com/en/cloud/saas/sales/23a/fadsi/how-to-configure-the-employee-abstract-role-…
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Deal Registration Should be editable after submitting for ApprovalSummary: Currently, the deal registration is becoming read only when submitted for approval. so any changes to the deal after submission is not possible. customer wants … -
Custom Profile Option accessible via REST APISummary: Content (required): We are designing a VBCS application for CX Sales. In the VBCS we will have a logic that will be enabled based on a given date. We want the d…
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Report which would give us info that fields on object (say contact) are filled or NotSummary: We need to come up with report which would give us information that fields present on object (say contact) are filled in or not considering all records. For exa…
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Can we enable the use of products inside an opportunity without configuring the Sales Catalog?Summary: Using the Sales Catalog would force the third party system to consume 4 webservices instead of just one, needlessly complicating the implementation of the integ…Cristian Rogelio Velasco Gutiérrez 41 views 1 comment 0 points Most recent by Mihaela Anghel-Support-Oracle
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Significance of duplicate territoriesSummary: What is the business impact if I create duplicate territories(with the same dimensions) Content (required): I have setup the following territory hierarchy T-A T…
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Technologies Used (Language, DB, platform, methodology, design pattern)Summary: Technologies Used (Language, DB, platform, methodology, design pattern) Content (required): We are implanting the Subscription module in our company, and we rec…
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I want to prevent certain roles from deleting contactsContent (required): I created a custom JOB role by copying ORA_ZBS_SALES_REPRESENTATIVE_JOB. I don't want this role to be able to delete contacts, how do I set this up? …
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Email TemplatesSummary: We are using URL in email templates , in that we are passing some parameters. One of the value is having space(Ex: Test Drive) till Test only coming as URL and …
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is it possible to call the Task “Manage Customers” by script?Summary: is it possible to call the Task “Manage Customers” by Groovy or other method script for example in CX Account Page with an Action? Content (required): Version (…
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What does the field "DeleteFlag" on the Account Object indicate?Summary: What does the field "DeleteFlag" on the Account Object indicate? Content (required): when I do a Postman call on the Account Object I see the "DeleteFlag" field…
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How to hide custom action for the users who have read only access to the recordsSummary: How to hide custom action for the users who have read only access to the records Content (required): Problem Description 1. Login to the Application as a Sales …
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Calendar Start Date use as Server Variable for Dashboard PromptSummary: Our Calendar Year starts from every 1st of Oct month as example currently it is 1-Oct-2022. I am creating a dashboard prompt and want to populate Start Date of …
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Access the sales party for table HZ_PARTIES for all standalone contacts in the enterpriseSummary: Need complete explanation of this Data Security Policy "Access the sales party for table HZ_PARTIES for all standalone contacts in the enterprise" Content (requ…
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How to Mass Upload of Hierarchy Structure & values of all the countries in Manage Geographies setup?Summary: How to do Mass Upload of custom Hierarchy Structure & values of all the countries in Manage Geographies setup? Content (required): How to do Mass Upload of cust…
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List of Values via SQL/Analytics Query - Oracle Sales Cloud (FUSION)Is there a way to extract/Query all Lists of Values via Analytics SQL Query or from a Task in Setup & Maintenance? We are trying to document this information in Oracle S…
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Role required to Export Management, but I don't wanna activate the Sandbox for these usersSummary: I have some Users with the Job Role: ORA_SVC_CUSTOMER_SERVICE_REPRESENTATIVE_JOB I have a user requirement to Export Service Requests, Accounts and Contacts ins…
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Unable to Export Assets using Export ManagementSummary: Whenever we are trying to export Assets using "Export Management" functionality, the Exported data file does not get generated even though the export is success…
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Deleted Record still showing in workspaceSummary: we notice that some deleted records is still showing in workspace list, just wondering aside from doing full publish, is there away to remove the deleted record…
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How to fetch Victim records (Accounts or Contacts) in a table after merge?Summary: We want to fetch the victim records and its details in a list view. We are looking for a table name where we can build a query to see the data. Content (require…
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Its important to solve the territory hierarchy not showing well in forecast UISummary: Not all the territory hierarch is showing well its showing only two parent Content (required): Version (include the version you are using, if applicable): Code …
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[NGS]Need steps to implement SUI features Like Assessments, Sales coach, recommendation.Summary: Users are trying to use next gen digital sales UI for opportunity object and needs to know how to setup OOTB functionality is missing as comparison to SUI featu… -
[NGS]Steps to view Deal registrations for OptySummary: Is it feasible to view Deal registrations for Opty in Next Gen Content (required): When user goes to Opty in Next gen, they do not see deal registration header.…
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Is it possible to show Visual Indicator on blocked Account ListSummary: Visual Indicator on Blocked Account list. Content (required): Hi, We have requirement where the blocked account list should be highlighted on landing page. is i…
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Its important to know if there is ability to add the sales goal for specific product (item)Need to add new sales goal and specify a certain product not a group. For example: we have one resource , we need to say that this resource will sell for example 10 spec…
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Theaccount and opportunity always assigned to the parent territory and not assigned correctlySummary: its important to solve this "The account and opportunity always assigned to the parent territory and not assigned correctly to the child territory" Content (req…
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Downstream effect of custom address purpose in a customer ship-to siteSummary: We have created a custom lookup value in the address purpose in the customer ship-to site level. What will be the downstream impact of having this addition? It …
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How to remove "+" sign from workspace quick access tool barSummary: We've been trying to remove the create button, i.e., "+" icon from the workspace quick access tool bar for sales users but couldn't find the means to do so. cou…