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Sales
Discussion List
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Not able to find documentation on 'ENABLE USER CONTEXT FOR SERVICE REQUEST' 23C new featureSummary: No documentation on the 23C new feature 'ENABLE USER CONTEXT FOR SERVICE REQUEST' Content (required): We were going through the 23C patch update new features do… -
Can we create an org chart of contacts in Oracle Sales B2B?Summary: We have a requirement to create an org chart of our contacts that are added into our CRM. Our sales team found another tool that can do this, but we need to do …
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How to fetch OSC attachments using deep link in reportSummary: We have requirement where we need to navigate to pdf document which is attached in custom object when we click on Report. It should open directly in new window …
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Best practice to re-assign a sales team when the sales leader leavesSummary: The current sales leader is no longer with the organization. What is the best practice to put in a new sales leader so the Hierarchy, Territories, Quotas, etc a…
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How to set custom object data visibility based on security roles (CX SALES)?Summary: I need to filter data in a custom object by using an SQL filter inserted into a security role Content (required): I want to filter the data in a custom object b…
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Unknown Contacts Locking RecordsH,i opened an SR but was told to post in CCC, Main Question: Is it possible to unlock a record from another contact that dosent exist in the system anymore? We are occas… -
Address Page Layouts IssueSummary: We have created custom address layout and added few custom fields . This layout should be visible only for OSC Accounts. How to restrict from partner address. C…
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REST API for Sales and Fusion Service - incomplete response when using expand optionSummary: Rest api being used: REST API for Sales and Fusion Service in Oracle Fusion Cloud Customer Experience Documentation for the endpoint being followed: https://doc…
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Can we open a Quote Screen from CX DashboardSummary: We build a dashboard for quotes using standard subject area in analytics , there we have a information of Opportunity and Quotes. If we want to navigate to Quot…
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Looking for clarification on having sales people be listed as contacts vs only being resourcesSummary: We have our sales people created as Contacts in CRM. They are also Resources. When we are using the latest Outlook plugin and it is having an issue with some of…
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REST API Web service returning nullSummary: REST API Web service returning null Content (required): def WService = adf.webServices.XX_OSS_GetEmailDomain def Headers=['Content-Type' :'application/json','RE…
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Is there a way to enable attachments on notes object?On the notes object under accounts, is there a way we could enable attachments?
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Is there a way to email Dashboards on otbi agent?Summary: I have a couple simple dashboards that I would like to send as a singe excel sheet to managers instead of sending them 3 emails with each page. Is that possible…
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Chat feature for CX Users on Objects.Does Oracle plan on implementing anything similar to the "Chatter" Feature on SalesForce? It would be super helpful to have the ability to TAG other users on Opportuniti…
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What is the Account Deep link in Sales ModuleSummary: Hi Team, We are trying to create a deep link for account to navigate to edit an account. We are using following link but it is navigating to landing page of the…
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How to differentiate landing page based on lov valuesSummary: We are using standard opportunity object as a copy and created two other modules(Procurement and Job Authorization). As per the attached oracle community docume…
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Configure Adaptive Search - Cancel Process and Schedule as another userSummary: The processes under 'Setup and Maintenance' - 'Configure Adaptive Search' is scheduled to run as a user that has been deactivated. This process keeps on failing…
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How to Delete User in Oracle CX Sales Cloud created via setup and maintainanaceSummary: How to Delete User in Oracle CX Sales Cloud completely created via setup and maintainanace page Content (required): How to Delete User in Oracle CX Sales Cloud …
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How to change record set list values in CX SalesHi, Is it possible to update record set list values, ex I need to update 'My subordinates own' to 'My team own'.
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How can we automatically add a new product to Product CatalogSummary: Hi Team, We want to know is there a way to add a new product automatically to a product group in Sales and Service. Content (required): Version (include the ver… -
Add Warning on Attachment DeletionSummary: The desired outcome is to have a warning display when a user tries to delete an attachment that they can either accept or decline. We tried to use a similar sni…
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Confirmation Needed: Object Trigger and Object WorkflowSummary: Hi, I need your help to confirm the following behavior for Object Trigger and Object Workflow. If I create/update CX object data from ERP UI, object trigger and… -
Is there a way to update HZ_PHONE_COUNTRY_CODES in UI?Summary: Is there a way to update HZ_PHONE_COUNTRY_CODES in UI? Content (required): Hi community, There is a Kosovo country code missing. So I am curious if there is a w… -
How to combine Tasks/Appointments/Call Reports in 1 tile in CX Sales Mobile?Summary: On the Desktop, Appointments/Tasks/Call reports are in 1 Object which is the activity object, but on the CX Sales Mobiles it is separated individually, is there…
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Can I purge the Customer Site data?Product - Oracle Fusion Cloud Applications 23C (11.13.23.07.0) Issue - I have purged few accounts which are wrongly merged in the system but the "Customer site" for thos…
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How to change Accept to Accepted LOV in Appointments CX Sales Mobile?Summary: When a user is invited to an appointment and views that appointment on their mobile app, the appointment response labels can cause confusion. For example, while…
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How to rename My Favorite Accounts, My List for Accounts in the workspace search listSummary: How to rename My Favorite Accounts, My List for Accounts in the workspace search list Content (required): How to rename My Favorite Accounts, My List for Accoun…
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How to Invoke http Request In reportSummary: HI, I am try to use in Invoke http Request in report but i am getting error Soap invocation failure. HTTP error code: '
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How to auto populate partner name in opportunity custom DCL fieldSummary: Created custom DCL field to Partner object in opportunity object (PartnerAccount_c). When Partner user log into application navigate to UI and create opportunit…
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[NGS - CX Sales] How to configure the Navigation Link on Header/Panel Layouts in Redwood.Summary: Use Case: In the Account's Header section, the "Website" field provides a link that allows direct navigation to the website. Similarly, the "Website" field is a…