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Sales
Discussion List
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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… -
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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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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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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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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SSO using O365 app, need to know API to be taken from IDCS cloud or from Cx cloudSummary: We are enabling single sign on using O365 app, need clarification on API whether to be taken from IDCS or from Cx cloud, https://docs.oracle.com/en/cloud/paas/i…
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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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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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Using Count Function in Custom ObjectHello, I have an inquiry about using the "Count" function in the expression builder for a custom object. The case is explained below: I have created a custom object name…
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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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Trouble Updating Fusion Company LogoSummary: Our leadership is requesting we update the CRM company logo. I'm working through the guide "Configuring and Extending Applications - Configure Redwood Themes" b…
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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 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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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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FoundationPartiesLocationService due to "access deniedSummary: Hi When I try to create a location I am getting below error. When I try login with the user id and password, it allows me to create a location. What role and ac…
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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)…
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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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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… -
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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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…
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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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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”… -
1Is there any facility to download all the mails going out of Sales Cloud?Summary: Need to develop a custom report to download/view/extract all the mails (workflow) going out of Sales Cloud. Content (please ensure you mask any confidential inf…
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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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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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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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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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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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Access need to be restricted for CDMSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…