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Sales
Discussion List
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What is the difference between crmRestApi vs fscrmRestApi?What is the difference between crmRestApi vs fscrmRestApi? -
How to update parent object header layout and panels after executing smart actionSummary: We have one custom object and there is one smart action Update owner. After updating the owner through smart action parent layout doesn't get updated instantly.…
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How to remove "Create Call Report" from Actions List under Activitites in WorkspaceSummary: How to remove "Create Call Report" from Actions List under Activitites in Workspace We don't use this option and would like to remove it from the list. I have h… -
What functions and roles privileges to users manage account notesSummary: Some users don't have access to manage account notes, I tried to find a policy in this link: https://docs.oracle.com/en/cloud/saas/sales/oaslm/Sales_Administrat…
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VBS : Source code for Redwood templatesHi Team, I'm currently in the process of creating a new account list panel that extends the same options, features, layout, and CSS as the existing panel. How can we acc… -
Sales Lead Mass Action - RetireSummary: Hi team, Is it possible to enable Retire for Sales Lead mass update? I don't see the option to turn it on in Smart Action. Thanks, Adam Content (please ensure y… -
How do i allow an only user to perform changes in a detail page?Summary: We have detail pages that contain a specific field and we need to allow permission to a user to be able to modify that specific field if needed.
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How to make Boolean field value as Yes/NO instead of On/OffSummary: Organization - Terex In opportunity we have Boolean fields e.g Request cost and Cost Completed from below picture. There are some scenario or conditions where t…
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Can we make the field values editable in Team subtab for Opportunity in Oracle Fusion CX Sales CloudHi, Can we make the field values editable in Teams subtab for Opportunity in Oracle Oracle Fusion CX Sales Cloud? Like changing the values highlighted in the image. I ha…
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how to use object trigger in publish to oic and subscribe to oic?Summary:we creating publisher and subscriber integration so we want to use object triggers in this integration Content (please ensure you mask any confidential informati…
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What are the necessary tests that need to be completed to enable the geography hierarchySummary: We recently incorporated changes to the geography structure by including 'State' and adding 50 states for the United States in the Geography Hierarchy. The proj… -
Competitor Modification or DeletionSummary: I want to know if there is a way to Modify or Delete a competitor Content (please ensure you mask any confidential information): When I created one competitor, …
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How to get Product Name from Opportunity using GroovyI have a requirement to concatenate Account Name + Product Name as Opportunity Name in Opportunity creation page. I use BeforeInsert object trigger for this. I can get t… -
What would be the potential impact/issues when increasing Periodic Refresh frequencyHi - Good day! https://docs.oracle.com/en/cloud/saas/sales/fasqa/how-do-i-monitor-adaptive-search-background-processes.html#s20069364 Based from the documentation above,…
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NGS - How to auto-populate address related fields based on Bill to value?Summary: We have to auto-populate Postal code, Country, State city based bill to DCL field but unable to apply cx picker on bill to field as source object is address. we…
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Need to know about unmerge feature in Oracle CDM cloud(UI/API etc.)Summary: 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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After adding create trigger default field value doesn't populate for standard fields.Summary: Organization: Terex Content (please ensure you mask any confidential information): We have created one onCreate event for opportunity, activity, leads for our u…
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Redwood - How to include Create Service Request in Account pageHi Team, I would like to modify and include "Create Service Request," to the options listed in the screenshot. Could you please provide guidance on how to edit add the n…
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Digital Sales: Run the Publish Feed Elements Process to Index Activities errorSummary: I completed all the duplication of the activities pages and followed all the steps in this document Following the documentation to setup the Activities panel in…
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Lead Note visibilitySummary: We have a functionality where we add notes via a groovy within Lead to the notes object and it is only visible to the user who have added the note. We want to m…
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How to add collapsable section in Create layout in Next-Gen-Sales?Summary: Under system Information section we have bunch of fields. we want to make this section collapsable, If user wants to see fields under system information section…
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Restrict Role to Only Create (don't Read/Retrieve) Opportunities via API in CXSummary: We require limiting the roles and permissions of a user used in CX API calls so that they can create Opportunities but not retrieve and Content: We are looking … -
CX Sales Web Services Credential key userSummary: We are using Web Services in CX Sales and for some web services we are using the credential key. Some of them are old web services and we do not remember the us… -
Register Web Service of SFDC (Sales Force EPR) within Fusion SaaSWe are trying to register SFDC Web Services within Fusion SaaS using OAUTH Authentication Type Token URL Client ID Client Secret Username Password We are unable to see …
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input text that is entered by the user needs to be coveted to Romanized text.Hello Team, We have a requirement like the input text that is entered by the user needs to be coveted to Romanized text. For ex : 姜 must be Romanized to Jiang) Please h…
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how to display the Account Site DFF from AR in CXSummary: We want to know if there is any possibility to display the information available in Receivables Customer Account Sites DFFs in CX. Currently, only the Address i…
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How to Restrict a user to search all contacts ?Hello , we are implementing Oracle Sales and B2B Service Cloud , and we would like to restrict a user to search for all contacts. he should be able to find a contact onl…
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How to round up the value till specific decimal digit in onFieldValueChange action chain.Summary: After calculating the value returns till 6-7 decimal digit. We want this to limit the decimal digit till 3-4. How to Round the calculated amount in below code s…
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Display the Customer Billing Account in SalesHi All, I have few questions on the customer Is there any way to bring the Customer Billing accounts in CX Sales, so sales users can see all billing information ? Can yo…
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In Hierarchies how to Add the Lable to the customers while creating/updating Hierarchies?Summary: Hi Team, From Customer Data management-->Hierarchies-->Manage Hierarchies how to add the Lable the customer while creating/updating the new/existing Hierarchies…