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Sales
Discussion List
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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 … -
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…
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[NGS - CX Sales] How to configure the Automatic Send Email Navigation upon clicking an Email id.Summary: Use Case: In the Account Team Member panel, when clicking on the "Resource Email" field, a "Send Email" dialog pops up. We observed that the "Resource Email" fi…
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[NGS-CX Sales] How to make the fields in List page Auto Adjustable (Fit Columns to the screen)Summary: New Columns added onto the List Page using Manage Columns button are not getting auto adjusted based on the Screen size. User has to manually size them and save…
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Owner DCL field shows random user listSummary: In Leads object the standard DCL field Owner, when click in dropdown shows a random user list than recently used in the list. The user will search for the owner…
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How to change task in Business Process FlowSummary: How to change to use SerialBusinessValidationApproval from SerialGivenUserNameApproval in Business Process Flow Content (required): I copied one business proces…
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CDM AVCS Data Source for US address verificationSummary: Hi, I noticed that Loqate and Vertex has some geography data mismatch especially city name element. This is causing address data sync issue from CDM (using Loqa…
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How to send Sales cloud Account's audit history through mail ?Hi Everyone I have a requirement that I need to send sales cloud Account's Audit history through a mail to specific person in order to notify the recent changes . Kindly…
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How to set up "Fuzzy" matching SearchContent (required): With adaptive search, you can set the level of ambiguity search, but when you perform a "contains" search on various record search screens, it seems …
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Does the reference code allow double-byte characters?Content (required): 1.Enter the sandbox and start Application Composer 2.Select any object and create a Choice List (Fixed). 3.Create a Lookup Type. When creating a choi…
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Contact Point Unique ID Groovy Custom CodeGood morning, We want to make the Contact Point ConflictID field unique and non-repeatable, using Groovy code for this. But searching, we couldn't find how to do it. The… -
Error with dashboard linked to a infoletSummary: Hello, I have 3 infolets in the initial page and all are linked to a dashboard created at BI. When i put in page compose the path to the dashboard, the preview … -
Problems with Migration at CX Sales in the Module Business IntelligenceSummary: Hello, i am trying to migrate my configurations of CX Sales do the production environment through Migration process. I created a JAR file at test environment an…
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Do you Know whether "Oracle ERP Cloud Adapter" supports to CX module.I checked the Help Center and did not see any mention of "Oracle ERP Cloud Adapter" supports to CX module. Do you Know whether "Oracle ERP Cloud Adapter" supports to CX …
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How to restrict account records based on Business Unit ?Summary: Hi Everyone, We have one custom field in Account object called "Business Unit", It stores account owner's Business unit. Now one user logged in and he can able …
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Ability to handle different invoicing (Arrears or Advance) on single subscriptionHi SMC team - we have a business requirement to bill some lines in advance and some in arrears - however subscription profile is only at a header level - can u help us k… -
User accessHi, how are you? Hope you guys can help me. My mission is: Some users can see only his accounts (owner). I"m trying to do this changing the rule of the group "Sales repr…
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Calender invites via JourneysSummary: Content (required): Hi all, Does anyone know if Calendar Invites (MS Outlook) can be sent/triggered via a task in Journeys? Thank you! Andreea Version (include …
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Condition to Pick the 30days before Records onlySummary: In the Routines , we need to pick only 30days records for that I have written like below, is that correct Content (required): Version (include the version you a…