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Sales
Discussion List
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How to delete a single contact among Multiple contacts from Account using an APISummary: Hi All, I am trying to delete a contact which is Under an Account Site. I need to delete only a single site even if there are multiple sites under the same acco… -
Filter the possibility of having a value in a multiple selection list Oracle CXSummary: Hello Community, I hope you are well It is required to validate the choice of a specific value in a multiple selection list, but since it is a list of this natu… -
How can we get approval on Appointments (Monthly Schedule)The sales team needs to create a monthly schedule (appointments with different accounts/customers) and get it approved by management. After approval, sales representativ…
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How does the currency conversion for currency type field work? for Sales application.We're running an analysis in our BI catalog on a custom object in our staging environment. The analysis shows a custom field: Amount, field type: currency - the field is…
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What are the privileges, child roles required for Sales Read Only access?Summary: Hi All, We have seeded Sales Read Only role, but that is not providing access to Sales objects such as Accounts, Contacts, Lead and Opportunity. Content (please… -
Is there any way to enable Inline Editing of Records Displayed in Lists for records from Workspace?Summary: We have a Customer requeriment, to Enable Inline Editing of Records Displayed in Lists for records. So we have followed the next documentation: https://docs.ora…
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How was RELATIONSHIP_CODE = 'BOARD_MEMBER_OF' created?How was RELATIONSHIP_CODE = 'BOARD_MEMBER_OF' created? Is it related to CREATED_BY_MODULE = 'ZCM'?
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How does CREATED_BY_MODULE = 'ZCM' created?How to replicate this CREATED_BY_MODULE = 'ZCM' in Relationship? I tried doing 1. a. Drill down to account b. Navigate to Contacts subtab c. Search and Add Contacts d. C…
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How to get number of records created (SFA/CPQ) in realtime without impact performance?Summary: We need to know how we can get the number of records created in the last 5 minutes for the objects Service Request, Quotes and Orders. Content: This information… -
Does the Sales REST API support semantic versioning?I was wondering if the Fusion Sales/Service Cloud REST APIs support semantic versioning, and also what the backward and forward compatibility policies are. I'm concerned… -
Send Email smart action for Custom objectSummary: We want Send Email smart action for custom object in redwood. This smart action is available for standard object. If we refer the configuration for standard sen…
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Partner page subtabs not accessible directlySummary: Hi Team, When logged in as a Partner user and clicked on Partners icon on the homepage should navigate directly to the Overview subtab skipping the read only pa…
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CRM team will be doing a soft mass deletion of accounts, can this increase the system performanceWe are having ~970K party IDs in OSC and we are planning to deactivate ~100K to 120K We will be soft deleting these records, so that they will not be available/visible f…
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How to change currency on an opportunity in Oracle B2B - SalesSummary: Is there a way for me to add other currencies on an opportunity for the OOTB CurrencyCode field? I do not need to do any type of conversions or exchanges. We ha…
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I would like to calculate the driving distance between 2 addresses in miles.Summary: I have the Latitude and Longitude available for both addresses. Is there a way to do this directly in groovy? I have seen the answers to this similar question s…
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Can ORACLE Fusion (CX Sales) integrate an external system using protocol POP3 or IMAP or MAPI ?Summary: We are required to verify CX sales customer emails with an external email verification system using the POP3 or IMAP or MAPI protocols. Content (please ensure y… -
Custom attributes are not visible for Manage survivorship rules taskSummary: I'm trying to use custom attribute in manage survivorship rule task for set master record but the custom attributes are not available for selection whereas orac…
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How to send reminder notifications to the owner of activity daily?Summary: Hi Team, We need to send reminder notifications to the owner of activity daily until the activity is completed. Is there any standard solution to achieve this? …
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Create Customer Contact Point at Account Level using SOAP Webservice- Oracle FusionSummary: i use below steps it created but still Account Contacts not show any phone , and contact points is empty if and Reset API or i need to adust any of below steps …
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Update orig_system_reference on hz_parties tableSummary: Hi, We have recently created some parties using the customer load. We had used incorrect orig_system_references. These need to be corrected. Can you please reco…User_2025-10-31-00-41-41-744 401 views 4 comments 0 points Most recent by User_2025-10-31-00-41-41-744
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Schedule process not working for custom child objectSummary: Schedule process not working for custom child object Just i am checking to set value via schedule process but its showing retry status. def Currentdate = today(…
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How can I download all photos and attachments of all Contacts at once?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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How to Disable DCL AutofillSummary: I would like to disable to capability of being able to type in a DCL field and have it produce results, e.g. in a Primary Contact DCL field on Lead, if I type t…
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Using Opty Revenue field in Opty object trigger is getting an errorSummary: Meet Sales stage condition and updates in custom field found in Revenue Lines should execute action. However, adding the custom field in the script is not retur…
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update Customer DFF through webserviceHi, I am creating organization and then creating customer account associated with the organization. .../foundationParties/CustomerAccountService?wsdl The technical team …
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Can we create a custom tree in CX for customers?Summary: Looking to find out is there a way to create a custom tree and assign it to the two tasks mentioned below. 1. Create Hierarchy 2. Customer Paying Relationships …
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23D New Feature - SUMMARY OF CALLS TO LOG, ALLOWING USERS TO ENTER MEETING NOTES AND OUTCOMESummary: Hello, we just had our development environments upgraded to 23D and we saw the new feature (SUMMARY OF CALLS TO LOG, ALLOWING USERS TO ENTER MEETING NOTES AND O…
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About organization-wide attachment size/number limits Content (please ensure you mask any confidential information): I am investigating Attachments in CX. From the following, we learned that the upper limit of attachment fi…
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Encountering "Remote Region error #3" when trying to access Configure Adaptive SearchHello, We are encountering this error when trying to access Configure Adaptive Search. Unable to retrieve content. Additional information for "Remote Region error #3": T…
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Need to show the translations in other languages for Action Plans, Actions and ActivitiesSummary: We need to show the translations for Action Plans and related Actions and for the Activities related to the Sales Method of an Opportunity when a uses choose to…