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Sales
Discussion List
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How to create survivorship rule to set Master record based on last update dateSummary: Hi, How can we create survivorship rule to set the most recently updated Person as the Master Record? We have created the below survivorship rule but it does no…
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what is process behind revenue, Gap and pipeline display in oracle cx salesSummary: how should revenue, Gap and pipeline data display in oracle cx sales. Content (please ensure you mask any confidential information): Version (include the versio…
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opportunity revenue typeSummary: How should I display data of upside, committed, committed at risk in forecast? Content (please ensure you mask any confidential information): Version (include t…
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Bulk Update Classification Subtab for Accounts for TerritoriesSummary: Following the thread : Territories using Standard FCL as Dimension https://community.oracle.com/customerconnect/discussion/comment/1109212#Comment_1109212 Conte…
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Display Opportunity In CX Sales Mobile Around Me Based on Custom Address AttributesSummary: Hi, We want to display opportunity in Around me based on custom attributes (address line 1, address line 2, city, county, state, zip code, Longitude, Latitude) … -
Why is there a delay in showing the recurrence activity in Sales Calendar?Summary: We are creating a recurring appointment -Team Huddle Type and it has a 30 mins or more delay in showing on the calendar. We have set up the recurring appointmen…
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Unable to create an attachment using the crmService ActivityService createAttachment serviceSummary: Im trying to upload an attachment using the ActivityService.WSDL. I'm sending a request with the attachment information, and it response message is SUCCESS. Whe…
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adf.context.getSecurityContext().getUserName() does not return results for a specific userWe are using standard groovy function "adf.context.getSecurityContext().getUserName()" to set user who approved ticket to a custom field Below is the code setAttribute('…
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In Export Management when i am checking the box 'Enable Round Trip' Exports are completing in error.Summary: In Export Management when i am checking the box 'Enable Round Trip' Exports are completing in error. Content (please ensure you mask any confidential informatio… -
How to use associated sales account of a contact as a Contact Match Attribute in CDMSummary: I want to use the associated Sales Account of a contact as a Contact Match Attribute for Contact Duplicate Identification. When I checked the list of available …
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Demonstrate Different Layouts/Fields based on Sales TerritorySummary: Does anyone know how to do territory-based layout in redwood? We are trying to show different panel layouts based on the logged in users territory, and show dif…
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Duplicate resolution request leaves the victim OSR status remains Active. Needs to be inactive.Summary: When a duplicate resolution request is processed, the victim OSR status remains Active. Can we have the process Inactivate the victim OSR during the request? Ve…
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Redwood sales forecast is not loading.Summary: We are trying to enable the forecast in Redwood, but no content is being displayed. Content (please ensure you mask any confidential information): Version (incl…
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Facing issue with newly created report.Summary: I configured the new visualization report in Application Composer and tried to enable it in the next-gen sales dashboard, but the report is not loading. Content…
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Is there a REST API to add contact for customers?Summary: Is there a REST API to add contact for exist customers? Content (please ensure you mask any confidential information): Does Oracle provide the REST API to add t…
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Can you please let us know the Purge process on audit backend tablesSummary: Hello Team, We enabled few attributes for auditing using 'Manage Audit Policies' task. Now in the Audit tables we can see that history is been stored for all th…Harshini Amancha 51 views 3 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle
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Puedo habilitar una auditoría de un Lead con todos los detalles de modificaciones?Hola Quiero saber si es posible habilitar una auditoría para ver con más detalle qué usuarios han editado y qué modificaciones se han realizado en un Lead (oportunidad p…
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Deep link of Lead creation pageSummary: What is the Deep Link URL available for the Sales Lead creation page. We are able to get the same for Service Request Create page, however not able to get the s…
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Can we get export file with API names for each columnSummary: While exporting an object data, columns are field label, is it possible to have the API name instead of field label. Content (please ensure you mask any confide…
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Can we schedule export job for eveydaySummary: We need to export account object data on weekly basis. i am only getting option to One time schedule. Is there a way to schedule it on weekly basis. Content (pl…
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Territories using Standard FCL as DimensionSummary: Using Business Unit Custom FCL to assign territories Content (please ensure you mask any confidential information): Hello, We have a new implementation on terri…
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What is a role that allows the export and import of all objects, including all custom objects?Hello Community, We are looking for a role or set of privileges that allows the export and import of all objects, including all custom objects, within our system. Could …
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Which is the table of Manage Hierarchies in CustomersI would like to know the table involved in Manage Hierarchies for Customers. I defined a hierarchy for a customer and I would like to make a report with this. Regards, S…
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How can we export attachments from opportunity objectSummary: We want to know the process to export all the attachments from opportunity object. Content (please ensure you mask any confidential information): We want to exp…
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How to unselect the selected rows in a dynamic table in Redwood extension?Hi Team, We are doing a Fusion extension using Redwood , where we are using a dynamic table inside a dialog , where the data source is a SDP , also the multi select prop… -
Quota Required Setup that will not go through Setup and Maintenance Pages || Options via Roles SetupSummary: Due to security considerations, is there a way that our End Users responsible for Quotas Setup can access the following without going through Setup and Maintena…
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HZ_LOCATIONS_ Audit table is not storing the cleansed address after loqate jobHello team, After running the loqate job the cleansed address is stored in HZ_LOCATIONS table but the same updates are not reflecting in HZ_LOCATIONS_ table even after e…
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How long does the history data gets stored in the CDM Audit tables?Can you please let us know how long does the data will be available in the audit tables. for example in HZ_ORGANIZATION_PROFILES_ how long history is stored ? Does data …
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Do import artifacts need to be generated post quarterly upgrade?Summary: We've been generating import management artifacts after each upgrade since we started using Oracle Sales Cloud. They appear to be already generated as part of t…