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CX Sales referencing quote number without version numberCurrently CX Sales is only referencing a quote number (without the version number) and so when a quote is versioned it is causing an error when syncing to CX sales becau… -
Not able to share custom filters in WORKSPACE.Summary: HI Team, I am not getting an option to share the filter that I have created with others. It is disabled. Do you know which role is required to enable that optio… -
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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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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Global Search powered by Adaptive SearchSummary Global Search powered by Adaptive SearchContent Customer wants to enable global search powered by Adaptive Search. Do we have any document which details the setu… -
Dynamically set value in Fields present in Saved SearchSummary: Hello Team, Actually Is it possible to set the values into the fields present in Saved Search/Workspace filters dynamically using some expression / Groovy? We h…
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Is "Synchronize CRM Search Indexes" still needed when workspace is used.**This post was created as part of a How to Service Request (SR)Release: 11.13.23.01.0 Summary of the question: We use the workspace and the periodic refresh (scheduled …Robert Mutton-Support-Oracle 71 views 1 comment 1 point Most recent by Robert Mutton-Support-Oracle Sales
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Adaptive Search: Remove "+" button from adaptive search UISummary: Hi Team, We have enabled adaptive search for custom object "Sales Register" and we want to remove "+" button for custom job roles. Ex: We want to enable Create(…Murali.Krishna-Oracle 31 views 1 comment 0 points Most recent by Praveen Desetty - Support-Oracle Sales
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Workspace Filter for Last X DaysI am wanting to create a saved search for records created the last 7 days in Workspace. The available selections do not allow to creation of that. Is there a way to crea…
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How to restrict user seeing Activities of other user in the workspaceSummary How to restrict user seeing Activities of other user in the workspaceContent Hi, Is there any way to restrict user seeing Activities of other user in the workspa…
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AFter Quarterly update ie to 21C what is needed to get Workspace working fasterSummary: We noticed after the first update to our Test pod that the Workspace feature wasn't available Content (required): What are the Processes that should be run for …
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Need Some Help on Adaptive Search APIQuestion : Need Some Help on Adaptive Search API ------------------------------ Body------------------------------------ **This post was created as part of a How to Serv…Mo Xie-Support-Oracle 51 views 1 comment 0 points Most recent by Praveen Desetty - Support-Oracle Sales
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Migrate Smart ActionsSummary: Migrate Smart Actions Content (required): Hi, How do changes from smart actions migrate to another environment? is it possible to go through csm? Thank you. Ver…
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Activities,My Appointments in WorkspaceSummary Activities,My Appointments in WorkspaceContent Hi All, In Workspace when we go to Activities-->My Appointments we are getting some records which are not related …
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Related records in WorkspaceSummary Related records in WorkspaceContent Hi All, Is there any way to fetch all the related records of an account in the workspace ? For example there is a Account ABC…
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Favorite records for Workspace & individual ObjectsContent With 21A, the Release Notes state that additional Objects now have the ability to be marked as a "Favorite" in Workspace. Does anyone know if this was also made … -
Adaptive Search for Custom ObjectsSummary We need to be able to use the standard record set for Custom Objects in WorkspaceContent Currently we have a custom object - CEDs we use to track competitive ass…
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Does workspace search support private activity well?Summary java error when opening private activity not owned by login userContent Hi, In workspace, I can search private activity (11032 in the attached screen) owned by M…
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Custom Object search based on default Creation date rangeContent Hi , How to set the Custom Object search based on default creation date period of last 1 month. Like Lead & Opportunity we have the options to set the default cr… -
Workspace and Adaptive SearchSummary Workspace and Adaptive SearchContent Hi, I have some queries 1.Is there any license required for enabling Workspace and Adaptive search or is it free of cost ? 2…
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Workspace and Data VisibilitySummary Workspace and Data VisibilityContent Quick question - For data visibility, does workspace use the same logic as SUI (RBAC, Team visibility)? Also, does workspace…
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Service - Account, Contact and Service Request with different workspace functionalitiesSummary How can I make Account and Contact open in Workspace mode but from other search pages?Content Hi All, Service Request outside "Workspace" open in Workspace mode …