Configuration
Discussion List
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Custom Contact DCL should work like a standard Primary ContactSummary: Custom Contact DCL should work like a standard Primary Contact Content (required):We have requirement of creating a Contact DCL field (Secondary Contact) that s…
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Too many objects match the primary key oracle.jbo.Key[300000022673309 300000022071613 ]Summary: Trying to add a team member to Appointment via Groovy and erroring out Content (required): Trying to add a team member to Appointment via Groovy and erroring ou…
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How to restrict/set max size of attachment for an object?**This post was created as part of a How to Service Request (SR) Release: 11.13.23.01.0 Summary of the question: How to restrict/set max size of attachment in Account ob…Umamaheswarareddy Ambati-Support-Oracle 17 views 1 comment 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
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23A new feature: Enable Territory-Based Access to Custom ObjectsSummary: 23A new feature: Enable Territory-Based Access to Custom Objects You can provide resources with access to custom object data, where access is based on the resou…Vini Rastogi-Support-Oracle 14 views 1 comment 0 points Most recent by Vini Rastogi-Support-Oracle Sales
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How to remove fields from the contact address sectionSummary: Greetings! How can I remove the fields 'Postal Code' and 'Address Line 3' fields from the Contact Address section in the lead creation page. Thank you. Content …
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Is there a way to create a Create Opportunity Smart Action on Activities in Workspace?Summary: We are looking to create a Smart Action for Activities in Workspace to Create Opportunity. We have tried several different ways to create this particular Smart …
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What are Implications of increasing number of fields for workspace filter?**This post was created as part of a How to Service Request (SR)** Version (include the version you are using, if applicable): 22D Summary: What are the implications of …Varun Malhotra-Support-Oracle 37 views 2 comments 1 point Most recent by Sirajuddin Syed-Support-Oracle Sales
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How to import packages in groovy?**This post was created as part of a How to Service Request (SR) Release: 22D Summary of the question: Is it possible to import a java library package into groovy? I nee…Syed Misbauddin-Support-Oracle 35 views 3 comments 0 points Most recent by Syed Misbauddin-Support-Oracle Sales
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How to enable lead creation from activity pageNeed to add create button in the search lead page in the appointment details page
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Is there a way to link Fusion Cx Opportunity with Fusion Order?Summary: Can we show the order from the order Management as subtab of opportunity? (without use of custom Object) Content (required): Version (include the version you ar…
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Reports in the oracle cx sales mobile app does not return any dataSummary: Reports in the oracle cx sales mobile app does not return any data; cannot see/access any reports. What could be the reason for this? and how to fix it? Thank y…
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How to remove the 'Add' button from the account edit layout?**This post was created as part of a How to Service Request (SR) Release: 11.13.22.10.0 Summary of the question: On the Account edit page ( Navigate to Sales - Accounts …Robert Mutton-Support-Oracle 14 views 2 comments 0 points Most recent by Robert Mutton-Support-Oracle Sales
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How to Hide Save and Close Button?**This post was created as part of a How to Service Request (SR)** Version (include the version you are using, if applicable): 23A Summary: How to Hide Save and Close Bu…Varun Malhotra-Support-Oracle 45 views 2 comments 0 points Most recent by Sirajuddin Syed-Support-Oracle Sales
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Create Custom Subject AreaHi, Please help with the steps how to create custom subject area from the custom data model ? Thanks
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Best Practices for Industry ValuesSummary: The default values in the Industry Field are not as accurate for our business as we would like, what is the best practice to have your own list of Industries. S…
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Saved search in the custom objectSummary: We have create the Saved Search in custom objects with 'contains' , but it is not giving the results in the search bar. Content (required): From the attached sc…
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Custom Profile Option accessible via REST APISummary: Content (required): We are designing a VBCS application for CX Sales. In the VBCS we will have a logic that will be enabled based on a given date. We want the d…
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Modify fields in Manage Account Hierarchy PageSummary: Content (required): Hi Experts, Asking if there is a way to modify the Manage Account Hierarchy page, especially modifying the fields in the list view. We have …
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How to remove fields from searchHello! I want to remove the fields, 'Record Name', 'Owner' from my search. How can I do that? Thank you. Content (required): Version (include the version you are using, …
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How to remove comma from a number fieldGreetings! How can we remove the comma from a number field? There is a number field called 'CC', and whenever I enter a large number, it gets separated by a comma, which…
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Cannot access sandbox tool, 'Manage Service Mappings'Hello! I have created a sandbox and added the tool 'Manage Service Mappings'. However, I cannot access the 'Manage Service Mappings'. What could be the reason for this? …
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Assign Territories based on Parent Account attributeSummary: Is it possible to have a child account be assigned territories based on his parent account information. Version (include the version you are using, if applicabl…
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Are there privileges that can be used instead of seeded CX ones?Summary: If we want to remove or revoke the following Privileges from the roles, could there be a downstream issue? Privileges name: View Trading Community Resource Deta…
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How to change the Summary subtab nameSummary: How to change the Summary subtab name Content (required): Hi , We are looking to change the sub tab name on Lead from Summary to Lead Details.How can we do this…
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Remove Contact Address section from the Lead Details PageSummary: Remove Contact Address section from the Lead Details Page Content (required): Hi, How to remove the Contact Address section from the Lead details page. It was s…
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Does Territory assignment work with multiple fieldsQuestion : Does the system allow you to assign territories based off of geographic element AND another field value? Example: we have geographic assignment for all of out…Kyler Thomas-Support-Oracle 25 views 3 comments 0 points Most recent by Kyler Thomas-Support-Oracle Sales
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How To Remove Values From Relationship Dropdown ?**This post was created as part of a How to Service Request (SR)** Release: 22D Summary of the question: From Contact/Account detailed page, In Relationship tab, you can…Alexandra Timplaru-Oracle 66 views 1 comment 2 points Most recent by Alexandra Timplaru-Oracle Sales
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How to add line breaks or bullets in Long text field through groovy?Summary: I am trying to include bullet points into a long text field through groovy. Content (required): I am having a long text field in lead page where the value will …
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Enable LinkedIn for CX SalesSummary: Enabling LinkedIn for Activities Content (required): We've enabled Linkedin Sales Navigator for our users and we want to know how to enable the additional optio…
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Auto populate value on the search filterSummary: Auto populate value on the search filter Content (required): Is there a way to auto populate the field value in search filters of other Fixed choice list Field.…