Configuration
Discussion List
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CX Outlook Add-in - Can Appointments be created within the Add-in similar to Tasks?On the Outlook add-in configuration page, we can add an option for opening Tasks in CX, but this option does not appear for Appointments. Can this be done? Perhaps this … -
Service Request Attachment Privilege missing "You do not have permission to add a new attachment."Hello Community We have a Custom Role for Service Requests. This Role should be able to create all the different Service Request Messages and be able to attach Attachmen…
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All job roles are not showing up while defaulting the workspace searchSummary: Hi team, All job roles are not showing up while defaulting the workspace search. any reason? Thanks Nikhil Content (please ensure you mask any confidential info…
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Hi, We haveHi Need your help to resolve the below configuration CX sales. Please make the Currency field on the Creation page of Opportunities (Projects) in CRM updatable at the he…
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Video: Exporting Data from an Express ReportExporting Data from an Express Report From the Express Reporting series https://videohub.oracle.com/embed/secure/iframe/entryId/1_c22xxr6v/uiConfId/35965902 -
Video: Working with the Sales Team Hierarchy in Express ReportsWorking with the Sales Team Hierarchy in Express Reports From the Express Reporting series https://videohub.oracle.com/embed/secure/iframe/entryId/1_fnh39try/uiConfId/35…
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Video: Working with Real-time Filters in Express ReportsWorking with Real-time Filters in Express Reports From the Express Reporting series https://videohub.oracle.com/embed/secure/iframe/entryId/1_ewtzw7ut/uiConfId/35965902
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Video: Preview the Express ReportViewing the report output as a preview From the Express Reporting series https://videohub.oracle.com/embed/secure/iframe/entryId/1_e35ntep9/uiConfId/35965902
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Video: Duplicating an Existing Express ReportDuplicating an Existing Report and making derivative updates From the Express Reporting series https://videohub.oracle.com/embed/secure/iframe/entryId/1_x294jtya/uiConfI…
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Video: Create a Visualization in Express ReportsCreating new visualizations in Express Reports From the Express Reporting series https://videohub.oracle.com/embed/secure/iframe/entryId/1_kkmd7wj7/uiConfId/35965902
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Video: Create a Report in Express ReportsCreating new reports in Express Reports From the Express Reporting series https://videohub.oracle.com/embed/secure/iframe/entryId/1_pnmcsh8y/uiConfId/35965902
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Video: Configuring CX Sales Outlook Add-inConfiguring CX Sales Outlook Add-in: Tailor the CX Sales Outlok add-in experience for your business and your requirements https://videohub.oracle.com/embed/secure/iframe…
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How to adjust display length in landingpage tabelsSummary: In the classic UI I need to adjust the display length to show correctly on most screens. Content (please ensure you mask any confidential information): Version …
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Video: Orchestration Introduction and OverviewOrchestration Introduction and Overview An introduction and overview of Sales Orchestration in the Redwood Sales experience. From a multi-part video series on Sales Orch…
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Activity Pickers - Create a RecordSummary: It appears that the Account and Contact pickers include the Create Action on every object except activity. Account Picker on Opportunity Account Picker on Activ…
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Video: Orchestration RuntimeOrchestration Runtime Understanding how the runtime executes an Orchestration flow From a multi-part video series on Sales Orchestration. https://videohub.oracle.com/emb…
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Video: Orchestration ManagementOrchestration Management Managing the Orchestration instances From a multi-part video series on Sales Orchestration. https://videohub.oracle.com/embed/secure/iframe/entr…
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Video: Orchestration Step TemplatesOrchestration Step Templates: Defining and using Step Templates in an Orchestration flow From a multi-part video series on Sales Orchestration. https://videohub.oracle.c…
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Video: Orchestration Wait StepOrchestration Wait Step: Define the Wait step of an Orchestration flow From a multi-part video series on Sales Orchestration. https://videohub.oracle.com/embed/secure/if…
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Video: Orchestration Field Update StepOrchestration Field Update Step: Define the Field Update step of an Orchestration flow From a multi-part video series on Sales Orchestration. https://videohub.oracle.com…
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Video: Orchestration Stop and Next Stage StepsOrchestration Stop and Next Stage Steps Defining both the Stop and Next Stage steps of an Orchestration flow. From a multi-part video series on Sales Orchestration. http…
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Video: Orchestration Outbound Email Automation StepOrchestration Outbound Email Automation Step Defining the Outbound Email Automation step of an Orchestration flow From a multi-part video series on Sales Orchestration. …
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Video: Orchestration Logic Node StepOrchestration Logic Node Step: Defining the Logic Node steps of an Orchestration flow From a multi-part video series on Sales Orchestration. https://videohub.oracle.com/…
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Video: Orchestration Task StepOrchestration Task Step Defining the Task step of an Orchestration flow From a multi-part video series on Sales Orchestration. https://videohub.oracle.com/embed/secure/i…
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Video: Orchestration ObjectivesOrchestration Objectives: Setting up the overall objectives of the orchestration, which will subsequently be broken down in to steps as you advance the sales play From a…
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Video - Modifying the Data on a PanelModifying the Data on a Panel: Change the dynamic form that control the data in a panel https://videohub.oracle.com/embed/secure/iframe/entryId/1_7mkv76bi/uiConfId/35965…
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how can I hide inactive users in the account owner picklist without removing them completelyCurrently, have a question from the business I am struggling with. It seems that I cannot use 'dynamic filtering' on the standard 'Owner' field on the Account object. My…
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How to get the extended attributes of product from PIM to Sales cloudSummary: We are looking to get the products from PIM to Sales which includes the extended custom attributes. We are aware of the schedule process to run to get data from…
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Is it possible to change the displayed Fields in the window "Possible Duplicates"?Hello Oracle Cloud Customer Connect Community Our customer has requested that different fields be displayed when a duplication is identified for Contacts/Accounts. For e…
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*Find* Field - instead of Partner name is any option to look by custom fields?Summary: HI, In landing page of partner object, we have *Find* Field to search partner based on name. instead of Partner name is any option to look by custom fields. Reg…