Configuration
Discussion List
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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… -
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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CX Object and Database Mapping SpreadsheetSummary CX Object and Database Mapping SpreadsheetContent Do we have a mapping sheet for standard object/attribute and DB table/column? For customer object/attribute, I … -
How to auto update lead status to converted when connecting an existing opportunitySummary: When we connect an existing Opportunity to a new Lead, we are looking for a way to auto update the Lead status to Converted. Content (please ensure you mask any…
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Is it possible to run schedule process only in business hoursSummary Schedule Custom Groovy Function process is scheduled for every 1 hrContent Is there an option to run this schedule only in business hours? Like 8.00 AM to 6.00 P…
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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 … -
Hide or remove Structure icon displayed in the menuHello I am creating a role that can only manage users, organizations, positions, among others, however, the Structure icon appears in the menu. When I try to hide it wit… -
Ability to create and update contacts for sales while protecting and isolating ERP contactsSummary: As on CX User I must have ability to create and update contacts for sales while protecting and isolating ERP contacts so that CX users can maintain sales contac…
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Express ReportHi, I created express report on Opportunity object but is showing as blank. But when I click on the report either of them are returning as blank -
How to make all fields visible for CX Sales for Microsoft 365?Some of the standard fields cannot be searched in the Available Fields and be added on the Details page. How to make all fields available?
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ESS Job to change Resource User names based on changes in Manage Name FormatsSummary: Hello, We perform a change on CONCAT_NAME_DEF in Manage Name Formats by removing the Middle Name in the format layout. We were able to successfully save the con…
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Is there a way to email Dashboards on otbi agent?Summary: I have a couple simple dashboards that I would like to send as a singe excel sheet to managers instead of sending them 3 emails with each page. Is that possible…
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How to hide/eliminate a section in the page layoutSummary: In the Lead page in CX there is a section that i need to eliminate or hide, when i try to modify the page layout of Lead, that section is not there to eliminate…
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project number not generated through opportunity pageSummary: While creating an opportunity and selecting create project checkbox, the project number should be auto populated after selecting the project template but we rec…
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Integration of Opportunity to external app via web serviceSummary: There is a need to POST an opportunity ID to the external app via API after clicking save. Does this need to go through OIC or can be direct from Webservices an…
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Can we translate the custom error and validation error messgaesSummary: we are using 2 languages in the system ,so when it comes to translate from English to Arabic all the standard fields & error messages are coming automatically. …
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Owner LOV display behavior for Opportunity and Custom ObjectSummary: Hi, I'd like to confirm the system expected behavior on 23D for Owner LOV on Opportunity and Custom Object - If I have inactive (end-dated) and active resources…
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How to Personalize the Standard Message that send Oracle When I create an activitySummary: I want to personalize the standard message that are send Oracle when an user create an activity Content (please ensure you mask any confidential information): I… -
On User level, Revenue lines needs to be updatable and read only.Hi Team, I am working in the Sales Cloud, Configuring multiple pages for approvals and those pages depend on multiple fields and User basis. Meanwhile, I got a requireme…
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Are Custom Field Values from Custom Objects stored in PageFlowScope Variable? How can I access them?Summary: Getting Custom Objects Custom Fields Values from PageFlowScope Variable Content (required): Hello, I added an OTBI analysis to a custom object details page (Ana… -
23C upgrade issue impacted custom layout for Account objectSummary: 23C upgrade issue impacted custom layout for Account object Content (please ensure you mask any confidential information): Hi All, We have observed that post 23…
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Can we include a Hyperlink in Display Label of Fixed Choice List Field?Need to include a Hyperlink in Display Label of Fixed Choice List Field.
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How to create multiple records using Rest API in single payload for Custom Object?Summary: We have created a custom object and we are trying to create multiple records using the Rest API. We have checked this document "REST API Batch Processing To Cre…
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Where would I find the log files in our Fusion CX Sales instance?Summary: Looking for diagnostic/incident logs Content (please ensure you mask any confidential information): Hi all, During code development today I got an error message…
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Using Score/Results of Assessments to Update Opportunity FieldSummary: Our organization would like to use the assessments capability on the opportunity object to prompt the user to answer a series of questions, which will then calc… -
Post text data to CLOB fieldSummary: Hi Team , Would it be feasible to post text data (without base64 encoding) to CLOB field and handle it via custom code/config to convert to base64? TIA Content …
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How to access Party Source System Reference for Contact object using Groovy ScriptSummary: I need to retrieve the "Party Source System Reference" field from the "Contacts" standard object using a groovy script. This field is not visible in BI and also…
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data masking for fusion cloudSummary: 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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Workspace Search Filters -- Adding OR conditionSummary: We want to create a saved search within Workspace using the filter fields. Only two filters have to be applied, namely 'Owner' and 'Responsible partner' (custom…
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Trigger behaviour in Microsoft 365 IntegrationSummary: Hi Team, We do have Microsoft 365 integration turned on for sales. Users do create opportunities via plugin . But it appears the field level triggers configured…