Configuration
Discussion List
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What is limitation On page layout for Custom object?Summary: We have custom object & we need to create some 24 page layouts based on some condition. what is limitation of page layout creation for detail page for Custom ob… -
Customer Requirement: Update Contact Foldout Layouts to Fix Campaigns Display - 23D Redwood SalesSummary As an improvement to the consistency and layout of the Contacts landing page (the Foldout), the 23D release will be changing which object is displaying in the pa…
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How to change lead landing page from the image on the left to the right one ?Summary: Hello, I need to update lead landing page to the new layout which provides more features and more actions as attached Content (please ensure you mask any confid…
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Ability to Manually Change the Contract Status to ActiveIn CX Sales, the requirement is to be able to manually change the status of a Contract to Active. The use case here specifically is contracts signed outside of DocuSign.…
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How to Add a "Next" or "Previous" button in Accounts overview Page like in WorkspaceSummary: How to Add a "Next" or "Previous" button in Accounts overview Page like in Workspace, Do we have any configuration to directly Add the buttons without any scrip… -
How to remove or delete the save search in workspaceSummary: User has created a save search in Workspace and by mistake have set it for everyone. How can we delete the save search in workspace. Content (please ensure you …
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How to implement AI for SalesSummary: How to implement these two features of AI for Sales Opportunities and guided selling: 1. Opportunity win probability 2. Opportunity Recommended actions Content …
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Embed Map in Contacts sub tabHi, I need to have custom sub tab in contacts page to locate the address say with post code (UK) or zip code (US) Kindly assist on the customization please Thanks -
Routines are scheduled for Daily but they are not running, but able to run manually.Summary: We are updating the Custom field value in Lead using Routines and the Routine is scheduled on daily basis , but it is not running until go and run manually why?…
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Limit Custom Object record visibility using field equals to Current user accountSummary: Can not use custom fields to control data access previlege for Custom Objects. In ERP and SCM cloud application Content (please ensure you mask any confidential…
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How to change task in Business Process FlowSummary: How to change to use SerialBusinessValidationApproval from SerialGivenUserNameApproval in Business Process Flow Content (required): I copied one business proces…
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What are the roles needs to enable Account creation only for few usersSummary: Currently, we have to removed the Account Creation for all the users, now we want to give the creation access to some users only so what privilege's/roles needs…
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We want to create new lookup value in Activity TypeSummary: We want to create new lookup value in Activity Type. For that we have created a lookup in Manage Standard Lookups for this Lookup Type (ZMM_ACTIVITY_TYPE). We h…
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Sales campaings are going to disappear from OSC?Summary: I have been trying to review the documentation of the sales campaigns section, but I can't find any specific documentation for this section. Some weeks ago I ma…
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How to remove resources in activity using script in Oracle Sales Cloud?Summary: Hi Team, We need to remove a resource from activity resources using groovy script in Oracle Sales Cloud. We are trying to find the collection of the activity re…
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Create a routine and run itSummary: Create a routine and run it Content (required): Hi, I have created a routine and would like to run it. How can I do this? Thank you. Version (include the versio…
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You can make the Qualifications in Leads non-editable, for the Sales representative roleThe client wants to make the lead qualifications for some roles non-editable. This is possible?
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Can we create an org chart of contacts in Oracle Sales B2B?Summary: We have a requirement to create an org chart of our contacts that are added into our CRM. Our sales team found another tool that can do this, but we need to do …
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Control access to the Workspace module so that a role/user cannot delete opportunitiesSummary: It is possible to control the access to the Workspace module as it is evident that a user can delete opportunities. How can we control the actions button in the…
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How to change Accept to Accepted LOV in Appointments CX Sales Mobile?Summary: When a user is invited to an appointment and views that appointment on their mobile app, the appointment response labels can cause confusion. For example, while…
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Can we open a Quote Screen from CX DashboardSummary: We build a dashboard for quotes using standard subject area in analytics , there we have a information of Opportunity and Quotes. If we want to navigate to Quot…
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How to fetch OSC attachments using deep link in reportSummary: We have requirement where we need to navigate to pdf document which is attached in custom object when we click on Report. It should open directly in new window …
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Best practice to re-assign a sales team when the sales leader leavesSummary: The current sales leader is no longer with the organization. What is the best practice to put in a new sales leader so the Hierarchy, Territories, Quotas, etc a…
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How to rename My Favorite Accounts, My List for Accounts in the workspace search listSummary: How to rename My Favorite Accounts, My List for Accounts in the workspace search list Content (required): How to rename My Favorite Accounts, My List for Accoun…
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Address Page Layouts IssueSummary: We have created custom address layout and added few custom fields . This layout should be visible only for OSC Accounts. How to restrict from partner address. C…
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How to differentiate landing page based on lov valuesSummary: We are using standard opportunity object as a copy and created two other modules(Procurement and Job Authorization). As per the attached oracle community docume…
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Error while updating Cust Contact point "Attribute PartyId in view object PersonParty cannot be set"Summary: Getting error while updating customer contact point using webservice as "BO-27008: Attribute PartyId in view object PersonParty cannot be set." Code Snippet: Re… -
CDM AVCS Data Source for US address verificationSummary: Hi, I noticed that Loqate and Vertex has some geography data mismatch especially city name element. This is causing address data sync issue from CDM (using Loqa… -
How to change record set list values in CX SalesHi, Is it possible to update record set list values, ex I need to update 'My subordinates own' to 'My team own'.
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REST API Web service returning nullSummary: REST API Web service returning null Content (required): def WService = adf.webServices.XX_OSS_GetEmailDomain def Headers=['Content-Type' :'application/json','RE…