Configuration
Discussion List
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Do we have the option to add Recently Viewed items in Redwood (Next Gen)?Summary: Do we have the option to check Recently Viewed items in Redwood (Next Gen) Content (required): Version (include the version you are using, if applicable): Code … -
Users want to display fields from a Child object of a Related Object and use it as search criteriaSummary: Business Requirement: Users want to display fields from a Child object of a Related Object and use the fields as search criteria in searching records. 3 Custom …
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how do i see under Sales--> Products the "Functional Area Catalog" that setup in ERPSummary: how do i see under Sales--> Products (or under "Manage Product Group") Functional Area Catalog that was created and assigned to a product in PIM? Content (requi… -
Prevent commit on field triggerSummary: Hi Team , We have requirement to throw validation error on field change for custom FCL field and it throws error as expected via field trigger implementation. B…
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How to Delete LOV values in bulkSummary: Is there any option to delete List of Values in bulk for particular lookup type. Content (required): We have around 500+ plus list of values to be deleted from …
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How to prevent Contact and Account creation with custom job roleSummary: I have a requirement to prevent a custom Sales role from being able to create a Contact or Account. I have a custom role created but I'm unable to find where th…
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I want to change the notification time of Activity NotificationsContent (required): I have Activity Notifications set up and the notifications arrive at the same time every day. Is it possible to change this time? Version (include th…
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Display custom field as parts in layoutSummary: Team, I have a field phone number in a custom object which is displayed as parts (Country code , Area Code and Number) , would it be feasible to display it toge…
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Creating appointments through the CX Sales side panel in Outlook 365Summary: Outlook 365 side panel creation of appointment activity Content (required): When an appointment (activity) is created through the CX Sales side panel in Outlook…
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How to enable recurring Activities (Tasks & Appointments) in CX Cloud?Summary: Need documentation on how to set this up for CX Cloud. I have found articles on this related to Next Gen but can't seem to find anything regarding enabling for … -
How to enable document number sequencing for Customer created on Sales Cloud? (Customer Registry ID)Summary: How to enable document number sequencing for Customer created on Sales Cloud? (Customer Registry ID which will flow to Receivables) Content (required): How to e…
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Send specific field information from AR to CX Sales AccountsSummary: Content (required): Hi all, We have a requirement to send the customer class information from Receivables to CX Sales Accounts. How we can achieve that? If you …
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How to customize the pages where contacts are added from other modulesSummary: We want to customize the pages where contacts are added from different modules such as leads, opportunities, accounts, etc. Content (required): We need to custo… -
Action - Save and Edit Record guidanceSummary: I'm trying to develop a new action. The Groovy script works great. Problem is the Address area of the UI that I'm updating doesn't refresh. I'm hoping set the A…
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How to include the search option in the "country code" attribute for the telephone fieldsSummary: Include the search option in the "country code" attribute for the telephone fields Content (required): We want to include the search option for the country code…
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Can a Business User access Sales and Service both ?Summary: My business user needs to work on Service and Sales both like Opportunity and Service Request access both. So can we provide them both access at same time ? Con…
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possibility to modify a standard error message which is thrown when a user click on Qualify button.Summary: On Lead Landing page when users click on Qualify option from Action drop down this error is thrown "None of the selected leads can be qualified. You can only qu… -
How to restrict Account selection from other object DCL's (Opportunity, Lead, SR)Summary: Is there a way to restrict Account selection from other object DCL's (Opportunity, Lead, SR) to prevent users from being able to select Accounts that they have …
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Audit Trail between Contact and Custom ObjectsContent (required): On the current setup, we have a custom object where we set Primary and Secondary Contact which are from the Contacts object. Any changes to the conta…User_2025-03-07-05-55-29-886 82 views 1 comment 0 points Most recent by Hector Dantas-Support-Oracle Sales
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Significance of Account hierarchy in Account ObjectSummary: I understand that we can maintain an account hierarchy in the account object and the same information can be utilized for reporting. Is there any other signific…
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How to configure Multiple Factor Authentication (mail and cellphone)Summary: Content (required): The client wants to have an MFA, he wants to achieve it by mail and not by cell phone, how can we achieve it? What are the best practices fo…
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[NGS] How to enable 'Digital Sales Room' using Next Gen salesSummary: Please provide the documents if any or share the process to enable 'Digital Sales Room' using Next Gen Sales/Digital sales Content (required): Version (include …
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Change History on Service Request not visibleSummary: I have enabled the audit on Service Request object. In the application composer page layout the subtab of change history is also enabled. On navigating to the S…
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Is there a way to add custom child object fields as columns in the Workspace list?Summary: Hi, In the current feature, custom child objects can be added in the Workspace filters but we're unable to add those fields as columns in the Workspace list so …
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Arrange fields in layoutSummary: Hi, We have a requirement to organise the fields shuttled into a custom object detail layout , rather than appearing in order which they are available in layout…
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Sales Campaigns and CampaignsContent Hi Community Members, Could someone explain me the difference between sales campaign and campaign? I can these 2 objects in app composer and SUI. When one should… -
Sales Objects Layout Creation RestrictionSummary: We would like to know whether any restrictions available for Layout creation based upon count of layouts ? Content (required): at present we have implemented Or…
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How to connect Oracle Contracts and CX Sales IntegrationSummary: The business needs to generate sales contracts through templates automatically with the CX sales opportunity data, automatic data such as customer name, product…Denisse Brun 41 views 2 comments 1 point Most recent by Ed Gomez-Support-Oracle Enterprise Contracts
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Contact Service Request subtabSummary: On Contact, Service Request subtab, there is a Status field to search, but by default it only selects value 'New' 'In Progress' 'Waiting'. The user has to open …
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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…