Configuration
Discussion List
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Import Products in CX SalesSummary: Importing the Products to create new products in CX Sales. Import management provided Product CSV, however how to load the file. Content (please ensure you mask… -
How to get the role of Contact OwnerSummary: Get the role of Contact Owner Content (please ensure you mask any confidential information): Hi, I am trying to get the role of the Contact Owner. As Contact is…
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Configuration tab need to disable on UISummary: We want to disable configuration tab for non-admin users. Please find the attached screenshot. Content (please ensure you mask any confidential information): Ve…
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Team Subtab Searchable Region | Oracle SalesHi community! How are you? I´m facing a Sales Solution were we have multiple BUs. The client is reporting that when they want to add a team member to an opportunity, lea…
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How to export and import sanbox from an environment to another?Summary: We made a lot of customization using page composer inside sandboxes, but now we need to copy them in the new environment. Is it possible to export and import ? …
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Video: Troubleshooting - Capture a HAR FileTroubleshooting - Capture a HAR File: A quick tip on capturing a HAR file, which can help to share the details of what's happening in the browser From the Implementing R… -
My photo does not change after saving and closing changesSummary: I want to change the photo in the fusion environment but the application does not update the information. Content (please ensure you mask any confidential infor…
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How do I remove a value from a custom lookupSummary: I added a value that was incorrect in a Custom Lookup Value and want to delete it. I haven't used the value anywhere so there are no dependencies. Where do I go…
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How to include new field in the PIM to Sales cloud product integrationSummary: We are planning to introduce new field in PIM to hold additional info related to product. We would like to know how to include new field in the PIM to Sales clo…
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How to Set Up Automated Round-Robin Assignment Based on Fields in Oracle Sales?Summary: How to Set Up Automated Round-Robin Assignment Based on Fields in Oracle Sales? Content (please ensure you mask any confidential information): Hello everyone, W… -
*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…
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Generating a Sequence number for a custom field in CDM?Summary: Hello Team, We need a Custom field which will be a sequence number. For example the highest value = A1000000 and it should start with A0000001. Can you please l…
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Associate multiple contacts to same partner or account address ?Summary: We have a requirement that an account address can have multiple contacts associated to it. When we check standard implementation we can find only 1-1 mapping be… -
Quotes And Orders Tab Missing for OpportunitiesHello, Why the Quotes and Orders subtab are not visible in Opportunity, despite exposing it from the application composer
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Have a field for a Customer Signature in CX Sales Mobile AppContent Hi, did anyone have a similar requirement, where the customer wants a field in CX Sales Mobile App to be used on tuoch-based devices for the signature via touch … -
Error Pop Up - ADF_FACES-60097 Server Exception During PPR #4Summary Error Pop Up - ADF_FACES-60097 Server Exception During PPR #4Content Hi All, When user clicking on the property from the Opportunity object an error was throwing…
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Not able to filter subview data for the cx-panel in Redwood SalesSummary: We have created a panel using the fragment cx-panel in Account object with the resource as 'serviceRequests'. Now the issue is when we click View All standard a… -
How to remove "create Appointment" action from Workspace from Activity object.Hi Team, I want to remove "Create Appointment" action from workspace. Can you please me to achieve this requirement. Below is the screenshot of the same.
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Groovy Scripting : Set Attribute of Custom Field Based on the Value of Standard FieldIn relation to my previous inquiry Groovy Scripting: Split / Trim, I have made it work. However, since formula text field cannot be displayed to OTBI analysis report, I …
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How to automate the file import process for administrator profile values?Summary: How to automate the file import process for administrator profile values? Content (please ensure you mask any confidential information): How to automate the fil…
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Is there a way to change decimal precision value for amount fields?Summary: Is there a way to change decimal precision value for amount fields? Content (please ensure you mask any confidential information): Hi All, We have a requirement…Hrushikesh Patil 26 views 3 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Sales
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Customer Data Management - Oracle fusion CX Sales Contacts - Guidance for best practiceSummary: We are planning to implement Customer Data Management (CDM) for Contacts and are seeking best practices for selecting the master record. Could you please assist…
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DCL filter not working with advanced filter and expressionSummary: DCL filter not working with advanced filter and expression Content (please ensure you mask any confidential information): Filter applied on DCL on custom object…
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Issue with Orchestraction ActivationSummary: I have activated the orchestration after creating it, Added the orchestration Layout(cx-orchestration catalog) on the Opportunity Details Page but unable to vie…
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Can't generate visualization The criteria used for the visualization doesn't return any data.Summary: I’m trying to configure the sales dashboard in Oracle Fusion CX Sales, but I keep encountering an error message stating that “no data is available.” Despite thi…User_5FJ4I 26 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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Activities cannot be searched using search box on App UIWe cannot search using the search box in Activities. Even if I am the owner, I cannot use it to search my own activities. For example, when we are trying to search in se…
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Best Practice Advice on Account Management data accessSummary: Hi all, I needed some best practice advice for a BFSI customer on how can we deliver the following use-case in the most standardized way within Oracle CX Sales … -
How to change default filter in DCL fields in redwoodSummary: Hi, In Redwood, the default filter on DCL field sometime does not make sense. For example, on create lead page from lead list view, contact DCL is filtered with… -
How to Add Revenue fields in opportunity landing PageSummary: Hi, we are not able to add Revenue fields in opportunity landing Page. please help Content (please ensure you mask any confidential information): Version (inclu…
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CPQ - How to default From Name in Email?Summary: How to default From Name in Email ? Please find the screenshot for reference, shown From Name marked in red. Content (please ensure you mask any confidential in…Nalsoft Pvt Ltd 21 views 1 comment 0 points Most recent by Niladri Roy Chowdhury-Support-Oracle Sales