Configuration
Discussion List
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How to restrict/set max size of attachment for an object?**This post was created as part of a How to Service Request (SR) Release: 11.13.23.01.0 Summary of the question: How to restrict/set max size of attachment in Account ob…Umamaheswarareddy Ambati-Support-Oracle 41 views 1 comment 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales -
23A new feature: Enable Territory-Based Access to Custom ObjectsSummary: 23A new feature: Enable Territory-Based Access to Custom Objects You can provide resources with access to custom object data, where access is based on the resou…Vini Rastogi-Support-Oracle 41 views 1 comment 0 points Most recent by Vini Rastogi-Support-Oracle Sales -
Is there a way to create a Create Opportunity Smart Action on Activities in Workspace?Summary: We are looking to create a Smart Action for Activities in Workspace to Create Opportunity. We have tried several different ways to create this particular Smart … -
What are Implications of increasing number of fields for workspace filter?**This post was created as part of a How to Service Request (SR)** Version (include the version you are using, if applicable): 22D Summary: What are the implications of …Varun Malhotra-Support-Oracle 61 views 2 comments 1 point Most recent by Siraj Syed -Support-Oracle Sales
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How to import packages in groovy?**This post was created as part of a How to Service Request (SR) Release: 22D Summary of the question: Is it possible to import a java library package into groovy? I nee…Syed Misbauddin-Support-Oracle 102 views 3 comments 0 points Most recent by Syed Misbauddin-Support-Oracle Sales -
How to enable lead creation from activity pageNeed to add create button in the search lead page in the appointment details page -
Reports in the oracle cx sales mobile app does not return any dataSummary: Reports in the oracle cx sales mobile app does not return any data; cannot see/access any reports. What could be the reason for this? and how to fix it? Thank y…
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How to remove the 'Add' button from the account edit layout?**This post was created as part of a How to Service Request (SR) Release: 11.13.22.10.0 Summary of the question: On the Account edit page ( Navigate to Sales - Accounts …Robert Mutton-Support-Oracle 71 views 2 comments 0 points Most recent by Robert Mutton-Support-Oracle Sales
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How to Hide Save and Close Button?**This post was created as part of a How to Service Request (SR)** Version (include the version you are using, if applicable): 23A Summary: How to Hide Save and Close Bu…Varun Malhotra-Support-Oracle 201 views 2 comments 0 points Most recent by Siraj Syed -Support-Oracle Sales
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Create Custom Subject AreaHi, Please help with the steps how to create custom subject area from the custom data model ? Thanks -
Best Practices for Industry ValuesSummary: The default values in the Industry Field are not as accurate for our business as we would like, what is the best practice to have your own list of Industries. S…
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Saved search in the custom objectSummary: We have create the Saved Search in custom objects with 'contains' , but it is not giving the results in the search bar. Content (required): From the attached sc…
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Modify fields in Manage Account Hierarchy PageSummary: Content (required): Hi Experts, Asking if there is a way to modify the Manage Account Hierarchy page, especially modifying the fields in the list view. We have …
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How to remove fields from searchHello! I want to remove the fields, 'Record Name', 'Owner' from my search. How can I do that? Thank you. Content (required): Version (include the version you are using, …
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Cannot access sandbox tool, 'Manage Service Mappings'Hello! I have created a sandbox and added the tool 'Manage Service Mappings'. However, I cannot access the 'Manage Service Mappings'. What could be the reason for this? …
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Assign Territories based on Parent Account attributeSummary: Is it possible to have a child account be assigned territories based on his parent account information. Version (include the version you are using, if applicabl…
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Are there privileges that can be used instead of seeded CX ones?Summary: If we want to remove or revoke the following Privileges from the roles, could there be a downstream issue? Privileges name: View Trading Community Resource Deta…
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How to change the Summary subtab nameSummary: How to change the Summary subtab name Content (required): Hi , We are looking to change the sub tab name on Lead from Summary to Lead Details.How can we do this…
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Remove Contact Address section from the Lead Details PageSummary: Remove Contact Address section from the Lead Details Page Content (required): Hi, How to remove the Contact Address section from the Lead details page. It was s…
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Does Territory assignment work with multiple fieldsQuestion : Does the system allow you to assign territories based off of geographic element AND another field value? Example: we have geographic assignment for all of out…Kyler Thomas-Support-Oracle 51 views 3 comments 0 points Most recent by Kyler Thomas-Support-Oracle Sales -
How to add line breaks or bullets in Long text field through groovy?Summary: I am trying to include bullet points into a long text field through groovy. Content (required): I am having a long text field in lead page where the value will … -
Enable LinkedIn for CX SalesSummary: Enabling LinkedIn for Activities Content (required): We've enabled Linkedin Sales Navigator for our users and we want to know how to enable the additional optio…
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Auto populate value on the search filterSummary: Auto populate value on the search filter Content (required): Is there a way to auto populate the field value in search filters of other Fixed choice list Field.…
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Adding / Updating custom lookups via REST APIQuestion :Need to be able to update or create new custom lookups via REST api. **This post was created as part of a How to Service Request (SR)Release: 23A Summary of th…Kyler Thomas-Support-Oracle 123 views 1 comment 0 points Most recent by Kyler Thomas-Support-Oracle Sales
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Is it possible to connect Office 365 with multiple AzureSummary: The client is using multiple Azure accounts specific to the region so how to establish an office 365 connection with multiple Azure accounts? Content (required)… -
Is the appointment detail in Calendar customizable?Summary: Content (required): Hi Experts, Just want to check if there's a way to edit/customize/extend the appointment details floating dialog when you hover an appointme…
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Unable to set "Blank" value in country fieldSummary: A country field with a LOV type appears in Contact. Every time we attempt to add a new contact, the Netherlands is selected as the default country in the countr…User_2025-03-07-05-27-23-569 32 views 1 comment 0 points Most recent by Manoj Kumar-Support-Oracle Sales
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How does Task/Appointment Reminder behaves?Summary: Users report they are receiving a lot of reminders that expected. Content (required): We are receiving reports from users that they are spammed with reminders a…
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Currency Code in OpportunityHi, When I create opportunity I can see only GBP as non-editable but I want to create opportunity in different currency as EUR how can this field be made as list item so…
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Sales person user cannot edit Created appointment as added as team member to itSo how can enable sales person user to edit the appointment details when he/she added as team member in the appointment.