Core SFA
Discussion List
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How can we see the change history for Sales objects - NGSSummary: How to see the change history for Sales objects like Contact , Account, Lead, Opporunity. Content (please ensure you mask any confidential information): Classic… -
Any one implemented Microsoft teams with fusion cx?Summary: Any one implemented Microsoft teams with fusion cx? We have to do set up in microsoft application and ODA application . and later enter details in fusion CX app…
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Is it possible to convert a User account (not a Person record) into a Resource?Summary: Is it possible to identify a User (created directly from Security Console and is not a Person record) as a Resource? Content (please ensure you mask any confide…
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Mapping CX.Account to FIN.Account instead of FIN.OrganizationSummary: Account hierarchy is different on Oracle ERP Cloud (FIN) and Oracle Sales Cloud (CX) Content (please ensure you mask any confidential information): We are imple…
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In NGS in the Oracle Sales for Outlook panel, I want to be able to see the Subject or Title to editSummary: For tracking appointments, we have a naming convention that we use internally that we don't want to have visible externally in the calendar invite. With the lat…
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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… -
Address Format specifically for CX Sales?Summary: Is there a way to setup the Address Format (i.e. Style = Postal Address) but only for Accounts and Contacts in CX Sales, without impacting HCM and ERP? Content …
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Modifying users in bulkSummary: We have a requirement to modify first name and last name of all the users in OSC application. we thought of using export and import management, However we have …Geereddy Bharath Kumar 24 views 1 comment 0 points Most recent by Praveen Desetty - Support-Oracle Sales
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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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Enroll your project in Next Gen Sales App, we can help with our Support Implementation Program!If you are currently implementing CX Sales, Incentive Compensation or PRM, or are already live with our products but want to enable/implement new features such as Worksp…Nicoleta Chiru-Support-Oracle 262 views 0 comments 1 point Started by Nicoleta Chiru-Support-Oracle Sales
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webhook events with B2B Fusion Sales/Service cloudSummary: How to consume an event in B2B Fusion Sales/Service cloud from webhook ? Content (please ensure you mask any confidential information): Version (include the ver…
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Need to restrict the salesperson from updating the Address on the Account type ZCA_CustomerSummary: Hi, We have a business requirement where we would like to restrict the Sales team from updating the addresses for the Account type 'Customer' ( SalesProfile = Z…
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TCA feature update: Address CPUI (Common Party User Interface) change to filter alternative namesSummary: The current Address CPUI functionality supports displaying alternative names for the Geography elements (e.g. city, state, county, etc) We are providing a bette… -
Customer Relationship Management Application Administrator job roleSummary: Why does the Customer Relationship Management Application Administrator job role able to access the Setup menu of other Offerings? Content (please ensure you ma…
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Configuration for ‘Restrict All’ Access for Accounts and ContactsSummary: Questions about the steps in the document: Configuration for ‘Restrict All’ Access for Accounts and Contacts for New and Existing Environments on Update 22B (Do…
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how to download attachment of an custom object record using API or DeeplinkSummary is there any API or deeplink available to download attachmentContent HI All, I'm checking for an API or deeplink to download attachment, i have tried with 1. /cr…
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Enhanced Deletion Capability in Sales Cloud for Accounts & ContactsSummary: We are introducing an upcoming enhancement in the Sales Cloud, to provide better capability to delete accounts, contacts, and households effortlessly from both …
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New Saved Search is not reflecting for All usersSummary: New Saved Search is not reflecting for All users Content (required): We tried to add a field to the Search Criteria for a custom object and Save it. This search…
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Reducing Fusion Application Maintenance Downtime For Quarterly Updates (Doc ID 2924201.1)Attention: As part of Oracle’s ongoing initiative to reduce maintenance downtime, we are informing you about a temporary change beginning with Fusion Applications Update…Nicoleta Chiru-Support-Oracle 528 views 5 comments 6 points Most recent by Nicoleta Chiru-Support-Oracle Sales
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Next Gen Sales - Sales Pipeline Infolet doesn't return any dataSummary: Content (required): Hi Experts - While I am checking the Sales Dashabord in redwood UI, Sales Pipeline doesn't return any data. Pls find the attached screenshot…
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Task Template assignmentSummary: Is there a way to create a task template that assigns the task to a specific user? Example: Sales Rep A has certain tasks that need to be performed by different…
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Modify Task Notification verbiage & actionsSummary: Content (required): Is it possible to modify the out-of-the-box Task notification verbiage? Specifically the notification when a task has been updated, requirem…
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Which privilege to display the Sales Channel and Primary Partner fields in Opportunity?Summary: Privilege to see the Sales Channel and Primary Partner fields in Opportunity? Content (required): I have a custom role copied from the standard Sales Representa…
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BPM Worklist data not visible to custom roleSummary: BPM Worklist data not visible to custom role Content (required): I have created a brand new custom role who should have access to only few objects in the applic…
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How to add Account Notes, Contact Notes content as part of the global search?Summary: Adding Notes to the global search Content (required): Need to search on the Notes contents on the Global search Version (include the version you are using, if a…
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Mask custom field values by replacing with "*" or "#" for certain rolesSummary Mask custom field values by replacing with "*" or "#" for certain rolesContent We want to mask custom field values by replacing with "*" or "#" for sales rep rol… -
Excel and PDF Custom FieldsSummary: Is it possible to download the Customer business object fields and their respective values to an excel or PDF from the customer screen itself. Or what alternati…Andrés Felipe Balaguera Rodriguez 32 views 1 comment 0 points Most recent by Jacqueline Li-Support-Oracle Sales
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How to setup Parallel approval for Opportunity?Summary: I want to configure a Parallel Approval process where parallel approval will push to 2 or 3 sales managers. Out of three managers any one response (approved/rej… -
Recycle BinSummary I like to see deleted records and possibly restore themContent It happens that records are deleted by mistake, it would be useful a recycle bin in order to check…
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Phenomenon where save and continue is not displayedContent (required): Custom object → Select Opportunities sub-tab → Create When I open the Create Opportunity screen with this procedure, save and continue does not appea…