Core SFA
Discussion List
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Too many objects match the primary key oracle.jbo.Key[300000022673309 300000022071613 ]Summary: Trying to add a team member to Appointment via Groovy and erroring out Content (required): Trying to add a team member to Appointment via Groovy and erroring ou… -
Default column in Manage Saved Searches > Manage List does not workSummary: Content (required): I don't know if this is a product bug. Based on documentation, user should be able to set user-level default saved searches using the Defaul…
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Sales Account 'Prospect' to 'Customer' auto-conversionSummary: Here is my use case - I create a sales account with customer type 'ZCA_PROSPECT' in Sales, then I query this account in AR Manage Customer UI and add billing ac… -
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… -
What does "You can't change the lock assignment for the sales account director. (ZCA-210018)" mean?Summary: Content (required): User is removing a resource from the account team and encountered this message. I am still trying to replicate it but would like to as in ge…
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Can we still "Create Campaign" in CX Sales?**This post was created as part of a How to Service Request (SR) Release: 23A Summary of the question: Although the user has "Sales Manager" role on Sales Cloud we canno…Ionel Spaloghe-Support-Oracle 4 views 1 comment 0 points Most recent by Ionel Spaloghe-Support-Oracle Sales
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Task Notification BehaviorSummary: Content (required): Hi everyone, We have a user who had 69 notifications Task notifications. They said that the next day the number dropped down to one. The use…
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How to get new role name reflected in Access Groups**This post was created as part of a How to Service Request Summary: Renaming the custom role in security console the role name change in not reflecting in Access Groups…Vini Rastogi-Support-Oracle 1 view 1 comment 0 points Most recent by Vini Rastogi-Support-Oracle Sales -
How to disable Log a Call and Call Reports in Workspace Infolets?Summary: I would like to disable Log a Call and Call Reports in the workspace infolet Content (required): Log a call and Call reports are already disabled in Smart Actio… -
What is purpose of Schedule Process --> Process Translations for Workflow Tasks Archive**This post was created as part of a How to Service Request (SR) Summary: What is purpose of Schedule Process --> Process Translations for Workflow Tasks Archive Content…Vini Rastogi-Support-Oracle 2 views 1 comment 0 points Most recent by Vini Rastogi-Support-Oracle Sales
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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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Opportunity line pricing from SCM Cloud possible?Summary: Is it possible to default price on opportunity line from the pricing defined for the product in SCM Cloud? Or using Price Books the only way? Content (required)…
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Can we add one new Detail (filter) to Configuration Visualization from a Saved Search?**This post was created as part of a How to Service Request (SR) Release: 22D Summary of the question: We are trying to create a new Configuration Visualization with Sou…Ionel Spaloghe-Support-Oracle 13 views 1 comment 0 points Most recent by Ionel Spaloghe-Support-Oracle Sales
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Is there any limit on how many products to be added for a Product Group in Sales Catalog?**This post was created as part of a How to Service Request (SR) Release: 11.13.22.10.0 Summary of the question: Is there a limit of how many products can be added for a…Swathi.Lemati-Support-Oracle 2 views 1 comment 0 points Most recent by Swathi.Lemati-Support-Oracle Sales
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How to re-assign a number of contacts to a new accountSummary: We have a customer that did a spin-off and a number of their contacts are going to a new account - what is the best way to do that in the UI or do we need to us…
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Payment Method - OSC/CPQSummary Payment Method - OSC/CPQContent Hi all, In a standard sales process, can I register the payment method (cash, credit cards, etc.) of the contact / account in the… -
Data not displayed in NGSSummary: Hi, Quick question - I cannot see any data in NGS, but I can see data in Workspace. For example, in Workspace, I see data if I use My Accounts or All Accounts. …
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Is branding of URLs availabe in Oracle Fusion Sales?Summary: branding of URLs availability in Oracle Fusion Sales Content (required): For example want for customising the standard URLs to customer specific Version (includ…Vini Rastogi-Support-Oracle 3 views 1 comment 0 points Most recent by Vini Rastogi-Support-Oracle Sales
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Best Practices when a Sales Rep leaves - what do you do with their accounts, contacts, etcSummary: When a Sales Rep Leaves, and you do the other process to disable them, what is the best practice for re-assigning thier accounts, contacts, etc. to another user…
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Routines - does it support variable for field update?Summary: Hi, We have use case to update account owner with an attribute from another object for all accounts owned by this owner. Is this possible with Routines action f…
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How to identify IDCS provisioned for Fusion Sales Pod?Summary: Is there any way we can find the IDCS URL provisioned for each Fusion Sales pod? For example, setup task or security console? Content (required): Customer cloud…
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Adding additional Match Identifiers while configuring Match Attributes for Duplicate IdentificationSummary: How can we add additional identifier while configuring Match attributes for duplicate identification Content (required): We have business requirement to identif…
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What is the function of the activity fields Set Status AsSummary: We have some feedback from client that although the value of this field was set to Free or Tentative, it still appears Busy to other users in the Activity Calen…
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What's New: Release notification for Cloud Readiness / Sales Force Automation**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: When is the ”what's New" section from Cloud Readiness for Sales Fo…Ionel Spaloghe-Support-Oracle 23 views 2 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
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Modify delivered Mobile Phone and Work Phone fieldsSummary: We received a feedback from client and currently have no idea how we can modify these fields. Is this possible? Content (required): Version (include the version…
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Remove other create action in My Appointments workspace infoletSummary: Our client does not use Call Report and Log a Call and want us to remove the create actions in the infolet. How do we achieve this? Content (required): Version …
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Get Catalog Product Group Information for PRODUCTSummary Need to get catalog product group information for the products added into revenue linesContent Have revenue lines with type as Group & Product. Able to get catal…
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Why Territory Assignment Scheduled Process doesn't trigger any println statement in scripts?**This post was created as part of a How to Service Request (SR) Summary: Territory Assignment Scheduled Process doesn't trigger any println statements in field trigger …Vini Rastogi-Support-Oracle 2 views 1 comment 0 points Most recent by Vini Rastogi-Support-Oracle Sales
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What are best practices for transitioning/deploying workspace?**This post was created as part of a How to Service Request (SR) Summary: What are best practices for transitioning/deploying workspace? Content (required): NA Version (…Vini Rastogi-Support-Oracle 2 views 1 comment 0 points Most recent by Vini Rastogi-Support-Oracle Sales
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How to export and import cascading picklistSummary: We need to export an existing cascading picklist and create a new cascading picklist with same values. Is there any way we can export and import cascading pickl…