Core SFA
Discussion List
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How to go to opportunity screen after lead conversionSummary How can I open the newly created opportunity screen after successful lead conversion.Content Is there any way to go to Opportunity screen after lead conversion i… -
Sales – Office 365 for CX Sales: Best Practices, 25 September 2020, 9 a.m PT - Submit QuestionsContent Submit your questions for the Sales – Office 365 for CX Sales: Best Practices session to have them answered during the live event. Post your questions by posting… -
Search and select layout expressionContent Hello Members, I would like to know how does the expression works for search and select layout? I would need to fetch value of custom field and display it in one… -
Customise Search PopupSummary Need to include additional field in the search window for Ship-to-PartyContent I have a requirement to extend the search popup as shown in the attachment. I woul…
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RESCHEDULED: Sales - 10 Things You Didn't Know CX Sales Can Do Today, 17 September 2020, 9 a.m PT -Content Due to unforeseen issues, this event has been rescheduled to a later day. Apologies for the inconvenience. An updated announcement with the event details will be…
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How to edit the custom field for particular organisation user onlyContent How can we write a groovy script certain primary Organization user only should edit. Example: I have custom field named as Device with LOV values mobile, Laptop.…
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Best Practice for Adaptive SearchSummary Any best practice?Content Hi, We have several customers who have high data volume (100+ million ~ 300+ million records across objects). So far, we are able to ru… -
How to leverage the OOTB Geography/Country in Custom Object as a Custom Fixed Choice ListContent How to leverage the OOTB Geography/Country in Custom Object as a Custom Fixed Choice List? In Custom Object, do we have any better solution to implement/leverage… -
How to show the custom error message for a required field instead of system generatedSummary How to show the custom error message for a required field instead of system generatedContent HI All, How to show the custom error message for a required field in…
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Sales – CX Sales Innovation Roadmap, 28 August 2020, 8 a.m PT - Submit QuestionsContent Submit your questions for the Sales – CX Sales Innovation Roadmap session to have them answered during the live event. Post your questions by posting a new comme…
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Transform Your Initial Setup with On-boarding toolsSummary CX Sales provides some fantastic setup tools to get you started. From initial setup to data import for your Conference Room Pilot, we have the tools to get your … -
How add more fields in Billing Account SubtabSummary Need to be added more fields In Account Subtab - Billing AccountContent Hi All, The Customer Account Information is available under Billing Account Subtab of Acc… -
Is it possible to run a schduled process through webserviceSummary is it pssibke to run Import Sales Products from PIM Data Hub process trhough api callVersion 20a
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Workspace publish takes 14+ hoursSummary Is it expected?Content Hi, Every time we make a change in workspace (e.g. enable an attribute), it takes long time (14+ hours) to complete publish. Is it expecte…
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BUG? - Resource role update in Manage User taskSummary Known bug?Content In Manage User task, if I update resource role for a user, a new role is added to JTF_RS_ROLE_RELATIONS. This is what happens - If user A has r…
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Need confirmation - Impersonation/Proxy UserSummary Does it support SSO?Content Hi All, Can you confirm if Impersonation supports SSO? Here is what I observed, If I login with FA local pwd, I can use 'switch to' t…
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Actionable Infolets for effective and efficient task-based processesSummary We highly recommend use of Actionable Infolets for greater productivity and more successful users.Content Actionable Infolets make it quick and easy to perform c… -
Login | Default | Filmstrip | SelectionSummary The ability to default a filmstrip selection upon loginContent Question: I would like to set the ability for my user base to be defaulted to a Filmstrip location… -
Does workspace search support private activity?Summary java error when opening private activity not owned by login userContent Hi, In workspace, I can search private activity (11032 in the attached screen) owned by M…
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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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Sales Campaign cannot be delivered to @gmail.comSummary DMARC policyContent Hi, Emails launched from Sales Campaign cannot be delivered to gmail.com, but works for company domain (e.g. @abccompany.com). Here is the bo…
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Reporting Manager - Appointment VisibilitySummary Reporting Manager - Appointment VisibilityContent Hi all, I need each Sales Manager to be able to access the detail and see the Appointments of their subordinate… -
Sales – CX Sales 20C-D Updates for SFA and PRM, 22 July 2020, 9 a.m PT - Submit QuestionsContent Submit your questions for the Sales – CX Sales 20C-D Updates for SFA and PRM session to have them answered during the live event. Post your questions by posting …
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Runtime Messages are not workingSummary Runtime Messages are not working even after putting println statements in groovyContent Hi, Runtime Messages are not working even after putting println statement…
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Sales CampaignSummary Email Delivered, Failed InfoContent Quick question - In the Sales Campaign, I can only see campaign status. If I want to see how many emails are delivered and fa…
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Outlook layout for Account & ContactSummary 'Disable Update' checkbox can be checked?Content Quick question - Like the attached screen, can we check 'Disable Update' checkbox? Thanks, Adam Version 20B
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How to Inactivate the Customer AccountSummary Any Specfic Option to Inactive Account instead deletionContent Hello, I have a requirement where us our customer wants to Inactive the Account. The Account detai…
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Opportunity team assignment rule not working for old recordsSummary Opportunity team assignment rule not working for old recordsContent Hi All, We are facing an issue with the Opportunity Team assignment rule. Currently, the Oppo…
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Phone Type vs. Phone Line TypeSummary Can we have a single consolidated type?Content In Account & Contact Simplified UI, the type in All phones comes from lookup 'ORA_HZ_PHONE_TYPE'. The same is used…
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Best practice for VBCS MashupSummary How to make VBCS Save more user friendly?Content Hi, We build a custom page in VBCS to display contact details and some additional data. On this VBCS page we hav…