Oracle Best Practice
Discussion List
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How to send additional item attributes from PIM to CX Sales?Summary: We have product setup in PIM that have additional attributes (DFF's). Can we send these additional item attributes from PIM to CX Sales as part of the standard … -
How to access Party Source System Reference for Contact object using Groovy ScriptSummary: I need to retrieve the "Party Source System Reference" field from the "Contacts" standard object using a groovy script. This field is not visible in BI and also…
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How to send Reminder Emails with Custom Email TemplatesSummary: We want to send a reminder notification to users if status remains as 'Approval Pending' after every 2 days. We tried to achieve this using Execution Schedule u…
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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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Limit Custom Object record visibility using field equals to Current user accountSummary: Can not use custom fields to control data access previlege for Custom Objects. In ERP and SCM cloud application Content (please ensure you mask any confidential…
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Create a routine and run itSummary: Create a routine and run it Content (required): Hi, I have created a routine and would like to run it. How can I do this? Thank you. Version (include the versio…
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Can we open a Quote Screen from CX DashboardSummary: We build a dashboard for quotes using standard subject area in analytics , there we have a information of Opportunity and Quotes. If we want to navigate to Quot…
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Best practice to re-assign a sales team when the sales leader leavesSummary: The current sales leader is no longer with the organization. What is the best practice to put in a new sales leader so the Hierarchy, Territories, Quotas, etc a…
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Error: Publishing of another product group is in progress. Try again later. (QSC-375009)Summary: Currently, we are experiencing the following issue as a result of concurrent runs for Lock and Publish. Normally, the system takes 24 hours to release on its ow… -
Error while updating Cust Contact point "Attribute PartyId in view object PersonParty cannot be set"Summary: Getting error while updating customer contact point using webservice as "BO-27008: Attribute PartyId in view object PersonParty cannot be set." Code Snippet: Re… -
Best Practice for Creating a Service User AccountSummary: What are the recommendations for setting up a Service Account. Content: Hello, We are currently wanting to setup a Service User Account that will consolidate al…
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How can we automatically add a new product to Product CatalogSummary: Hi Team, We want to know is there a way to add a new product automatically to a product group in Sales and Service. Content (required): Version (include the ver… -
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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How to refresh all Opportunity Revenue lines even if one revenue line gets updated? Using GroovySummary: We want to refresh all the Opportunity revenue lines even if one revenue line gets updated using groovy Example for a given Opportunity there are 10 revenue lin…
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How to get time zone based on ZIP code on Account UI Page ?Business wants to display TIME ZONE of an account based on its ZIPCODE from Address. So suppose a account Zip Code is 77219 for Address ( PO BOX 130548,HOUSTON, TEXAS HA…
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I would like what is available for CX and its integration with Artificial IntelligentI would like to know how CX is being integrated with artificial intelligence and what future CX products will have these characteristics. If you can please provide some …
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Industry SIC code Classification CategoryWhat is the best practice on implementing and utilizing the 8 digit extended SIC codes ? Only the 1987 SIC (4 digit) option is available in the Classification Category.
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Audit Policy Best PracticeSummary: User wants to enable Audit for all fields on most of OOTB sales objects and custom objects. I have a concern with the performance implications if we enable so m… -
Import Lead by Salesreps without knowing PartyNumber (RegistryId) rather knowing custom identifierSummary: Lead Import Context - Business Salespersons are tracking Account details with their one custom attribute 'Account Number' so whenever they find any lead to crea…
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How to automatically set up a industry on Account detail page.Summary: Hi , I want to Auto set up Industries field value to Other Industries if it is null at Account creation level. But api name of Industries field is not available…
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Masking the Identity of the Customer when Sending a Service Request.Summary: Content (required): Is it possible to set up the Service Center and HR Help Desk functions to allow customers and employees to submit service requests to the co…
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Can I change the behavior of the Create Partner button by editing component in page composer?Summary: I want to change the behavior of the Create Partner button in PRM from requiring the ZPM_CREATE_PARTNER_PRIV privilege to requiring a custom role that we will a… -
Service Notifications in the Cloud Portal for CX SalesContent: Hello, Can you please provide the reference and guide on how the service administrator can check the notifications pertaining to quarterly updates and backgroun…
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Oracle Fusion Custom Object size limitationSummary: Wanted to check what's the size limitation for custom objects Content (required): Wanted to check what's the size limitation for custom objects Version (include…
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Intercompany Clients created in AR to sync up with Sales CloudSummary: Hi Team, Is there any ESS job in place that needs to be run to get the data and sync it up for opportunity usage in Sales Cloud, primarily the lists that are cr…
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Is there a performance implication if Workspace Periodic Refresh is run every 5mins?Summary: The records in the workspace search results does not reflect the change in real time until the periodic refresh is completed. In our case, the periodic refresh …
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Get Value Information using EL ExpressionsSummary: I'm looking for a way to get information using EL Expression that are stored in a Custom Field. Is there any documentation or guide reference regarding on how t…
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How to show infolets on homepage of a mobile app?Summary: Hello, we have infolets on the web interface and we would like to use a few (1X1, 2X2) on the main screen of the mobile app. Content (required): how can this be…
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Can a Business User access Sales and Service both ?Summary: My business user needs to work on Service and Sales both like Opportunity and Service Request access both. So can we provide them both access at same time ? Con…