Oracle Best Practice
Discussion List
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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… -
Is Oracle EBS Trade Management available in Oracle Cloud?Summary: Client is looking for a similar product of Oracle EBS Trade Management in Oracle Cloud which can handle promotions, rebates etc. In EBS, it is part of Oracle CR…
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Is There A Way To Connect To The Database From External Tools or Request to access a cloud database**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: Is There A Way To Connect To The cloud Database From External Tool…
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Contacts ManagementSummary: How do we group or organize or classify Account -> Contacts in an Organization with multiple line of business. Content (required): We have one line of business … -
Adaptive Search Full-Publish Time Metrics for Large Data VolumeSummary: Hi, The adaptive search full-publish takes long time to complete. I wonder if that's expected and if we can optimize the running performance. Here is the detail… -
Best practices for automated testing on the Fusion platformSummary: Are there any recommended practices for automated testing on Fusion apps (CRM, HCM, etc)? Content (required): Hi. I was wondering what is the common practice fo…
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Associate multiple contacts to same partner or account address ?Summary: We have a requirement that an account address can have multiple contacts associated to it. When we check standard implementation we can find only 1-1 mapping be… -
How to tell if Upcoming Quarterly Update for Oracle Cloud will have an impact on Sales cloud/B2B?**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: How to tell if Upcoming Quarterly Update for Oracle Cloud will hav…
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BPM Approval workflowSummary: BPM Dynamic Approval group and Email template in CX Sales Content (required): Need clarification on following things on regarding BPM Approval flow Is dynamic a…
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CSM affecting the Webservice Configuration in Target InstanceSummary: CSM affecting the Webservice Configuration in Target Instance: Any subsequent CSM from Source to Target instance is affecting an existing Live Integration which… -
What is the PVO for Manage Customer that I can use from Sales Cloud?Summary I need to get a value of attribute from Customer Account. The default sales person.Content Sales Person details are stored in DFF fields in Customer Account. I n…
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CX Sales Mobile App for a Modern Mobile ExperienceSummary Get the new app for a consistent and seamless experience!Content Use the new optimized CX Sales Mobile app to get to your information faster and with ease. The m… -
Business Process training and certification for Oracle Cloud Applications is now availablePrepare for successful Oracle Cloud Application implementations with a common foundation of business process knowledge across all teams. Learn more about how new Busines… -
There's possibility to perform massive test load to check CX Sales performances?Summary: Massive load for performance test Content (required): I would know if there's a framework or tool able to test on massive way CX Sales UI's in order to check on…
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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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There's a downtime during CX Sales deployment?Summary: CX Sales Deployment Content (required): Hi all, this is just to know if CX Sales application can be access during a CX Sales deployment, specifically during CSM…
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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… -
Privilage to make users not to update Account address using Rest APISummary: Privilage to make users not to update Account address using Rest API We have created a custom roles by copying OOTB Sales Representative role and removed update…
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Fetch Display Name/Meaning of FCL when querying a resource like Get all Opportunities using REST APISummary: How to Get the Display Name/Meaning of a Fixed Choice List along with the response when querying a resource say Get all Opportunities in a single API call Conte…
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Fetch Display Name/Meaning of FCL when querying a resource like Get all Opportunities using REST APISummary: How to Get the Display Name/Meaning of a Fixed Choice List along with the response when querying a resource say Get all Opportunities in a single API call Conte…
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How to unassign inactive users from leads and opportunities automaticallySummary: Once the user become 'Inactive' under User and Roles, we would need to assign user manager to existing open leads and opportunities. Currently, if user become i…
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Which privilege allows user to create partner account recordSummary: We need to restrict few users from creating partner records from UI which privilege we have to remove Content (required): We need to restrict few users from cre…
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What security policy or privilege does a user need to see workspace in OSC?Summary: We have two custom roles created, one for admin and one for a non-admin user. The admin user is able to see 10 objects activated in workspace while the non-admi…
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How to enable internal service request in CX B2C sales and serviceSummary: How to enable internal service request in CX B2C sales and service Content (required): is it possible to have internal service requests in oracle B2C service, i…
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How to migrate custom data stores in BICC from Dev instance to test instanceSummary: Hello All, We have created few custom data stores in BICC and we used existing VO by deselecting few fields, now we need to migrate these to higher environments…
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Is it possible to set the default owner in the list of assigned sales resources in lead assignment?Summary: Is it possible to set the default owner in the list of assigned sales resources in lead assignment? Content (required): We have several assigned sales resources…
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how to export all custom lookups defined in application using export managementSummary how to export all custom lookups defined in applicationContent Hi All, Is there any way to export all custom lookups defined in application through export manage…
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multiple integration keys to update a recordSummary: is possible to use different fields (as key) to update a record? Content (required): our customer said us that they have a lot of external system that can updat…
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Delete users in bulkSummary: Delete users in bulk Content (required): Is there any way to delete only bulk user accounts? Version (include the version you are using, if applicable): 21C Cod…
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Extra usage is adding in party usage subtab after merge process how to remove itSummary how to remove extra usage from pasty assigiment after mergeContent Hi All, when i run a merge process for Customer and transactional account as per rules custome…