Oracle Best Practice
Discussion List
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Activate Action Only When Logged-In Resource Has Correct RoleContent Hi, I'm creating an action which triggers a groovy script but I want that action to be only available to certain types of resource roles. How do I achieve this? … -
New Feature: Email & Phone Verification in CX SalesSummary Beginning in 21B, we are introducing added email and phone verification capabilities to...Content Beginning in 21B, we are introducing added email and phone veri… -
REST API for attachmentsSummary REST to fetch all kinds of Attachment child rest collectionsContent We have so many different object with attachment child collections. Like Below -… -
What are the performance issues faced when activating Audit Policies?Content Hi, We are planning to activate audit policies for Sales Lead object since we're facing an issue where they are being retired abruptly for no known reason. I jus…
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Meaning of Functional read and Functional update check boxes in Custom object securitySummary Meaning of Functional read and Functional update check boxes in Custom object securityContent Hi All , In custom object security section there are Owner, Owner a… -
Is There A Way To Un-Retire A Lead?Content Hi, What are the ways we can un-retire a lead? Thanks, Ed Version 20D
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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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Best Practice for scheduling lead assignment process (frequency)Content Hi, Is there a best practice (for frequency) in scheduling Lead Assignment process to avoid affecting performance? What is the least/minimum frequency acceptable…
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REST API to return specified records from child/grandchild objectSummary Is it possible?Content Hi, In the REST, I'd like to return certain records from child/grandchild collection. Is it possible? Here is the sample data structure - … -
How To See The Configuration Behind Attachments In Sales Lead ObjectContent Hi, I want to see the configuration of the Attachment field in Sales Lead. I'm currently creating a mapping from another system to OSC and I want to know the fie…
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Sales – Innovation Showcase: Key Account Planning in Oracle Sales Planning, 19 April 2021, 8.am PT -Content Submit your questions for the Sales – Innovation Showcase: Key Account Planning in Oracle Sales Planning session to have them answered during the live event. Pos…
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Automatic Territory Assignment Options Besides Profile Option - Assignment Submission at Save EnableContent Hi, We've recently experienced that the territory assignment assignment isn't running automatically with the opportunities. We had to manually trigger via 'Save …
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Workaround To Searching Products and Product Groups in Workspace or Normal SearchContent Hi, I learned that Product and Product Group search is only available for the adaptive search REST api. Is there a workaround for this using the normal search or…
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Can You Link an OTBI Report on the Sales Cloud Homepage?Content Hi, We want users to give quick access to their most used reports in OTBI by trying to find a way to have the link available in the sales cloud homepage. Is this…
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How do we fetch the REST API Metadata for the instanceSummary How do we fetch the REST API Metadata for the instanceContent How do we fetch the REST API Metadata for the instance? Referring to the documentation: https://doc…Shivakumar Ayyanagowdar-Oracle 33 views 2 comments 1 point Most recent by Siraj Syed -Support-Oracle Sales -
How To Import/Export Lead Assignment RulesContent Hi, I want to extract the existing lead assignment rules in oracle sales cloud, update and be able to import the updated rules back in OSC. Is this possible? Tha…
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Error while editing OpportunitySummary Error while editing OpportunityContent Hi All, We are facing an Error "MOO-MOO_OPTY_OWNER_REMOVE (MOO-1)" when trying to edit the opportunity record. Please find…
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How To Make Custom Field Appear In Workspace FilterContent Hi, I can't find a custom field in the Workspace filter. How do I expose this field? Thanks, Ed Version 20D
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Sales – Oracle Sales Innovation Roadmap, 10 March 2021, 8 a.m PT - Submit QuestionsContent Submit your questions for the Sales – Oracle Sales Innovation Roadmap session to have them answered during the live event. Post your questions by posting a new c…
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How To Export Internal Resource Organization HierarchyContent Hi, How do I export the Internal Resource Organization Hierarchy will all the user information. Thanks, Ed Version 20D
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Can we have a unique display label to a custom field in a custom object based on Record Type?Summary Can we have a unique display label to a custom field in a custom object based on Record TypeContent Can we have a unique display label to a custom field in a cus…Shivakumar Ayyanagowdar-Oracle 34 views 2 comments 1 point Most recent by Shivakumar Ayyanagowdar-Oracle Sales
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Can 'Last Updated By' filter currently logged-in user in Workspace Saved Search?Content Hi, I want to filter the contact records recently updated by the logged-in user using workspace saved search. However, I was only able to filter using User Name …
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21A Release HighlightsContent The 21A release of Oracle CX Sales is GA and is the first of four releases planned for calendar year 2021. Highlights from this release include: * Smart Lists: S…
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Are there any limits on the number of Values in LOV list on Record Type FieldSummary Are there any limits on the number of Values in LOV list on Record Type FieldContent Are there any limits on the number of Values in LOV list on Record Type Fiel…Shivakumar Ayyanagowdar-Oracle 23 views 2 comments 1 point Most recent by Siraj Syed -Support-Oracle Sales
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Sales – Best Practices For Getting Answers To Your CX Cloud Application Questions, 15 March 2021, 8Content Submit your questions for the Sales – Best Practices for Working with Oracle Cloud CX Support session to have them answered during the live event. Post your ques…
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How to set the length of the field Purchase Order of a Sales OrderSummary We are looking for a way to set the maximum length of the field purchase order of a sales order headerContent Hi, We are looking for a way to set the maximum len…
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Workspace Saved Search - How To Filter Records That Were Recently Updated By The UserSummary Workspace Saved Search - How To Filter Records That Were Recently Updated By The UserContent Hi, Is it possible to filter records that were recently modified/upd…
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Microsoft 365 Add-in For Oracle - How much?Content Hi, I came across this Microsoft 365 add-in and was wondering if there's any license cost to implement this? https://docs.oracle.com/en/cloud/saas/sales/21a/oasa…
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Sales – Grow Your B2B Business with New Online Sales Channels, 25 February 2021, 8 a.m PT - Submit QContent Submit your questions for the Sales – Grow Your B2B Business with New Online Sales Channels session to have them answered during the live event. Post your questi… -
How To Change Active Party Usage Assigned to User in Resource DirectorySummary How To Change Active Party Usage Assigned to User in Resource DirectoryContent Hi, I want to update the usage for a resource in resource directory. How do I upda…