Oracle Best Practice
Discussion List
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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… -
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…
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Can we change format of the response when running BI Report via SOAP?Content (required): Currently, when running a BI report via SOAP (SoapUI), we are receiving a response payload which contains the ReportBytes encoded data in base64 form…
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possibility to modify a standard error message which is thrown when a user click on Qualify button.Summary: On Lead Landing page when users click on Qualify option from Action drop down this error is thrown "None of the selected leads can be qualified. You can only qu… -
Audit Trail between Contact and Custom ObjectsContent (required): On the current setup, we have a custom object where we set Primary and Secondary Contact which are from the Contacts object. Any changes to the conta…
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How to connect Oracle Contracts and CX Sales IntegrationSummary: The business needs to generate sales contracts through templates automatically with the CX sales opportunity data, automatic data such as customer name, product…Denisse Brun 42 views 2 comments 1 point Most recent by Ed Gomez-Support-Oracle Enterprise Contracts
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How to update fields in resource object through Import managementSummary: How to update username and email address in resource object through import management? Content (required): How to update username and email address in resource …
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How to reorder records in Relationship subtab?Summary: We need to reorder the records shown in a Relationship subtab. Content (required): Hello, It is possible to set a different order by clause to show first the la…
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Calendar Start Date use as Server Variable for Dashboard PromptSummary: Our Calendar Year starts from every 1st of Oct month as example currently it is 1-Oct-2022. I am creating a dashboard prompt and want to populate Start Date of …
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What is the best practice for managing a work email and a personal emailSummary: We have contacts that have both a corporate email and a personal email, that they often register for webinars with, what is the best practice for having both em…
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Will Service Request , Opportunities will be asked to be deleted from Oracle if database is fullSummary: Hi, Our business team has a concern related to Service Request and Opportunities . We know that there is no archiving process currently available in Oracle Enga… -
How to add team members to an account in bulkSummary: We want to know if there is a way to bulk add or remove sales team members in an account through the UI Content (required): We would like to know if there is a …
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Standard Business Process flowsSummary: Can you please provide Standard Business Process flows for CX Sales & Service provided by Oracle Content (required): BPDs for CX Version (include the version yo…
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Oracle CX Sales Level 1 and Level 2 processesSummary: Process taxonomy document for Oracle CX Sales. Content (required): I am looking for Process taxonomy document for Oracle CX Sales application (Level 1 & Level 2…
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What are Implications of increasing number of fields for workspace filter?**This post was created as part of a How to Service Request (SR)** Version (include the version you are using, if applicable): 22D Summary: What are the implications of …Varun Malhotra-Support-Oracle 61 views 2 comments 1 point Most recent by Siraj Syed -Support-Oracle Sales
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Announcing the Oracle CX Customer Meetup: AustinWe are excited to announce a new Oracle CX meet up series! Oracle product leadership will be stopping in Austin this Spring to gain your insight into the strategic direc…Elise Hymes - Oracle CX-Oracle 91 views 0 comments 3 points Started by Elise Hymes - Oracle CX-Oracle Sales -
Best Practices for Industry ValuesSummary: The default values in the Industry Field are not as accurate for our business as we would like, what is the best practice to have your own list of Industries. S…
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How to remove fields from searchHello! I want to remove the fields, 'Record Name', 'Owner' from my search. How can I do that? Thank you. Content (required): Version (include the version you are using, …
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Lead Owner Not Updated Automatically If Its Territory Owner Is ChangedSummary: Lead Owner is not updated automatically if its Territory owner is changed. We have a groovy in place under leads(Before Update trigger on Lead object) to make t…
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Method Of Payment in CX Sales CloudHi everybody, we are working with Fusion (CX) Sales Cloud and we are using CPQ as well. We are facing with a internal discussion as the “Billing Account” and related “Pa…
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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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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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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… -
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…