Setup and Configuration
Discussion List
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How to Migrate Access Group Setup DataSummary: After completing the Migration Processes, CSM and FSM, the Custom Access Groups and System Access Groups Rules were not migrated across Version (include the ver… -
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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Please critical to solve this The contact that created through ERP is showing in sales non editableThe contact that created through ERP is showing in sales non editable so please need to know the cause and fix this issue -
Change how opportunity revenue line amount is calculated.There are 2 custom fields: Field 1: Sale price Field 2: Tax 1 I need the result of multiplying (Field 1 * Field 2) is reflected in the Amount field of the opportunity in…Syed Misbauddin-Support-Oracle 54 views 4 comments 0 points Most recent by Syed Misbauddin-Support-Oracle Sales -
How can we fix this date format error on a newly created Smart Action in Workspace?Summary: We have created a new "Create Opportunity" Smart Action under "Activities" in Workspace. When clicking on the new Smart Action "Create Opportunity" a date forma… -
How to enable Objects under the Navigator?Summary: Please confirm how to enable objects under the Navigator Menu. Version : 22C
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Auto populate value on the search filterSummary: Auto populate value on the search filter Content (required): Is there a way to auto populate the field value in search filters of other Fixed choice list Field.…
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Extra field values in Drop downSummary: Extra field values in Drop down Content (required): For the fixed choice list drop down can we add extra fields. For example we use to get the record name in th…
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Can we create fields in the Oracle CX Sales mobile application? If yes, then how do we do so?Summary: Content (required): Version (include the version you are using, if applicable): Code Snippet (add any code snippets that support your topic, if applicable):
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How to add the O365 Plugin Automatically to the Outlook ribbon**This post was created as part of a How to Service Request (SR) Release: 22D Summary of the question: The users aren't seeing the O365 plugin automatically on the Ribbo…
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Is it Possible to change font style of BPM Email NotificationSummary: **This post was created as part of a How to Service Request (SR) Is it Possible to change font style of BPM Email NotificationSirajuddin Syed-Support-Oracle 26 views 1 comment 0 points Most recent by Mihaela Anghel-Oracle Sales -
Shared Outlook Mailboxes for CX SalesSummary: Shared Outlook Mailboxes for CX Sales Content (required): We have a use case in which customer will have their own mailbox but they also have a shared mailbox w…
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How to change From Address Domain for Sales and BPM Workflow Email Notification?**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: Please provide Email configuration setting required for Client sid…
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Need to customize Customer Creation from Oracle Sales CloudSummary: Content (required): Hello Team, We understand that system creates a party automatically in Account receivables after we convert prospects into Customers. We wou… -
Limit Products by logged userSummary: Is it possible to limit visible products on catalog based on logged user? Content (required): Hi Community. We have a requirement that each user (sales rep for …
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Best Practices for Product Catalog and Price ListsSummary: Is there anywhere that outlines the best practices for working with products, catalogs and price lists For example, how do I deal with products we no longer wan…
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User unable to create expense report - Party record not created for user accountSummary: Content (required): User is unable to access expense report page getting the error - Missing employment details. select * from HZ_PARTIES where orig_system_refe…
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Use Groovy Script option in AR Customer to trigger ERP Adapter-OICRelease: 11.13.22.07.0 Summary of the question: There is an option in ERP trigger endpoint in OIC: Receive Requests from ERP Cloud Applications (explicitly sent from Gro…Prasanth Prabhu-Support-Oracle 26 views 1 comment 0 points Most recent by John Vakoc-Oracle Receivables & Collections
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How to enforce a rule to have only one Customer Account for every Customer(organization/person)Summary: Single customer account for a party(either an organization or person) Content (required): Hi Team, As per the Oracle Trading Community Architecture, We can crea…Shashidhar Goud 11 views 1 comment 0 points Most recent by Nicoleta Chiru-Support-Oracle Receivables & Collections
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How to add the currency field in the creation layout of Opportunities in CX Sales Mobile?Release: 22C Summary of the question: I need to add the Currency field in the creation layout of the Opportunity Object in the Sales Mobile Application Supporting Docume…Hector Dantas-Support-Oracle 31 views 2 comments 2 points Most recent by Hector Dantas-Support-Oracle Sales
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How to create a new advanced search option to view opportunities created within 90 days?**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: Request is to modify an Opportunity UI List from Page Composer in …
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The entire model is not hiding in home pageSummary: The model box is visible even after its hidden Content (required): Hi I faced an issue where the model box under the home page (on which we click to navigate to…Supreet Mohapatra - Oracle-Oracle 13 views 0 comments 0 points Started by Supreet Mohapatra - Oracle-Oracle Product Development
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Rename Action Menu Item**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: We have requirement to rename the "Copy" action menu item in Busin…Dragos Deak-Support-Oracle 11 views 1 comment 0 points Most recent by Oana Grigorie - Support-Oracle Sales
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Is there a way to lock down an assessment once questions are answered?Summary: Once someone has completed all of the questions in an opportunity assessment, is there a way to make the assessment read only so that no further updates can be …Jackie Harris-197159 24 views 1 comment 0 points Most recent by Oana Grigorie - Support-Oracle Sales
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How to assign a custom Role to a Partner ContactQuestion :How do you add additional/custom roles to the Manage User's Page role dropdown for Partner Contacts Body: I created a custom role and would like to assign this…Kyler Thomas-Support-Oracle 1 view 2 comments 0 points Most recent by Declan Cunningham-Support-Oracle Sales
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How to populate additional tabs on Product catalog Product Details**This post was created as part of a How to Service Request (SR) Release: 22b Summary of the question: We have products in the Inventory but when we consult them from an…Kyler Thomas-Support-Oracle 1 view 2 comments 0 points Most recent by Declan Cunningham-Support-Oracle Sales
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how to edit a standard fields at contact and account screenSummary: Hello everyone , I want to edit a work phone field to make it required and the primary phone field to make it required and updatable regards Content (required):…
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how to make every salesperson see just his own records at ( contact , account , lead , opportunity)Summary: Hello everyone , I want to make each salesperson just have access to his/her own records only and can not see other records but the sales director still has the…
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Is there any limitations on creating lookups within each object in the Workspace?Question : **This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: Are there any limitations on creating lookups within ea…Matei Niculescu-Support-Oracle 22 views 1 comment 0 points Most recent by Matei Niculescu-Support-Oracle Sales
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Add mashup in opportunity header**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: we want to add the mashup to the top of the opportunity screen Is …Kyler Thomas-Support-Oracle 11 views 1 comment 0 points Most recent by Kyler Thomas-Support-Oracle Sales