Setup and Configuration
Discussion List
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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 -
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 11 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 21 views 1 comment 0 points Most recent by Oana Grigorie - Support-Oracle Sales -
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 21 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
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How to add two quotas on territory level?Question : **This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: The customer has the requirement to have two quotas on …Matei Niculescu-Support-Oracle 21 views 1 comment 0 points Most recent by Matei Niculescu-Support-Oracle Sales
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Is it possible to create multiple payment batches that use the same payment group?Question : **This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: The customer is requiring the possibility to have 2 pay…Matei Niculescu-Support-Oracle 11 views 1 comment 0 points Most recent by Kim Vu-Support-Oracle Sales
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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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How to modify the implicit access from "Edit" to "View Only" for opty team members?Question : **This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: How to modify the implicit Access from Edit to View Onl…Matei Niculescu-Support-Oracle 21 views 2 comments 0 points Most recent by Vitejanu Vasile-Madalin Sales
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Is it possible to create new record set for opportunity search ?Question: **This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: Is it possible to create new record set for opportunity …
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To display data from NetSuite application in Oracle Engagement CloudSummary: To display data from NetSuite application in Oracle Engagement Cloud Content (required): Can you please let me know, if you have worked in any requirement where…
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Early Adopter Beta access to AI for Sales features AI Lead scoring and Opportunity Win ProbabilitySummary Instructions to request for Early Adopter Beta access to AI for Sales features AI Predictive Lead Scoring, Opportunity Predicted Win probability and Recommended … -
Is It Possible To Reconfigure The Accounting Calendar?Question: **This post was created as part of a How to Service Request(SR) Release: 22B Summary of the question: How do you update the Accounting Calendar after it has be…Kyler Thomas-Support-Oracle 1 view 1 comment 0 points Most recent by Kyler Thomas-Support-Oracle Sales
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Parent Account WorkspaceIs there a way to add the Parent Account column in the Account Workspace. The field is available in the standard Account Object Landing page, but I don't a way to add it…
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Groovy Script to delete Account related address lineSummary: If Opportunity Status is set to Lost, then we want to delete the address line in associated Account based on the location ID on related object that matched with…
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What is the difference between similar fields that can be displayed in a workspace?Release: 22A Summary of the question: Question 1: What are the differences between the following two fields that appear in a list of workspaces,when the primary email of…
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Early Adopter access to Native Sales AI/ML features Similar Accounts from Sales Prediction frameworkSummary Instructions to request for Early Adopter access (Promo Code) to Native Sales AI/ML features Similar Accounts, Sales Prediction framework within CX Sales Con…
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How do Display Sequence and Signing Sequence fields help in the signing contract process?Summary: **This post was created as part of a How to Service Request (SR)** Content (required): We could see Display sequence and Signing sequence available when we choo…
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How to add custom field in Contract Line Level using Application Composer?Summary: **This post was created as part of a How to Service Request (SR)** Content (required): We are trying to add the custom field in Contract Line Level using Applic…
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Cannot Find Items/Products to Add to Opportunity Revenue Lines------------------------------ Body------------------------------------ **This post was created as part of a How to Service Request (SR) Summary: User trying to add Item…Swathi.Lemati-Support-Oracle 1 view 1 comment 0 points Most recent by Swathi.Lemati-Support-Oracle Sales
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What is Rate limit for REST API**This post was created as part of a How to Service Request (SR) Release: 11.13.22.01.0 Summary of the question: A rate limit is the maximum number of calls we want to a…
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Expand Address Node on ContactIs there a way to default the Address Node in the Contact->Profile to be expandable by default? Saves the user an extra click and there is plenty of area, so there is no…
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Few custom fields doesn't appear in Import template creationSummary: Hello, We have custom field for Account object but they doesn't appear while adding for Import template for same object. Please suggest how to get them over tem…
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Log the Email from ContactsSummary: If I log in as a Sales Rep, Is there any functionality available wherein I can log/record the Emails from my contacts in the CX Application. This is similar to …