Setup and Configuration
Discussion List
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Condition to Pick the 30days before Records onlySummary: In the Routines , we need to pick only 30days records for that I have written like below, is that correct Content (required): Version (include the version you a… -
Routines are scheduled for Daily but they are not running, but able to run manually.Summary: We are updating the Custom field value in Lead using Routines and the Routine is scheduled on daily basis , but it is not running until go and run manually why?…
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Springboard greeting - how to set First Name and Last NameSummary: How to adjust Springboard Greeting Employee name from LastName, FirstName to FirstName LastName Content (required): I can't figure out how to adjust the Springb…
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Set Permission for Self Service UsersSummary: Hi Team , We have been consuming /crmRestApi/resources/11.13.18.05/selfRegistrations API to create self-service user. The sample payload is : { "AccountKey" : "…
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Adding a button on the creation page for AccountsHello, I would like to inquire about the feasibility of adding a button to the creation page within the accounts object. I have noticed that this functionality is availa…
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Oracle CRM - Task Completed Not Sending Notification EmailSummary: Task owners do not receive email notifications when tasks are moved to complete Content: When an owner account has the following boxes checked within Personaliz…
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Issue with Displaying Descriptive Flexfields in the Creation Layout Page for AdressesSummary: Descriptive Flexfields in the Creation Layout Page for Adresses are not displayed. On the Detail Layout Page there are displayed as intended. Content (required)…
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How is it possible to omit steps in the Digital Customer Service using azure login process?We implemented a Digital Customer Services (DCS) template that uses authentication through Azure. using a policy in the SSO, the user has to enter their email address an…
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How to get time zone based on ZIP code on Account UI Page ?Business wants to display TIME ZONE of an account based on its ZIPCODE from Address. So suppose a account Zip Code is 77219 for Address ( PO BOX 130548,HOUSTON, TEXAS HA…
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How to enable customer and agent to share file attachment in chat conversation?Summary: Is it possible to upload file attachemnt to chat conversation (chat inlay or on dcs) on agent side and on customer? Please help. Content (required): Version (in…
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Customer wants to create Sales Order from oracle B2B sales cloud Account.Summary: The customer want to create an order from oracle B2B Sales Cloud Account. They want to create order from Account details page like we are creating an opportunit…
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How to update the default Relationship Role Default ValueSummary: is there a way we can change the default Relation role of an account (Organization) when adding new relationship value? in the contact object, there is a relati…
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All product are seen in Dynamic LOV Field which are not added in Catalog too.Summary: All product are seen in Dynamic LOV Field which are not added in Catalog too. How to create a LOV Dynamic Field in Custom object of Product as to only view prod…
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Mass Update in Workspace - Limitation to 10 RecordsSummary: We would like to mass update more than 10 records at a time in the Workspace UI. When using the standard UI it is possible to set the maximum number of records,…
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Error while updating Cust Contact point "Attribute PartyId in view object PersonParty cannot be set"Summary: Getting error while updating customer contact point using webservice as "BO-27008: Attribute PartyId in view object PersonParty cannot be set." Code Snippet: Re… -
Contact search using email address in CX Sales for Microsoft 365Content (required): Hi, Is it possible to search for a Contact using a contact's email address in the CX Sales 365 side panel in Outlook? Currently, the user is only abl…
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Is there a maximum number of mashups?Summary: Maximum number of mashups Content (required): We would like to know if there is a limit of mashups for an object. Version (include the version you are using, if…
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In opportunity Currency field is not showing all enabled currencies.Summary: We have enabled multiple currencies for opportunity, but we are not seeing the currencies which we have enabled, in the opportunity details page in currency fie…
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How to enable billing account tab to be visible in CX Accounts screenSummary: Hi Team, I am looking for a way to add the billing accounts tab in the Accounts screen that shows the Billing Account from AR. Content (required): Please sugges… -
How to automatically set up a industry on Account detail page.Summary: Hi , I want to Auto set up Industries field value to Other Industries if it is null at Account creation level. But api name of Industries field is not available…
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Task Template assignmentSummary: Is there a way to create a task template that assigns the task to a specific user? Example: Sales Rep A has certain tasks that need to be performed by different…
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"Allow Duplicate Records" For M:M Relations not visible post 23B upgradeSummary: "Allow Duplicate Records" For M:M Relations not visible post 23B upgrade Content (required): Allow Duplicate Records checkbox for M:M Relations not visible post…THUHIN SHUJAAT KACHAPILLY 41 views 5 comments 0 points Most recent by Siraj Syed -Support-Oracle Sales
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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 …
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How to remove comma from a number fieldGreetings! How can we remove the comma from a number field? There is a number field called 'CC', and whenever I enter a large number, it gets separated by a comma, which…
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Best approach to connect Oracle CTI (using Oracle CX Cloud) & Microsoft Teams?Summary: With our company, our sales teams are divided into 2 groups...field sales & inside sales. Our Inside Sales Teams leverage the Five9 application for all of their… -
Maximum amount of custom objects in fusionQuestion: What is maximum (hard & soft limit) amount of custom objects that can be created via the application composer in fusion?
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Can we see change history of a new attribute added into fieldsSummary: Can we see the old change history of a new attribute added into fields in the Opportunity Change History Content (required): wanted to know if we can see the pa…
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Need Assistance to Create a User Agreement Pop Up in the First LoginSummary: I'm looking for a way to create a popup window at the first login with a user agreement, that will only be triggered after the first connection/login of the use…
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How to convert a Custom Action in Classic to a Smart Action?Summary: I have custom actions that call object functions to create records and set certain field values in Classic. I need to replicate these as Smart Actions in Next G…
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Questions about scheduled process 'Maintain Party and Location Current Record Information'**This post was created as part of a How to Service Request (SR): 11.13.23.01.0 Summary of the question: 1.what is the functionality/purpose/expected behavior for these …Robert Mutton-Support-Oracle 261 views 3 comments 0 points Most recent by Siraj Syed -Support-Oracle Sales