Setup and Configuration
Discussion List
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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… -
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…
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Is it possible to view change history of objects in OTBI and via REST?Summary: Is it possible to view change history of objects in OTBI and via REST? Content (required): We would like to see what details were changed on some objects we hav…AJ Hernandez 53 views 7 comments 0 points Most recent by Priscila Terazawa - Support - Oracle-Oracle Sales
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How to set an attachment category as defaultSummary: How can I set up a custom attachment category as the deafult one when opening the attachment section Content (required): Hi, is there a way to set as deafult a … -
Documentation is not Clear regarding How to Configure the Employee Abstract RoleSummary: Is it possible to have more information regarding this topic: https://docs.oracle.com/en/cloud/saas/sales/23a/fadsi/how-to-configure-the-employee-abstract-role-…
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Can we enable the use of products inside an opportunity without configuring the Sales Catalog?Summary: Using the Sales Catalog would force the third party system to consume 4 webservices instead of just one, needlessly complicating the implementation of the integ…Cristian Rogelio Velasco Guti�rrez 12 views 1 comment 0 points Most recent by Mihaela Anghel-Support-Oracle Sales
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Can we have multiple records in milestone configuration completion level with OR conditionSummary: We are configuring the milestones , here we defined multiple levels for the SR , but in any case SR can be set to resolve so that time milestone should set as c…
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How to hide custom action for the users who have read only access to the recordsSummary: How to hide custom action for the users who have read only access to the records Content (required): Problem Description 1. Login to the Application as a Sales …Tamizharasi Murugan-Oracle 12 views 7 comments 0 points Most recent by Tamizharasi Murugan-Oracle Sales
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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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Unable to Export Assets using Export ManagementSummary: Whenever we are trying to export Assets using "Export Management" functionality, the Exported data file does not get generated even though the export is success…
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Deleted Record still showing in workspaceSummary: we notice that some deleted records is still showing in workspace list, just wondering aside from doing full publish, is there away to remove the deleted record…
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Delete one of PhoneType Home row from Contact Using CSV Import - How ?Summary: Contact Object > Open Contact Record > Attribute 'All Phones' > Manage All Phones > Type = Home ...Now there are 4 phone records available Work Type, Land Type,…
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How to make the Email and Primary Phone fields mandatory in the contact moduleSummary: We need to condition the Email and Primary Phone fields as required Content (required): We need to condition the Email and Primary Phone fields as required, we …
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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 1 comment 0 points Most recent by Kathy Kikoshima-Oracle Product Development
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VAT number and fiscal code validationSummary: How to implement VAT number and fiscal code validation in Sales Content (required): Is there a standard functionality or a recommended service we can use in ord…
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How to make Sales Performance Infolet visible for all sales representatives?Summary: Sales Representatives cannot see each others percentages in below infolet. I (saled administrative) can see everyone percentages. I added the CRM Analysis Duty …
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Is there a way to show the BPM worklist comments in the Opportunity objectSummary: Is there a way to show the comments of custom approval workflow which is triggering the approval notifications from object workflows of opportunity object in Op…
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How to automatically synchronize new products added to Inventory Product Master in Oracle CX Sales?Summary: Whenever a new item enters to the Item Master Organization in Inventory, this two following processes can be automatically scheduled to synchronize the new item…
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How to fetch all Customer Sites to which a user is mappedSummary: How to fetch the details of all customer sites to which a user is [email protected] Kumar-Support-Oracle Content (required): How to fetch the details of all Customer…
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How to Delete LOV values in bulkSummary: Is there any option to delete List of Values in bulk for particular lookup type. Content (required): We have around 500+ plus list of values to be deleted from …
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API or Plugin for Integration of Lotus Notes with Sales CloudSummary: This post is created as part of new process of answering consultative or how to type of queries Is there an Plugin or API for Integration of Lotus notes with Sa…
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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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Replacement Options for Oracle Social Network That Works for CX Sales MobileSummary: We are attempting to implement Oracle Social Network(OSN) as we need a method of communication where users can message and collaborate between each other on the…
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SQL Database for Oracle Fusion SalesSummary: Is there a way to access the Oracle Fusion using SQL Server? Content (required): We would like to access the database using SQL Server to update records in Orac… -
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 32 views 1 comment 0 points Most recent by Robert Mutton-Support-Oracle Sales
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How to add to additional fields to the list of filter fields on Opportunities subtab of AccountSummary: How to add to additional fields to the list of filter fields on Opportunities subtab of Account Content (required): User wants to add 'Close Date' field to the …
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Migration T2PSummary: We are planning to move the changes using 'Migration' for oracle sales cloud, with this Is there any Impact on ERP screen of CX. Content (required): This is to …
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How CX Sales backups and Restore works**This post was created as part of a How to Service Request (SR) Release: 23A Summary: I would like to know how backup and restore works on CX SalesSyed Misbauddin-Support-Oracle 32 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle Sales -
How to remove appointments which are completed or cancelled from the 'My Appointments'Summary: Greetings! Can anyone assist me on how to remove appointments/tasks that are 'completed 'or 'cancelled' from the 'My Appointments' present under Sales Infolets …
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How to change the Field in the Find section on the Landing Page?**This post was created as part of a How to Service Request (SR)** Summary: By Default, a Custom Object gives the option to Find on "Record Name" field on Landing Page. …Varun Malhotra-Support-Oracle 22 views 1 comment 0 points Most recent by Manoj Kumar-Support-Oracle Sales