Setup and Configuration
Discussion List
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How to create a custom dropdown mirroring the OOTB Phone Country code Dropdown on Contacts?Is there a lookup code to reuse the ootb Phone Country code dropdown ? -
TrainingSummary: What are some of the recommended training partners in Canada or online self learning sites for Oracle Sales? Training for someone new to Oracle Sales
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Bulk importing Hierarchy Data - Where can i find 'TreeStructureCode' and 'TreeCode'While Importing Hierarchy Member through Import management i recevied the below error message. The values provided for the column TREE_CODE HZ_PARTY_HIERARCHY and the co…
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Is Code-1 Plus supported in Oracle Fusion for Address Verification?Hi, We haven't found anything to confirm that whether "Code-1 Plus" would work with Oracle Fusion for Address Verification or not? Have someone worked on this or know ab… -
Workspace Opportunity search is not showing all dataSummary: In oracle sales cloud workspace Opportunity search is not showing - All records I can see even though i have admin role, when compared to opportunity landing pa…THUHIN SHUJAAT KACHAPILLY 21 views 3 comments 0 points Most recent by Praveen Desetty - Support-Oracle Sales
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Single Sign On PrivilegeSummary: What is the corresponding role for Administer SSO privilege in Sales Administrator Role Content (please ensure you mask any confidential information): In Sales …
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xml string written inside groovy is being ignoredSummary: Need to use XML tags inside a groovy String. But they are being ignored and considered as empty. Content (please ensure you mask any confidential information): …
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How to add deep link in Activity standard email template ?Summary: We have a standard email notification template on task creation or updating in an Activity. For example: Hello User A, The following task has been updated: Task… -
Configure Custom Rollups for No Equivalent Pre-defined OOTB AggregatesSummary: Move from Classic Aggregates to Rollups before 24B Update Configure Custom Rollups for No Equivalent Pre-defined OOTB Aggregates. Need clarification on a soluti…Christian Gerald Patacsil 51 views 9 comments 0 points Most recent by Christian Gerald Patacsil Sales
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How to edit BPM mail notification Subject for "ExtnBusinessProcessComposite"Hii we are trying to edit BPM mail template for project "ExtnBusinessProcessComposite". The BPM looks like follows for this BPM we are receiving following mail notificat…
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How to mass update user Job role in CX Sales?Summary: we have plenty of users where their security job role was added manually, right now we have some changes that we need to update, we need to replace their role w…
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How to autopopulate a field based on a user's role using an object trigger?We have created an object trigger. Object: Activity Trigger: After Create Script: def Field=Field def secCtx = adf.context.getSecurityContext() if (secCtx.isUserInRole('…
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CX - Update Custom object fields to reflect the changes in Opportunity details page fieldsSummary: We have a requirement wherein, we need a setup file which will be updated by the user, and the values shall reflect in Opportunity details page - applicable for…
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CX - Auto reflect of the form in the object once uploaded.If a form is uploaded, automatically all the fields in the object should get updated with the information available in the form. For Example, form contains information l…
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Define Rollups Configuration - included in Configuration Migration Set file?Are the configuration changes made in (Application Composer)Define Rollups will be included in Configuration Migration Set file? = in the document, Define Rollups is not…Christian Gerald Patacsil 61 views 8 comments 0 points Most recent by Praveen Desetty - Support-Oracle Sales
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How to Disable or Hide creation button in ActivitiesSummary: We want to hide or disable the create button in Activities (Create Appointment, Create Call Report, Log a Call, and Create Task) and make the records read-only.…
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CX - How dashboards can be made visible in Opportunity details page?Summary: Couldn’t create and view dashboards within the module, we have to create it separately and upload as a file. Content (please ensure you mask any confidential in…Nalsoft Pvt Ltd 11 views 3 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Sales
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Opportunities Assessment - TRIGGER NOTIFICATIONSummary: While submitting the opportunity assessment template, can we trigger a mail approval notification? Content (please ensure you mask any confidential information)…Parthasarthy Pichandi 11 views 2 comments 0 points Most recent by Ravindra Sirigiri-Support-Oracle Sales
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Unable to generate Billing Schedule for SubscriptionSummary: While activating a subscription using the "Generate Billing Schedule" Action getting the error "Solution line 1 doesn't have a billing schedule. You must genera… -
New Feature: Email & Phone Verification in CX SalesSummary Beginning in 21B, we are introducing added email and phone verification capabilities to...Content Beginning in 21B, we are introducing added email and phone veri… -
Is it possible for an API to pull different results from a landing page ?Hi, We are looking for a method to automatically extract data from a landing page of custom object. We have several Advanced Search queries saved for a specific user, we…
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How to display any pop-up or warning if the location is not enabledWhile using CX sale mobile app, How to display any pop-up or warning if the location is not enabled.
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how to fix error showing in screenshot which are coming while creating Subscription?Summary: how to fix error showing in screenshot which are coming while creating Subscription? Content (please ensure you mask any confidential information): Version (inc…
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How to enable an item for subscription or non-shippable?Summary: How to enable an item for subscription or non-shippable? Content (please ensure you mask any confidential information): Version (include the version you are usi…VarnitJain 21 views 2 comments 0 points Most recent by Sasikanth B S-Oracle Product Master Data Management
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Quotas Setup - Included in Configuration Set Migration file?Does Quotas Setup/configuration in Setup and Maintenance will be Included in Configuration Set Migration file? Every setup from the following: Setup and Maintenance > Sa…Christian Gerald Patacsil 11 views 2 comments 0 points Most recent by Christian Gerald Patacsil Sales
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difference between digital sales and redwood sales oracle fusionSummary: What is the difference between digital sales and redwood sales oracle fusion as I see both available on my springboard? Content (please ensure you mask any conf…
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Access Group : Activity Object Rule Not WorkingWe created an access group for specific group of users and added an Activity object rule so that they will not see other group of users' activities. However, when we are…
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How can I add the same LOV from account owner to a 'Secondary' account owner field?Summary: I have been trying to find the Lookup type used by the 'Account'-owner field. I have found the following 'SALES_ACCOUNT_OWNER' but this one results in a picklis…
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How can I schedule the Lead Assignment Process based on Custom Field?Summary: I'm looking to tailor the Create Lead Processing Activity page to suit our needs. Specifically, I need to configure it to schedule the lead assignment process b…