Setup and Configuration
Discussion List
-
Is there a way to increase the default size of a Multiline Text Area Field or Long Text Field?Summary: I have created a custom read only field (not updatable) which contains a Fixed Value. This field has been added to a Create and Detail page layout. The size of … -
Why some consecutive numbers are not assigned for the identification of recordsSometimes the system assigns consecutively the record identification number, but for several objects leads, opportunities, accounts, the application sometimes omits a nu… -
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… -
VBCS activationSummary: Can someone please guide me to review and enable the setups on how to activate and subscribe (if not already) to VBCS in Fusion from the setup and maintenance a… -
How to remove the ALL option from a Multiselect Fixed Choice List (FCL)Summary: How to remove the ALL option from a Multiselect Fixed Choice List (FCL) Is there a way to remove the "All" option from the custom Multiselect Fixed Choice List …
-
How to remove "Create Call Report" from Actions List under Activitites in WorkspaceSummary: How to remove "Create Call Report" from Actions List under Activitites in Workspace We don't use this option and would like to remove it from the list. I have h…
-
How to create Purchase order which Requisition is having more than one RequisitionLineIdHow to create Purchase order which Requisition is having more than one RequisitionLineId . using REST API -------> API details for creating PO using single RequisitionLi… -
Redwood - How to include Create Service Request in Account pageHi Team, I would like to modify and include "Create Service Request," to the options listed in the screenshot. Could you please provide guidance on how to edit add the n… -
We are getting error while trying to create new BPMSummary: Hi All, We are getting the following error when we are trying to create new BPM Workflow. Please help us with this issue. FND-FND_GENERIC_MESSAGE (FND--1) FND-F…
-
How to get the audit logs for admin related activities in oracle sales cloudHi, We have a business requirement as per Security guidelines from customer, where we need to track the admin related activities like activating/inactivating user, addin…
-
Sales Integrated with OCM - metadata and access groupSummary: How to add metadata to a file Uploaded in OCM Content (please ensure you mask any confidential information): Hi all I have seen here a very interesting presenta…
-
Is it possible to make the fields in Workspace search results editable without opening the record?Summary: Hi, Similar to the old Landing Pages we would like to be able to directly edit the values shown in the search results in Workspace. Is this already possible? Th…
-
Custom Product DCL not removing Products not eligible to sellSummary: We have a custom Product DCL on Opportunity that is not updating with the current values shown in the Product object. For example, I have two products that I ha…
-
How to stop employees to appear in Sales Cloud object such as Accounts, Leads, Opportunities etc?If an employee leaves an organization, how do you stop their name from appearing in sales objects such as Accounts, Leads, Opportunities etc.
-
1Enable Business Plan in WorkspaceSummary: Is there a way to enable Business Plans in Adaptive Search? Will it be possible in future release? Content (please ensure you mask any confidential information)…
-
How to make Scheduled Process Job output visible to all users with System Administrator roleSummary: During Scheduled Process running we can output to a text file, which is stored as an attachment to the job. This attachment is visible only to the user who ran …
-
Merge: Define Surivorship for CustomObjectsSummary: Dear all, we merge accounts. For accounts we do have a m:n relationship to a custom object. With a merge all custom objects would be linked to the survivor. Thi… -
How to modify CX Sales UI layout for Standard & Custom objectsSummary: How do I modify page layouts (outside of Application Composer) for CX Sales? Do I have to use VisualBuilder for this? Content (please ensure you mask any confid…
-
How to create a 'Create Service Request' Quick ActionSummary: Using the below picture as reference, is it possible to make a similar type Quick Action button for creating a Service Request, and if so, how? Moreover, where …
-
Can we migrate the customization from one customer environment to another?Hi Team, I'm just curious to know if we can migrate the customization done in Oracle Sales and B2B service cloud of one customer ENV to another customer ENV. I'm aware o…
-
Any one implemented Microsoft teams with fusion cx?Summary: Any one implemented Microsoft teams with fusion cx? We have to do set up in microsoft application and ODA application . and later enter details in fusion CX app…
-
How to get Account Number & Site Number in Customer DetailsSummary: Hi, I am trying to fetch Account Number & Site Number details from Finance to CX Customer details. In this picture Red color was Customer Number in CX & Blue co…
-
Unable to interface credit memo created from amended lines due to items not being on credit memoWe have subscription with product lines - when crediting the line somehow does not contain the item therefore the credit memo does not interface to AR - as it gets an er… -
How does CREATED_BY_MODULE = 'ZCM' created?How to replicate this CREATED_BY_MODULE = 'ZCM' in Relationship? I tried doing 1. a. Drill down to account b. Navigate to Contacts subtab c. Search and Add Contacts d. C…
-
How was RELATIONSHIP_CODE = 'BOARD_MEMBER_OF' created?How was RELATIONSHIP_CODE = 'BOARD_MEMBER_OF' created? Is it related to CREATED_BY_MODULE = 'ZCM'?
-
Need to show the translations in other languages for Action Plans, Actions and ActivitiesSummary: We need to show the translations for Action Plans and related Actions and for the Activities related to the Sales Method of an Opportunity when a uses choose to…
-
How to send reminder notifications to the owner of activity daily?Summary: Hi Team, We need to send reminder notifications to the owner of activity daily until the activity is completed. Is there any standard solution to achieve this? …
-
Hide or remove Structure icon displayed in the menuHello I am creating a role that can only manage users, organizations, positions, among others, however, the Structure icon appears in the menu. When I try to hide it wit… -
can we insert data into database directly instead of hitting an endpoint url from webserviceSummary: In sales cloud do we have provision to insert real time Opportunity data into database directly instead of hitting an endpoint url from webservice? whenever an … -
How to change Account DCL Search and Select on Activity to match other objectsSummary: I'm unsure on how to update the Account DCL field Search and Select on Activity. It does not look like other objects. (see screenshot 1). I have another environ…