Setup and Configuration
Discussion List
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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… -
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 21 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 fetch all Customer Sites to which a user is mappedSummary: How to fetch the details of all customer sites to which a user is mapped@Manoj Kumar-Support-Oracle Content (required): How to fetch the details of all Customer…
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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… -
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 85 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 62 views 1 comment 0 points Most recent by Manoj Kumar-Support-Oracle Sales
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Is it possible to customize the 'Who' ColumsSummary: After implementing HCM cloud in the same POD as CX Sales, part of the HCM process the username will now be changed to employee ID. Due to this change, the Sales…
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- TestTestVarun Malhotra-Support-Oracle 61 views 1 comment 0 points Most recent by Varun Malhotra-Support-Oracle Sales
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How to have different Address Fields depending on the Country SelectedSummary: How can I setup up different rules / formats for the Address based on they country that is selected. For Example : Different countries can display different fie…Robert de Klerk-Oracle 71 views 1 comment 0 points Most recent by Jacqueline Li-Support-Oracle Sales
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Please critical to solve this The contact that created through ERP is showing in sales non editableThe contact that created through ERP is showing in sales non editable so please need to know the cause and fix this issue -
Search functionality for contains**This post was created as part of a How to Service Request (SR) Release: 22D Summary: Can you please confirm how the opportunity search functionality works please. When…Syed Misbauddin-Support-Oracle 71 views 3 comments 0 points Most recent by Siraj Syed -Support-Oracle Sales
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How to enable lead creation from activity pageNeed to add create button in the search lead page in the appointment details page
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Unable to update the 'Quote or Order Number' from CPQ to CXSummary: We are facing an Issue with the Quote Update for 'Quote or Order Number' field. When we create the Quote we are able to do 'Update Opportunity' and 'Return to O…
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How to remove the 'Add' button from the account edit layout?**This post was created as part of a How to Service Request (SR) Release: 11.13.22.10.0 Summary of the question: On the Account edit page ( Navigate to Sales - Accounts …Robert Mutton-Support-Oracle 71 views 2 comments 0 points Most recent by Robert Mutton-Support-Oracle Sales
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How to create Assets using FBDISummary: Content (required): How to create Assets using FBDI, what is the excel/CSV template used to create an Asset and from where do we need to upload that template. V…
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How to disable Log a Call and Call Reports in Workspace Infolets?Summary: I would like to disable Log a Call and Call Reports in the workspace infolet Content (required): Log a call and Call reports are already disabled in Smart Actio…
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Best Practices for Industry ValuesSummary: The default values in the Industry Field are not as accurate for our business as we would like, what is the best practice to have your own list of Industries. S…
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Will purged Party Number be reusedSummary: If a record is purged (merged) or manually deleted, will the unique party number get reused after the record is completely removed from the database? Version (i…
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Is there a way to disable the Create Appointment, Log a Call buttons on the Account Edit screen**This post was created as part of a How to Service Request (SR) Release: 22D Summary of the question: How can we disable the standard buttons on the Account >Activities…Robert Mutton-Support-Oracle 41 views 1 comment 0 points Most recent by Robert Mutton-Support-Oracle Sales