Setup and Configuration
Discussion List
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Is it possible to set the default owner in the list of assigned sales resources in lead assignment?Summary: Is it possible to set the default owner in the list of assigned sales resources in lead assignment? Content (required): We have several assigned sales resources… -
How To Setup Email Notification For Assigned Resource in Lead Assignment RulesSummary How To Setup Email Notification For Assigned Resource in Lead Assignment RulesContent Hi, My requirement is to have an email notification sent to the assigned re…
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How to configure auxiliary dimension for opportunity custom field for territory assignmentContent Hi All, Can anyone help me with steps or special configuration steps required to setup opportunity object custom field as auxiliary dimension. i was following or… -
How to fix multiple record line showing for the same resource in opportunity team tab?Summary: Showing multiple record for the same resource in opportunity team tab. I can replicate this scenario by creating a new opportunity record and the opportunity RB…
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Can we schedule new Process?Summary: Can We schedule new Process? Content (please ensure you mask any confidential information): We have cancelled Custom groovy schedule process by clicking on - ca…
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How to set up "Fuzzy" matching SearchContent (required): With adaptive search, you can set the level of ambiguity search, but when you perform a "contains" search on various record search screens, it seems …
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SSO using O365 app, need to know API to be taken from IDCS cloud or from Cx cloudSummary: We are enabling single sign on using O365 app, need clarification on API whether to be taken from IDCS or from Cx cloud, https://docs.oracle.com/en/cloud/paas/i…
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What security policy or privilege does a user need to see workspace in OSC?Summary: We have two custom roles created, one for admin and one for a non-admin user. The admin user is able to see 10 objects activated in workspace while the non-admi…
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Track Config Changes in ERPSummary: Client recently made significant configuration changes to Procure to Pay process in ERP. Auditors have a requirement to see exactly what was changed. Old value …Elisca 11 views 1 comment 0 points Most recent by Jacqueline Li-Support-Oracle Financials – General (READ ONLY)
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Address Fields on Custom ObjectWe have a custom object that we have had users fill in the address as an open text field. Now, however, we want to split the address (address 1, address 2, country, post…
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Revoke MOO_DELETE_OPPORTUNITY_PRIV from seeded roleWe want to be able to revoke MOO_DELETE_OPPORTUNITY_PRIV from seeded employee role in CX Sales but can't. Are seeded role privileges locked?
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Steps & configurations for a new additional test environmentHi, What are the typical steps & configurations that need to be performed in the case of a newly provisioned additional test environment? From the data perspective, is i…Vitejanu Vasile-Madalin 61 views 2 comments 0 points Most recent by Siraj Syed -Support-Oracle Sales
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CRM Application Composer not available in Audit Reports Product dropdownSummary: Our Business team needs to be able to view Audit Reports for Custom Object as an alternative to the slow loading of Change History table for each object record.…
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How to run or trigger Opportunity Assignment (RBA) during Opportunity creationSummary: Imagine this business scenario, Opportunity will be created from Oracle Service Cloud to OSC. Since the creator/originator (osvc user/oic user) won't have acces…
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Sub object fields in Next gen sales, How do they work?Summary: I am trying to display the relationship subtab (workspace) in redwood sales. I have found the {} Relationship subobject field but it is blank. Is there another …
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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…
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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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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…
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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 …
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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…
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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…
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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…
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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…
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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…
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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…
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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.
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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)…