Setup and Maintenance
Discussion List
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Parent Account WorkspaceIs there a way to add the Parent Account column in the Account Workspace. The field is available in the standard Account Object Landing page, but I don't a way to add it… -
What is the PVO for Manage Customer that I can use from Sales Cloud?Summary I need to get a value of attribute from Customer Account. The default sales person.Content Sales Person details are stored in DFF fields in Customer Account. I n…
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Groovy Script to delete Account related address lineSummary: If Opportunity Status is set to Lost, then we want to delete the address line in associated Account based on the location ID on related object that matched with…
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What is the Role to Application ComposerSummary: Role to access to Application Composer Content (required): Hello, What is the exact role that allows access only to the "Application Composer" functionality I w…
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Is there any impact in disabling Sales Methods and Sales Stages?**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: Is there any impact in disabling Sales Methods and Sales Stages? S…
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How to export product catalog from OEC?Summary: Hi Members, I have been looking for a method to export product catalog for sales from OEC. I have tried using export button on manage product groups but it does…Rohit Apsangi 31 views 1 comment 0 points Most recent by Oana Grigorie - Support - Oracle-Oracle Sales -
Export GeographiesSummary We need to export list of Country and Country Code from oracle Sales CloudContent We need to export list of Country and Country Code from Oracle Sales Cloud. Exp… -
Job role required to run ESS 'Import User and Role Application Security Data'Summary Is IT Security Manager required?Content Hi, What OOTB job roles have access to run ESS job 'Import User and Role Application Security Data' besides IT Security M… -
How to fetch AVCS URL via My Services page?**This post was created as part of a How to Service Request (SR) Release: 21D Summary of the question: Business has license to Oracle Address Verification Cloud Service,…Manoj Kumar-Support-Oracle 1 view 1 comment 0 points Most recent by Manoj Kumar-Support-Oracle Sales
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Expand Address Node on ContactIs there a way to default the Address Node in the Contact->Profile to be expandable by default? Saves the user an extra click and there is plenty of area, so there is no…
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Is Forecastable is not showing up as an option to add to Adaptive Search in WorkspaceSummary: I want to use the Is Forecastable field so we can filter opportunities in a Workspace search but Support said it not possible to make it searechable They said N…Tim Gruidl 11 views 3 comments 0 points Most recent by Oana Grigorie - Support - Oracle-Oracle Sales
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There's a downtime during CX Sales deployment?Summary: CX Sales Deployment Content (required): Hi all, this is just to know if CX Sales application can be access during a CX Sales deployment, specifically during CSM…
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Global Search Displaying Inactive Deleted ObjectsSummary: Oracle sales cloud shows inactive/merged contact records in global search Content (required): Oracle sales cloud shows inactive/merged records in global search.… -
How can we populate a value in Address Additional Element Attribute 5 using groovySummary: How can we populate a value in Additional Element Attribute 5 using groovy Content: We have a requirement that we want to populate some value in Additional Elem…
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Upgrade Required for LinkedIn Sales Navigator by Dec 2021Summary: The following is an important announcement for customers currently leveraging the LinkedIn Sales Navigator plug in for Oracle Sales. All customers using the Lin… -
Enable Assignment Rules for Accounts "Manage Customer Center Assignment Rules"Summary: Can some one provide me documentation regarding enabling Assignment Rules for Accounts. I couldn't find the document any where. When we are trying to create the…
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How to unassign inactive users from leads and opportunities automaticallySummary: Once the user become 'Inactive' under User and Roles, we would need to assign user manager to existing open leads and opportunities. Currently, if user become 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… -
Restrict CREATE button in DCL search windowHi, In the custom DCL when I use search screen I can find CREATE button which need to be disabled so that all users have no privilege to create new records. How can this… -
how to export all custom lookups defined in application using export managementSummary how to export all custom lookups defined in applicationContent Hi All, Is there any way to export all custom lookups defined in application through export manage…
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Delete users in bulkSummary: Delete users in bulk Content (required): Is there any way to delete only bulk user accounts? Version (include the version you are using, if applicable): 21C Cod…
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How To Add A Custom/Standard Field in the Manage ColumnsSummary How To Add A Custom/Standard Field in the Manage ColumnsContent Hi, I want a custom/standard field to appear in the Manage Columns so I can see that field in the…
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Page Composer Issue (Saved Search)Summary: I'm trying to access page composer and edit the Service Request saved searches for a specific role (ICM), but I kept encountering this error: "You cannot edit t…
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How can you track the progress of a publish job?Summary Where can I go to see detailed information on how my publish job is progressing? Content (required): Version (include the version you are using, if applicable): … -
Importing closed opportunities to Incentive cloudContent Hello, Anyone knows if there is a way to import all the closed opportunities to Incentive compensation module through an automated process? We are using both ora…
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What are the different ways we can show an OTBI dashboard/report in the Oracle Sales Cloud Homepage?Summary What are the different ways we can show an OTBI dashboard/report in the Oracle Sales Cloud Homepage?Content Hi, Right now, the way we do this is by linking the r…
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Page is not responsive for manage audit policiesContent Hi Members, I have noticed the page is not responsive on a setup and maintenance task Manage audit policies. It does not shows any values under Configure busines…
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Increase timeout for a merge requestSummary The merge request failed because its processing time exceeded the configured timeout of 120 minutes. Increase the timeout and resubmit.Content Hi, Our Merge requ…
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How to run territory assignment job with multiple view criteria parametersSummary Multiple view criteria in opportunity territory assignmentContent Hello Experts, While scheduling the territory assignment ESS job, we have requirement to schedu…
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Partner territory re assignment is not workingSummary Partner centric, Channel sales manager territory assignment is not workingContent Hi All, When an primary partner field updated in opportunity, the territory re …