Setup and Maintenance
Discussion List
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Best Practice for Creating a Service User AccountSummary: What are the recommendations for setting up a Service Account. Content: Hello, We are currently wanting to setup a Service User Account that will consolidate al… -
Need to Auto Populate Fields from Opportunity in Related Custom Object.Summary: We have created a Related custom object called Sample Tracking Against an Opportunity. When we create sample tracking records with custom Fields such as 1. Cust…
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Set Permission for Self Service UsersSummary: Hi Team , We have been consuming /crmRestApi/resources/11.13.18.05/selfRegistrations API to create self-service user. The sample payload is : { "AccountKey" : "…
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How to get time zone based on ZIP code on Account UI Page ?Business wants to display TIME ZONE of an account based on its ZIPCODE from Address. So suppose a account Zip Code is 77219 for Address ( PO BOX 130548,HOUSTON, TEXAS HA…
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How to update the default Relationship Role Default ValueSummary: is there a way we can change the default Relation role of an account (Organization) when adding new relationship value? in the contact object, there is a relati…
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Industry SIC code Classification CategoryWhat is the best practice on implementing and utilizing the 8 digit extended SIC codes ? Only the 1987 SIC (4 digit) option is available in the Classification Category.
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I can't see all the Lead Processing Activities submitted from Manage Lead Processing ActivitiesSummary: When we go to Manage Lead Processing Activities task we can't view any process only the processes submitted by my user. But the customer says they have a pair o…
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Contact search using email address in CX Sales for Microsoft 365Content (required): Hi, Is it possible to search for a Contact using a contact's email address in the CX Sales 365 side panel in Outlook? Currently, the user is only abl…
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How do I add a new value list in the standard Business Object LOV?Summary: How to add new value list in the standard Business Object LOV Content : I’m currently having a case where I need to add a new list of value in the Standard Obje…
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Schedule Lead Assignment based on recently updated recordsContent (required): When scheduling lead assignment, is there a criteria we can use so that it will only process records updated in the last N days or hours? This will b…
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In opportunity Currency field is not showing all enabled currencies.Summary: We have enabled multiple currencies for opportunity, but we are not seeing the currencies which we have enabled, in the opportunity details page in currency fie…
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How can we define payment method on Service Request ScreenSummary: Hi, How can we define payment method on Service Request Screen? How I will make sure that Service Billing which I am generating into Order Management as a Bill …
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Need to know path folder where imported attachments reside/stored in fusion cx sales?Summary: We import PDFs as attachment linking with account as one to one. Now suppose 500 PDFs are imported against 500 account successfully. Now after 1 month suppose i…
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Masking the Identity of the Customer when Sending a Service Request.Summary: Content (required): Is it possible to set up the Service Center and HR Help Desk functions to allow customers and employees to submit service requests to the co…
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How can we remove the Delete action from the Action menu in fusion workspace landing pageSummary: We want to remove the "Delete" Option from the action menu in workspace objects. Content (required): As shown in below . We have removed it in page layouts but …
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I need to edit Company Profile in quick setupSummary: I need to delete the BU and LE and create again. In addition, I need to Access Quick Setup again (I can't access it because it says that my BU and LE have an er…
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¿Application Implementation Consultant role that allow me to control to the Manage user?Summary: A change is being made in the user matrix and currently an administrator user is being eliminated from specific roles, including Application Implementation Cons…
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How to remove comma from a number fieldGreetings! How can we remove the comma from a number field? There is a number field called 'CC', and whenever I enter a large number, it gets separated by a comma, which…
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Sub category in Lead Retire ReasonsSummary: Can we add the sub category in Lead Retire reasons Content (required): based on Retire reason , we need another field which contains list of values based on lea…
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How to configure Inbound Message Filter to reject Emails sent by "noreply@" except "[email protected]"Summary: Hello, We have a need from the business which is related with Inbound Message Filters (thru Setup and Maintenance --> Service --> Communication Channels --> Man…
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To have a system prompt on Accounts and Opportunities for sales team functionSummary: Hi all, have a requirement and am seeking everyone's support on this: If a user selects the sales team function role "pursuit leader" from the LOV, can we have …
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Is there a performance implication if Workspace Periodic Refresh is run every 5mins?Summary: The records in the workspace search results does not reflect the change in real time until the periodic refresh is completed. In our case, the periodic refresh …
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How to disable contact duplicate matching configurationsSummary: How to disable contact duplicate matching configurations Content (required): We enabled the configurations for the duplicate matching configurations in contacts…
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How to add more fields under Update Contact smart action?Summary: Add more fields under Update Contacts smart action. Content (required): When we click on Smart action 'Update' , we get to see only Job title, First name, last …
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How to add the "Type" field for addressesSummary: Following the instructions set out in the document, but unable to add https://docs.oracle.com/en/cloud/saas/sales/22d/fadsi/enable-multiple-account-addresses.ht…
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Checkbox fields in WorkspaceSummary: Now the checkbox fields are seen in the Workspace as True or False, instead of being a check. Content (required): I have seen that there is an Idea Lab where th…
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I want to make custom objects multilingualContent (required): I'm in charge of setting up Japan. For example, I created a custom object called "接待履歴". However, since there are English users who use CX, I wou…
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Is there a way to have DaaS fill out the NAICS codes on the (new) accounts?Summary: We want to use DaaS to create and enrich our customer accounts. We have created a custom mapping which includes all the possible NAICS fields, but this field is…
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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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P2TSummary: I need to refresh my Test Environment and have a few questions. Content (required): I originally asked Oracle Support to refresh my Test CX environment but they…