Setup and Maintenance
Discussion List
-
Audit policy for Sales Competitors?Summary: Is there audit policy for Sales Competitors? Content (please ensure you mask any confidential information): To enable audit log for Sales Competitor record chan… -
while converting leads, any profile option to default Address type to Bill To, Sell To?Summary: While converting a simplified lead , the account created should have its address purpose type defaulted to Bill To, Sell To . Is there any profile option availa…Tanvi Dappili-Oracle 15 views 2 comments 0 points Most recent by Madhuri Cheruku-Support-Oracle Sales
-
Will validation trigger for records created within seconds of each other?Summary: We have a validation trigger on the Contacts object to restrict duplicate emails while creating contacts. This works fine within Sales Cloud when users create c…
-
How to make address fields not required for all countries?Summary: Define address fields as not required for all countries? Content (please ensure you mask any confidential information): We want to make address fields as not re… -
How to Use Customer/Organization as Identification Criteria in Manage Enterprise Data Quality JobsIn Oracle Fusion CDM, we are configuring Manage Enterprise Data Quality Jobs for Contacts and would like to use Email + Customer/Organization as the identification crite…
-
Any profile options to store email Id's to use in object workflows?Summary: Is there any profile option or any way through which we can store email Id's and use it in object workflows for sending email. Content (please ensure you mask a…Tanvi Dappili-Oracle 11 views 3 comments 0 points Most recent by Madhuri Cheruku-Support-Oracle Sales
-
API or SOAP to create the contact address under the customer.Summary: Navigated to manage customer--> we wants to update the contact address. There are two address on customer profile. one is customer address and other is contact … -
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… -
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 … -
Business Unit not available in Manage Users?Summary: The IT department just cloned production into a dev environment using the self-service clone. After cloning I am setting up Users in Manage Users (set up and ma…Carol Schiffler 592 views 4 comments 0 points Most recent by Yuki Yasuda-Support-Oracle Human Capital Management
-
How to check to assure that all activity outbound email notifications are disabledSummary: I need to be able to check to assure that all activity outbound email notifications are disabled. Content (please ensure you mask any confidential information):…
-
Audit policies and retention periodHello Team, We have enabled auditing for specific attributes within the 'Common CRM' as product and have a few questions regarding the auditing functionality. Could you …
-
Video: Prerequisites for Implementing Redwood SalesPrerequisites for Implementing Redwood Sales: If you are an existing customer using Oracle Sales Cloud, look at the prerequisites (and how easy it is) to opt-in to using… -
Rollups are not working on dashboard panel under accountSummary: We enabled rollups for # of open opportunities for account, email sent for contact in rollups tab and published it. also we published by enabling rollups for th…
-
how to edit Relationship roles and phrasesHow to edit Relationship roles and phrases inside the Manage Relationship Type?
-
What happened to sales implementation guides?Summary: Hi, I'm trying to find some information that used to be on the classic guides (implementation guide, reference guide, getting started….), but now they're gone. …
-
how to provide a notification to users on a particular date to review all their accountsHi All, We want to provide a notifications to only account owners asking to review their accounts on a particular date like once in a month/quarter/year. We need to prov…
-
Build BI Report on Contact Deduplication CX SalesOn our instance there are around 20000 duplicate contacts so we want to build a report on Contact Duplication data. Same report output will be send to business for appro…AMIT KUMAR YADAV 31 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
-
Training: Implementing Redwood SalesA collection of videos and resources to help you implement Redwood sales. This list is ever changing, so bookmark this post and come back soon for more videos and links.…
-
how do i access implementation guide of CX SalesSummary: how do i access implementation guide of CX Sales Content (please ensure you mask any confidential information): Version (include the version you are using, if a…
-
How to use additional attributes (custom/standard) in opportunity assignment rules criteriaSummary: When creating a new Assignment Rule for opportunity, there is only a small quantity of fields to use in the criteria. How can we use additional fields, such as …
-
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…
-
unable to open Internal Resource Organization HierarchySummary: I have done all these steps, still can't access the Internal Resource Org Hierarchy. 1. Clear Cache & Cookies or use Browser Incognito Mode. or 2. Reinstall the…
-
how to remove the auto-provisioned roles for a particular UserSummary: We have a requirement to remove auto-provisioned roles for a specific user. Since we don’t have access to the Security Console, we attempted to remove the roles…
-
Workspace Account search is not showing dataSummary: User cannot see the record when trying Workspace Account search (user is in the Account territory team), but user can see the record when search in Account land…QUOC DAT NGUYEN 41 views 4 comments 0 points Most recent by Sravanthi Reddivari-Support-Oracle Sales
-
CCC Linked In Sales Navigator Integration with CX SalesAs part of the 25C feature, we are looking to enable the LinkedIn Sales Navigator integration within our Oracle CX Sales instance. However, the documentation provided la…
-
Manage AI taskSummary: We are not able to access manage AI task. Content (please ensure you mask any confidential information): Version (include the version you are using, if applicab…
-
related name how to upload through FBDI template in customerSummary: How can I upload related names for customers using the FBDI template? What are the steps and required fields in the template to ensure the related names are cor…
-
Unable to fetch Custom objects Audit history via RestAPISummary: We have a requirement to capture the audit history of custom objects using the REST API. To support this, we have enabled auditing for the relevant custom objec… -
Workspace Maximum Limit of Fields that can be enabledHi, What is the maximum limit of fields that can be enabled in workspace? Maximum number of Filters - ? Maximum number of fields to be displayed - ?