Setup and Maintenance
Discussion List
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Why does autocomplete search results show deleted accounts ?Summary: A user types first few letters of an account name, the autocomplete search offers deleted account in results pop up. Why, how can we cancel this ? Content (plea…
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About record set of the search list for a OpportunityDoes “I am on thr team” in the record set of the search list for a Opportunity mean that I am on the team Opportunity?
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How to Enable Bell notifications for CPQ-related events in Oracle CX SalesSummary: We need to enable Bell notificaitons for CPQ-related events in Oracle CX Sales and take the users to CPQ from those notificaitons Content (please ensure you mas…
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Clarification on Loqate ServicesHi Team, Our business utilizes Loqate services for batch cleansing, but we've been encountering numerous anomalies. I would like to understand how Loqate services functi…
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How to Enable Membe Opportunity Visibility Across Multiple Organizations in Standard Sales Security?Hi, We’re working with standard sales security in Oracle Fusion Sales (not using Advanced Sales Security or Enhanced Territory Management) and facing a visibility issue …
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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.…
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Enabling duplicate Check for Accounts and Contacts in Redwood UIHello Oracle Community, We configured the duplicate check for Accounts and Contacts and on the old/classic UI it works as intended and during the creation of an Account/…
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Migrate Sales Territory to another Environment (Dev to Prod)Summary: Is there a way to export Migrate Sales Territory to another Environment (Dev to Prod) Is this through Export Management > FILE > Import Management File Type (XM…Christian Gerald Patacsil 22 views 2 comments 0 points Most recent by Christian Gerald Patacsil Sales
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Are there any Table that stores load errors and messagesHi Team, We want to know that, are there any tables in Oracle that stores load errors and messages. Any insights or suggestions would be greatly appreciated. Thanks, Anu…
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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…
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How to deactivate a Particular Customer in Oracle Fusion Cloud ?Summary: Users are able to select a particular customer after it was deactivated from the AR Module. They are able to create some transactions in both quality / Service …
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Why does the Address Type filter is not showing in Workspace but is enabled in the Adaptive Search?Summary: Hi, We have a scenario where in the Address Type field is ticked and enabled in the Adaptive Search but we can't search it in the filters in Workspace. Content …
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What is the recommended frequency to schedule this ESS job?Is there a recommended frequency to schedule the ESS job 'Synchronize Financials Accounts and Contacts with CX Sales'?
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Retaining certain values post merge in CDMHi Team, Consider we have two supplier's - A1 and A2 . For A1 supplier the 'Supplier Status' field is Active. For A2 supplier the 'Supplier Status' field is Inactive. Ou…
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Feature Friday: News Feed Home PageContent The News Feed home page layout is our recommended way for you to give your users a fast, easy to use home page. To help you understand and quickly switch to the …
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Custom Object is not available in Import ManagementSummary Custom Object is not available in Import Management even after adding 'Custom Object Administration' role to User and checking Create,Update,Delete check-boxes f…
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Issue with Custom Date Field Changing to Yesterday after SavingHi all, There is an issue with a custom date field on the Activity object. Upon saving, the date automatically changes to yesterday's date. I’ve been trying to replicate…
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Has the ZMM_ACTIVITY_DISABLE_TASKS_EXTERNAL_NOTIFICATION profile option been deprecated?Summary: Why are we no longer able to find the Setup and Maintenance "Sales" profile option ZMM_ACTIVITY_DISABLE_TASKS_EXTERNAL_NOTIFICATION , after the 25A quarterly up…
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Sort by Sales Stage in Redwood Sales OpportunitiesSummary: It looks like sorting by Sales Stage is not supported in Redwood Sales? In Workspace this is an option and works well. We are building Visualizations for the da…
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Can I setup different Sales order number sequence for different organization ?Can I setup different Sales order number sequence for different organization ? Can I assign another new sequence apart from ORA_FOM_DOC_SEQUENCE_AUTO to sales order ? Th…
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How Account ERP Party Id related to Partner Management Account Party IdSummary: How Account ERP Party Id related to Partner Management Account Party Id. Content (please ensure you mask any confidential information): Here's a corrected versi…
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How to integrate teams using delegate optionSummary: Hi, How could we integrate Sales Opportunity and Teams, using "Delegated Permissions" instead of "Application Permissions"? The reason for that, is that "Applic…
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Country name in the different languagesSummary: Hi Our user has a requirement where to change the country name from North Macedonia to Republic of North Macedonia. So we have changed it from Manage Territorie…
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Is it possible do make the default Phone Country Code empty?Hello, Is it possible to set the default Phone Country Code to empty for Contacts and Accounts? Currently, the default is set to Switzerland (+41), which means that ever…
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BUG? - Resource role update in Manage User taskSummary Known bug?Content In Manage User task, if I update resource role for a user, a new role is added to JTF_RS_ROLE_RELATIONS. This is what happens - If user A has r…
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Which privileges or duty role required to access user details data in Manager users?Summary: We need to create a custom role that allows access to manage users and also enables us to view existing user data through search Any one can help us in this to …
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How to enable multiple Phone Numbers for the Duplicate CheckHello, We are currently using four different phone numbers in the Sales Cloud for contacts. Our customer has requested that all two of these phone numbers be included in…
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Implications of change in country nameHello, Users requested for country name change for North Macedonia to Republic of North Macedonia. For this we have changed the country name in Manage Territories by fol…
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Error to create Microsoft Teams from opportunitySummary: Users are not able to create MS Teams chat from opportunity. They get the error "You can't create a team in Microsoft Teams due to the following error: Please c…
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How to turn off warning message on Opportunity and Service Request Page?The warning message pops up when user removes Account on Opportunity and Service Request page. How can this be turned off as this is not of use.