Setup and Maintenance
Discussion List
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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 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…
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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 - ?
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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. … -
Error on Workspace Full PublishSummary: As part of the post-upgrade activity, we are conducting a full workspace publish on all of our environments. The upgrade was done on the Weekend and I am doing …
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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…
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How to make Long Text field visible in Adaptive Search ?Summary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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Determine all aggregated fields in Oracle Sales / Fusion CloudSummary: With Update 24B, the classic Aggregates in Adaptive Search will be replaced and made available as predefined Rollups in the Rollups framework. https://docs.orac…Christian Gerald Patacsil 55 views 5 comments 0 points Most recent by Praveen Desetty - Support-Oracle Sales
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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.… -
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…AshishGupta18-Oracle 28 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Sales
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while updating multiple records on workspace getting errorSummary: While updating record on worksapce getting bellow error RO-000139:Applying List binding FK_LOV_For_Technician_c with given set of values leads to no matching ro…Sourabh Sen 14 views 4 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
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HTML tags are displayed when copying text from the email body to Activity DescriptionSummary: When creating an Activity, we often copy content from the email body into the Activity Description field. However, doing so causes HTML tags to appear in the de…
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Help Needed: Managing Customer Center Assignment Objects and RulesSummary: Hi Everyone, We have a requirement to roll down Account team members based on the parent account, and we’re attempting to achieve this using Account Assignment … -
Enable attachment categories for Accounts (HZ_PARTIES)Summary Hello, I need to enable categories for attachments in Accounts. I created the category for the module Trading Community Model and linked it to the entity HZ_PART…
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Oracle CX Sales Cloud Industry Classification code is included in CSM migration?Summary: We have created a new CUSTOMER_CATEGORY (Setup and Maintenance > Manage Classification Categories) with new Classification Codes in our lower environment for In…
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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…
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How do we enable work flow for Lookups?We are looking for configs for enabling workflow to receive approve/reject mails for any changes to the standard, common or set enabled lookups using the custom objects …ProPrateek 12 views 2 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
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Table for AR Transaction Adjustment type and Adjustment Reason Code.Summary: Need to fetch below mentioned lookup values. Field Mapping Adjustment Type Setup and Maintenance-> Offerings : Financials -> Manage Receivables Lookups : ADJUST…Saloni Kumari 13 views 2 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Receivables & Collections
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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…
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which role is required in fusion to create ESS jobSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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Scheduling a Process on Business Days OnlyHi, We have a requirement from the client to schedule the process "Schedule Custom Groovy Object Functions" only on business days. Is there a way to do this? Thank you, …
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why can I not find HQBranchIndicator in configure adaptive searchSummary: Currently, in our CX Sales Redwood environment, i'm looking to add HQBranchIndicator as a Column on the 'my accounts' saved search. As such, i'm enabling this f…
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Sales Manager Custom Group is not available in Access GroupsWe have a custom job role, and is assigned to 2 users. We are trying to copy the object rules to from the standard Sales Manager Group to the Sales Manager Custom Group.… -
Microsoft will end support for its Windows 10 operating systemSummary: Email received from Oracle : Microsoft will end support for its Windows 10 operating system Content (please ensure you mask any confidential information): We re…
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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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Can we restrict a user to view lead/opportunity created by him/her onlySummary: Hi Team, We have a requirement for some users, they should only view objects created by them only Lead and Opportunity. Content (please ensure you mask any conf… -
Opportunity Product Currency Defaults to USD Instead of GHS Despite Multicurrency SetupWhen an opportunity is created and a product is selected, the currency on the revenue line defaults to USD instead of Ghana Cedis (GHS). We have already enabled the foll… -
Can we disable ORA_HZ_PHONE_TYPE standard lookup values?Summary: We have a requirement to disable specific lookup values (Work, Fax, Land) under the ORA_HZ_PHONE_TYPE lookup. However, in the 'Manage Standard Lookups' setup, w…
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Incentive Compensation Credit Rule Assignment Audit Trail / Validation CheckHello, Oracle Experts. We're looking for ways to validate our crediting rules and optimize their performance. Do we have any existing reports or SQL data that show how t…Christian Gerald Patacsil 29 views 2 comments 0 points Most recent by Christian Gerald Patacsil Incentive Compensation