Setup and Maintenance
Discussion List
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Best Practices for Industry ValuesSummary: The default values in the Industry Field are not as accurate for our business as we would like, what is the best practice to have your own list of Industries. S… -
Will purged Party Number be reusedSummary: If a record is purged (merged) or manually deleted, will the unique party number get reused after the record is completely removed from the database? Version (i… -
How to enable multi currencies in the opportunity?Summary: **This post was created as part of a How to Service Request (SR) Release: 23A Content (required): I need when opening the currency field the list of values of c…Syed Misbauddin-Support-Oracle 56 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle Sales -
How to remove fields from searchHello! I want to remove the fields, 'Record Name', 'Owner' from my search. How can I do that? Thank you. Content (required): Version (include the version you are using, … -
Cannot access sandbox tool, 'Manage Service Mappings'Hello! I have created a sandbox and added the tool 'Manage Service Mappings'. However, I cannot access the 'Manage Service Mappings'. What could be the reason for this? … -
Can we add one new Detail (filter) to Configuration Visualization from a Saved Search?**This post was created as part of a How to Service Request (SR) Release: 22D Summary of the question: We are trying to create a new Configuration Visualization with Sou…Ionel Spaloghe-Support-Oracle 56 views 1 comment 0 points Most recent by Ionel Spaloghe-Support-Oracle Sales -
Are there privileges that can be used instead of seeded CX ones?Summary: If we want to remove or revoke the following Privileges from the roles, could there be a downstream issue? Privileges name: View Trading Community Resource Deta… -
How We Can See The Product And Product Group LOV in Add Product Action From Digital Sales For LeadQuestion: Leads/Opportunity Screens > Add Product action navigates user to a sub view where search on product name does not return any data **This post was created as pa…Mihaela Anghel-Support-Oracle 48 views 1 comment 0 points Most recent by Mihaela Anghel-Support-Oracle Sales -
Unable to set "Blank" value in country fieldSummary: A country field with a LOV type appears in Contact. Every time we attempt to add a new contact, the Netherlands is selected as the default country in the countr…User_2025-03-07-05-27-23-569 39 views 1 comment 0 points Most recent by Manoj Kumar-Support-Oracle Sales -
How to translate Currency code to another languageNeed to translate SAR code so can see in the Arabic UI with the Arabic meaning in Currency list inside lead and opportunity. -
Sales person user cannot edit Created appointment as added as team member to itSo how can enable sales person user to edit the appointment details when he/she added as team member in the appointment. -
Industry: 2022 NAICSWhen will the 2022 NAICS group be added as a classification category? -
How to enable audit for Industry and Parent Account Fields?**This post was created as part of a How to Service Request (SR) Release: 11.13.22.10.0 Summary of the question: How to enable audit for industry and parent account fiel…Umamaheswarareddy Ambati-Support-Oracle 39 views 1 comment 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales -
How to switch from the legacy work areas to the new work areas powered by Adaptive Search?**This post was created as part of a How to Service Request (SR) Release: 11.13.22.10.0 Summary of the question:[Use the SR details to build a clear summary] How to swit…Umamaheswarareddy Ambati-Support-Oracle 24 views 1 comment 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales -
How can enable product details when Browse catalog inside Opportunity UIHow can enable those data as in PIM the product has already those data -
What's New: Release notification for Cloud Readiness / Sales Force Automation**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: When is the ”what's New" section from Cloud Readiness for Sales Fo…Ionel Spaloghe-Support-Oracle 46 views 2 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales -
Unable to add the Lookup values in 'Opportunity Type'Summary: Need to add values in 'Opportunity Type' from Opportunity Object, but not able to edit/add. Enabled the Lookup tool in sandbox as well. Content (required): Vers… -
Lead Status ValuesSummary: Need to add values additionally in Lead Status Field, but it is not allowing to add a record. How can we add the values in MKL_LEAD_STATUS? Content (required): … -
Contacts ManagementSummary: How do we group or organize or classify Account -> Contacts in an Organization with multiple line of business. Content (required): We have one line of business … -
Is there a way to determine what other fixed choice list field are using a specific lookup?Summary: Content (required): we know that lookup type is reusable, is there a way to determine what are the fields that use that lookup type? Example i have lookup up ty… -
How to enforce a rule to have only one Customer Account for every Customer(organization/person)Summary: Single customer account for a party(either an organization or person) Content (required): Hi Team, As per the Oracle Trading Community Architecture, We can crea…Shashidhar Goud 41 views 1 comment 0 points Most recent by Nicoleta Chiru-Support-Oracle Receivables & Collections -
Bulk Update profile option valuesSummary: Bulk update the values in profile option in Manage Administrator Profile Values Content (required): Hi All, I'm looking for an option to update the value of FND… -
Best Practices for a sales person leaving your company / terminatingSummary: What is the best practice for how to update a sales rep who leaves the company Content (required): What is the best practice for when an employee leaves. Should… -
Conditional sections in B2B Knowledge ManagementSummary: Business has a requirement on restricting visibility to a section of content in B2B knowledge articles based on user group. Content (required): Business has a r… -
Adaptive Search Full-Publish Time Metrics for Large Data VolumeSummary: Hi, The adaptive search full-publish takes long time to complete. I wonder if that's expected and if we can optimize the running performance. Here is the detail… -
How to change notification preference at the Site Level?**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: How to change notification preference at the Site Level? Supportin…Jigar Mavani-Oracle 45 views 2 comments 1 point Most recent by Declan Cunningham-Support-Oracle Sales -
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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How to import Customer Classification CategoriesSummary: Hi, I'm creating a new Classification Category to use as an auxiliary dimension in territory. We have many classifications codes and we want to import all of th… -
How to modify the implicit access from "Edit" to "View Only" for opty team members?Question : **This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: How to modify the implicit Access from Edit to View Onl…Matei Niculescu-Support-Oracle 65 views 2 comments 0 points Most recent by Vitejanu Vasile-Madalin Sales -
Is it possible to customize the standard email sent when a resource is added to a task?**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: Is it possible to customize the standard email sent when a resourc…Daniel Placinta -Support-Oracle 77 views 1 comment 0 points Most recent by Bogdan Munteanu-Support-Oracle Sales