Setup and Maintenance
Discussion List
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Managing attachments - Client profileSummary Maintain attachments - all versions - which support a client profileContent Greetings, We are currently implementing ERP and Sales Cloud; and our customer is que…Daniel Vargas-Oracle 37 views 1 comment 1 point Most recent by Ravindra Sirigiri-Support-Oracle Sales -
DFF migration (segment & valueset)Summary DFF migration (segment & valueset)Content Quick question - If we want to migrate deployed DFF (segment & valueset) from one pod to another, can we use FSM (to in… -
The Entitlement Precedence field on the Manage Entitlement Plan Assignments screenSummary: What is the purpose of the Entitlement Precedence field on the Manage Entitlement Plan Assignments screen? Content (please ensure you mask any confidential info…Mary Tse 21 views 2 comments 0 points Most recent by Nilesh Deshpande-Oracle Subscription Management -
Create follow-up Appointment from Call ReportSummary can a follow-up appointment be created from a call report?Content When looking at an appointment, we have the ability to create call reports, follow-up appointme…User_2025-01-22-19-28-04-893 33 views 1 comment 0 points Most recent by Ravindra Sirigiri-Support-Oracle Sales -
how to create an integration using Oracle Integration and Oracle Content Management.Summary: To Learn About Creating a Document Approval Process in Oracle sales cloud, how can we create integration using Oracle Integration and Oracle Content Management.… -
We need dropdown for province field when country is CanadaSummary: When we are selecting country as Canada, right now we only see text field in UI for province. We need to make that field as dropdown. Content (please ensure you…
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Feature Friday: Workspace InfoletsContent Workspace Infolets are new (with 20D), configurable mini-workspaces that provide UX continuity between the Workspace and Infolets on the Task-based Home UX. Thes…Michelle Brusyo-Oracle 50 views 1 comment 0 points Most recent by Ravindra Sirigiri-Support-Oracle Sales -
Bulk/Multi Edit Pages For Sales Objects In Oracle Fusion CX Sales CloudSummary: Hi All, Is there any way to customize bulk/multi edit pages for sales object? We have requirement that we need to enable couple of fields, additional to the fie…
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Parent Account WorkspaceIs there a way to add the Parent Account column in the Account Workspace. The field is available in the standard Account Object Landing page, but I don't a way to add it…
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How to display item structure in SubscriptionHi All, Is it possible to display the bundle item structure on the Subscription. We don't use the order Management . We create the subscription in Oracle fusion which is…
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Is there a way to import subscriptions using FBDI template for creating subscription contracts?Summary: Hi, can you please provide the template (FBDI) to import a subscription management for creating subscription contracts. Content (please ensure you mask any conf…aparna mukherjee 21 views 1 comment 0 points Most recent by Claudiu Mindruta-Support-Oracle Subscription Management -
Remove "Contains" Search Operator from a Custom Field in Advanced SearchContent We are updating our Saved Searches for Leads, and we have a custom field that we want to include in the Advanced Search as a search criterion. In the dropdown, i…
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Can we create our own Record Set and create our own criteria for records that can be searched?Summary: We have a requirement to only see CRM specific contacts when searching on CRM Objects (Account, Opportunity and Campaigns). Is there a way for us to filter thos…
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Payment method -credit card is not showing on subscription screenSummary: Payment method credit card is not showing on subscription screen .In Lookup able to see the value enabled. Do we need any steps to follow to visible ? Content (…Rehana Tadimerri 11 views 1 comment 0 points Most recent by Ofelia Vez-Support-Oracle Subscription Management
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oracle sales cloud backup strategyHi , We are looking for a strategy to complete backup all the object configurations and data in our oracle sales cloud. As per oracle documentation there is no way for o…
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Included and extended warranty getting created in same subscription contractSummary: Hi team, We are creating a sales order with a line item 'A1' having included warranty 'W1' attached to it in PDH relationship and also adding extended warranty …Ankit Kumar Singh 31 views 1 comment 0 points Most recent by Andrei Ursachel-Support-Oracle Subscription Management
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Resource Organisation- Resource TeamsSummary Resource Organisation- Teams----- Is It Mandatory--Content Hi, users are already defined in HCM, org chart and reporting hirarchy defined in hcm. BU defined loca…User_2025-01-24-00-26-13-798 51 views 1 comment 1 point Most recent by Ravindra Sirigiri-Support-Oracle Sales
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How To Setup Email Notification For Assigned Resource in Lead Assignment RulesSummary How To Setup Email Notification For Assigned Resource in Lead Assignment RulesContent Hi, My requirement is to have an email notification sent to the assigned re…User_2025-07-18-06-07-44-367 24 views 1 comment 0 points Most recent by Ravindra Sirigiri-Support-Oracle Sales
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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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Changing the search parameter from "start with" to "contains" in the address mask with GeographiesDear Members of the Oracle Cloud Customer Connect Community, We're currently utilizing Geographies to ensure the accuracy of our addresses through validation. To enhance…
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How do I import multiple source systems and source system reference values for child objects?Use Case: The CDM is currently importing its data from the source application via import management through a CSV file. The business is now transitioning to a new source…
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How to display item structure in SubscriptionHi All, Is it possible to display the bundle item structure on the Subscription. Ex: 1.0 Bundle Item 1.0.1. Free Item 1 1.0.2 Free Item 2 Kindly provide the details of c…Vijay_1110 31 views 1 comment 0 points Most recent by Andrei Ursachel-Support-Oracle Subscription Management
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How to create Resource for a user if he is not available in manage usersSummary: Need to create Resource for a user if he is not available in manage users Content (please ensure you mask any confidential information): A user is trying to cre…
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BPM Workflow - Contracts Approval Assistance with Skip RuleSummary How do you skip a stage if a condition is met?Content Hello, I have setup a Contracts Approval workflow that uses the Roles on the Parties Tab to determine who t…
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Asset transaction is not appeared Reprocess Install Base UpdatesAsset transactions are captured in Install base but Not appeared in Reprocess Install Base Updates.Prasad_Shivanna 21 views 1 comment 0 points Most recent by Claudiu Mindruta-Support-Oracle Subscription Management
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Where is the Setup for Parties Tab in the Contract Page?Summary: We wanted to limit the Clients being selected here in the Parties Tab Only Customer/clients created in the OSC side not the clients manually created in the Mana…Dorren Veil Laniog 21 views 1 comment 0 points Most recent by Mohammed Shafi-Oracle Enterprise Contracts -
What security policy or privilege does a user need to see workspace in OSC?Summary: We have two custom roles created, one for admin and one for a non-admin user. The admin user is able to see 10 objects activated in workspace while the non-admi…
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I need to get a report giving the Contract Approval RulesSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…Rohan Fernando 1 view 1 comment 0 points Most recent by Andrei Ursachel-Support-Oracle Enterprise Contracts