Setup and Maintenance
Discussion List
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Schedule Lead Assignment based on recently updated recordsContent (required): When scheduling lead assignment, is there a criteria we can use so that it will only process records updated in the last N days or hours? This will b… -
In opportunity Currency field is not showing all enabled currencies.Summary: We have enabled multiple currencies for opportunity, but we are not seeing the currencies which we have enabled, in the opportunity details page in currency fie…
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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 …
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Need to know path folder where imported attachments reside/stored in fusion cx sales?Summary: We import PDFs as attachment linking with account as one to one. Now suppose 500 PDFs are imported against 500 account successfully. Now after 1 month suppose i…
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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…
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How can we remove the Delete action from the Action menu in fusion workspace landing pageSummary: We want to remove the "Delete" Option from the action menu in workspace objects. Content (required): As shown in below . We have removed it in page layouts but …
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I need to edit Company Profile in quick setupSummary: I need to delete the BU and LE and create again. In addition, I need to Access Quick Setup again (I can't access it because it says that my BU and LE have an er…
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¿Application Implementation Consultant role that allow me to control to the Manage user?Summary: A change is being made in the user matrix and currently an administrator user is being eliminated from specific roles, including Application Implementation Cons…
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How to remove comma from a number fieldGreetings! How can we remove the comma from a number field? There is a number field called 'CC', and whenever I enter a large number, it gets separated by a comma, which…
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Sub category in Lead Retire ReasonsSummary: Can we add the sub category in Lead Retire reasons Content (required): based on Retire reason , we need another field which contains list of values based on lea…
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How to configure Inbound Message Filter to reject Emails sent by "noreply@" except "[email protected]"Summary: Hello, We have a need from the business which is related with Inbound Message Filters (thru Setup and Maintenance --> Service --> Communication Channels --> Man…
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To have a system prompt on Accounts and Opportunities for sales team functionSummary: Hi all, have a requirement and am seeking everyone's support on this: If a user selects the sales team function role "pursuit leader" from the LOV, can we have …
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Is there a performance implication if Workspace Periodic Refresh is run every 5mins?Summary: The records in the workspace search results does not reflect the change in real time until the periodic refresh is completed. In our case, the periodic refresh …
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How to disable contact duplicate matching configurationsSummary: How to disable contact duplicate matching configurations Content (required): We enabled the configurations for the duplicate matching configurations in contacts…
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How to add more fields under Update Contact smart action?Summary: Add more fields under Update Contacts smart action. Content (required): When we click on Smart action 'Update' , we get to see only Job title, First name, last …
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How to add the "Type" field for addressesSummary: Following the instructions set out in the document, but unable to add https://docs.oracle.com/en/cloud/saas/sales/22d/fadsi/enable-multiple-account-addresses.ht…
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Checkbox fields in WorkspaceSummary: Now the checkbox fields are seen in the Workspace as True or False, instead of being a check. Content (required): I have seen that there is an Idea Lab where th…
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I want to make custom objects multilingualContent (required): I'm in charge of setting up Japan. For example, I created a custom object called "接待履歴". However, since there are English users who use CX, I wou…
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Is there a way to have DaaS fill out the NAICS codes on the (new) accounts?Summary: We want to use DaaS to create and enrich our customer accounts. We have created a custom mapping which includes all the possible NAICS fields, but this field is…
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P2TSummary: I need to refresh my Test Environment and have a few questions. Content (required): I originally asked Oracle Support to refresh my Test CX environment but they…
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How to customize the pages where contacts are added from other modulesSummary: We want to customize the pages where contacts are added from different modules such as leads, opportunities, accounts, etc. Content (required): We need to custo…
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How to include the search option in the "country code" attribute for the telephone fieldsSummary: Include the search option in the "country code" attribute for the telephone fields Content (required): We want to include the search option for the country code…
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Can a Business User access Sales and Service both ?Summary: My business user needs to work on Service and Sales both like Opportunity and Service Request access both. So can we provide them both access at same time ? Con…
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Can we enable 'Contains' operator for Account field in Activity objectSummary: Can we enable 'Contains' operator for Account field in Activity object Content (required): Hi Team, We have requirement where Customer is asking to enable 'Cont…
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Is there a way to add custom child object fields as columns in the Workspace list?Summary: Hi, In the current feature, custom child objects can be added in the Workspace filters but we're unable to add those fields as columns in the Workspace list so …
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Sales Campaigns and CampaignsContent Hi Community Members, Could someone explain me the difference between sales campaign and campaign? I can these 2 objects in app composer and SUI. When one should… -
Is it possible to view change history of objects in OTBI and via REST?Summary: Is it possible to view change history of objects in OTBI and via REST? Content (required): We would like to see what details were changed on some objects we hav…
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Can we have multiple records in milestone configuration completion level with OR conditionSummary: We are configuring the milestones , here we defined multiple levels for the SR , but in any case SR can be set to resolve so that time milestone should set as c…
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How can we configure the Sales Catalog to see an independent Catalog of items for each Business UnitSummary: **This post was created as part of a How to Service Request (SR) Release: 22D We have many Business Units configured, each one associated to its own Item Organi… -
Calendar Start Date use as Server Variable for Dashboard PromptSummary: Our Calendar Year starts from every 1st of Oct month as example currently it is 1-Oct-2022. I am creating a dashboard prompt and want to populate Start Date of …