Setup and Maintenance
Discussion List
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How to mass update user Job role in CX Sales?Summary: we have plenty of users where their security job role was added manually, right now we have some changes that we need to update, we need to replace their role w… -
Resource Organization HierarchyHi all – I need some advice on setting up the Organization hierarchy where the Vice President has direct reports. I have 3 divisions under my main company. Division One …
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CX - Update Custom object fields to reflect the changes in Opportunity details page fieldsSummary: We have a requirement wherein, we need a setup file which will be updated by the user, and the values shall reflect in Opportunity details page - applicable for…
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CX - Auto reflect of the form in the object once uploaded.If a form is uploaded, automatically all the fields in the object should get updated with the information available in the form. For Example, form contains information l…
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Define Rollups Configuration - included in Configuration Migration Set file?Are the configuration changes made in (Application Composer)Define Rollups will be included in Configuration Migration Set file? = in the document, Define Rollups is not…Christian Gerald Patacsil 61 views 8 comments 0 points Most recent by Praveen Desetty - Support-Oracle Sales
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Disable email notifications if notification subject contains ‘ABC Company’Summary: Hi Team, I'd like to check how this can be done with BPM configuration. Requirement: For Appointment, whenever there is an update performed on the appointment, … -
Digital Sales OptionsSummary: Hi all, My navigator and springboard display various sales offerings, such as the SUI Sales tab that is currently in use, digital sales, and Redwood Sales. Sinc…
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How to disable appointments entirely?Summary: We are using NGS and have disabled all the Smart Actions for Appointment creation because our client does not want to use the Appointment activity type, however…
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Unable to edit account even after providing access from Access GroupsSummary: Created a new custom role and provided Read/update access to all accounts using Access groups, we are able to see all the accounts with the new role but unable …NikhilSamudrala-Oracle 21 views 3 comments 0 points Most recent by Madhuri Cheruku-Support-Oracle Sales
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The value of the attribute Sales Stage isn't valid.Summary: Every time I complete out the opportunity creation page and then click "Save & Continue," I receive an error message that says "The value of the attributes sale…
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Quotas Setup - Included in Configuration Set Migration file?Does Quotas Setup/configuration in Setup and Maintenance will be Included in Configuration Set Migration file? Every setup from the following: Setup and Maintenance > Sa…Christian Gerald Patacsil 11 views 2 comments 0 points Most recent by Christian Gerald Patacsil Sales
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How to export all user profile optionSummary: We want to export all user preference for currency - we tried searching with profile option code 'FND_CURRENCY' and got serach result also with all user currenc…
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How can I add the same LOV from account owner to a 'Secondary' account owner field?Summary: I have been trying to find the Lookup type used by the 'Account'-owner field. I have found the following 'SALES_ACCOUNT_OWNER' but this one results in a picklis…
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Batch address cleansingSummary: as per this article we have the option of batch address cleansing in Oracle sales and CDM applications. I tried to do the same but I am seeing the option/icon o…
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How can I schedule the Lead Assignment Process based on Custom Field?Summary: I'm looking to tailor the Create Lead Processing Activity page to suit our needs. Specifically, I need to configure it to schedule the lead assignment process b…
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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
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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…
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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… -
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.…
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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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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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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 31 views 4 comments 0 points Most recent by Christian Gerald Patacsil Sales
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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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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…Ramesh Ramamoorthy-19221 50 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… -
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…