Setup and Maintenance
Discussion List
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Expand Address Node on ContactIs there a way to default the Address Node in the Contact->Profile to be expandable by default? Saves the user an extra click and there is plenty of area, so there is no… -
Is Forecastable is not showing up as an option to add to Adaptive Search in WorkspaceSummary: I want to use the Is Forecastable field so we can filter opportunities in a Workspace search but Support said it not possible to make it searechable They said N…
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There's a downtime during CX Sales deployment?Summary: CX Sales Deployment Content (required): Hi all, this is just to know if CX Sales application can be access during a CX Sales deployment, specifically during CSM… -
Global Search Displaying Inactive Deleted ObjectsSummary: Oracle sales cloud shows inactive/merged contact records in global search Content (required): Oracle sales cloud shows inactive/merged records in global search.… -
How can we populate a value in Address Additional Element Attribute 5 using groovySummary: How can we populate a value in Additional Element Attribute 5 using groovy Content: We have a requirement that we want to populate some value in Additional Elem…
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Upgrade Required for LinkedIn Sales Navigator by Dec 2021Summary: The following is an important announcement for customers currently leveraging the LinkedIn Sales Navigator plug in for Oracle Sales. All customers using the Lin… -
Enable Assignment Rules for Accounts "Manage Customer Center Assignment Rules"Summary: Can some one provide me documentation regarding enabling Assignment Rules for Accounts. I couldn't find the document any where. When we are trying to create the…
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How to unassign inactive users from leads and opportunities automaticallySummary: Once the user become 'Inactive' under User and Roles, we would need to assign user manager to existing open leads and opportunities. Currently, if user become i…
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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… -
Restrict CREATE button in DCL search windowHi, In the custom DCL when I use search screen I can find CREATE button which need to be disabled so that all users have no privilege to create new records. How can this… -
how to export all custom lookups defined in application using export managementSummary how to export all custom lookups defined in applicationContent Hi All, Is there any way to export all custom lookups defined in application through export manage…
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Delete users in bulkSummary: Delete users in bulk Content (required): Is there any way to delete only bulk user accounts? Version (include the version you are using, if applicable): 21C Cod…
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How To Add A Custom/Standard Field in the Manage ColumnsSummary How To Add A Custom/Standard Field in the Manage ColumnsContent Hi, I want a custom/standard field to appear in the Manage Columns so I can see that field in the…
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Page Composer Issue (Saved Search)Summary: I'm trying to access page composer and edit the Service Request saved searches for a specific role (ICM), but I kept encountering this error: "You cannot edit t…
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How can you track the progress of a publish job?Summary Where can I go to see detailed information on how my publish job is progressing? Content (required): Version (include the version you are using, if applicable): … -
Importing closed opportunities to Incentive cloudContent Hello, Anyone knows if there is a way to import all the closed opportunities to Incentive compensation module through an automated process? We are using both ora…
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What are the different ways we can show an OTBI dashboard/report in the Oracle Sales Cloud Homepage?Summary What are the different ways we can show an OTBI dashboard/report in the Oracle Sales Cloud Homepage?Content Hi, Right now, the way we do this is by linking the r…
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Page is not responsive for manage audit policiesContent Hi Members, I have noticed the page is not responsive on a setup and maintenance task Manage audit policies. It does not shows any values under Configure busines… -
Increase timeout for a merge requestSummary The merge request failed because its processing time exceeded the configured timeout of 120 minutes. Increase the timeout and resubmit.Content Hi, Our Merge requ…
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How to run territory assignment job with multiple view criteria parametersSummary Multiple view criteria in opportunity territory assignmentContent Hello Experts, While scheduling the territory assignment ESS job, we have requirement to schedu…
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Partner territory re assignment is not workingSummary Partner centric, Channel sales manager territory assignment is not workingContent Hi All, When an primary partner field updated in opportunity, the territory re …
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How to stop creating duplicate Partners Account in OSC Partner ManagementSummary Ability to stop creating duplicate Partners Account in OSC Partner ManagementContent Hi Team, In OSC Partner Management, we should restrict duplicate partner acc…
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Partner territory assignment to opportunitySummary If i create a opportunity 1st and associate partner afte that will the the partner territory assigned to opprtunityContent HI All, 1. if i create a opportunity f…
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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…
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Unable to update sales stage and close date details in import.Content Hi Team, We are trying to create opportunity recode in import management , But we are facing the issue on sales stage and close date fields. We are passing sales… -
Can we use any other field in Manage Sales Assignment Manager Objects other than Batch tag while usiSummary Can we use any other field in Manage Sales Assignment Manager Objects other than Batch tag while using opportunity Aux dimentionContent HI, is there any other av…
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How to Change the Oracle Logo and Name of Browser TabContent Is there a way to change the Oracle Logo and Name of the browser tab? Is this possible? If so, what are the steps to do this? Thanks in advance.
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Feature Spotlight: Mobile App ComposerSummary Configuring the CX Sales Mobile application is easy with the Mobile App Composer.Content The new CX Sales Mobile app helps sellers get more done in less clicks w… -
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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User Profile Functionality in Oracle Sales CloudContent Hi, Is there a function in Oracle Sales Cloud that is similar to the User Profile option in Siebel where I can configure a profile name and value that is accessi…