Setup and Maintenance
Discussion List
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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… -
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 49 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…User_2025-01-24-00-26-13-798 50 views 1 comment 1 point Most recent by Ravindra Sirigiri-Support-Oracle Sales -
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…
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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 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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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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What does "Wait" in the process meanSummary: Content (please ensure you mask any confidential information): Getting "Wait" as a status for a few searches. Version (include the version you are using, if app…
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How to automatically synchronize new products added to Inventory Product Master in Oracle CX Sales?Summary: Whenever a new item enters to the Item Master Organization in Inventory, this two following processes can be automatically scheduled to synchronize the new item…
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VBCS activationSummary: Can someone please guide me to review and enable the setups on how to activate and subscribe (if not already) to VBCS in Fusion from the setup and maintenance a…
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inventory id of product groupSummary: Where do I find the inventory id of a duplicate product? Content (please ensure you mask any confidential information): Version (include the version you are usi…
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How to create Purchase order which Requisition is having more than one RequisitionLineIdHow to create Purchase order which Requisition is having more than one RequisitionLineId. using REST API /fscmRestApi/resources/11.13.18.05/requisitionProcessingRequests… -
Redwood - How to include Create Service Request in Account pageHi Team, I would like to modify and include "Create Service Request," to the options listed in the screenshot. Could you please provide guidance on how to edit add the n… -
How to get the audit logs for admin related activities in oracle sales cloudHi, We have a business requirement as per Security guidelines from customer, where we need to track the admin related activities like activating/inactivating user, addin…
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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… -
how to enable custom actions in opportunity page in Microsoft 365 integration with redwood salesSummary: We have enabled outlook integration for oracle cx sales, but we are not able to display standard and custom actions in Opportunity pages in outlook Content (ple…
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In Opportunity Rule Based Assignment : How many values can fit in “Value” field of a Rule ?We have a requirement where we will be using POSTAL CODE as an attribute in condition of a rule in opportunity rule based assignments. How many values can fit in “Value”… -
re-activate contactsSummary: Re- activating contacts made inactive by mistake Content (please ensure you mask any confidential information): Hi, Is there anyway to re-activate the contacts …
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How to get Account Number & Site Number in Customer DetailsSummary: Hi, I am trying to fetch Account Number & Site Number details from Finance to CX Customer details. In this picture Red color was Customer Number in CX & Blue co…
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Unable to interface credit memo created from amended lines due to items not being on credit memoWe have subscription with product lines - when crediting the line somehow does not contain the item therefore the credit memo does not interface to AR - as it gets an er… -
Is there any way to enable Inline Editing of Records Displayed in Lists for records from Workspace?Summary: We have a Customer requeriment, to Enable Inline Editing of Records Displayed in Lists for records. So we have followed the next documentation: https://docs.ora…