Setup and Maintenance
Discussion List
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Is there a way to determine what other fixed choice list field are using a specific lookup?Summary: Content (required): we know that lookup type is reusable, is there a way to determine what are the fields that use that lookup type? Example i have lookup up ty…
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How to enforce a rule to have only one Customer Account for every Customer(organization/person)Summary: Single customer account for a party(either an organization or person) Content (required): Hi Team, As per the Oracle Trading Community Architecture, We can crea…Shashidhar Goud 31 views 1 comment 0 points Most recent by Nicoleta Chiru-Support-Oracle Receivables & Collections
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Bulk Update profile option valuesSummary: Bulk update the values in profile option in Manage Administrator Profile Values Content (required): Hi All, I'm looking for an option to update the value of FND…
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Best Practices for a sales person leaving your company / terminatingSummary: What is the best practice for how to update a sales rep who leaves the company Content (required): What is the best practice for when an employee leaves. Should…
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Conditional sections in B2B Knowledge ManagementSummary: Business has a requirement on restricting visibility to a section of content in B2B knowledge articles based on user group. Content (required): Business has a r…
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Adaptive Search Full-Publish Time Metrics for Large Data VolumeSummary: Hi, The adaptive search full-publish takes long time to complete. I wonder if that's expected and if we can optimize the running performance. Here is the detail…
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How to change notification preference at the Site Level?**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: How to change notification preference at the Site Level? Supportin…Jigar Mavani-Oracle 41 views 2 comments 1 point Most recent by Declan Cunningham-Support-Oracle Sales
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What is the Role to Application ComposerSummary: Role to access to Application Composer Content (required): Hello, What is the exact role that allows access only to the "Application Composer" functionality I w…
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How to import Customer Classification CategoriesSummary: Hi, I'm creating a new Classification Category to use as an auxiliary dimension in territory. We have many classifications codes and we want to import all of th…
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How to modify the implicit access from "Edit" to "View Only" for opty team members?Question : **This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: How to modify the implicit Access from Edit to View Onl…Matei Niculescu-Support-Oracle 61 views 2 comments 0 points Most recent by Vitejanu Vasile-Madalin Sales
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Is it possible to customize the standard email sent when a resource is added to a task?**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: Is it possible to customize the standard email sent when a resourc…Daniel Placinta -Support-Oracle 72 views 1 comment 0 points Most recent by Bogdan Munteanu-Support-Oracle Sales
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How to change notification preference at Site Level?**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: How to change notification preference at the Site Level? Supportin…
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What is the PVO for Manage Customer that I can use from Sales Cloud?Summary I need to get a value of attribute from Customer Account. The default sales person.Content Sales Person details are stored in DFF fields in Customer Account. I n…
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Groovy Script to delete Account related address lineSummary: If Opportunity Status is set to Lost, then we want to delete the address line in associated Account based on the location ID on related object that matched with…
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Is there any impact in disabling Sales Methods and Sales Stages?**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: Is there any impact in disabling Sales Methods and Sales Stages? S…
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How to export product catalog from OEC?Summary: Hi Members, I have been looking for a method to export product catalog for sales from OEC. I have tried using export button on manage product groups but it does…
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Export GeographiesSummary We need to export list of Country and Country Code from oracle Sales CloudContent We need to export list of Country and Country Code from Oracle Sales Cloud. Exp…
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Job role required to run ESS 'Import User and Role Application Security Data'Summary Is IT Security Manager required?Content Hi, What OOTB job roles have access to run ESS job 'Import User and Role Application Security Data' besides IT Security M…
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How to fetch AVCS URL via My Services page?**This post was created as part of a How to Service Request (SR) Release: 21D Summary of the question: Business has license to Oracle Address Verification Cloud Service,…Manoj Kumar-Support-Oracle 11 views 1 comment 0 points Most recent by Manoj Kumar-Support-Oracle Sales
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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…
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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…
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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.…
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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…
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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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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…
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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…