Setup and Maintenance
Discussion List
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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… -
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…
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Need to show the translations in other languages for Action Plans, Actions and ActivitiesSummary: We need to show the translations for Action Plans and related Actions and for the Activities related to the Sales Method of an Opportunity when a uses choose to…
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How to send reminder notifications to the owner of activity daily?Summary: Hi Team, We need to send reminder notifications to the owner of activity daily until the activity is completed. Is there any standard solution to achieve this? …
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Restrict Lead or Opportunity Currency by Business UnitIn our application, different Business Units need to use multiple different currencies when creating Sales Leads or Opportunities. We use multi-currency, and load daily …
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Why can't I add the field existing in Adaptive Search in my Nested Entities?Summary: I am adding a field that is part of an object but it doesn't appear in the response. Content (please ensure you mask any confidential information): Version (inc…
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Sequence Number in Order Change EOSummary: When RMA is created for sales order, error is displayed : Attribute Sequence Number in Order Change EO is required Fulfillment Process JBO-27023 : Failed to val…
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Set Permission for Self Service UsersSummary: Hi Team , We have been consuming /crmRestApi/resources/11.13.18.05/selfRegistrations API to create self-service user. The sample payload is : { "AccountKey" : "…Lakshmi_Sasidharan 51 views 2 comments 0 points Most recent by AparajitMalliJawaharBapu Digital Customer Service
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Where would I find the log files in our Fusion CX Sales instance?Summary: Looking for diagnostic/incident logs Content (please ensure you mask any confidential information): Hi all, During code development today I got an error message…
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Using Score/Results of Assessments to Update Opportunity FieldSummary: Our organization would like to use the assessments capability on the opportunity object to prompt the user to answer a series of questions, which will then calc… -
Not able to enable fields in an adaptive search for contact object.Summary: Not able to enable NumberOfOpenLeads and NumberOfOpenOpportunities fields in workspace search in Contact Object. Content (please ensure you mask any confidentia…
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How to Add a "Next" or "Previous" button in Accounts overview Page like in WorkspaceSummary: How to Add a "Next" or "Previous" button in Accounts overview Page like in Workspace, Do we have any configuration to directly Add the buttons without any scrip… -
What are the roles needs to enable Account creation only for few usersSummary: Currently, we have to removed the Account Creation for all the users, now we want to give the creation access to some users only so what privilege's/roles needs…
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CPQ Quotes in OpportunityHi, Is there way to link and display all CPQ quotes using an API in custom tab in the opportunity screen please Thanks -
We want to create new lookup value in Activity TypeSummary: We want to create new lookup value in Activity Type. For that we have created a lookup in Manage Standard Lookups for this Lookup Type (ZMM_ACTIVITY_TYPE). We h…
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Customer Relationship Management Application Administrator job roleSummary: Why does the Customer Relationship Management Application Administrator job role able to access the Setup menu of other Offerings? Content (please ensure you ma…
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You can make the Qualifications in Leads non-editable, for the Sales representative roleThe client wants to make the lead qualifications for some roles non-editable. This is possible?
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How to delete a territory dimensionSummary: I need to delete the "Sales Channel" dimension but I don't see the option enabled. How can I delete this dimension? Content (please ensure you mask any confiden… -
Best Practice for Creating a Service User AccountSummary: What are the recommendations for setting up a Service Account. Content: Hello, We are currently wanting to setup a Service User Account that will consolidate al…
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How to Delete User in Oracle CX Sales Cloud created via setup and maintainanaceSummary: How to Delete User in Oracle CX Sales Cloud completely created via setup and maintainanace page Content (required): How to Delete User in Oracle CX Sales Cloud …
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Update the Job Title on Manage User ScreenSummary: Need to update the picklist for the Job Title under the Manage Users Screen as pictured below. No Oracle documentation seems to exist documenting where this can…
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Error with dashboard linked to a infoletSummary: Hello, I have 3 infolets in the initial page and all are linked to a dashboard created at BI. When i put in page compose the path to the dashboard, the preview … -
Problems with Migration at CX Sales in the Module Business IntelligenceSummary: Hello, i am trying to migrate my configurations of CX Sales do the production environment through Migration process. I created a JAR file at test environment an…
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How to get time zone based on ZIP code on Account UI Page ?Business wants to display TIME ZONE of an account based on its ZIPCODE from Address. So suppose a account Zip Code is 77219 for Address ( PO BOX 130548,HOUSTON, TEXAS HA…
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How to update the default Relationship Role Default ValueSummary: is there a way we can change the default Relation role of an account (Organization) when adding new relationship value? in the contact object, there is a relati…