Setup and Maintenance
Discussion List
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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… -
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… -
Opportunity Management AccessSummary need to limit the data access in opportunity based on below criteriaContent is there away to create data access right for opportunity without using groovy script… -
How To Assign New Owner In Sales Lead Using Groovy ScriptContent Hi, I am trying to develop a way to reassign a lead back to its previous owner when the current assigned owner rejects the assignment. However, on the part of se…
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What information needs to considered at the start of complete applicationContent Hi All, We are going to start implementing sales application for a customer. Customer bought all the modules of Fusion applications like HCM, SCM, ERP along with…
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Seeded Resource Role deletionSummary We are able to delete seeded CX Resource Roles, any issue?Content We would like to use the CX Resource Role field in Users and Roles for autoprovisioning. The Jo…
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How To Get Sales Lead Custom Field Show Up As Attribute In Lead Assignment ConditionContent Hi, I just created a new text formula field and I want it to use as a condition in a Sales Lead Assignment Rule. It doesn't show there currently and my question …
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Add a field parameter for adaptive global searchContent Hi Community Members, I have been trying to add a field from an account in Title on configure search results page, but after saving the configuration the field i… -
Resources and Resource OrganizationsContent If users are not using resource organizations and resource hierarchy in Oracle Cloud as the source of truth in their systems and dont want to maintain it for eve…
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Workspace search limitation for old recordsContent Hi Members, I was looking for any document which specifies the maximum old date till which we can search records in workspace. I was not able to find records whi…
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How to give access of 2 BU to single user ?Summary How to give access of 2 BU to single user ?Content Hello, How to give access of 2 BU to single user ? Please suggest . If any supporting document is appreciated.…Neha AbhayNarayan Singh-Support-Oracle 36 views 3 comments 1 point Most recent by Rupak Chowdhury-Oracle Sales
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What are the performance issues faced when activating Audit Policies?Content Hi, We are planning to activate audit policies for Sales Lead object since we're facing an issue where they are being retired abruptly for no known reason. I jus…
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Workspace - Record counts don't match to BISummary Workspace shows more records than similar filtered BI reporting showsContent Example is that Contacts show higher record count in Workspace than we see in extrac… -
How To Investigate A Lead That Is Being RetiredContent Hi, We have leads being set to Retired by an integration user. I want to investigate how these leads are set i.e. by webservices, by scripts. etc. Is there a way…
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How to update participant name once created? We are not getting option to update partner nameSummary How to update participant name once created? We are not getting option to update partner nameTejinder kataria 27 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle Incentive Compensation
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How To See The Configuration Behind Attachments In Sales Lead ObjectContent Hi, I want to see the configuration of the Attachment field in Sales Lead. I'm currently creating a mapping from another system to OSC and I want to know the fie…
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Automatic Territory Assignment Options Besides Profile Option - Assignment Submission at Save EnableContent Hi, We've recently experienced that the territory assignment assignment isn't running automatically with the opportunities. We had to manually trigger via 'Save …
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How we can display from 2021 to 2026 years in the quota paln years as the system is showing only froSummary we need to display from 2021 to 2026 years in the quota paln years list -
Workaround To Searching Products and Product Groups in Workspace or Normal SearchContent Hi, I learned that Product and Product Group search is only available for the adaptive search REST api. Is there a workaround for this using the normal search or…
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Account Territory Assignment based on multi select choice list field valuesContent Hi Everyone, We are planning to implement Territory Assignment based on a custom multi select choice list field at Account level. At Account we have a field "Ope…
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Can You Link an OTBI Report on the Sales Cloud Homepage?Content Hi, We want users to give quick access to their most used reports in OTBI by trying to find a way to have the link available in the sales cloud homepage. Is this…
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How do we fetch the REST API Metadata for the instanceSummary How do we fetch the REST API Metadata for the instanceContent How do we fetch the REST API Metadata for the instance? Referring to the documentation: https://doc…Shivakumar Ayyanagowdar-Oracle 30 views 2 comments 1 point Most recent by Siraj Syed -Support-Oracle Sales -
How To Import/Export Lead Assignment RulesContent Hi, I want to extract the existing lead assignment rules in oracle sales cloud, update and be able to import the updated rules back in OSC. Is this possible? Tha…
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How To Make Custom Field Appear In Workspace FilterContent Hi, I can't find a custom field in the Workspace filter. How do I expose this field? Thanks, Ed Version 20D
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How To Export Internal Resource Organization HierarchyContent Hi, How do I export the Internal Resource Organization Hierarchy will all the user information. Thanks, Ed Version 20D
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Can we have a unique display label to a custom field in a custom object based on Record Type?Summary Can we have a unique display label to a custom field in a custom object based on Record TypeContent Can we have a unique display label to a custom field in a cus…Shivakumar Ayyanagowdar-Oracle 43 views 2 comments 1 point Most recent by Shivakumar Ayyanagowdar-Oracle Sales
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Can 'Last Updated By' filter currently logged-in user in Workspace Saved Search?Content Hi, I want to filter the contact records recently updated by the logged-in user using workspace saved search. However, I was only able to filter using User Name …
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Workspace Saved Search - How To Filter Records That Were Recently Updated By The UserSummary Workspace Saved Search - How To Filter Records That Were Recently Updated By The UserContent Hi, Is it possible to filter records that were recently modified/upd…
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How can enable customized list inside account to be territory dimensionSummary we create customized list and add it to the account page and we need to make it as territory dimension