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Discussion List
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Access Group View Only access to Accounts / ContactsDear community, we need to give view only access (read only view) for all Accounts in Oracle Sales Cloud. We have created 2 custom access groups and performed the below … -
Personalized Field is not workingSummary: Hi All, kindly help on below requirement. We are not able to configure the Personalized Name in My Client group —> Sales—> Opportunities. we can see the changes…RamkumarKadhiravan 32 views 10 comments 0 points Most recent by Madhuri Cheruku-Support-Oracle Sales -
How to export and import sanbox from an environment to another?Summary: We made a lot of customization using page composer inside sandboxes, but now we need to copy them in the new environment. Is it possible to export and import ? …
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Add Field Names to CX Sales Mobile List and Summary ViewsSummary: Hi, Is it possible to add field display label for List and Summary Views in Sales Mobile? Thanks, Adam Content (please ensure you mask any confidential informat… -
CDMSummary: We want to merge the duplicate contacts in Fusion Sales. However, we have an ERP system where these contacts have associated orders. If we merge the contacts in…
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Display Opportunity In CX Sales Mobile Around Me Based on Custom Address AttributesSummary: Hi, We want to display opportunity in Around me based on custom attributes (address line 1, address line 2, city, county, state, zip code, Longitude, Latitude) …
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Adjust workspace object display sequenceSummary: Hi All, Is it possible to change the display sequence for the enabled objects in workspace? For example, we'd like to move Contacts to the top of the list. Than…
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communication feature within CX sales.Is there a plan to create a feature within oracle CX Sales to enable communication within objects between resources? Similar to what salesforce has with chatter.
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Sort Order for Primary Contact Drop down List on Opportunity Detail PageSummary: Hi, For OOTB primary contact DCL on opportunity detail page, what's the sorting order used by Oracle? If I want to sort alphabetically, is it configurable? Here…
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How to elaborate a groovy script when im a Starter and can't find sintax from DocsHi everyone! I hope you all be good! Im starting to use groovy into scripts to performance the application and i already passed by some cases and im not finding the corr…
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Get Audit Report for Opty with REST APISummary: Hi, I am trying to retrieve the audit report for Opty object. Here is REST URL: https://pod/fscmRestApi/fndAuditRESTService/audittrail/getaudithistory Operation…
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CX Sales Mobile and OAuth authentication tokensSummary: Hi, We'd like to use IDCS OAuth token to increase the session timeout, and configured IDCS and Fusion CX Sales based on this document - I'd like to clarify a fe…
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Disable email notifications if notification subject contains ‘ABC Company’Summary: Hi Team, I'd like to check how this can be done with BPM configuration. Requirement: For Appointment, whenever there is an update performed on the appointment, …
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Join Redwood Sales Today: Maximize Your Project's Success with Our Support Implementation Program!Are you currently implementing CX Sales, or already live with our products, and looking to enable exciting new features like Workspace, O365, Sales Mobile App, or migrat…Oana Grigorie - Support-Oracle 806 views 7 comments 10 points Most recent by Oana Grigorie - Support-Oracle Sales -
Dynamic URL behaves differently if opened from Navigator vs. SpringboardSummary: Hi All, I created dynamic URL based on the following document, then added the app with Structure. Here is my example, I created the app with Manage Integration …
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Custom Redwood/NGS Pages don't recognize the "Open in New tab" built-in function.All our Custom Redwood/NGS Pages (e.g. fscmUI/redwood/custom-objects/quotes) links from those pages can only be opened from the same tab when trying to use the "Open in …
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Managing attachments - Client profileSummary Maintain attachments - all versions - which support a client profileContent Greetings, We are currently implementing ERP and Sales Cloud; and our customer is que…Daniel Vargas-Oracle 37 views 1 comment 1 point Most recent by Ravindra Sirigiri-Support-Oracle Sales
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CX Sales Mobile Required Roles per ObjectSummary: A user can access CX Sales Mobile and can view the list of opportunities from their team. however, after tapping an Opportunity from the List view. The details …Christian Gerald Patacsil 41 views 4 comments 0 points Most recent by Christian Gerald Patacsil Sales
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Block API access for the custom sales job rolesSummary: We created custom sales job roles (e.g. sale rep, sales mgr, sales vp) by copying the OOTB job roles. We'd like to disable REST API access for these custom job …
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How to verify if Matching Rules are working as designedSummary Validate MatchingContent One of the important feature in CDM is Matching functionality. This is obtained using Enterprise Data Quality (EDQ) which is integrated …RajeshPandey-Oracle 59 views 1 comment 3 points Most recent by Ravindra Sirigiri-Support-Oracle Sales
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CDM hierarchy change to trigger custom object updateSummary CDM hierarchy change to trigger custom object updateContent Hey, We have this requirement - Whenever the CDM hierarchy is updated, we would like to trigger an up…
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Clarification Needed - Manage/View Trading Community Hierarchy priviledgesSummary do we use them at all to control CDM hierarchy access?Content Hi, Quick question on CDM Hierarchy - For these two privileges, do we use them at all to control re…
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How is it possible to hide a field in Manage Account Hierarchy?Hello, How is it possible to hide the field "Typ" in Manage Account Hierarchy? I saw so topics about adding new custom fields (https://community.oracle.com/customerconne…
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Fusion Cloud Global Price ListHi, Where we need to check the latest price details of the fusion subscriptions (Engagement Cloud, DCS). I got the below link for 2017 pricing. We need it for 2021. http…Mohana Gopal S-Oracle 51 views 1 comment 0 points Most recent by Ravindra Sirigiri-Support-Oracle Sales -
Last activity date w/ owner of last activity by accounts reportWe have a number of reports on our OTBI Dashboards that looks at last activity by account by a few different categories. Recently we've felt that bringing in the name of…mfribeiro 21 views 5 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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Address Fields on Custom ObjectWe have a custom object that we have had users fill in the address as an open text field. Now, however, we want to split the address (address 1, address 2, country, post…
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How to manage FCL and its Value Map without SandboxSummary: We'd like to update the FCL lookup values and its value map to support on-going business operations. How can we manage these data without using Sandbox/App Comp…
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CX Sales Mobile Resource Display IssueSummary: Resources list in Mobile is not displayed based on the resource setup. What do I miss? Mobile: I logged as Manager for the resource organization. I see 3 resour…
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What functions and roles privileges to users manage account notesSummary: Some users don't have access to manage account notes, I tried to find a policy in this link: https://docs.oracle.com/en/cloud/saas/sales/oaslm/Sales_Administrat…
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Is there a way to lock the Win % field on opportunities so it can't be updated manually?On opportunity object, the win % field automatically updates based on sales stage. The field, however, can be overwritten so sometimes the win % doesn’t match the stage …