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Discussion List
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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… -
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… -
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 22 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 …
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CX Object and Database Mapping SpreadsheetSummary CX Object and Database Mapping SpreadsheetContent Do we have a mapping sheet for standard object/attribute and DB table/column? For customer object/attribute, I …
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Owner LOV display behavior for Opportunity and Custom ObjectSummary: Hi, I'd like to confirm the system expected behavior on 23D for Owner LOV on Opportunity and Custom Object - If I have inactive (end-dated) and active resources…
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Confirmation Needed: Object Trigger and Object WorkflowSummary: Hi, I need your help to confirm the following behavior for Object Trigger and Object Workflow. If I create/update CX object data from ERP UI, object trigger and…
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CDM AVCS Data Source for US address verificationSummary: Hi, I noticed that Loqate and Vertex has some geography data mismatch especially city name element. This is causing address data sync issue from CDM (using Loqa…
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How to call web service option in BI report.Summary: We have API end points & we need to add in Action Link in BI report in Invoke Web service Option. Please let me know how to make use this option Content (requir…
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How to identify contacts matched with linkedinSummary: Identify contacts that have been matched with linkedin via LinkedIn Sales Navigator Content (required): Hi, We want to identify the contacts that have been matc… -
How to use Get function to call Third party ApplicationSummary: please let me know how to use get function in groovy to calling from third party application Content (required): Version (include the version you are using, if …
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To have a system prompt on Accounts and Opportunities for sales team functionSummary: Hi all, have a requirement and am seeking everyone's support on this: If a user selects the sales team function role "pursuit leader" from the LOV, can we have …
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How to assign Multiple Technician to a Single Service Work OrderSummary: Need to assign multiple technician to a Service Work Order as multiple technician are working together to resolve the issue. Content (required): We have a scena…
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Workspace - Dependent Filters and Next/Previous RecordSummary: Hi, Can you help to answer the following questions with Workspace/Adaptive Search in the Simplified UI? 1. Is it possible to enable dependent filters? For examp…
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Can a Business User access Sales and Service both ?Summary: My business user needs to work on Service and Sales both like Opportunity and Service Request access both. So can we provide them both access at same time ? Con…
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Vertex ORAMAST import to CDM GeographySummary: Hi, We'd like to use Vertex ORAMAST data file as the source for CDM Geography. As per CDM implementation guide, it's supported. Can you help with the following …
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Routines - does it support variable for field update?Summary: Hi, We have use case to update account owner with an attribute from another object for all accounts owned by this owner. Is this possible with Routines action f…
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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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URL pattern for ManageHierarchyLinkSummary: Hi, Does anyone know what's the URL pattern for ManageHierarchyLink on Account Overview subtab? Thanks, Adam Content (required): as above Version (include the v…
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How to tell if Upcoming Quarterly Update for Oracle Cloud will have an impact on Sales cloud/B2B?**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: How to tell if Upcoming Quarterly Update for Oracle Cloud will hav… -
BPM Approval workflowSummary: BPM Dynamic Approval group and Email template in CX Sales Content (required): Need clarification on following things on regarding BPM Approval flow Is dynamic a…
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Markie Awards - We want to put YOU in the spotlight- Nominate now!This year marks the 16th year Oracle will celebrate customer experience (CX), innovation, and excellence in advertising, marketing, sales, service, and e-commerce.It’s a… -
Business Process training and certification for Oracle Cloud Applications is now availablePrepare for successful Oracle Cloud Application implementations with a common foundation of business process knowledge across all teams. Learn more about how new Busines… -
best way to add or substract hoursSummary: How is the best way to add or substract hours in groovy Content (required): Recently we created a script to calculate the actual date and the day before to send…
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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…