UX
Discussion List
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BPM Worklist and Activity Notifications - Future PlansGood afternoon. I have a general question regarding Oracle's future plans regarding BPM Worklist and how notifications work with regards to Activities. Note, in our case… -
Page Composer Issue (Saved Search)Summary: I'm trying to access page composer and edit the Service Request saved searches for a specific role (ICM), but I kept encountering this error: "You cannot edit t…
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What are the different ways we can show an OTBI dashboard/report in the Oracle Sales Cloud Homepage?Summary What are the different ways we can show an OTBI dashboard/report in the Oracle Sales Cloud Homepage?Content Hi, Right now, the way we do this is by linking the r…User_2025-07-18-06-07-44-367 36 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle Sales
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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… -
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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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 …User_2025-07-18-06-07-44-367 28 views 2 comments 1 point Most recent by Marian Platonov Incentive Compensation
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Edit Possible Duplicate Page LayoutSummary Able to edit Possible Duplicate Page Layout but not the My New Contact pageContent We have a requirement to update fields on Possible Duplicate Page Layout. Thro… -
Field value box border is thick after 21BSummary After 21B release the field value boxes seems to be very thick and evidentContent We had our 21B last friday in Test environment and since then the field value b…
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Is there a REST API that can be used to access Page layout data for Oracle CXSummary Looking for a way to access Page Layouts via APIContent Our external integration pulls data from Oracle REST API. Although we can access all of the data in a rec…
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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 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…User_2025-07-18-06-07-44-367 20 views 1 comment 1 point Most recent by Siraj Syed -Support-Oracle Sales
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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 …User_2025-07-18-06-07-44-367 48 views 2 comments 0 points Most recent by Sandeep Thumati-Oracle Sales
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Make CampaignId available as a session scope variableSummary Adding the CampaignId as a session variable will make able to add contextual analysis at the Campaign analysis tab from Campaigns.Content As we've made with some… -
Sales – Here’s What's Cool about Partner Relationship Management, 22 March 2021, 8 a.m. PT - SubmitContent Submit your questions for the Sales – Here’s What's Cool about Partner Relationship Management session to have them answered during the live event. Post your que… -
Account and contact child objects dissapeared from Application ComposerSummary How may we customize again attributes in this childs (address, contact points, relationships...)Content Since a couple of upgrades I lost track of the accounts a…
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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…User_2025-07-18-06-07-44-367 68 views 3 comments 1 point Most recent by Siraj Syed -Support-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 …User_2025-07-18-06-07-44-367 34 views 1 comment 1 point Most recent by Siraj Syed -Support-Oracle Sales
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21A Release HighlightsContent The 21A release of Oracle CX Sales is GA and is the first of four releases planned for calendar year 2021. Highlights from this release include: * Smart Lists: S…
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Customize the error message in the required number fieldSummary Customize the required field messageContent Hi, I'm looking to if it's possible to customize the message when the required field is empty. I want to remove this …
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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…User_2025-07-18-06-07-44-367 31 views 1 comment 1 point Most recent by Siraj Syed -Support-Oracle Sales
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Microsoft 365 Add-in For Oracle - How much?Content Hi, I came across this Microsoft 365 add-in and was wondering if there's any license cost to implement this? https://docs.oracle.com/en/cloud/saas/sales/21a/oasa…
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How To Change Active Party Usage Assigned to User in Resource DirectorySummary How To Change Active Party Usage Assigned to User in Resource DirectoryContent Hi, I want to update the usage for a resource in resource directory. How do I upda…User_2025-07-18-06-07-44-367 45 views 1 comment 1 point Most recent by Siraj Syed -Support-Oracle Sales
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How can create customized field attachment to be added to custom objectSummary We nee to add attachment field to custom object so how can create this field -
User Not Showing in Resource Directory But Appearing in Analysis Using CRM Resource (Subject Area)Summary User Not Showing in Resource Directory But Appearing in Analysis Using CRM Resource (Subject Area)Content Hi, We've created users in OSC but they are not appeari…User_2025-07-18-06-07-44-367 62 views 2 comments 1 point Most recent by PRao - CRMIT Incentive Compensation
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Feature Friday: FavoritesContent Beginning in 21A, sales people can now mark and view their favorite records in Workspace, from record’s edit page, or in the CX Sales Mobile application. This ma… -
how to make field as required at Accounts / Contacts only in Sales CloudContent Hi All, We have all the fusion products for our instance (Sales / HCM / SCM / ERP). We want to make a custom field as required at Accounts in Sales Cloud and tha…
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Sales – Access Groups for CX Sales - Deep Dive, 19 January 2021, 9 a.m PT - Submit QuestionsContent Submit your questions for the Sales – Access Groups for CX Sales - Deep Dive session to have them answered during the live event. Post your questions by posting …
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Feature Friday: Partner WorkspaceContent We all know how transformative workspace has been for our customers. Being able to access tools and actions a seller needs to do their job in one attractive, use…
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Sales – 2020 Year in Review & What's Next, 11 January 2020, 8 a.m PT - Submit QuestionsContent Submit your questions for the Sales – 2020 Year in Review & What's Next session to have them answered during the live event. Post your questions by posting a new…
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How To Filter Workspace Saved Searches Based on the Territory of the UserSummary How To Filter Workspace Saved Searches Based on the Territory of the UserContent Hi, Is it possible to filter workspace saved searches based on the territory of …