Workflow
Discussion List
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How to send Reminder Emails with Custom Email TemplatesSummary: We want to send a reminder notification to users if status remains as 'Approval Pending' after every 2 days. We tried to achieve this using Execution Schedule u…
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How to change task in Business Process FlowSummary: How to change to use SerialBusinessValidationApproval from SerialGivenUserNameApproval in Business Process Flow Content (required): I copied one business proces…
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Schedule Object WorkflowHi, How can I schedule object workflow to run every Friday at 11 PM. Thanks
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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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Chat feature for CX Users on Objects.Does Oracle plan on implementing anything similar to the "Chatter" Feature on SalesForce? It would be super helpful to have the ability to TAG other users on Opportuniti…
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How to send Sales cloud Account's audit history through mail ?Hi Everyone I have a requirement that I need to send sales cloud Account's Audit history through a mail to specific person in order to notify the recent changes . Kindly…
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Change "From Email Address" for Object WorkflowsSummary: We will be using Object workflows to send email to external customers and partners/agents and would like to have from email address either the owner of object r…
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Need payload to update Customer contact point for the existing Customer via APISummary: I am able to create Customer via API and able to create the contact Points also, but for the existing customer which is not having Customer Contact point for th…
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Deep link for email template formatSummary: Hi all, I am working on an email template that is supposed to link to a specific opportunity subtab. I am getting to the Opportunity List but cannot get the syn…Carol Schiffler 21 views 1 comment 0 points Most recent by Niladri Roy Chowdhury-Support-Oracle Sales
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I need to validate an alterationSummary:i need to validate an alteration only on Phone and email Content (required):I have an approval flow on my environment for new record it works well, but i have a …
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Approval workflow for Prospect AccountSummary: Hi Team, We have a requirement where we need an approval for any account that user creates in Sales as prospect and once the approval is provided then only it c…
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possibility to modify a standard error message which is thrown when a user click on Qualify button.Summary: On Lead Landing page when users click on Qualify option from Action drop down this error is thrown "None of the selected leads can be qualified. You can only qu…
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Email TemplatesSummary: We are using URL in email templates , in that we are passing some parameters. One of the value is having space(Ex: Test Drive) till Test only coming as URL and …
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Is there a way to show the BPM worklist comments in the Opportunity objectSummary: Is there a way to show the comments of custom approval workflow which is triggering the approval notifications from object workflows of opportunity object in Op…
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How to fetch all Customer Sites to which a user is mappedSummary: How to fetch the details of all customer sites to which a user is mapped@Manoj Kumar-Support-Oracle Content (required): How to fetch the details of all Customer…
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Standard Business Process flowsSummary: Can you please provide Standard Business Process flows for CX Sales & Service provided by Oracle Content (required): BPDs for CX Version (include the version yo…
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How to create Customer Account using FBDISummary: How to create Customer Account using FBDI. Content (required): The requirement is to create a customer through FBDI. We have customers present in fusion which n…Neelesh Varma 132 views 1 comment 0 points Most recent by Bianca Fildan-Oracle Receivables & Collections
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How to configure from email address for notifications from CRM cloud (Lead Assignment)Summary: We have configured a custom email notification for Lead assignment and the notification is triggered when a lead is assigned to a sales rep, but the from email …
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How to check Object workflow e-mail(s) if sent successfully to the userSummary: Content (required): is there a way we can check if workflows email was sent properly to the user? it is similar to email logs that been sent to the users via ob…
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How to change From Address Domain for Sales and BPM Workflow Email Notification?**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: Please provide Email configuration setting required for Client sid…
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Can we use/trigger the Email Templates from GroovySummary: We want to send the SMS from Service Request to mobile, in that we need to use the templates for message body. Can we access/use the email templates in groovy? …
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Using formula text field in a workflowSummary: We have a requirement to capture multiple email addresses(comma separated) in a text formula field and use that in the Workflow Email task 'To Address' field. H…
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Enable email Notification for CX Sales ModuleSummary: Based on the Doc ID 2346344.1, we were unable to loacte the domain wise email enablements, We wanted to know this feature is currently supported or not ? Conten…
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Approve From Mail With a Custom Template**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: is it possible to approve or update any field from the mail templa…Kyler Thomas-Support-Oracle 32 views 1 comment 0 points Most recent by Kyler Thomas-Support-Oracle Sales
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How to create contact automatically from from custom fields at the lead ?Summary: Hello everyone , the customer want to create the contact from custom fields at the lead , that contains the data he needs for contact definition , when he conve…
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How can I report on/analyze notifications created 'in the wild'?Summary: We have too many notifications (e.g bell notifications) being created. As we determine which ones to disable, rather than analyze all of the groovy scripts crea…
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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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What is the PVO for Manage Customer that I can use from Sales Cloud?Summary I need to get a value of attribute from Customer Account. The default sales person.Content Sales Person details are stored in DFF fields in Customer Account. I n…
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Early Adopter access to Native Sales AI/ML features Similar Accounts from Sales Prediction frameworkSummary Instructions to request for Early Adopter access (Promo Code) to Native Sales AI/ML features Similar Accounts, Sales Prediction framework within CX Sales Content…
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Is it possible to create a dynamic layout based on stalled opportunities?Summary: We need to create separate layout based on an opportunity that is stalled, or where the stage has remained idle for too long. We need to expose and require cert…