Category 42
Discussion List
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How to get the amount of Contacts assigned to an AccountSummary: How can I get the amount (count) of Contacts listed for an Account using Groovy? Content (required): The current groovy returns the incorrect number of contacts…Robert de Klerk-Oracle 13 views 1 comment 0 points Most recent by Sirajuddin Syed-Support-Oracle Sales -
Enable LinkedIn for CX SalesSummary: Enabling LinkedIn for Activities Content (required): We've enabled Linkedin Sales Navigator for our users and we want to know how to enable the additional optio…
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How to configure email notification for Lead assignmentSummary: When a lead is assigned to a sale rep an email notification to be sent to the sales rep regarding the lead assignment. Content (required): We have reviewed the … -
Auto populate value on the search filterSummary: Auto populate value on the search filter Content (required): Is there a way to auto populate the field value in search filters of other Fixed choice list Field.…
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Adding / Updating custom lookups via REST APIQuestion :Need to be able to update or create new custom lookups via REST api. **This post was created as part of a How to Service Request (SR)Release: 23A Summary of th…Kyler Thomas-Support-Oracle 1 view 1 comment 0 points Most recent by Kyler Thomas-Support-Oracle Sales
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Assign Territories based on Parent Account attributeSummary: Is it possible to have a child account be assigned territories based on his parent account information. Version (include the version you are using, if applicabl…
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Is it possible to connect Office 365 with multiple AzureSummary: The client is using multiple Azure accounts specific to the region so how to establish an office 365 connection with multiple Azure accounts? Content (required)…
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Is the appointment detail in Calendar customizable?Summary: Content (required): Hi Experts, Just want to check if there's a way to edit/customize/extend the appointment details floating dialog when you hover an appointme…
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Can we create Dynamic Choice List (DCL) on Partner Contacts?**This post was created as part of a How to Service Request (SR) Release: 22D Summary of the question: Can we create Dynamic Choice List (DCL) on Partner Contacts? Suppo…Ionel Spaloghe-Support-Oracle 8 views 1 comment 0 points Most recent by Ionel Spaloghe-Support-Oracle Sales
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How to add line breaks or bullets in Long text field through groovy?Summary: I am trying to include bullet points into a long text field through groovy. Content (required): I am having a long text field in lead page where the value will … -
Adaptive search for Revenue Lines - can more opportunity fields be added?Summary: Can more opportunity fields be added in Adaptive Search for Revenue Lines? Content (required): We have enabled Revenue Lines in Adaptive Search to use in Worksp…
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FBDI : Error while creating subscriptions through FBDISummary: Getting below error while trying to create a Subscription using FBDI "The processing of the validation job couldn't be completed. Resubmit the validation job." …Neelesh Varma 12 views 1 comment 0 points Most recent by Arturo Macias-Support-Oracle Subscription Management
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Method Of Payment in CX Sales CloudHi everybody, we are working with Fusion (CX) Sales Cloud and we are using CPQ as well. We are facing with a internal discussion as the “Billing Account” and related “Pa…
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Is there any limit on how many products to be added for a Product Group in Sales Catalog?**This post was created as part of a How to Service Request (SR) Release: 11.13.22.10.0 Summary of the question: Is there a limit of how many products can be added for a…Swathi.Lemati-Support-Oracle 2 views 1 comment 0 points Most recent by Swathi.Lemati-Support-Oracle Sales
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How to associate Accounts to Custom Object on Creation ImportSummary: Unable to associate existing accounts to new custom object records Content (required): I've been unable to associate accounts when importing to a custom object.…
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How to re-assign a number of contacts to a new accountSummary: We have a customer that did a spin-off and a number of their contacts are going to a new account - what is the best way to do that in the UI or do we need to us…
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Can we export the sales quota with the same hierarchy in the systemRelease: 11.13.22.10.0 Summary of the question: Is there a way to export the sales quota with the same hierarchy in the system Supporting Documents if any: https://docs.…
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Unable to set "Blank" value in country fieldSummary: A country field with a LOV type appears in Contact. Every time we attempt to add a new contact, the Netherlands is selected as the default country in the countr…
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Has anyone removed the value sets from out of box flexfields on the Base Transaction?Summary: Replace out of box value sets on global segments on the CN_TP_Base_Transaction table Content (required): My client is looking to bring in city, state and item I… -
Reports in the oracle cx sales mobile app does not return any dataSummary: Reports in the oracle cx sales mobile app does not return any data; cannot see/access any reports. What could be the reason for this? and how to fix it? Thank y…
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Update Multiple Emails to same contact using ImportSummary: Update Multiple Emails to same contact using Import Content (required): We have a requirement to update multiple emails for the same contact using Import manage…
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How does Quote WinStatusCode affect Opportunity Status?**This post was created as part of a How to Service Request (SR) Release: 11.13.22.10.0 Summary of the question: CPQ integration to CX Sales has been enabled in the envi…Swathi.Lemati-Support-Oracle 1 view 1 comment 0 points Most recent by Swathi.Lemati-Support-Oracle Sales
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How does Task/Appointment Reminder behaves?Summary: Users report they are receiving a lot of reminders that expected. Content (required): We are receiving reports from users that they are spammed with reminders a…
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How to import Incentive Management Role Assignments using Import Management by importing .csv files?**This post was created as part of a How to Service Request (SR) Release: 22D Summary of the question: How to assign many users with different roles to a compensation pl…
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Data not displayed in NGSSummary: Hi, Quick question - I cannot see any data in NGS, but I can see data in Workspace. For example, in Workspace, I see data if I use My Accounts or All Accounts. … -
Currency Code in OpportunityHi, When I create opportunity I can see only GBP as non-editable but I want to create opportunity in different currency as EUR how can this field be made as list item so… -
How to auto sync outlook emails as tasks in Microsoft 365 without sharingSummary: Avoid manual sharing of emails as tasks, instead similar to Meetings, all emails has to get auto synced to sales application Content (required): How to auto syn…
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Is branding of URLs availabe in Oracle Fusion Sales?Summary: branding of URLs availability in Oracle Fusion Sales Content (required): For example want for customising the standard URLs to customer specific Version (includ…Vini Rastogi-Support-Oracle 4 views 1 comment 0 points Most recent by Vini Rastogi-Support-Oracle Sales -
Create a number sequence in a custom field on the leadHow to generate a number sequence every time the user creates a new lead? In Opportunities, create a trigger to have the following sequence: last two digits of the curre…
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How can give admin access to only specific leads and cannot see and edit other leads using access gHow can give admin access to only specific leads and cannot see and edit other leads using access group