Category 42-2
Discussion List
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Datafox replaceNow that Datafox is discontinued, does Oracle have a plan to replace it with something new? Is there another program that exists that oracle would recommend us using? It… -
Opportunity owner is unable to see their forecast in sales forecastHello Oracle Support, We are experiencing an issue where an opportunity owner is unable to view their forecast in the Sales Forecast module. We have verified that the op…
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how to change display name of contact and account objects in cx mobile applicationSummary: How to change the display names of account ,contact object in mobile application ,while the web application is showing the updated name. Content (please ensure …
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Need to retrieve JWT token from vendor and pass search field to APISummary: Need to be able to retriever a JWT bearer token and use it to make calls to 2 vendor API's One to pass a value for a search and then be able to select from a ch…
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Opportunity Line Revenue exchange rateSummary: Hi, Does "Pipeline Detail Facts"."Opportunity Line Revenue" column uses exchange rates for non USD opportunities? Content (please ensure you mask any confidenti…
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How can I create a report BI of notifications sent by service request workflow?Summary: How can I create a report of notifications sent by service request workflow? Content (required): Currently we are dispatching a series of notifications through …Camilo Martinez-114335 32 views 1 comment 0 points Most recent by Radhika Abhyankar-Oracle Fusion Service
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Restrict the salesperson so that he can see only his account.Summary: Requirement is salesperson can be search or see only his own accounts or where he is the owner not others. So to restrict the salesperson so that he can see onl…
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After removing record sets LOV for all records in account and add custom role admin can't view A/CHI, In account advance search records sets, we removed the LOV "All Records i can see". But Even after that if sales person search by any customer name or registry id he…
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Is there is a possibility to add the Resource information, while creating a person record in hcm?We need clarification on the below question, Is there is a possibility to add the Resource related information, while creating a person record in HCM. As per the current… -
case sensitive check in view criteria querySummary: How to case sensitive check in view criteria query for the lead name field while creating a duplicate lead Content (please ensure you mask any confidential info…
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How to Change "Win Probability" to "Sales Stage %" in opportunity pageSummary: Content (please ensure you mask any confidential information): I want to change the field "Win Probability" to "Sales Stage %",how would I change it? Please res…
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how to get sales order number for rest api without active DOO_RT_USE_ORDER_NUMBER?Summary: i want to get next number for sales order to use from external source system throught rest api. where next numbers are located? how to get it? Content (please e…
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Task Creation via an object workflow - Sales CloudSummary: Hello, I have created an object workflow to automatically create a task when the status of an account is changed. In task configuration we don't have the option…
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How to restrict data visibility across different Business Units in Oracle Sales ?Summary: Need to restrict data visibility (read/write both) for all the objects in Oracle Sales Cloud. (Leads, Opportunities, Service Requests etc.) Content (please ensu…
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How to get workflow error in case Dynamic SQL Query Using Database Query FunctionSummary: The BPM workflow participants are created with Dynamic SQL Query Using Database Query Function in AP Invoice workflow. When the query does not return the value,…
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Address Type field in Sales Object Redwood UI Layouts - How to enable a drop down field?Summary: Hi, In Account/Contact Object Create/edit layouts in Redwood Sales "FormattedAddress_address" field is available to show the address fields. The address field i… -
In search can we restrict the account"Can we restrict the search to a specific account?"
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Could anyone advise, how to set the saved opportunity search filter to be same for all roles?Summary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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Create Service Request once Opportunity is WonSummary: Once an Opportunity is Won, there is a requirement to create a Service Request Content (please ensure you mask any confidential information): Similar to a Lead …
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How to find Customer/Organization using DFF field value using webservicesSummary: Hi, We have a requirement to find/query the Customer/Organization using the DFF Unique Identifier field value created at Organization Level. Content (please ens…
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Custom Smart Action for Activities is not available in Next Gen Service layouts, how to fix that?Summary: Hi, I have created a custom smart action for object function called 'Create Lead' for both Sales and Service applications. I am able to access the smart action …
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how to remove record sets lov on account in oracle sales cloud based upon role.Summary: Is it possible to remove sets of LOVs depending on roles using any functionality? Content (please ensure you mask any confidential information): Version (includ…
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Can I limit the number of surveys sent to a customer for service requestsSummary: I am integrating Survey Monkey with Oracle CX for resolved service requests. We have some customers who open many SR's in a day. Is there a way to put a limit o…
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Default value setup on Custom FCL field is not showing the default value in RedwoodSummary: We have given default value for few Custom FCL fields which is working fine in current adf pages, when the same fields are used in Redwood, the default values a…
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QyeryHI, I Need query for the shipment Planned vs Shipped in OTM. Please share if any one can. Thanks Sushil PandeySushil Pandey-277265 35 views 2 comments 0 points Most recent by AkshayThakur Transportation Management
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How to customize Create Task layout for Oracle Sales for Outlook (Redwood) App?Summary: One of the great features of Oracle Sales for Outlook (Redwood) App is that users can create follow-up task without leaving their Outlook. This features is wide…
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Ability to create smart action from opportunity to custom quote object that will create new quoteSummary: A new custom object 'Quote' is created and requirement is to create a new quote from Opportunity. To achieve this, a new smart action is created and passed rela…
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Smart Action - Object function action is not showing any object functions for Activity object.Summary: Hi, I am trying to create a smart action based on object function for Activity object. On 'Action Details' page, the drop down for 'Object function action' does…
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Not Receiving Password Reset EmailWe’re attempting to send an email with an automatically generated password to allow the user to reset their password, but they aren’t receiving it. This process was work…
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Unable to change the Subject of the Notification through Notification PreferencesSummary: Trying to change the subject part of the notification through notification preferences but unable to do so. Content (please ensure you mask any confidential inf…Robin Singh 16 views 1 comment 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales