Category 42-2
Discussion List
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Can ORACLE Fusion (CX Sales) integrate an external system using protocol POP3 or IMAP or MAPI ?Summary: We are required to verify CX sales customer emails with an external email verification system using the POP3 or IMAP or MAPI protocols. Content (please ensure y… -
Access Group : Activity Object Rule Not WorkingWe created an access group for specific group of users and added an Activity object rule so that they will not see other group of users' activities. However, when we are… -
Cynthia Churchwell 21 views 5 comments 0 points Most recent by Prabha.R Oracle-Oracle Reporting & Analytics for Sales
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How can I add the same LOV from account owner to a 'Secondary' account owner field?Summary: I have been trying to find the Lookup type used by the 'Account'-owner field. I have found the following 'SALES_ACCOUNT_OWNER' but this one results in a picklis…
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Impact Of Resource Directory >> Teams Subtab, on Opportunity Resource.Summary: Hi Team, We have created a new Team under an Organization and added a Resource to that team and Provided manager access. But we did not see any impact on Opport…
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Batch address cleansingSummary: as per this article we have the option of batch address cleansing in Oracle sales and CDM applications. I tried to do the same but I am seeing the option/icon o…
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How can I schedule the Lead Assignment Process based on Custom Field?Summary: I'm looking to tailor the Create Lead Processing Activity page to suit our needs. Specifically, I need to configure it to schedule the lead assignment process b…
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Is it possible to have a full copy between environments from different tenants?Summary: Hi, Our customer is renewing his contract with Oracle, and is getting a new tenant with fresh environments. He needs to migrate everything from his old producti… -
Number field in Sales mobile app does not show commaThe number field in Sales Mobile App does not show comma, where as in Desktop UI it shows the value separated with comma. Is this a mobile app limitation, can someone co…
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Need to use file as a parameter in groovy scriptsSummary: Need to use a file as a parameter in groovy script and send it in the form of multipart-form-data to the WebService. Content (please ensure you mask any confide…
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Standard Field Phone For Opportunity Object Is Not Accessible In Email TemplateSummary: It is not possible to add "Phone" standard field into email body of a workflow. The field does not exist in the list of fields available. How to add the Phone f…
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CX Sales Mobile Required Roles per ObjectSummary: A user can access CX Sales Mobile and can view the list of opportunities from their team. however, after tapping an Opportunity from the List view. The details …Christian Gerald Patacsil 42 views 4 comments 0 points Most recent by Christian Gerald Patacsil Sales
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how to get difference of 2 dates in daysSummary: we have a requirement to calculate difference of 2 date fields in days to perform some change. but not able to acheive this in groovy, need help on the script. …
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how to create an integration using Oracle Integration and Oracle Content Management.Summary: To Learn About Creating a Document Approval Process in Oracle sales cloud, how can we create integration using Oracle Integration and Oracle Content Management.…
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Need to display pop up message under Attachments in Mobile -> On click of Record Audio/VideoHi, We have a requirement to display a popup message or a hard stop on Attachment field in Mobile for Record Audio/Video. Could someone share if that can be done, we don…Sasidhar Ponnapalli 21 views 1 comment 0 points Most recent by Cristian Munteanu-Support-Oracle Sales
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We need dropdown for province field when country is CanadaSummary: When we are selecting country as Canada, right now we only see text field in UI for province. We need to make that field as dropdown. Content (please ensure you…
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How to grant record access for Account Team Members without using TerritoriesSummary: We have a requirement where any resource added to the Account Team should be able to view/edit all associated records. Currently, we are setup for only Ownershi…
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ParameterNameValues in runReport() Method doesn't workHello everyone. I have a problem with the runReport() method, when I enter values in the section, it correctly returns a base64 but when I decode it, it only shows me…Jonatan Montiel 41 views 2 comments 0 points Most recent by Jonatan Montiel Reporting & Analytics for Sales
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Block API access for the custom sales job rolesSummary: We created custom sales job roles (e.g. sale rep, sales mgr, sales vp) by copying the OOTB job roles. We'd like to disable REST API access for these custom job … -
Bulk/Multi Edit Pages For Sales Objects In Oracle Fusion CX Sales CloudSummary: Hi All, Is there any way to customize bulk/multi edit pages for sales object? We have requirement that we need to enable couple of fields, additional to the fie…
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Parent Account WorkspaceIs there a way to add the Parent Account column in the Account Workspace. The field is available in the standard Account Object Landing page, but I don't a way to add it…
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How to Number Records in landing page list ?Summary: would it be possible to add row numbers in front + number of total items that have come out of the search/number of opportunities on a certain landing page ? Co…
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Is there any possibility to include the entire reporting hierarchy as CC in the Email from BI Agent?Summary: Currently when ever the email is being sent from the agent , entire reporting hierarchy is receiving the email separately. Is there any possibility to include t…Aswanth 21 views 1 comment 1 point Most recent by Prabha.R Oracle-Oracle Reporting & Analytics for Sales -
CX Sales Mobile Session TimeoutSummary: We are using 3rd-party identity service instead of Identity Cloud Service for SSO. One issue we have is that user needs to sign-in again and again once in a whi…
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Is there any Alternate option for Encryption Type or SSL is the only option in BI Publisher ?Summary: The Villages IT team has plans to disable SSL on servers in the coming months as it is deemed a deprecated protocol. Basic authentication using SSL is our only …Baskara Sateesh-Oracle 1 view 0 comments 0 points Started by Baskara Sateesh-Oracle BI Publisher Learning Center
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Can we create our own Record Set and create our own criteria for records that can be searched?Summary: We have a requirement to only see CRM specific contacts when searching on CRM Objects (Account, Opportunity and Campaigns). Is there a way for us to filter thos…
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Can we merge records with Resource/HR Employee usage and custom party usage?Summary: Merge records with two different party usages. (Resource/HR Employee and Custom) Content (please ensure you mask any confidential information): Hi, We have a re… -
Use <BillToSiteVO> as Related Object in Dynamic Choice ListSummary: In App Composer, the 'BillToSite' field on the 'Subscription' Standard Object uses as the Related Object on the Dynamic Choice List. I would like to use this s…