Category 42-2
Discussion List
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Automate Bid Review Process in Oracle Fusion CX SalesSummary: Requesting support to automate the bid review process by implementing: Approval workflows based on project range. Conditional routing based on product type. Not… -
Sales - CRM Resource is showing value of 'not found' in the Hierarchy Level.Summary I had some changes to use the new role as the resource role and with that there is a change in the Organization field. After that, the Sales - CRM Resource which…Cristelle Rose Sampang 15 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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Audit trail for Custom Object in Sales applicatonSummary: Hello Can we enable audit trail for custom objects ? I dont the see custom object in list of Objects in 'Manage Audit Policies' Content (please ensure you mask …
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Configure Adaptive Search - Cancel Process and Schedule as another userSummary: The processes under 'Setup and Maintenance' - 'Configure Adaptive Search' is scheduled to run as a user that has been deactivated. This process keeps on failing…
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Way to Bulk Reject Merge RequestHi Team, We have a requirement from business to reject merge request in bulk. Is there any way to achieve this in CDM. Any help relevant to above is appreciated. Thanks,…
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Video: CX Picker - Using Adaptive Search with DCL Field TemplatesCX Picker - Using Adaptive Search with DCL Field Templates: For Dynamic Choice List fields, that are in Adaptive Search (aka Workspace), you can use a powerful CX search… -
Need to only copy configuration from one instance to another while doing environment refreshSummary: Hi, We have current environment wherein we have configured the system and also imported many data of Opty, customer, Contact etc. Now we are opting for a new en…Imran R Khan 15 views 4 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales -
Understand how Oracle is handling Special Characters and Non-english CharactersHello, We want to know how oracle is handling special characters and non-english characters. Also how these special characters and non-english characters are being store…
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Enable Non-Sales Employees to Collaborate with Sales Teams in Oracle CX SalesCurrently, Oracle CX Sales limits team member additions to users with specific sales-related roles. However, our organization requires the ability to add non-sales emplo…
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Will Custom Person Security profile restrict data on Succession Plan and Talent Pool page?Summary: We have created a custom person security profile that would restrict users to view employee based on the country they are tagged to. However, users can still se…
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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…Shubham Majithia 41 views 2 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
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Is there a permission that allows users to modify change historySummary: Can anyone tell me if there is a permission that might allow someone to modify a change history? If there is such a permission we want to make sure that no one …Carol Schiffler 11 views 3 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
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Review Calls To Log on Sales MobileSummary: Hi, Quick question - I noticed that we can only use OOTB search 'My Calls to log' for this mobile card 'Review Calls To Log'. Is this hard coded in Mobile? Can … -
Add Field Names to CX Sales Mobile List and Summary ViewsSummary: Hi, Is it possible to add field display label for List and Summary Views in Sales Mobile? Thanks, Adam Content (please ensure you mask any confidential informat…
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Can you please let us know the Purge process on audit backend tablesSummary: Hello Team, We enabled few attributes for auditing using 'Manage Audit Policies' task. Now in the Audit tables we can see that history is been stored for all th…Harshini Amancha 54 views 3 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
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How long does the history data gets stored in the CDM Audit tables?Can you please let us know how long does the data will be available in the audit tables. for example in HZ_ORGANIZATION_PROFILES_ how long history is stored ? Does data …Harshini Amancha 31 views 5 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
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Modify the BPM Notification EmailWe have setup a simple BPM Approval for the Lead Object in Oracle CX Sales, we have a requirement to modify the content of the notification delivered to the users
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Updating the Party Name in resource fileSummary: Hello, We have a situation where several users were initially set up with extra spaces between their first and last name. It looks like the issue has been corre…
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How to make an Action Link dynamic to consume it from Oracle web as well as MS Teams ChannelSummary: We have a requirement to consume action links from Web and MS Teams. We are consuming the action links from Dev and Prod and hence we have added dev and prod re…
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How to create a Quick Action to open the Create Record for a Custom ObjectSummary: We created a Custom Object called "Milestones" and we are looking to create a quick action so users can quickly create a milestone object directly from the home…
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Setting Up Sales ForecastingSummary: An overview of setting up Sales Forecasting in Redwood User Experience. Content: Please watch the following video for an overview of setting up sales forecastin… -
Not able to add tables in Mobile UI.Summary: We have Sales information tab in Account Object, where it displays reports based on the list selected I need to show the reports in Mobile UI but now I'm not ab…
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Related Links showing blank for BPM Notification emailWe have configured a Business Process flow levergaing BPM Approval Groups via Object Workflows for Sales Lead Object However the Related Links is showing blank for the n…
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How to link two or more install base assets in Fusion?We know that an asset can be linked to its components through parent child relationship and establish a hierarchy. However, we have a requirement to link two assets at t…
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Active User Permissions and Roles ReportHello Please we need to obtain a list of the active users that exist in Engagement: https://ccxe.login.us6.oraclecloud.com/ and what permissions or roles each one has, w…
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Partner DCL on territory headerSummary: What is the purpose and functionality of the Partner DCL on territory Header? Does it drive partner territory assignment to accounts and opps in any way? Conten… -
Snippet Field Not in Adaptive Search ConfigurationIs the Snippet field available in Adaptive Search Configuration? Can it be disabled? If so, do you know the name of the field in the Adaptive Search Configuration?
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REMINDER: CX Solution Overview Demos this Week!Register today for our CX Solution Engineering led Solution Overview Demos this week on February 19th & 20th across our Marketing & Sales Unification, Revenue Transforma… -
You can't publish your sandbox now because you haven't yet made any changes in it.Summary: Hello, Has anyone got this issue already? You create a sandbox, go to App Composer and made a few changes (in my case, I changed few scripts, created a webservi… -
Is there any way we can extend the maximum limit of DCL'sHello Team, We have reached maximum limit of DCL's in a custom object but we have a requirement of creating a DCL's field to be created in the same object. So wanted to …