Category 42-2
Discussion List
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CX - Update Custom object fields to reflect the changes in Opportunity details page fieldsSummary: We have a requirement wherein, we need a setup file which will be updated by the user, and the values shall reflect in Opportunity details page - applicable for… -
CX - Auto reflect of the form in the object once uploaded.If a form is uploaded, automatically all the fields in the object should get updated with the information available in the form. For Example, form contains information l…
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Define Rollups Configuration - included in Configuration Migration Set file?Are the configuration changes made in (Application Composer)Define Rollups will be included in Configuration Migration Set file? = in the document, Define Rollups is not…Christian Gerald Patacsil 61 views 8 comments 0 points Most recent by Praveen Desetty - Support-Oracle Sales
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CX Sales Mobile and OAuth authentication tokensSummary: Hi, We'd like to use IDCS OAuth token to increase the session timeout, and configured IDCS and Fusion CX Sales based on this document - I'd like to clarify a fe… -
How to Disable or Hide creation button in ActivitiesSummary: We want to hide or disable the create button in Activities (Create Appointment, Create Call Report, Log a Call, and Create Task) and make the records read-only.…
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From display name or From email address in object workflowsSummary: How to modify "From Display Name" for Object workflow email sent to customers Content (required): We have setup object workflows on opportunity which send email…Umang Gupta 91 views 2 comments 0 points Most recent by Rishabh Barodawala - HCM Consultant-Oracle Sales
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Wanted to check is there a limit on number of rows we can add to a custom object??Summary: Wanted to check is there a limit on number of rows we can add to a custom object?? We have close to 1.5 Lakhs records ,with 3 columns which we want to store in …
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CX - How dashboards can be made visible in Opportunity details page?Summary: Couldn’t create and view dashboards within the module, we have to create it separately and upload as a file. Content (please ensure you mask any confidential in…Nalsoft Pvt Ltd 11 views 3 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Sales
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What does the SFA import manager do when there is an SFA crash during the execution of the process?Summary: What does the SFA import manager do when there is an SFA crash during the execution of the process? Content (please ensure you mask any confidential information…
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CRM Standard object role customizationSummary: we would like to create a custom role for our standard CRM Users who should have read and write access to the following objects Account Contact Partners Partner…
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How to track work assignment status for service request in oracle sales cloudSummary: Is there any logs available for works assignment status in which the details of the user who is enabling and disabling the Work Assignment status along with the…
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Disable email notifications if notification subject contains ‘ABC Company’Summary: Hi Team, I'd like to check how this can be done with BPM configuration. Requirement: For Appointment, whenever there is an update performed on the appointment, …
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Digital Sales OptionsSummary: Hi all, My navigator and springboard display various sales offerings, such as the SUI Sales tab that is currently in use, digital sales, and Redwood Sales. Sinc…
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Order stuck in Reservation taskSummary: We routinely have sales order lines that get stuck in Order Orchestration paused/locked . They hit our Reservation task and they get caught there with a "Change…Pete.Sterchak 91 views 3 comments 0 points Most recent by Gururaman Subramanian-Oracle Order Management
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How to disable appointments entirely?Summary: We are using NGS and have disabled all the Smart Actions for Appointment creation because our client does not want to use the Appointment activity type, however…
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Opportunities Assessment - TRIGGER NOTIFICATIONSummary: While submitting the opportunity assessment template, can we trigger a mail approval notification? Content (please ensure you mask any confidential information)…Parthasarthy Pichandi 11 views 2 comments 0 points Most recent by Ravindra Sirigiri-Support-Oracle Sales
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How can we migrate Triggers/Workflows configured in Sandbox from lower environment to higher ?Summary: How can we migrate triggers/workflows/any custom objects in sandbox from lower environment to higher environment. If it is possible please let me know the steps…
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oracle fusion cx cloud accounts and contacts restrict records based on a fieldHello, I would like to inquire if its possible to restrict access to records for certain roles, for example, let's say i created an account and i have a custom field on …
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Unable to generate Billing Schedule for SubscriptionSummary: While activating a subscription using the "Generate Billing Schedule" Action getting the error "Solution line 1 doesn't have a billing schedule. You must genera… -
Render OTBI dashboard using external APISummary: Hi , Would it be possible to build OTBI dashboard fetching data from external (Third-party) APIs ? I have evaluated the possibility of data sources in Data mode…Lakshmi_Sasidharan 11 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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Unable to edit account even after providing access from Access GroupsSummary: Created a new custom role and provided Read/update access to all accounts using Access groups, we are able to see all the accounts with the new role but unable …NikhilSamudrala-Oracle 21 views 3 comments 0 points Most recent by Madhuri Cheruku-Support-Oracle Sales
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Features Sales Intelligence in Enterprise versionSummary: We want to take advantage of Sales Intelligence functions, e.g. Adaptative Intelligence: Recommended actions, Artificial Intelligence (AI) Lead Score, and other…
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The value of the attribute Sales Stage isn't valid.Summary: Every time I complete out the opportunity creation page and then click "Save & Continue," I receive an error message that says "The value of the attributes sale…
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Is it possible for an API to pull different results from a landing page ?Hi, We are looking for a method to automatically extract data from a landing page of custom object. We have several Advanced Search queries saved for a specific user, we…
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How to display any pop-up or warning if the location is not enabledWhile using CX sale mobile app, How to display any pop-up or warning if the location is not enabled.
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Requesting more information on the AI Lead ScoreSummary: I'm currently working on enabling the Lead (Artificial intelligence) score in the EXOT environment. I have been able to follow the steps and set up the lead sco…
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how to fix error showing in screenshot which are coming while creating Subscription?Summary: how to fix error showing in screenshot which are coming while creating Subscription? Content (please ensure you mask any confidential information): Version (inc…
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How to enable an item for subscription or non-shippable?Summary: How to enable an item for subscription or non-shippable? Content (please ensure you mask any confidential information): Version (include the version you are usi…VarnitJain 21 views 2 comments 0 points Most recent by Sasikanth B S-Oracle Product Master Data Management
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How to get/enable Oracle Sales Cloud Sales Predictor in CX Sales ?Summary: We would like to use the Oracle Sales Cloud Sales Predictor in our CX Sales instance to get the top recommendations (Product recommendations for the customers) …