Category 42-2
Discussion List
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How is it possible to omit steps in the Digital Customer Service using azure login process?We implemented a Digital Customer Services (DCS) template that uses authentication through Azure. using a policy in the SSO, the user has to enter their email address an… -
How to use Get function to call Third party ApplicationSummary: please let me know how to use get function in groovy to calling from third party application Content (required): Version (include the version you are using, if …
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How can I get a REST notification after completing an import activity?Summary: Content (required): I am testing create import activity service REST API to update accounts via API. An external API was registered which is located in OIC and … -
How to get time zone based on ZIP code on Account UI Page ?Business wants to display TIME ZONE of an account based on its ZIPCODE from Address. So suppose a account Zip Code is 77219 for Address ( PO BOX 130548,HOUSTON, TEXAS HA…
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How to enable customer and agent to share file attachment in chat conversation?Summary: Is it possible to upload file attachemnt to chat conversation (chat inlay or on dcs) on agent side and on customer? Please help. Content (required): Version (in…
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Customer wants to create Sales Order from oracle B2B sales cloud Account.Summary: The customer want to create an order from oracle B2B Sales Cloud Account. They want to create order from Account details page like we are creating an opportunit…
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How to update the default Relationship Role Default ValueSummary: is there a way we can change the default Relation role of an account (Organization) when adding new relationship value? in the contact object, there is a relati…
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All product are seen in Dynamic LOV Field which are not added in Catalog too.Summary: All product are seen in Dynamic LOV Field which are not added in Catalog too. How to create a LOV Dynamic Field in Custom object of Product as to only view prod…
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Industry SIC code Classification CategoryWhat is the best practice on implementing and utilizing the 8 digit extended SIC codes ? Only the 1987 SIC (4 digit) option is available in the Classification Category.
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Need to get SiteuseId's from account address to opportunitySummary: We need SiteUsedId's from account address level. Under one single addresses there will be multiple site use id's. We need those id's. I have attached the screen…
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I can't see all the Lead Processing Activities submitted from Manage Lead Processing ActivitiesSummary: When we go to Manage Lead Processing Activities task we can't view any process only the processes submitted by my user. But the customer says they have a pair o…
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How to get the response error message while calling a webserviceSummary: I am hitting a third-party webservice from Oracle CX Sales. Whenever the third-party sends us the error message in the response body I have to read the response…Anithashalini Jayakumar 31 views 1 comment 0 points Most recent by Topher Heath-Support-Oracle Sales
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How to update organization via apiSummary: We are working on automating processes and have the requirement to update 'Organization' information which sits in the hr_organization_information_f table. I ha…
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Need payload to update Customer contact point for the existing Customer via APISummary: I am able to create Customer via API and able to create the contact Points also, but for the existing customer which is not having Customer Contact point for th… -
Getting an error while invoking FoundationPartiesPersonService API to create a party of type PERSONHi, We are using /crmService/FoundationPartiesPersonService?WSDL SOAP API to create a party of type PERSON for Cusotmer contact. But when we invoke this API it fails wit… -
Deep link for email template formatSummary: Hi all, I am working on an email template that is supposed to link to a specific opportunity subtab. I am getting to the Opportunity List but cannot get the syn…Carol Schiffler 23 views 1 comment 0 points Most recent by Niladri Roy Chowdhury-Support-Oracle Sales
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Contact search using email address in CX Sales for Microsoft 365Content (required): Hi, Is it possible to search for a Contact using a contact's email address in the CX Sales 365 side panel in Outlook? Currently, the user is only abl…
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How To Remove Values From Relationship Dropdown ?**This post was created as part of a How to Service Request (SR)** Release: 22D Summary of the question: From Contact/Account detailed page, In Relationship tab, you can…Alexandra Timplaru- Support-Oracle 105 views 3 comments 2 points Most recent by Manoj Kumar-Support-Oracle Sales -
How do I add a new value list in the standard Business Object LOV?Summary: How to add new value list in the standard Business Object LOV Content : I’m currently having a case where I need to add a new list of value in the Standard Obje…
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How can we display 'Rich text' to usersSummary: When migrating data from old system to Sales Cloud we used a Activity: Summary Note and the meeting minutes (long?) field to store part of the information. The … -
Is it possible to change the default sorting of a subtab?Hello, We need to change the default sorting of a standard subtab on Service Request object page. In the service request object there is a subtab in which the contacts o…
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Is there a maximum number of mashups?Summary: Maximum number of mashups Content (required): We would like to know if there is a limit of mashups for an object. Version (include the version you are using, if…
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How to set custom field with expression that reference related entity fieldSummary: We want to show in the Service Request detail layout the Contact's Annual Income We configure the following: In Service Request created a new custom field Use t… -
Schedule Lead Assignment based on recently updated recordsContent (required): When scheduling lead assignment, is there a criteria we can use so that it will only process records updated in the last N days or hours? This will b…
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In opportunity Currency field is not showing all enabled currencies.Summary: We have enabled multiple currencies for opportunity, but we are not seeing the currencies which we have enabled, in the opportunity details page in currency fie…
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How can we define payment method on Service Request ScreenSummary: Hi, How can we define payment method on Service Request Screen? How I will make sure that Service Billing which I am generating into Order Management as a Bill … -
How to enable billing account tab to be visible in CX Accounts screenSummary: Hi Team, I am looking for a way to add the billing accounts tab in the Accounts screen that shows the Billing Account from AR. Content (required): Please sugges… -
Things to Finish and Notifications FunctionalitySummary: How does the Things to Finish and Nofications work? It is not equal with the number of tasks or appointments. Content (required): How does the Things to Finish … -
Activities are not visible under AccountGreetings! Activities are created under Accounts (in digital sales), but they are not displaying when we click on it. However, if we are not viewing the Account under di…
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Need to know path folder where imported attachments reside/stored in fusion cx sales?Summary: We import PDFs as attachment linking with account as one to one. Now suppose 500 PDFs are imported against 500 account successfully. Now after 1 month suppose i…