Category 42-2
Discussion List
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Control access to the Workspace module so that a role/user cannot delete opportunitiesSummary: It is possible to control the access to the Workspace module as it is evident that a user can delete opportunities. How can we control the actions button in the… -
API to update Purchase Orders Projects and Tasks at distributionsSummary: API to update Purchase Orders Projects and Tasks at distributions Content (required): API's to update Purchase Orders with out going for approval Version (inclu…
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Looking for clarification on having sales people be listed as contacts vs only being resourcesSummary: We have our sales people created as Contacts in CRM. They are also Resources. When we are using the latest Outlook plugin and it is having an issue with some of…
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Can we open a Quote Screen from CX DashboardSummary: We build a dashboard for quotes using standard subject area in analytics , there we have a information of Opportunity and Quotes. If we want to navigate to Quot…
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Best practice to re-assign a sales team when the sales leader leavesSummary: The current sales leader is no longer with the organization. What is the best practice to put in a new sales leader so the Hierarchy, Territories, Quotas, etc a…
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How to set custom object data visibility based on security roles (CX SALES)?Summary: I need to filter data in a custom object by using an SQL filter inserted into a security role Content (required): I want to filter the data in a custom object b…
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Does the reference code allow double-byte characters?Content (required): 1.Enter the sandbox and start Application Composer 2.Select any object and create a Choice List (Fixed). 3.Create a Lookup Type. When creating a choi…
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Update the size of the table for Revenue LinesCan we update the size of the table that displays the Revenue Line items in the opportunity, so that the users don't have to use the slide bar table inside the opportuni…
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Error while updating Cust Contact point "Attribute PartyId in view object PersonParty cannot be set"Summary: Getting error while updating customer contact point using webservice as "BO-27008: Attribute PartyId in view object PersonParty cannot be set." Code Snippet: Re… -
Best Practice for Creating a Service User AccountSummary: What are the recommendations for setting up a Service Account. Content: Hello, We are currently wanting to setup a Service User Account that will consolidate al…
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Chat feature for CX Users on Objects.Does Oracle plan on implementing anything similar to the "Chatter" Feature on SalesForce? It would be super helpful to have the ability to TAG other users on Opportuniti…
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REST API Web service returning nullSummary: REST API Web service returning null Content (required): def WService = adf.webServices.XX_OSS_GetEmailDomain def Headers=['Content-Type' :'application/json','RE…
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How can we automatically add a new product to Product CatalogSummary: Hi Team, We want to know is there a way to add a new product automatically to a product group in Sales and Service. Content (required): Version (include the ver… -
How to Delete User in Oracle CX Sales Cloud created via setup and maintainanaceSummary: How to Delete User in Oracle CX Sales Cloud completely created via setup and maintainanace page Content (required): How to Delete User in Oracle CX Sales Cloud …
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Update the Job Title on Manage User ScreenSummary: Need to update the picklist for the Job Title under the Manage Users Screen as pictured below. No Oracle documentation seems to exist documenting where this can…
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Add Warning on Attachment DeletionSummary: The desired outcome is to have a warning display when a user tries to delete an attachment that they can either accept or decline. We tried to use a similar sni…
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How to Invoke http Request In reportSummary: HI, I am try to use in Invoke http Request in report but i am getting error Soap invocation failure. HTTP error code: '
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How to send Sales cloud Account's audit history through mail ?Hi Everyone I have a requirement that I need to send sales cloud Account's Audit history through a mail to specific person in order to notify the recent changes . Kindly…
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Springboard greeting - how to set First Name and Last NameSummary: How to adjust Springboard Greeting Employee name from LastName, FirstName to FirstName LastName Content (required): I can't figure out how to adjust the Springb…
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Error with dashboard linked to a infoletSummary: Hello, I have 3 infolets in the initial page and all are linked to a dashboard created at BI. When i put in page compose the path to the dashboard, the preview … -
How to Delete Customer Sites Using Web Services?Summary: How to Delete Customer Sites Using Web Services? Content (required): **This post was created as part of a How to Service Request (SR) ** Unable to delete Custom…
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Problems with Migration at CX Sales in the Module Business IntelligenceSummary: Hello, i am trying to migrate my configurations of CX Sales do the production environment through Migration process. I created a JAR file at test environment an…
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How to call web service option in BI report.Summary: We have API end points & we need to add in Action Link in BI report in Invoke Web service Option. Please let me know how to make use this option Content (requir…
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Ability to handle different invoicing (Arrears or Advance) on single subscriptionHi SMC team - we have a business requirement to bill some lines in advance and some in arrears - however subscription profile is only at a header level - can u help us k… -
Create Field Group Using Rest API's?Summary: Hi All, I want to create field group using REST API's that are available in sales docs. But I am not able to create it. It is showing following error: Content (…
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Can't able to get Field Groups Using rest Apis Get All Field Groups in the Sales Environment ?Summary: Hello everyone I want to fetch Details of All the Field groups and their Fields Using Rest Apis That are Present in the sales doc I have tried which rest api li…
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CX Sales Mobile Scripts Not WorkingSummary: CX Sales Mobile Scripts 'setColumnMandatory' is not working for all Objects. Content (required): Hello, I am having issues setting columns/fields to be mandator…
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Mass Update in Workspace - Limitation to 10 RecordsSummary: We would like to mass update more than 10 records at a time in the Workspace UI. When using the standard UI it is possible to set the maximum number of records,…
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How Can we Know the Id of particular FieldGroups in Sales Env To access the data from REST APis?Summary: Hello Everyone I want to know how can we access or know the Particular FieldGroups Id in our sale Env so that we can access the field groups data through the re…