Category 42-2
Discussion List
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how to change the default Drop down list in the Account / Activities Subtab?Summary: Customer wants to change the default drop down list to 'All Activities' ( currently it's Open Activities). Could you please advise how this can be done? Content… -
How to restrict Partner Opportunity data from OSC userSummary: We need to restrict opportunity data which is created by partner to sales cloud users Content (required): Ex: Sales Admin or Sales Rep cannot see Opportunity or…
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Can we create report in OTBI where we can have the currency changed based on our requirement?Summary: Hi, I want to create a report in OTBI where I want to change the values of the currency field based on the currency I select. Say, the value in the currency fie…Gautam Buragohain 51 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Sales
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Profile option to Sets up a sales territory hierarchy that mirrors your sales resource hierarchySummary: I believe there is any profile to mirror the sales resource hierarchy to the territory hierarchy Content (required): Looking for a Profile option to Sets up a s…
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Territory Setup Use caseSummary: Territory Setup use case Content (required): I have the following use case for one of the territories: Dimensions: Address and account size A manager should see…
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possibility to modify a standard error message which is thrown when a user click on Qualify button.Summary: On Lead Landing page when users click on Qualify option from Action drop down this error is thrown "None of the selected leads can be qualified. You can only qu… -
How to restrict Account selection from other object DCL's (Opportunity, Lead, SR)Summary: Is there a way to restrict Account selection from other object DCL's (Opportunity, Lead, SR) to prevent users from being able to select Accounts that they have …
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Audit Trail between Contact and Custom ObjectsContent (required): On the current setup, we have a custom object where we set Primary and Secondary Contact which are from the Contacts object. Any changes to the conta…User_2025-03-07-05-55-29-886 82 views 1 comment 0 points Most recent by Hector Dantas-Support-Oracle Sales
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Change History on Service Request not visibleSummary: I have enabled the audit on Service Request object. In the application composer page layout the subtab of change history is also enabled. On navigating to the S…
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Is there a way to add custom child object fields as columns in the Workspace list?Summary: Hi, In the current feature, custom child objects can be added in the Workspace filters but we're unable to add those fields as columns in the Workspace list so …
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how can we get the user activity log in sales cloud ApplicationSummary: how can we get the user activity log in sales cloud Content (required): Version (include the version you are using, if applicable): Code Snippet (add any code s…
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How to connect Oracle Contracts and CX Sales IntegrationSummary: The business needs to generate sales contracts through templates automatically with the CX sales opportunity data, automatic data such as customer name, product…Denisse Brun 41 views 2 comments 1 point Most recent by Ed Gomez-Support-Oracle Enterprise Contracts
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We would like to be able produce reports in the past.Summary: We would like to be able to produce reports in the past. For example, the report gives the latest data, but if we wanted to export that same report with past da…Siddharth Bhamare 41 views 2 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Sales
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Application composer how to create Dynamic Choice List for Employees and emailsSummary: How to create Dynamic Choice List for Employees and emails Content (required): We have created a custom object using Application Composer and we need to include…
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Account Edit Access to Territory Team membersSummary: Only Territory owners are getting edit access but not team members. Based on below document, it suggests for inclusion of data security policy. But OOTB, they h…
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Is it possible to view change history of objects in OTBI and via REST?Summary: Is it possible to view change history of objects in OTBI and via REST? Content (required): We would like to see what details were changed on some objects we hav…User_2025-03-07-05-55-29-886 111 views 7 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Sales
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How to set an attachment category as defaultSummary: How can I set up a custom attachment category as the deafult one when opening the attachment section Content (required): Hi, is there a way to set as deafult a … -
Documentation is not Clear regarding How to Configure the Employee Abstract RoleSummary: Is it possible to have more information regarding this topic: https://docs.oracle.com/en/cloud/saas/sales/23a/fadsi/how-to-configure-the-employee-abstract-role-…
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Custom Profile Option accessible via REST APISummary: Content (required): We are designing a VBCS application for CX Sales. In the VBCS we will have a logic that will be enabled based on a given date. We want the d…
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Report which would give us info that fields on object (say contact) are filled or NotSummary: We need to come up with report which would give us information that fields present on object (say contact) are filled in or not considering all records. For exa…
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Can we enable the use of products inside an opportunity without configuring the Sales Catalog?Summary: Using the Sales Catalog would force the third party system to consume 4 webservices instead of just one, needlessly complicating the implementation of the integ…Cristian Rogelio Velasco Gutiérrez 42 views 1 comment 0 points Most recent by Mihaela Anghel-Support-Oracle Sales
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Significance of duplicate territoriesSummary: What is the business impact if I create duplicate territories(with the same dimensions) Content (required): I have setup the following territory hierarchy T-A T…
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I want to prevent certain roles from deleting contactsContent (required): I created a custom JOB role by copying ORA_ZBS_SALES_REPRESENTATIVE_JOB. I don't want this role to be able to delete contacts, how do I set this up? …
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Email TemplatesSummary: We are using URL in email templates , in that we are passing some parameters. One of the value is having space(Ex: Test Drive) till Test only coming as URL and …
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What does the field "DeleteFlag" on the Account Object indicate?Summary: What does the field "DeleteFlag" on the Account Object indicate? Content (required): when I do a Postman call on the Account Object I see the "DeleteFlag" field…
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How to hide custom action for the users who have read only access to the recordsSummary: How to hide custom action for the users who have read only access to the records Content (required): Problem Description 1. Login to the Application as a Sales …Tamizharasi Murugan-Oracle 41 views 7 comments 0 points Most recent by Tamizharasi Murugan-Oracle Sales
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Calendar Start Date use as Server Variable for Dashboard PromptSummary: Our Calendar Year starts from every 1st of Oct month as example currently it is 1-Oct-2022. I am creating a dashboard prompt and want to populate Start Date of …
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Access the sales party for table HZ_PARTIES for all standalone contacts in the enterpriseSummary: Need complete explanation of this Data Security Policy "Access the sales party for table HZ_PARTIES for all standalone contacts in the enterprise" Content (requ…Tamizharasi Murugan-Oracle 31 views 2 comments 0 points Most recent by Tamizharasi Murugan-Oracle Sales
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List of Values via SQL/Analytics Query - Oracle Sales Cloud (FUSION)Is there a way to extract/Query all Lists of Values via Analytics SQL Query or from a Task in Setup & Maintenance? We are trying to document this information in Oracle S…Christian Gerald Patacsil 81 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle Sales
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Unable to Export Assets using Export ManagementSummary: Whenever we are trying to export Assets using "Export Management" functionality, the Exported data file does not get generated even though the export is success…