Category 42-2
Discussion List
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Unable to update the 'Quote or Order Number' from CPQ to CXSummary: We are facing an Issue with the Quote Update for 'Quote or Order Number' field. When we create the Quote we are able to do 'Update Opportunity' and 'Return to O… -
Display Overdue Tasks as RED Only for Open ActivitiesSummary: How to Display Overdue Tasks as RED Only for Open ActivitiesSiraj Syed -Support-Oracle 82 views 5 comments 0 points Most recent by Siraj Syed -Support-Oracle Sales
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Webservice call using groovy is not working: Invocation of service URL used in connection failed.Summary: Trying to run the territory assignment using webservice call, but it is not working. Content (required): Trying to run the territory assignment using webservice…
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How to view the changes made on a standard roleSummary: How to view the changes made on a standard role Content (required): How do I check whether the a user made any changes on a standard role. Version (include the …
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Reports in the oracle cx sales mobile app does not return any dataSummary: Reports in the oracle cx sales mobile app does not return any data; cannot see/access any reports. What could be the reason for this? and how to fix it? Thank y…
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How to remove the 'Add' button from the account edit layout?**This post was created as part of a How to Service Request (SR) Release: 11.13.22.10.0 Summary of the question: On the Account edit page ( Navigate to Sales - Accounts …Robert Mutton-Support-Oracle 72 views 2 comments 0 points Most recent by Robert Mutton-Support-Oracle Sales
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How to create Assets using FBDISummary: Content (required): How to create Assets using FBDI, what is the excel/CSV template used to create an Asset and from where do we need to upload that template. V…
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How to convert a Lead into an Opportunity using REST APISummary: How to convert a Lead into an Opportunity using REST API Content (required): Hi , How to convert a Lead into an Opportunity using REST API in Oracle Sales Cloud…
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How to Hide Save and Close Button?**This post was created as part of a How to Service Request (SR)** Version (include the version you are using, if applicable): 23A Summary: How to Hide Save and Close Bu…Varun Malhotra-Support-Oracle 210 views 2 comments 0 points Most recent by Siraj Syed -Support-Oracle Sales
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CX Sales Mobile App - Around MeIs there a way to change the defaults setting on the cx sales mobile app, so that the "Get Directions" directs the users to Google Maps instead of Maps on iphones?
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How to create Customer Account using FBDISummary: How to create Customer Account using FBDI. Content (required): The requirement is to create a customer through FBDI. We have customers present in fusion which n…Neelesh Varma 168 views 1 comment 0 points Most recent by Bianca Fildan-Oracle Receivables & Collections
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How to disable Log a Call and Call Reports in Workspace Infolets?Summary: I would like to disable Log a Call and Call Reports in the workspace infolet Content (required): Log a call and Call reports are already disabled in Smart Actio… -
Best Practices for Industry ValuesSummary: The default values in the Industry Field are not as accurate for our business as we would like, what is the best practice to have your own list of Industries. S…
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Will purged Party Number be reusedSummary: If a record is purged (merged) or manually deleted, will the unique party number get reused after the record is completely removed from the database? Version (i…
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The calculation of milestones begins with the time of field value update.Summary: We have configured the milestones, and it is functioning in the first phase of selecting the value from the FCL field, but we need to move on to the second LOV …
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Is there a way to disable the Create Appointment, Log a Call buttons on the Account Edit screen**This post was created as part of a How to Service Request (SR) Release: 22D Summary of the question: How can we disable the standard buttons on the Account >Activities…Robert Mutton-Support-Oracle 41 views 1 comment 0 points Most recent by Robert Mutton-Support-Oracle Sales
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How to filter the Resource DCL to only show active employeeSummary: Content (required): is there away we can filter the DCL (resource field) that will only show active resource? we have a field called Data Owner where in data ar…
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User Last Login DateSummary: Hi. I can't seem to find this information anywhere in BI, neither in OEC or Oracle documentation. Where can I find this information? Thank you. Best regards, Ed…
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How to enable multi currencies in the opportunity?Summary: **This post was created as part of a How to Service Request (SR) Release: 23A Content (required): I need when opening the currency field the list of values of c…Syed Misbauddin-Support-Oracle 52 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle Sales -
How to remove fields from searchHello! I want to remove the fields, 'Record Name', 'Owner' from my search. How can I do that? Thank you. Content (required): Version (include the version you are using, …
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Cannot access sandbox tool, 'Manage Service Mappings'Hello! I have created a sandbox and added the tool 'Manage Service Mappings'. However, I cannot access the 'Manage Service Mappings'. What could be the reason for this? …
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How can you change a webservice URL in application composer?**This post was created as part of a How to Service Request (SR) Release: 22D Summary of the question: How can a webservice URL be updated in application composer?Robert Mutton-Support-Oracle 21 views 1 comment 0 points Most recent by Robert Mutton-Support-Oracle Sales
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Can we add one new Detail (filter) to Configuration Visualization from a Saved Search?**This post was created as part of a How to Service Request (SR) Release: 22D Summary of the question: We are trying to create a new Configuration Visualization with Sou…Ionel Spaloghe-Support-Oracle 52 views 1 comment 0 points Most recent by Ionel Spaloghe-Support-Oracle Sales -
Assign Territories based on Parent Account attributeSummary: Is it possible to have a child account be assigned territories based on his parent account information. Version (include the version you are using, if applicabl…
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How to assign same territory from parent account to its child hierarchy?Summary: Hi, When we have an account hierarchy where the parent account has few different attributes than child accounts, but we want same territory to be assign to all … -
Are there privileges that can be used instead of seeded CX ones?Summary: If we want to remove or revoke the following Privileges from the roles, could there be a downstream issue? Privileges name: View Trading Community Resource Deta…
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ComplianceFlag in Service RequestSummary: ComplianceFlag is not working as expected from object workflows Content (required): We want to send an escalation whenever the milestone is overdue so we are us…
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Subject Area to pull all contacts from Accounts (that are not customers)Summary: Subject Area to pull all contacts from Accounts (that are not customers) Content (required): I am trying to pull a list of all contacts and want to include thei…
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How to configure from email address for notifications from CRM cloud (Lead Assignment)Summary: We have configured a custom email notification for Lead assignment and the notification is triggered when a lead is assigned to a sales rep, but the from email … -
Does Territory assignment work with multiple fieldsQuestion : Does the system allow you to assign territories based off of geographic element AND another field value? Example: we have geographic assignment for all of out…Kyler Thomas-Support-Oracle 51 views 3 comments 0 points Most recent by Kyler Thomas-Support-Oracle Sales