Category 42-2
Discussion List
-
How to convert JSON Format REST API Payload (Request Body) into Groovy format for the below PayloadSummary: The below Payload is working fine with the POSTMAN (The attachment element with multiple IDs with comma separated values in the Body Request) {"to" : "to_email@… -
How to get primary contact details of Partner in SQLSummary: Hi, I am working on partner object to get primary contact details of partner. not possible to get in SQL. Need to get 1.primary Contact Name 2. primary contact … -
Updating Canadian Postal CodesOur Sales team continue to complain about Postal Codes in CA that are either associated w/ incorrect towns in CX or they're not listed in ORACLE all together. How can we…
-
Create Dynamic Choice list based on Opportunity Line Item ProductsSummary: Can we create a dynamic choice list to show a list of products that are on the opportunity line items for a custom object related to the opportunity object. Con…
-
Connecting Activities to Business PlanSummary: Is it possible to connect an existing Activity to an existing Business Plan? I know you can connect existing Opportunities and Leads to Business plans, but for …
-
Is there a limit to number of customers that can be added to a territories inclusion?Summary: Our current project has a need to define few territories with around 13k-15K inclusions customers. Is there a limit or general guidance as in how many inclusion… -
Selection list modification auditHello I can't find a way to have an audit of who has edited a selection list in Eloqua, how can I obtain this information? We had changes that affected us, but we do not…
-
Video: Control the Panels Views and Display OrderControl the Panels Views and Display Order: Show, hide and change the order of panels in the foldout detail view From the Implementing Redwood Sales video series -
Privilege to access data in Manage usersSummary: Which privilege enables access data in manage users? We need to create a custom role to enable data access in Manage users task (Users and Roles) We understand …
-
Automate Bid Review Process in Oracle Fusion CX SalesSummary: Requesting support to automate the bid review process by implementing: Approval workflows based on project range. Conditional routing based on product type. Not…
-
Sales - CRM Resource is showing value of 'not found' in the Hierarchy Level.Summary I had some changes to use the new role as the resource role and with that there is a change in the Organization field. After that, the Sales - CRM Resource which…Cristelle Rose Sampang 13 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
-
Audit trail for Custom Object in Sales applicatonSummary: Hello Can we enable audit trail for custom objects ? I dont the see custom object in list of Objects in 'Manage Audit Policies' Content (please ensure you mask …
-
Configure Adaptive Search - Cancel Process and Schedule as another userSummary: The processes under 'Setup and Maintenance' - 'Configure Adaptive Search' is scheduled to run as a user that has been deactivated. This process keeps on failing…
-
Need to only copy configuration from one instance to another while doing environment refreshSummary: Hi, We have current environment wherein we have configured the system and also imported many data of Opty, customer, Contact etc. Now we are opting for a new en…Imran R Khan 13 views 4 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales -
Understand how Oracle is handling Special Characters and Non-english CharactersHello, We want to know how oracle is handling special characters and non-english characters. Also how these special characters and non-english characters are being store…
-
Enable Non-Sales Employees to Collaborate with Sales Teams in Oracle CX SalesCurrently, Oracle CX Sales limits team member additions to users with specific sales-related roles. However, our organization requires the ability to add non-sales emplo…
-
Will Custom Person Security profile restrict data on Succession Plan and Talent Pool page?Summary: We have created a custom person security profile that would restrict users to view employee based on the country they are tagged to. However, users can still se…
-
Restrict the salesperson so that he can see only his account.Summary: Requirement is salesperson can be search or see only his own accounts or where he is the owner not others. So to restrict the salesperson so that he can see onl…Shubham Majithia 41 views 2 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
-
Is there a permission that allows users to modify change historySummary: Can anyone tell me if there is a permission that might allow someone to modify a change history? If there is such a permission we want to make sure that no one …Carol Schiffler 11 views 3 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
-
Review Calls To Log on Sales MobileSummary: Hi, Quick question - I noticed that we can only use OOTB search 'My Calls to log' for this mobile card 'Review Calls To Log'. Is this hard coded in Mobile? Can … -
Add Field Names to CX Sales Mobile List and Summary ViewsSummary: Hi, Is it possible to add field display label for List and Summary Views in Sales Mobile? Thanks, Adam Content (please ensure you mask any confidential informat…
-
Can you please let us know the Purge process on audit backend tablesSummary: Hello Team, We enabled few attributes for auditing using 'Manage Audit Policies' task. Now in the Audit tables we can see that history is been stored for all th…Harshini Amancha 51 views 3 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
-
Modify the BPM Notification EmailWe have setup a simple BPM Approval for the Lead Object in Oracle CX Sales, we have a requirement to modify the content of the notification delivered to the users
-
How to create a Quick Action to open the Create Record for a Custom ObjectSummary: We created a Custom Object called "Milestones" and we are looking to create a quick action so users can quickly create a milestone object directly from the home…
-
Setting Up Sales ForecastingSummary: An overview of setting up Sales Forecasting in Redwood User Experience. Content: Please watch the following video for an overview of setting up sales forecastin… -
Related Links showing blank for BPM Notification emailWe have configured a Business Process flow levergaing BPM Approval Groups via Object Workflows for Sales Lead Object However the Related Links is showing blank for the n…
-
How to link two or more install base assets in Fusion?We know that an asset can be linked to its components through parent child relationship and establish a hierarchy. However, we have a requirement to link two assets at t…
-
Active User Permissions and Roles ReportHello Please we need to obtain a list of the active users that exist in Engagement: https://ccxe.login.us6.oraclecloud.com/ and what permissions or roles each one has, w…
-
Partner DCL on territory headerSummary: What is the purpose and functionality of the Partner DCL on territory Header? Does it drive partner territory assignment to accounts and opps in any way? Conten…
-
Snippet Field Not in Adaptive Search ConfigurationIs the Snippet field available in Adaptive Search Configuration? Can it be disabled? If so, do you know the name of the field in the Adaptive Search Configuration?