Category 42
Discussion List
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How can we see the change history for Sales objects - NGSSummary: How to see the change history for Sales objects like Contact , Account, Lead, Opporunity. Content (please ensure you mask any confidential information): Classic…
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Way to Bulk Reject Merge RequestHi Team, We have a requirement from business to reject merge request in bulk. Is there any way to achieve this in CDM. Any help relevant to above is appreciated. Thanks,…
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Smart Action - Object function action is not showing any object functions for Activity object.Summary: Hi, I am trying to create a smart action based on object function for Activity object. On 'Action Details' page, the drop down for 'Object function action' does…
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Express report to fetch all leads created by meSummary: Hi Team, I want to create Express report to show all the leads created by me. But I am not able to see any condition to filter leads created by me. Could you pl…
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Saved Search to display leads created by me but not owned by meSummary: Hi Team, Our requirement is to create a saved search to display list of leads created by me but not owned by me. While creating saved search, we don't see any o…
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Redwood : How to default UOM on Opportunity RevenueSummary: We have multiple UOMs. On classic, OOTB, the UOM are set automatically based on the selected product on the Opportunity Revenue. But in Redwood, users are suppo…
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Need a user Task/Activity report for all the actions like Create/Update done in CX-Outlook.Summary: We need a report to track all activities done via CX-Outlook in cx objects. Business requirement - This is required form the Auditing team as a Compliance requi…
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CDM 25A Patch Upgrade clarificationSummary: As per the CDM Release notes we don't see any updates under CDM section. Release notes: https://docs.oracle.com/en/cloud/saas/readiness/sales/25a/scdm-25a/25A-c…
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Generate Win StoryHi, I have create in Sandbox enabling Yes for both Generate Account Description and Generate Win Story and published . In Accounts I am able to find the Send Email actio…
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cx-srt-visualization fragment in custom pages in VBSSummary: I created a custom page (Dashboard Landing Page template) and attempted to add visual configurations using the cx-srt-visualization component. I passed the foll…
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Geocoding Clarification on ReferenceHi Team, Wanted to know how geocoding job populates latitude and longitude in the backend. We have seen this during our review that geocoding is populating latitude and …
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How to import hierarchies from DnB into CX through the Oracle DnB Account enrichment service?Summary: How to import hierarchies from DnB into CX through the Oracle DnB Account enrichment service? Content (please ensure you mask any confidential information): Cli…
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Export all the files uploaded on Photo field of Contact and Account entitySummary: Hi Community! I need to export all the files uploaded to the Photo field of the Contact and Account entities. I tried to use the native export of Contact object…
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How to enable editing the values of a component using Page Composer?Summary: I was trying to edit a Page/Tab using a Page Composer. I was not enabled to edit the values of the components that were inside the Page. How to enable editing t…
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Purge of recordsHi, our customer needs a formal confirmation by Oracle regarding the following aspect of data management and deletion in the system: when a record (available objects: Se…
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How to make 2 fixed choice list dependent in oracle fusion sales.Summary: How to make 2 fixed choice list dependent. For e.g. if there are 2 FCL A(a,b,c) and B(1,2,3) then (i)if in FCL A, I select 'a' then in FCL B, 1 should get selec…
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What is the link between a Self-Service User and the IDCS user?Summary: How can I find the link between a CX Contact's Self-Service User and the corresponding IDCS user? Content (please ensure you mask any confidential information):…
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Can individual 'Update' Smart Actions be disabled?Summary: Content (required): I've configured my Opportunity update page which included adding some custom fields. I see my custom fields automatically get 'Update' Smart…
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How can we add Opportunity smart action under lead in oracle redwood salesSummary: Hi Team, I want to add the "Add Opportunity" action under Leads in Oracle Redwood Sales. I have created a REST-based Smart Action, but nothing is appearing in t…
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How to remove Assignee, Contacts, Notes from Edit Task Layout in Activity object from redwood salesIn our current project, we do not assign a Contact to an Activity, and the Notes section is also not being used. As part of streamlining the user experience, we would li…
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Is QR Code Migration via CSM available?Summary: Is there a way to migrate the publish of QR code from one environment to another? Or the only process is through the Mobile Application Setup via sandbox, meani…Ivony Ann Paula Salango 5 views 2 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
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How to create a contact during lead to Opportunity Conversion without creating OpportunitySummary: HI Team, How to create a contact during lead to Opportunity Conversion without creating Opportunity. As when I am converting the lead to opty i need to avoid cr…
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Message template is not visible for sales manager role?Summary: Content (please ensure you mask any confidential information): we have Message Templates used in Opportunity, sales reps are able to access it but not Sales man…
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How to get the logs from UCM?Summary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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How to get audit history for a specific entity using REST API?Summary: I want to get audit history for a specific entity using REST API endpoint, to be more precise, same data that we have in "Change History Subtab". I know that it…
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how to store multiple GLN's at address level in CDMHello Team, In CDM, GLN is a standard attribute basically a text field. For our use case one site can have multiple GLN associated with it. Can you please provide us the…
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How to load 20 million party records in Sales cloudSummary: We have close to 20 million party records and other data elements in for Customer data management also in millions. Content (please ensure you mask any confiden…
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How to auto-calculate # of Activities per lead?Hi Team, I have already tried groovy and it is calculating the number of activities on an update on lead. But the ask is, for a existing lead, when the user adds an acti…Aditya Varma Gadiraju-Oracle 23 views 1 comment 0 points Most recent by Andrei Stan-Support-Oracle Sales
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Why does my application composer does not load?Summary: My application composer does not show anything. I tried to clear cache and different browsers. Also, i restart and shut down my machine but still shows nothing.…