Category 42
Discussion List
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Associate multiple contacts to same partner or account address ?Summary: We have a requirement that an account address can have multiple contacts associated to it. When we check standard implementation we can find only 1-1 mapping be… -
How to check the upgrade cycle for Sales CloudSummary: We need to check what is the upgrade cycle for our Sales Cloud test instance. From where can we check the same? Content (required): We have a UAT cycle so we wa…
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Why Does 'Request for Information' Not Available for Deal Approval Notification ?**This post was created as part of a How to Service Request (SR) Release: 11.13.22.04.0 Summary of the question: OOTB Action - 'Request for Information' does not appear …Swathi.Lemati-Support-Oracle 2 views 1 comment 0 points Most recent by Swathi.Lemati-Support-Oracle Sales -
How to create contact automatically from from custom fields at the lead ?Summary: Hello everyone , the customer want to create the contact from custom fields at the lead , that contains the data he needs for contact definition , when he conve…
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Deep Link for Manage Account HierarchySummary: Hi, We'd like to add OOTB Manage Account Hierarchy in a custom VB page. Can you advise if there is a deep link we can use? If not, how can we construct the URL … -
Issue with dates passed from Lead object to Activity object using groovySummary: When creating a Lead, an Activity record is generated automatically through Object Workflow. I'm using two dates from the Lead to set Activity's Start and End d…
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CX Sales - Object ProductGroupItem not considered in API's Endpoint for PRODUCT and PRODUCT GROUPSummary: It is suppose that the "relationship" between a Product Item and a Group Item is registered in object ProductGroupItem. But I can't find API Endpoints to create…
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How to add a specific range to a date fieldSummary: How to add a specific range to a date field Content (required): The user would like to enhance OSC date fields to prevent them from accepting "non-existent" dat…Chetna Sharma-Support-Oracle 32 views 3 comments 0 points Most recent by Chetna Sharma-Support-Oracle Sales
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CX Sales Mobile - Around MeSummary: We'd like to display opportunity in Around Me. Has anyone come with a solution for this? Content (required): Version (include the version you are using, if appl…
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How to fetch first 1500 characters from Long text field to a custom text field using groovySummary: How to fetch first 1500 characters from Long text field to a custom Text field using groovy Content (required): Hi we are trying to fetch first 1500 characters …
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Does CX Sales support pulling external data via webservice and display it at the same timeSummary: Does CX Sales support pulling external data via webservice and display it at the same time "upon opening an account record" Content (required): We have a client…
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How do I query the API to filter by CategoryName?Summary: Use Sales Cloud API to retrieve a list of Service Request categories, filtered by name Content (required): Been trying this and combinations of this for hours b…
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how to edit a standard fields at contact and account screenSummary: Hello everyone , I want to edit a work phone field to make it required and the primary phone field to make it required and updatable regards Content (required):…
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Best Approach to combine multiple triggersSummary: Best Approach to combine multiple triggers Content (required): I would like to know the right approach to combine multiple triggers into a single trigger for be… -
Fusion-Provisioned VB StudioSummary: Hi, If I create an extension with 'Application Extension' template, am I able to add service connection? Content (required): I will need to populate 3rd-party d…
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Exists the possibility to nest different expressions in order to facilitate the maintenance ?Summary: The customer need to nest an expression in OIC due to long incentive formulas . The customer want to create an expression and call this expression into another …
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Incentive Compensation - Participant detail custom attribute in expression or Rate tableSummary: A Participant detail custom attribute used in an expression or rate table doesn't calculate earning, instead the same logic works via custom function. is this a…
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How can the calculation engine distinguish among different compensation plans transactions ?**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: Customer is having participants that might be assigned to more com…Matei Niculescu-Support-Oracle 14 views 2 comments 0 points Most recent by Kim Vu-Support-Oracle Sales
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how to add search option to reportSummary: Hello everyone, I want to add search option to report where the user be able to search just for what he wants not to look to all data that the report fitch rega…
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Is it possible to include attachment in email notification?**This post was created as part of a How to Service Request (SR) Release: 11.13.22.07.0 Summary of the question: Customer have custom object records where they upload at…Bodhisattwa Mukherjee-Oracle 12 views 1 comment 0 points Most recent by Bodhisattwa Mukherjee-Oracle Sales
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How to include enable business logic = true in a edlc external data loader to load data into OEC?Summary: What is the format to include "enable business logic = true" in a edlc (external data loader) config file to load data into OEC? Content (required): Have a requ… -
I want to create an Activity record associated to a Lead when the Lead is createdSummary: I use a Before Insert trigger to do that, but the Activity record need LeadId in order to associate the activity to the lead. But when the trigger is executed, …
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how to make every salesperson see just his own records at ( contact , account , lead , opportunity)Summary: Hello everyone , I want to make each salesperson just have access to his/her own records only and can not see other records but the sales director still has the…
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How to set Parent Account value via Groovy Script**This post was created as part of a How to Service Request (SR) Release: 11.13.22.04.0 Summary of the question: We need to set Parent Account via Groovy Script on Accou…Umamaheswarareddy Ambati-Support-Oracle 2 views 1 comment 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
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How to add country as a field in lead object and be able to edit/update the field values ?Question : **This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: In lead module we need to add "country" as a field. The…Matei Niculescu-Support-Oracle 3 views 2 comments 0 points Most recent by Andrei Stan-Support-Oracle Sales
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How can we customize the ODA chat window to view all the opportunities list in a single layout?Summary: Hi Community, I have two queries: In DX4C fusion application for ODA(Oracle Digital Assistant) how can we view all the all the opportunities in a single layout …
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Migration from Microsoft Outlook to Microsoft 365Summary: Hi all, We are planning to migrate from Microsoft Outlook to Microsoft 365 as Oracle is going to deprecate the current Outlook plugin. Is there any way we can c…
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How to separate the contacts that come in from CRM and my personal contacts in Microsoft 365.Summary: How to separate the contacts that come in from CRM and my personal contacts in Microsoft 365. As of now they are altogether in my contact list. Content (require…
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How to manage the visibility control of the (Lead ,opportunity,account,contact )The team who assigned to the records will see it and cannot see other records of another team need to do this requirement so how can implement this -
Is it available/working the SR similarity in the NextGen HR HD?**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: Is it available/working the SR similarity in the NextGen HR HD?