Category 42
Discussion List
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Do we have the option to add Recently Viewed items in Redwood (Next Gen)?Summary: Do we have the option to check Recently Viewed items in Redwood (Next Gen) Content (required): Version (include the version you are using, if applicable): Code … -
Users want to display fields from a Child object of a Related Object and use it as search criteriaSummary: Business Requirement: Users want to display fields from a Child object of a Related Object and use the fields as search criteria in searching records. 3 Custom …
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how do i see under Sales--> Products the "Functional Area Catalog" that setup in ERPSummary: how do i see under Sales--> Products (or under "Manage Product Group") Functional Area Catalog that was created and assigned to a product in PIM? Content (requi… -
Prevent commit on field triggerSummary: Hi Team , We have requirement to throw validation error on field change for custom FCL field and it throws error as expected via field trigger implementation. B…
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How to Delete LOV values in bulkSummary: Is there any option to delete List of Values in bulk for particular lookup type. Content (required): We have around 500+ plus list of values to be deleted from …
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How to prevent Contact and Account creation with custom job roleSummary: I have a requirement to prevent a custom Sales role from being able to create a Contact or Account. I have a custom role created but I'm unable to find where th…
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I want to change the notification time of Activity NotificationsContent (required): I have Activity Notifications set up and the notifications arrive at the same time every day. Is it possible to change this time? Version (include th…
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Display custom field as parts in layoutSummary: Team, I have a field phone number in a custom object which is displayed as parts (Country code , Area Code and Number) , would it be feasible to display it toge…
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Territory based Lead Assignment is not workingSummary: We have enabled Territory based assignment from profile options as per oracle documentation below: After running the assignment manually from UI on leads, assig… -
Phenomenon where save and continue is not displayedContent (required): Custom object → Select Opportunities sub-tab → Create When I open the Create Opportunity screen with this procedure, save and continue does not appea…
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Creating appointments through the CX Sales side panel in Outlook 365Summary: Outlook 365 side panel creation of appointment activity Content (required): When an appointment (activity) is created through the CX Sales side panel in Outlook…
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How to enable recurring Activities (Tasks & Appointments) in CX Cloud?Summary: Need documentation on how to set this up for CX Cloud. I have found articles on this related to Next Gen but can't seem to find anything regarding enabling for … -
Account Auxiliary Classification Table NameSummary: I am looking for Account Auxiliary Classification Table Name Content (required): Can you please help me to find the table name which stores Account Auxiliary Cl…
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Schedule Custom Groovy Object Functions process issueSummary: Schedule Custom Groovy Object Functions process still running even I have cancelled it Content (required): have submitted Schedule Custom Groovy Object Function… -
Is there a way to have DaaS fill out the NAICS codes on the (new) accounts?Summary: We want to use DaaS to create and enrich our customer accounts. We have created a custom mapping which includes all the possible NAICS fields, but this field is…
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How to assign Multiple Technician to a Single Service Work OrderSummary: Need to assign multiple technician to a Service Work Order as multiple technician are working together to resolve the issue. Content (required): We have a scena…
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How to show infolets on homepage of a mobile app?Summary: Hello, we have infolets on the web interface and we would like to use a few (1X1, 2X2) on the main screen of the mobile app. Content (required): how can this be…
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How to enable document number sequencing for Customer created on Sales Cloud? (Customer Registry ID)Summary: How to enable document number sequencing for Customer created on Sales Cloud? (Customer Registry ID which will flow to Receivables) Content (required): How to e…
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Merging Contacts Created By PartnersSummary: Hello everyone. Hope the community can help us with a CDM merging topic. We have both internal employees and Partners utilizing CRM together. Employees have ful…
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Send specific field information from AR to CX Sales AccountsSummary: Content (required): Hi all, We have a requirement to send the customer class information from Receivables to CX Sales Accounts. How we can achieve that? If you …
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How to customize the pages where contacts are added from other modulesSummary: We want to customize the pages where contacts are added from different modules such as leads, opportunities, accounts, etc. Content (required): We need to custo…
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Action - Save and Edit Record guidanceSummary: I'm trying to develop a new action. The Groovy script works great. Problem is the Address area of the UI that I'm updating doesn't refresh. I'm hoping set the A…
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DCL condition is not working as per drop down for Resource objectSummary: We have created Resource DCL field in custom object. We need to see in DCL drop down Email address of the Resource not Name of the Resource Content (required): …
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How to include the search option in the "country code" attribute for the telephone fieldsSummary: Include the search option in the "country code" attribute for the telephone fields Content (required): We want to include the search option for the country code…
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Is it possible to change the value of the EmailAddress attribute to null?Summary: Content (required): Hello community. I need to change the value of the EmailAdress attribute in Contact to a null value, try the following code but it shows me …
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Can we get the deep links for import managementSummary: Can we get the deep links for import management in sales cloud. We checked under Tools- deep links but nothing is mentioned for import management deep links. Co…
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Sales Account OwnershipSummary: Hello! Is it possible to create a Owner (to be assigned to accounts and contacts)without having to create a user with a license assigned? Content (required): He…
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Workspace - Dependent Filters and Next/Previous RecordSummary: Hi, Can you help to answer the following questions with Workspace/Adaptive Search in the Simplified UI? 1. Is it possible to enable dependent filters? For examp… -
Can a Business User access Sales and Service both ?Summary: My business user needs to work on Service and Sales both like Opportunity and Service Request access both. So can we provide them both access at same time ? Con…
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Can we change format of the response when running BI Report via SOAP?Content (required): Currently, when running a BI report via SOAP (SoapUI), we are receiving a response payload which contains the ReportBytes encoded data in base64 form…