Category 42
Discussion List
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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… -
Saved search in the custom objectSummary: We have create the Saved Search in custom objects with 'contains' , but it is not giving the results in the search bar. Content (required): From the attached sc…
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What is purpose of Schedule Process --> Process Translations for Workflow Tasks Archive**This post was created as part of a How to Service Request (SR) Summary: What is purpose of Schedule Process --> Process Translations for Workflow Tasks Archive Content…Vini Rastogi-Support-Oracle 61 views 1 comment 0 points Most recent by Vini Rastogi-Support-Oracle Sales -
How to Restrict "Continue with create" button ( possible dup pop up ) based on role on 'Contacts' ?Summary: Can we restrict "Continue with create" button ( possible duplicates pop up ) based on role. Tried using page composer , able to restrict . But need to restrict …Raymond Li-Support-Oracle 41 views 1 comment 0 points Most recent by Manoj Kumar-Support-Oracle Sales
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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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Multiple contacts getting copied to CRM from Outlook - how to I delete or reconcileSummary: **This post was created as part of a How to Service Request (SR) Release: 22D Summary of the question: Customer has multiple contacts in my Outlook from various…
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Modify fields in Manage Account Hierarchy PageSummary: Content (required): Hi Experts, Asking if there is a way to modify the Manage Account Hierarchy page, especially modifying the fields in the list view. We have …
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Which tool can be used to customize MDF Request Approval Flow?How to customize MDF request approval and please need doc for doing this. -
Integration with ZoomInfo?Summary: Are there any plans for an integration with ZoomInfo like the one for Salesforce Content (required): There is an integration with Salesforce and Zoominfo and I …
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Excel File Upload and Download using Application ComposerSummary: **This post was created as part of a How to Service Request (SR) Release: 23A Summary of the question: How to read some an excel file using groovy and use the v…Suri Natarajan-Oracle 103 views 1 comment 0 points Most recent by George-Enache-support-Oracle Sales
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PRM: How to remove 'Create Enrollment' button from Landing Page?**This post was created as part of a How to Service Request (SR) Release: 23A Summary of the question: Can we remove the 'Create Enrollment' button from Landing Page in …Ionel Spaloghe-Support-Oracle 21 views 1 comment 0 points Most recent by Ionel Spaloghe-Support-Oracle Sales
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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 to personalize the add-in by changing the Oracle logo into our company logo**This post was created as part of a How to Service Request (SR) Release: 22D Summary of the question: How to personalize the add-in by changing the Oracle logo into our…Suri Natarajan-Oracle 41 views 4 comments 0 points Most recent by Mihaela Anghel-Support-Oracle Sales
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Opportunity line pricing from SCM Cloud possible?Summary: Is it possible to default price on opportunity line from the pricing defined for the product in SCM Cloud? Or using Price Books the only way? Content (required)…
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How to update sorting field in a subtab?Summary: On the customer account pages we have Opportunity and Activity subtabs already created. Is there a way to go in and update the sorting field on the Subtab? If n…
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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 51 views 1 comment 0 points Most recent by Ionel Spaloghe-Support-Oracle Sales
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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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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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How to change the Summary subtab nameSummary: How to change the Summary subtab name Content (required): Hi , We are looking to change the sub tab name on Lead from Summary to Lead Details.How can we do this…
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Remove Contact Address section from the Lead Details PageSummary: Remove Contact Address section from the Lead Details Page Content (required): Hi, How to remove the Contact Address section from the Lead details page. It was s…
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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
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Lead Owner Not Updated Automatically If Its Territory Owner Is ChangedSummary: Lead Owner is not updated automatically if its Territory owner is changed. We have a groovy in place under leads(Before Update trigger on Lead object) to make t…
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FBDI : Error while creating subscriptions through FBDISummary: Getting below error while trying to create a Subscription using FBDI "The processing of the validation job couldn't be completed. Resubmit the validation job." …Neelesh Varma 81 views 2 comments 0 points Most recent by Goopikrishnan Jayaraman-Oracle Subscription Management
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How to add line breaks or bullets in Long text field through groovy?Summary: I am trying to include bullet points into a long text field through groovy. Content (required): I am having a long text field in lead page where the value will … -
How to get the amount of Contacts assigned to an AccountSummary: How can I get the amount (count) of Contacts listed for an Account using Groovy? Content (required): The current groovy returns the incorrect number of contacts…
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Enable LinkedIn for CX SalesSummary: Enabling LinkedIn for Activities Content (required): We've enabled Linkedin Sales Navigator for our users and we want to know how to enable the additional optio…
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How to configure email notification for Lead assignmentSummary: When a lead is assigned to a sale rep an email notification to be sent to the sales rep regarding the lead assignment. Content (required): We have reviewed the …
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Auto populate value on the search filterSummary: Auto populate value on the search filter Content (required): Is there a way to auto populate the field value in search filters of other Fixed choice list Field.…