Category 42
Discussion List
-
Way to enable Phone/Email Verification results for records that are inserted via Import Mgmt?Summary: Phone/Email Verification - Import Content (required): We have been researching the new Phone/Email Verification services available for Leads & Contacts & have f… -
How can we populate a value in Address Additional Element Attribute 5 using groovySummary: How can we populate a value in Additional Element Attribute 5 using groovy Content: We have a requirement that we want to populate some value in Additional Elem… -
How to filter Groovy scripts only to trigger from UI/user actions for Activity objectSummary: Tigger Activity Object's groovy scripts only via UI actions Content (required): Hi, We have a requirement to run specific validations for Activity object when t… -
How to add fields to CDM Persons details pageSummary: Hi, Can you please explain us how to add more fields to Customer Data Management Persons details Page? Content (required): Hi, Can you please explain us how to …
-
Exception HandlingHi, As per our requirement, we have to invoke one webservice when the SR is created. We have written groovy in BeforeInsert trigger which is working fine. But we are fac… -
Qualified lead should not change back to unqualified statusHi All, I have requirement like Once the Lead is changed to Qualified Status again user should not change/revert back to unqualified status. Or the Unqualified status bu…
-
Compensation Plan icon is not visible under Incentive Compensation TabSummary: I have added Incentive Compensation Application Admin, IC Analyst and IC Manager roles but I don't see the Compensation Plan icon under Incentive Compensation t…
-
Address Import error HZ-120773Hi, We are loading the Account's address object using Import mgt. We got the below validation error. The account can't be added to the parent account hierarchy. (HZ-1207…Mohana Gopal Selvam-Oracle 11 views 3 comments 0 points Most recent by Madhuri Cheruku-Support-Oracle Sales
-
Update Contact Address via Field triggerSummary: We have a requirement to update the Contact Address based on account associated with the Contact. Content (required): We have a groovy to do this. There is no i…Nirosha Mookaiah Natarajan 11 views 4 comments 0 points Most recent by Nirosha Mookaiah Natarajan Sales
-
Fetch Opportunity data based on logged in user using GroovySummary: We have below requirement. We have created a custom object and using context link as a sub tab pointing to Opportunity Object, we need to do following 1) If a S…
-
Restrict Account Name Update when it is in FinanceHi, We are implementing multi-pillar project where we have Finance, SCM & CX module. If we update Account Name in Sales Module, the same name will update in Finance Cust…
-
Upgrade Required for LinkedIn Sales Navigator by Dec 2021Summary: The following is an important announcement for customers currently leveraging the LinkedIn Sales Navigator plug in for Oracle Sales. All customers using the Lin… -
Date CalculationHi, I have Start Date as 01/01/2022 & Duration of months entered as 12 months, once I save the record the End Date automatically populate as 01/01/2023. How can this be … -
Complimentary Data Health ScanYou need clear visibility into your prospects and customers for your sales and marketing initiatives to hit the mark. But what if the data driving those programs is inac… -
Can I change the behavior of the Create Partner button by editing component in page composer?Summary: I want to change the behavior of the Create Partner button in PRM from requiring the ZPM_CREATE_PARTNER_PRIV privilege to requiring a custom role that we will a… -
Can custom smart actions be used in mass update?Summary: We have defer options added for individual tasks whereby users can defer tasks by 1 or 2 days, but this must be done on every task which is inconvenient for tas…
-
You’re Invited! Help Us Improve Our Customer Data Management and Import-Export DocumentationOracle Customer Data Management (CDM) is the best-in-class master data management suite to clean, consolidate, and enrich customer information, and create a trusted mast… -
How can we report on Opportunity competitors custom fields data?Hi All, Summary: How can we report on Opportunity competitors custom fields data? We have quite few custom fields created in Opportunity competitor Object. And we want t…Lavu Kalyan Chakravarthi 1 view 3 comments 0 points Most recent by Priscila Terazawa - Support - Oracle-Oracle Sales
-
Privilage to make users not to update Account address using Rest APISummary: Privilage to make users not to update Account address using Rest API We have created a custom roles by copying OOTB Sales Representative role and removed update…
-
Object Reference for Sales - need documentationSummary: High-level overview documentation providing the general purpose of the standard CRM objects Content (required): The simplest way I've come up with so far is to … -
Enable Assignment Rules for Accounts "Manage Customer Center Assignment Rules"Summary: Can some one provide me documentation regarding enabling Assignment Rules for Accounts. I couldn't find the document any where. When we are trying to create the…
-
How to filter accounts based on sales account type field using access group or custom predicatesSummary: How to filter accounts based on sales account type field using access group or custom predicates Content (required): Hi All, We have requirement to have differe…
-
BPM Worklist data not visible to custom roleSummary: BPM Worklist data not visible to custom role Content (required): I have created a brand new custom role who should have access to only few objects in the applic…
-
Fetch Display Name/Meaning of FCL when querying a resource like Get all Opportunities using REST APISummary: How to Get the Display Name/Meaning of a Fixed Choice List along with the response when querying a resource say Get all Opportunities in a single API call Conte… -
Are Custom Field Values from Custom Objects stored in PageFlowScope Variable? How can I access them?Summary: Getting Custom Objects Custom Fields Values from PageFlowScope Variable Content (required): Hello, I added an OTBI analysis to a custom object details page (Ana… -
Execute Dashboard from Opportunity Object through a LinkHi All, Summary: Execute Dashboard from Opportunity Object through a Link We have created a dashboard and all the reports in the dashboard are prompted based on the Oppo…
-
CTI integration in OEC using Cisco Jabber?Summary: Content (required): We have a requirement to do CTI Integration using Cisco Jabber in the oracle engagement Cloud. can we Achieve this in OEC? if yes, please sh…
-
trigger to validate if the national ID field located in contact object is not null before lead conveDears, I need your help to create a trigger in order to validate if the “national ID” field located in the contact object, is “not null” before converting any lead to op… -
Office 365 Add-In for CX Sales on a Mac OSXSummary: I am wondering if the add-in is supported on a Mac Content (required): Version (include the version you are using, if applicable): Code Snippet (add any code sn…
-
Images in Email TemplateHi, Once the object workflow is triggered I am able to receive the email which comes up designed from Email Template in APPS Composer. Is there way to have images embedd…