Category 42
Discussion List
-
How to create a Help Desk organizationSummary: Looking to create a Help Desk Organization so I can assign all the agents to the Organization. This will help when it comes time to add the resource to the Queu… -
SLA APIs time response Oracle CX Sales & ServicesSummary: I need to know the SLA for API calls to the Oracle CX Sales & Services Content (please ensure you mask any confidential information): The architecture team is e… -
How to create Foldout panel and subview on Standard Object with M2M relationship with Custom ObjectSummary: Hi, We need to set up a foldout and subview on the Account object, establishing a many-to-many relationship with a Custom Object. However, we're unable to find …
-
How to Track Exports from Workspace in Oracle Fusion Sales Cloud?Hi all, I’m trying to determine if there is a way to track or log export activities performed directly from the Workspace in Oracle Fusion Sales Cloud. I’m aware of the …
-
CX Sales - Redirection of delete action (from contact/account edit pages)Hello, When we are on the contact/account edit pages and use the delete button from the "Actions" dropdown menu - the record gets deleted and the next record is automati…Justine BONDIL - Oracle-Oracle 31 views 4 comments 0 points Most recent by Justine BONDIL - Oracle-Oracle Sales
-
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…
-
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… -
Restrict users from deleting attachments in the Service Request standard object.Summary: We need to implement a restriction that prevents users from deleting attachments in the standard Service Request object in Oracle fusion service using groovy or…
-
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…
-
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…
-
why field event listener is not working on Action bar Update Status fieldSummary: Hi Team , I have created one custom win loss reason field on Opportunity and created a value map relationship with status category when Status Code gets changed… -
How to enable Partner Badge which is displayed on Partner Overview PageSummary: We have demo screen shots from oracle support ..How to enable Badge which is displayed on Partner Overview Page Content (please ensure you mask any confidential…
-
Generate Win Story EmailHi, When I look for Generate Win Story smart action I am getting pop-up as below and if I click Generate Win Story to whom does this email goes to Why this window is not… -
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…
-
Data Prod Related QuestionnaireSummary: Please provide answers to the following questions regarding data purging in Oracle Fusion. Associated SR: 4-0000257806 How do we identify and tag PII and sensit…
-
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):…TyskJohan 143 views 4 comments 0 points Most recent by Bodhisattwa Mukherjee-Oracle Digital Customer Service -
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…
-
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…
-
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…
-
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… -
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…
-
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…
-
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… -
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 1 view 2 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
-
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…
-
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…
-
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…
-
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… -
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 21 views 1 comment 0 points Most recent by Andrei Stan-Support-Oracle Sales