Category 42
Discussion List
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Scheduling a schedule processes job with date field being dynamicSummary: Hi All, We want to schedule few seeded processes through scheduled processes page, for scheduling this, we need to have the date parameter as dynamic i.e. refle…
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customer hierarchy for ERP customersSummary: Can the customers that have licensed ERP (FIN and PPM) create customer hierarchy without buying license for CDM? They dont need to use the other capabilities of…Hemant Kasibhotla-Oracle 11 views 1 comment 0 points Most recent by Jacqueline Li-Support-Oracle Sales
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How can I not see "Contacts not in Sales" in the Outlook Plugin side panelSummary: In the Outlook Side Panel, people who are part of our company show up as "Contacts not in Sales" Is there a way to not show contacts from our organization who a…
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Adaptive Search Audit TableSummary: Hi, Do we have audit table for Adaptive Search Setups? I'd like to check the changes made with setup task 'Configure Adaptive Search'. Thanks, Adam Content (ple…
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Field Search not workingSummary: We have a DCL search page , in that we have DCL fields and all are working except one DCL. Though we are giving the value in it , it is not considering it for s…
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How to calculating VAT (Value Added Tax) in an opportunity product line in Oracle Fusion CX SalesSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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Fields Not getting Loaded in Creation LayoutSummary: We have created a custom object using CXX generator, and this custom object is related to Accounts. We have also created a layout for the custom object and a 'C…
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Tabular layout in sub tabsHi, In the opportunity page I have created custom fields and created new custom sub tab. Next is I would like to know how to have these custom fields to be displayed in …
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What is the right way to show supplier data in Sales CloudSummary: We have Oracle Sales CLoud and Oracle Procurement implemented. What is the right way to show the supplier data in Sales Cloud which is also account in Oracle sa…
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Adding a custom field to the Lead Convert Page LayoutI am looking to add a custom field that is associated to an opportunity to the lead convert page layout, the one to create an opportunity from a lead, but it is not avai…
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Sort Order for Primary Contact Drop down List on Opportunity Detail PageSummary: Hi, For OOTB primary contact DCL on opportunity detail page, what's the sorting order used by Oracle? If I want to sort alphabetically, is it configurable? Here…
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How to change the domain of the notifications that are sent through the workflow.Summary: We are using the sales cloud workflow to send emails to contacts. Content (please ensure you mask any confidential information): When a sales opportunity change…
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BI Publisher - Roles to Cancel Scheduled Job ReportWe are trying to cancel/delete an active scheduled job report. What are the roles we need to have the privilege to cancel the report job?
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Workspace does not display recent changes in Account OwnerUpdates made to the Account Owner are visible on the Team page, but these changes are not appearing in the workspace area. Has anyone else seen such behavior and perhaps…
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How to export unified Sandbox metadata?Summary: Is there a way to export the list of all the sandboxes in an environment along with creator, creation date, Modified date, et., or is there any REST API to get …
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How Oracle AI model predicts the Similar Accounts?Summary: I have been trying to configure a "Similar Accounts" model as per the below documentation: https://docs.oracle.com/en/cloud/saas/sales/fadsi/create-a-similar-ac…
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I am not able to see email communication under activity panel of AccountSummary: I am not able to see email communication under activity panel of Account Content (please ensure you mask any confidential information): I want to track email ac…
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Prevent Outlook invites to attendees via Bi-Directional syncSummary: Enable Bi-Directional sync between CX Sales & Outlook for Appointments but prevent Outlook invites from getting sent to attendees. Is there way to enable this u…
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Read Document Record Attributes values from an Attachment and create recordsSummary: In Oracle Sales Cloud is there any option to read .Xlsx file data and create records in custom Object. Content (please ensure you mask any confidential informat…
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Sales Module to Redwood SalesGood day, We are looking into the differences between Sales and Redwood Sales to relay this to our end users. We have enabled Redwood sales in our lower instance however…
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How to add a field in the Void Payment actions menu in the Manage Payments page?Summary: We are trying to add a custom field where we can add a Void reason field when the Void Payment action is initiated. What is the best way to add this field? Cont…Darita Dayaganon 21 views 1 comment 0 points Most recent by Bogdan Nita-Oracle Payables, Payments & Cash Management
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How to create custom Child object under Custom object in Application composer?I created a Custom Object under standard object Account in Application Composer. Now i need to create one more child object under my Custom Object. In Application compos…
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Contact Engagement Level Sales Insights FeatureSummary: Hi All, I am trying to enable and utilize one of the AI features listed under Sales Insights, Contact Engagement Level in Oracle Sales Cloud in Demo Application…
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How to create Machine Learning Model for any Object (Apart from Accounts)Summary: I am trying to create a custom Machine Learning Model for the contact object but system is providing me just two use cases: Account Deduplication Similar Accoun…
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REST API for Sales Person CreationHello, We have a requirement to convert existing user into a sales person automatically. Do we have a REST API available to identify resource as a sales person in organi…
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Creation Date Field Not Populating Data in Redwood UI Create PageSummary: Hello all, There is a field called Creation Date in the Classic UI create page, and we are trying to replicate it on the Redwood UI creation page as well, but s…
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Digital Sales vs Redwood SalesSummary: We have enabled Digital Sales in Jan-24. I believe this is purely specific to Sales. As we have Redwood Sales too which gives much more visibility, for instance…
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How to elaborate a groovy script when im a Starter and can't find sintax from DocsHi everyone! I hope you all be good! Im starting to use groovy into scripts to performance the application and i already passed by some cases and im not finding the corr…
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CX CLOUD: HOW TO: Flexible Contact Verification for Lead Creation in NEXT GEN/ Redwood SystemSummary: Exploring Methods for Validating Contact Information - Identifying a strategy to verify that at least one out of three contact details (Email, Office Phone, Mob…
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NGS- How the roles based condition gets executed in redwood?Summary: We have one trigger which is written for Service manager role. That trigger throws validation error if the user role is service manager and does not let user sa…