Category 42
Discussion List
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How to include enable business logic = true in a edlc external data loader to load data into OEC?Summary: What is the format to include "enable business logic = true" in a edlc (external data loader) config file to load data into OEC? Content (required): Have a requ… -
I want to create an Activity record associated to a Lead when the Lead is createdSummary: I use a Before Insert trigger to do that, but the Activity record need LeadId in order to associate the activity to the lead. But when the trigger is executed, … -
how to make every salesperson see just his own records at ( contact , account , lead , opportunity)Summary: Hello everyone , I want to make each salesperson just have access to his/her own records only and can not see other records but the sales director still has the…
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How to set Parent Account value via Groovy Script**This post was created as part of a How to Service Request (SR) Release: 11.13.22.04.0 Summary of the question: We need to set Parent Account via Groovy Script on Accou…Umamaheswarareddy Ambati-Support-Oracle 60 views 1 comment 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
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How to add country as a field in lead object and be able to edit/update the field values ?Question : **This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: In lead module we need to add "country" as a field. The…Matei Niculescu-Support-Oracle 31 views 2 comments 0 points Most recent by Andrei Stan-Support-Oracle Sales
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How can we customize the ODA chat window to view all the opportunities list in a single layout?Summary: Hi Community, I have two queries: In DX4C fusion application for ODA(Oracle Digital Assistant) how can we view all the all the opportunities in a single layout …
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Migration from Microsoft Outlook to Microsoft 365Summary: Hi all, We are planning to migrate from Microsoft Outlook to Microsoft 365 as Oracle is going to deprecate the current Outlook plugin. Is there any way we can c…
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How to separate the contacts that come in from CRM and my personal contacts in Microsoft 365.Summary: How to separate the contacts that come in from CRM and my personal contacts in Microsoft 365. As of now they are altogether in my contact list. Content (require…
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How to manage the visibility control of the (Lead ,opportunity,account,contact )The team who assigned to the records will see it and cannot see other records of another team need to do this requirement so how can implement this -
Is it available/working the SR similarity in the NextGen HR HD?**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: Is it available/working the SR similarity in the NextGen HR HD? -
How to Download / Export the data on the Contact Object?**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: How to Download / Export the data on the Contact Object? Supportin…Praveen Desetty - Support-Oracle 44 views 1 comment 0 points Most recent by Praveen Desetty - Support-Oracle Sales
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How to distribute Leads to managers sequentiallySummary: Hello everyone We would like to distribute leads to managers in sequential form, if we got through integration a lead we would that lead to be assign to manager…
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How to automatically Run Assignment for lead based on rules?Summary: How to automatically Run Assignment for lead based on rules? Content (required): How to automatically Run Assignment for lead based on rules? Version (include t…
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How to change spacing between two lines in Manage Plan Terms and Conditions?**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: Customer want to decrease the spacing between two lines in Manage …Matei Niculescu-Support-Oracle 35 views 1 comment 0 points Most recent by Kim Vu-Support-Oracle Incentive Compensation
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Microsoft Outlook Connector / Micosoft Sales 365Summary: I'd like to know if there is a script or way to uninstall Outlook Connetor all at once from all laptops. Content (required): Moving to Cloud Server . Version (i… -
Add mashup in opportunity header**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: we want to add the mashup to the top of the opportunity screen Is …Kyler Thomas-Support-Oracle 34 views 1 comment 0 points Most recent by Kyler Thomas-Support-Oracle Sales
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How to change email address, on object workflow Notification?What "From Address" means?Summary: What "From Address"(Go to Navigator > Common Setup: Object Workflow> Object> Sales Lead> select a lead > edit -> select email notification) means? How to change…Liliana Filip-Support-Oracle 98 views 1 comment 1 point Most recent by Liliana Filip-Support-Oracle Sales
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Error in Sales Microsoft Outlook 365 setupSummary: Go to Setup and Maintenance Manage Microsoft 365 Enter Application ID, Key, Tenant ID Save Error Content (required): Facing following error on Save the details …
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Microsoft Tenant ID in Office 365 integrationSummary: While performing outlook setup in Sales, I came across an additional attribute called 'Microsoft Tenant ID', is this mandatory? as this attribute is not seen in…
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Need access to add Service Request as top level object for OutlookSummary: We have a service team that would like to use the Outlook Integration in conjunction with the Service Request object. Essentially, as the service team member re…
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Void PaymentsSummary: over 6000 stale dated checks and need an easier way to void them as a template load/batch Content (required): need an easier way to void them as a template load…Subba Rao V 35 views 1 comment 0 points Most recent by Edgar Nieto-Oracle Payables, Payments & Cash Management
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How to make index field ( in order to retrieve data from the database more quickly) for some DFFs?Summary: The customer is creating DFFs in CN_TP_BASETRANS_DFF and CN_PARTICIPANT_DETAIL_DFF tables for user defined queries. The customer need to make few of them as ind…Liliana Filip-Support-Oracle 25 views 1 comment 0 points Most recent by Kim Vu-Support-Oracle Incentive Compensation
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Sales- MS 365 integrationSummary: Need clarity on following points. What should I know when implementing the Microsoft 365 Add-In? Here are some important things you should keep in mind when imp…
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Generate Data Quality Keys process is paused and blocked and not completedGenerate Data Quality Keys process is paused and blocked and not completed so pls need to know the cause for this issue
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Is Social is going to be available in future releases or will be deprecated**This post was created as part of a How to Service Request (SR) Release: 11.13.22.04.0 Summary of the question: We wanted to know if Oracle social Network will be avail…Bodhisattwa Mukherjee-Oracle 44 views 1 comment 0 points Most recent by Bodhisattwa Mukherjee-Oracle Sales
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Why Expected Close Date field it is not working if we use the Operators "Since" or "Until"?Summary: The Expected Close Date field it is not working if we use the Operators "Since" or "Until". Content (required): While creating(editing) a Routine Rule for Oppor…Liliana Filip-Support-Oracle 14 views 1 comment 0 points Most recent by Liliana Filip-Support-Oracle Sales
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Manage Account Hierarchy link in Account Profile TabSummary: We are planning to hide the overview tab and replace it with a custom dashboard. But in doing so, we lose access to the Manage Account Hierarchy page. Is there …
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An error occurred while invoking task Manage Address Cleansing ConfigurationsSummary: While trying to invoke task Manage Address Cleansing Configurations there is error displaying "nable to retrieve content. Additional information for "Remote Reg…
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Resolving error- The master record cannot be determined because the survivorship rules are inactive**This post was created as part of a How to Service Request (SR) Release: 11.13.22.04.0 Summary of the question: Customer is using the merge functionality for the very f…Manoj Kumar-Support-Oracle 41 views 1 comment 0 points Most recent by Manoj Kumar-Support-Oracle Sales
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Email, & Phone VerificationHi, As per the below link given below what is the configuration required for email and phone verification while creating contacts