Category 42
Discussion List
-
Schedule Lead Assignment based on recently updated recordsContent (required): When scheduling lead assignment, is there a criteria we can use so that it will only process records updated in the last N days or hours? This will b… -
In opportunity Currency field is not showing all enabled currencies.Summary: We have enabled multiple currencies for opportunity, but we are not seeing the currencies which we have enabled, in the opportunity details page in currency fie…
-
How to enable billing account tab to be visible in CX Accounts screenSummary: Hi Team, I am looking for a way to add the billing accounts tab in the Accounts screen that shows the Billing Account from AR. Content (required): Please sugges… -
How to restore a deleted customer account?Summary: I would like to restore a deleted customer account. I was able to use the '/crmService/FoundationPartiesPersonService' to restore contacts. I'm wondering if we …
-
Next Gen Sales - Sales Pipeline Infolet doesn't return any dataSummary: Content (required): Hi Experts - While I am checking the Sales Dashabord in redwood UI, Sales Pipeline doesn't return any data. Pls find the attached screenshot…
-
Organization custom field mass update ?Summary: How to mass update an Organization's custom field mass update? please advise. Content (required): Version (include the version you are using, if applicable): Co…
-
Account Hirearchy doesn't show child accounts in Digital SalesSummary: Content (required): In my demo instance, I setup the account hierarchy. Though account has child accounts but it shows child account '0' , however if I open chi…
-
How hide or remove additional buttons on Sales Organisation PageSummary: There are additional two button being shown on Sales Organisation Landing Page Content (required): Remove Save and Discard Changes Button from Sales page Versio… -
How to enable Contact Address section from the Lead Creation PageSummary: Contact Address section from the Lead Creation Page Content (required): Hello, In the Leads object, for the Lead Details page, we have the OOTB contact address …Shiva Kumar Bandaru 24 views 3 comments 0 points Most recent by Prasanth Prabhu-Support-Oracle Sales
-
Customer Onboarding and OffboardingSummary: Hi - What is Oracle's Solution for Customer Onboarding and Offboarding process. We are a B2B business and we are looking forward to streamline the customer onbo… -
How to add/delete records from HZ_PARTY_USG_ASSIGNMENTS using Import ManagementSummary: We are planning to come up with an automated Import Management process to add / delete records from HZ_PARTY_USG_ASSIGNMENTS, I could not find the corresponding…
-
Things to Finish and Notifications FunctionalitySummary: How does the Things to Finish and Nofications work? It is not equal with the number of tasks or appointments. Content (required): How does the Things to Finish … -
Any Other approach I can do in Appending with Choice List (Fixed) multipicklistSummary: may need other approach in appending for a multipicklist Content (required): I'm trying to append it on a multipicklist that has an existing data however whenev…
-
Activities are not visible under AccountGreetings! Activities are created under Accounts (in digital sales), but they are not displaying when we click on it. However, if we are not viewing the Account under di…
-
Need to know path folder where imported attachments reside/stored in fusion cx sales?Summary: We import PDFs as attachment linking with account as one to one. Now suppose 500 PDFs are imported against 500 account successfully. Now after 1 month suppose i…
-
How to fetch attachment object details from custom objectSummary: We have a custom object called - Region Contact & we are uploading attachment in same custom object. I want to fetch the attachment information from custom obje…
-
Task Template assignmentSummary: Is there a way to create a task template that assigns the task to a specific user? Example: Sales Rep A has certain tasks that need to be performed by different…
-
Application composer : Call external REST API with client certificatesSummary: Calling a 3rd Party REST API from application composer using client certificates based authentication Content (required): Does application composer support call…
-
Masking the Identity of the Customer when Sending a Service Request.Summary: Content (required): Is it possible to set up the Service Center and HR Help Desk functions to allow customers and employees to submit service requests to the co… -
Territory Resource Centric assignment limitationsSummary: Territory Resource Centric assignment limitations Content (required): Hi, Is there any way to overcome the standard application behavior when assigning opportun…Waleed Abou Elhamd-Oracle 51 views 3 comments 0 points Most recent by Daniel Moraru-Support-Oracle Sales
-
Using a template to enhance the Opportunity Update LayoutSummary: I'm trying to modify the OOTB digital-sales Opportunity update layout. Content (required): I want to create a template that will be used with the Opportunity up… -
Using REST service /crmRestApi/biResources/11.13.18.05/sqlQuerySummary: How to get the required request body when using sqlQuery or xmlQuery methods Content (required): Hello, I'm trying to use the service /crmRestApi/biResources/11… -
WCC RestAPISummary: can someone share to me the WCC restAPI to get the ContentID based on Document title? i need to get the latest file and its content id. Content (required): Vers…Dennis AM 61 views 4 comments 0 points Most recent by Topher Heath-Support-Oracle Content Management
-
How can we remove the Delete action from the Action menu in fusion workspace landing pageSummary: We want to remove the "Delete" Option from the action menu in workspace objects. Content (required): As shown in below . We have removed it in page layouts but …
-
Is there a way to track all the get and post API calls for Opportunity or any objectSummary: We want to track all Get and post API calls to our application in opportunity management and other objects. Please let me know if this is achievable or not. Con… -
Can we remove attachment delete access for usersSummary: User should not allow to delete Attachment in partner or Any custom object . Content (required): Is this possible ? Version (include the version you are using, …
-
'Digital Sales Next Gen UI' is not available in 'Edit Features: Sales'Summary: Unable to configure 'Digital Sales Next Gen UI' in Oracle CX Cloud. Content (required): We are trying to enable ''Digital Sales Next Gen UI' in Oracle CX Cloud …
-
Where can I find documentation for server-side Groovy execution limitsTo help us design and modularize our Groovy code, it would be helpful if there were a single concise documentation reference of server-side Groovy execution limits by th… -
I need to validate an alterationSummary:i need to validate an alteration only on Phone and email Content (required):I have an approval flow on my environment for new record it works well, but i have a … -
Redwood Forecast - DocumentationSummary: Redwood Forecast - Documentation Content (required): Looking for documentation to enable and use Redwood Forecasting, we already have ADF forecasting but when w…