Category 42
Discussion List
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Deal Registration Should be editable after submitting for ApprovalSummary: Currently, the deal registration is becoming read only when submitted for approval. so any changes to the deal after submission is not possible. customer wants …Sunil.Kumar.Poojari-Oracle 41 views 1 comment 0 points Most recent by Vini Rastogi-Support-Oracle Sales -
Custom Profile Option accessible via REST APISummary: Content (required): We are designing a VBCS application for CX Sales. In the VBCS we will have a logic that will be enabled based on a given date. We want the d… -
Can we enable the use of products inside an opportunity without configuring the Sales Catalog?Summary: Using the Sales Catalog would force the third party system to consume 4 webservices instead of just one, needlessly complicating the implementation of the integ…Cristian Rogelio Velasco Gutiérrez 41 views 1 comment 0 points Most recent by Mihaela Anghel-Support-Oracle Sales
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Determining the Difference in Months between Compensation Plan Start Date and a Event DateHello, I need to compare the start date of the compensation plan (component) with a specific date. I need to calculate the difference between the start date of the compo…Priscila Banqueri 71 views 3 comments 0 points Most recent by Kim Vu-Support-Oracle Incentive Compensation -
Technologies Used (Language, DB, platform, methodology, design pattern)Summary: Technologies Used (Language, DB, platform, methodology, design pattern) Content (required): We are implanting the Subscription module in our company, and we rec…
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Email TemplatesSummary: We are using URL in email templates , in that we are passing some parameters. One of the value is having space(Ex: Test Drive) till Test only coming as URL and …
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is it possible to call the Task “Manage Customers” by script?Summary: is it possible to call the Task “Manage Customers” by Groovy or other method script for example in CX Account Page with an Action? Content (required): Version (…
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What does the field "DeleteFlag" on the Account Object indicate?Summary: What does the field "DeleteFlag" on the Account Object indicate? Content (required): when I do a Postman call on the Account Object I see the "DeleteFlag" field…
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How to hide custom action for the users who have read only access to the recordsSummary: How to hide custom action for the users who have read only access to the records Content (required): Problem Description 1. Login to the Application as a Sales …Tamizharasi Murugan-Oracle 41 views 7 comments 0 points Most recent by Tamizharasi Murugan-Oracle Sales
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Calendar Start Date use as Server Variable for Dashboard PromptSummary: Our Calendar Year starts from every 1st of Oct month as example currently it is 1-Oct-2022. I am creating a dashboard prompt and want to populate Start Date of …
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Access the sales party for table HZ_PARTIES for all standalone contacts in the enterpriseSummary: Need complete explanation of this Data Security Policy "Access the sales party for table HZ_PARTIES for all standalone contacts in the enterprise" Content (requ…Tamizharasi Murugan-Oracle 31 views 2 comments 0 points Most recent by Tamizharasi Murugan-Oracle Sales
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Role required to Export Management, but I don't wanna activate the Sandbox for these usersSummary: I have some Users with the Job Role: ORA_SVC_CUSTOMER_SERVICE_REPRESENTATIVE_JOB I have a user requirement to Export Service Requests, Accounts and Contacts ins…
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Unable to Export Assets using Export ManagementSummary: Whenever we are trying to export Assets using "Export Management" functionality, the Exported data file does not get generated even though the export is success…
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Deleted Record still showing in workspaceSummary: we notice that some deleted records is still showing in workspace list, just wondering aside from doing full publish, is there away to remove the deleted record…
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How to fetch Victim records (Accounts or Contacts) in a table after merge?Summary: We want to fetch the victim records and its details in a list view. We are looking for a table name where we can build a query to see the data. Content (require…
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[NGS]Need steps to implement SUI features Like Assessments, Sales coach, recommendation.Summary: Users are trying to use next gen digital sales UI for opportunity object and needs to know how to setup OOTB functionality is missing as comparison to SUI featu…Vini Rastogi-Support-Oracle 31 views 1 comment 1 point Most recent by Vini Rastogi-Support-Oracle Sales -
[NGS]Steps to view Deal registrations for OptySummary: Is it feasible to view Deal registrations for Opty in Next Gen Content (required): When user goes to Opty in Next gen, they do not see deal registration header.…Vini Rastogi-Support-Oracle 41 views 1 comment 0 points Most recent by Vini Rastogi-Support-Oracle Sales
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Is it possible to show Visual Indicator on blocked Account ListSummary: Visual Indicator on Blocked Account list. Content (required): Hi, We have requirement where the blocked account list should be highlighted on landing page. is i…Jaymin-Kansara 21 views 1 comment 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
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Its important to know if there is ability to add the sales goal for specific product (item)Need to add new sales goal and specify a certain product not a group. For example: we have one resource , we need to say that this resource will sell for example 10 spec…
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How to disable global search for specific role in oracle Fusion CX Sales cloudSummary: How to disable global search for specific role in oracle Fusion CX Sales cloud Content (required): Partner users are able to search records through global searc…Sunil.Kumar.Poojari-Oracle 56 views 1 comment 0 points Most recent by Praveen Desetty - Support-Oracle Sales
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Extract Time part from a DateTime field.Summary:Extract Time part from a DateTime field and display it in user's local timezone format. Content (required):"Is it possible to extract the time part (3:00 AM/PM) …
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CX Sales + Microsoft Teams capabilitiesSummary: Once MS Teams is integrated with Sales - How it can be put to use apart from book example below, 1. Directly from the opportunity UI, salespeople can simply cli…
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Delete one of PhoneType Home row from Contact Using CSV Import - How ?Summary: Contact Object > Open Contact Record > Attribute 'All Phones' > Manage All Phones > Type = Home ...Now there are 4 phone records available Work Type, Land Type,…
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How to make the Email and Primary Phone fields mandatory in the contact moduleSummary: We need to condition the Email and Primary Phone fields as required Content (required): We need to condition the Email and Primary Phone fields as required, we …
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The entire model is not hiding in home pageSummary: The model box is visible even after its hidden Content (required): Hi I faced an issue where the model box under the home page (on which we click to navigate to…Supreet Mohapatra - Oracle-Oracle 21 views 1 comment 0 points Most recent by Kathy Kikoshima-Oracle Product Development
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Effective usage of header and empty spaceSummary: Customer would like to customize the below screen to display informative content as and when required. How to use this space to customize as desired. NOTE: Cust…
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CDM Merge RequestSummary: Content (required): Is it possible merge request can only be submitted by the Owner of the Contact in CX Sales Version (include the version you are using, if ap…
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CDM Merge Record SelectionSummary: Content (required): Can submitter select the record(contact) during the merge request submission which record to retain as a master in CDM/CX Sales. Version (in…
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CDM Merge Request Field SelectionSummary: Content (required): Can we choose which fields (i.e. a mix of primary and secondary). May be that user has to choose Master record and update fields? Version (i…
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How to use geography dimension in Business Plan Objectives? (and how to create new dimensions)?Summary: How to use geography dimension in Business Plan Objectives? (and how to create new dimensions)? Content (required): I enabled geography dimension for BP Objecti…