Category 42
Discussion List
-
How to Add Contact with Addres To Customer AccountHow to add customer account , party site with contact that has a primary addressSiraj Syed -Support-Oracle 71 views 3 comments 0 points Most recent by Siraj Syed -Support-Oracle Sales -
Is there a way to create a Create Opportunity Smart Action on Activities in Workspace?Summary: We are looking to create a Smart Action for Activities in Workspace to Create Opportunity. We have tried several different ways to create this particular Smart … -
Default column in Manage Saved Searches > Manage List does not workSummary: Content (required): I don't know if this is a product bug. Based on documentation, user should be able to set user-level default saved searches using the Defaul… -
What are Implications of increasing number of fields for workspace filter?**This post was created as part of a How to Service Request (SR)** Version (include the version you are using, if applicable): 22D Summary: What are the implications of …Varun Malhotra-Support-Oracle 61 views 2 comments 1 point Most recent by Siraj Syed -Support-Oracle Sales
-
Uptake the “Around Me” Improvements Now!Summary: What we are announcing As part of 22B, we have improved the “Around Me” functionality in CX Sales Mobile App by enabling sales reps to use Workspace saved searc…Cristian Munteanu-Support-Oracle 102 views 0 comments 3 points Started by Cristian Munteanu-Support-Oracle Sales
-
Documentation regarding usage & purposes of Supported Classes and Methods for Use in GroovySummary: Requesting a resource, such as a PDF or other documentation, that explains the functions and purposes of each method listed under the "Supported Classes and Met… -
How to import packages in groovy?**This post was created as part of a How to Service Request (SR) Release: 22D Summary of the question: Is it possible to import a java library package into groovy? I nee…Syed Misbauddin-Support-Oracle 102 views 3 comments 0 points Most recent by Syed Misbauddin-Support-Oracle Sales -
How do I display Job Title Code in Opportunity Contact instead of Job TitleSummary: Instead of showing the Job Title in the Opportunity Contact subtab I would like the Job Title Code to display instead Content (required): Currently we are showi…
-
What does "You can't change the lock assignment for the sales account director. (ZCA-210018)" mean?Summary: Content (required): User is removing a resource from the account team and encountered this message. I am still trying to replicate it but would like to as in ge…
-
How to enable lead creation from activity pageNeed to add create button in the search lead page in the appointment details page -
Privilege required to run the API 'crmRestApi/resources/11.13.18.05/countryCodes'Summary: Unable to run the Country Code API Content (required): We need the exact privilege required to run the Country code API. We have tried by adding the privilege '…
-
Unable to update the 'Quote or Order Number' from CPQ to CXSummary: We are facing an Issue with the Quote Update for 'Quote or Order Number' field. When we create the Quote we are able to do 'Update Opportunity' and 'Return to O…
-
How to convert ActivityDescription CLOB to text in Groovy ScriptSummary: We are trying to gather the ActivityDescription in a Groovy script to parse to an external system via Web Service. The issue we encounter is that ActivityDescri…
-
Is there a way to link Fusion Cx Opportunity with Fusion Order?Summary: Can we show the order from the order Management as subtab of opportunity? (without use of custom Object) Content (required): Version (include the version you ar…
-
Reports in the oracle cx sales mobile app does not return any dataSummary: Reports in the oracle cx sales mobile app does not return any data; cannot see/access any reports. What could be the reason for this? and how to fix it? Thank y…
-
Announcing the Oracle CX Customer Meetup: AustinWe are excited to announce a new Oracle CX meet up series! Oracle product leadership will be stopping in Austin this Spring to gain your insight into the strategic direc…Elise Hymes - Oracle CX-Oracle 91 views 0 comments 3 points Started by Elise Hymes - Oracle CX-Oracle Sales -
How to remove the 'Add' button from the account edit layout?**This post was created as part of a How to Service Request (SR) Release: 11.13.22.10.0 Summary of the question: On the Account edit page ( Navigate to Sales - Accounts …Robert Mutton-Support-Oracle 71 views 2 comments 0 points Most recent by Robert Mutton-Support-Oracle Sales
-
Can we still "Create Campaign" in CX Sales?**This post was created as part of a How to Service Request (SR) Release: 23A Summary of the question: Although the user has "Sales Manager" role on Sales Cloud we canno…Ionel Spaloghe-Support-Oracle 41 views 1 comment 0 points Most recent by Ionel Spaloghe-Support-Oracle Sales -
How to create Assets using FBDISummary: Content (required): How to create Assets using FBDI, what is the excel/CSV template used to create an Asset and from where do we need to upload that template. V…
-
How to convert a Lead into an Opportunity using REST APISummary: How to convert a Lead into an Opportunity using REST API Content (required): Hi , How to convert a Lead into an Opportunity using REST API in Oracle Sales Cloud…
-
Error "The ID attribute AssetId doesn't have a matching value for th" in creating Asset through FBDISummary: Getting error "The ID attribute AssetId doesn't have a matching value for the record of type Assets. (MKT-285329)" Content (required): Getting error "The ID att…
-
How to Hide Save and Close Button?**This post was created as part of a How to Service Request (SR)** Version (include the version you are using, if applicable): 23A Summary: How to Hide Save and Close Bu…Varun Malhotra-Support-Oracle 141 views 2 comments 0 points Most recent by Siraj Syed -Support-Oracle Sales
-
How to export Sales Campaign via Export Management or RESTSummary: How to export Sales Campaign record via Export Management or RESTAbhishek Methi-Support-Oracle 41 views 3 comments 0 points Most recent by Abhishek Methi-Support-Oracle Sales
-
How to get new role name reflected in Access Groups**This post was created as part of a How to Service Request Summary: Renaming the custom role in security console the role name change in not reflecting in Access Groups…Vini Rastogi-Support-Oracle 21 views 1 comment 0 points Most recent by Vini Rastogi-Support-Oracle Sales -
Which attribute combinations are supported in DaaS?**This post was created as part of a How to Service Request (SR) Summary: Why users are not able to enrich account only with country attribute Content (required): NA Ver…Vini Rastogi-Support-Oracle 31 views 1 comment 0 points Most recent by Vini Rastogi-Support-Oracle Sales
-
Create Custom Subject AreaHi, Please help with the steps how to create custom subject area from the custom data model ? Thanks -
How to create Customer Account using FBDISummary: How to create Customer Account using FBDI. Content (required): The requirement is to create a customer through FBDI. We have customers present in fusion which n…Neelesh Varma 127 views 1 comment 0 points Most recent by Bianca Fildan-Oracle Receivables & Collections
-
Add parent account via groovy scriptSummary: Content (required): Hi everyone, does someone have an example of groovy script to manipulate the parent account on Account object? Mainly, we are interested to …
-
How to disable Log a Call and Call Reports in Workspace Infolets?Summary: I would like to disable Log a Call and Call Reports in the workspace infolet Content (required): Log a call and Call reports are already disabled in Smart Actio… -
Best Practices for Industry ValuesSummary: The default values in the Industry Field are not as accurate for our business as we would like, what is the best practice to have your own list of Industries. S…