Category 42
Discussion List
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How do I import multiple source systems and source system reference values for child objects?Use Case: The CDM is currently importing its data from the source application via import management through a CSV file. The business is now transitioning to a new source…
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Opportunity to Deal conversionSummary: we have use case where Opportunity to Deal Conversion. so cases they register opportunity and want to convert into Deal to provide benefit to Partner Content (p…
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I want to grant account deletion privileges to a custom role.Content (please ensure you mask any confidential information): 1.In Sales and Service Access Management → Manage Data Policies, I checked the update and delete check box…
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Too many objects match the primary key oracle.jbo.Key[300000022673309 300000022071613 ]Summary: Trying to add a team member to Appointment via Groovy and erroring out Content (required): Trying to add a team member to Appointment via Groovy and erroring ou…n_Kiranmayee-Oracle 211 views 3 comments 0 points Most recent by Poorna Chandra Rao. Garlapati Sales
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Lead to opty conversionSummary: Anonymous user submits inquiry from partner locator which creates lead with address(State, County, city). Partner user when converts lead to opportunity the add…
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What happens to updates done to a merged partySummary: 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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NGS - How to autopopulate fields from rest call?Summary: We are creating debrief from workorder object. when we click create debrief from work order it is defaulting some fields from work order. for defaulting fields …Pratibha Adhav 32 views 1 comment 0 points Most recent by Narendra More-Support-Oracle Fusion Service
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How to enable in-line editing in Fusion Sales Workspace?Summary: How to enable in-line editing in Fusion Sales Workspace? Content (please ensure you mask any confidential information): Version (include the version you are usi…
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How to do I set up and enable Mobile Scan function for CX Sales Redwood?I am migrating CX Sales from traditional UI to Redwood. I would like to enable the Mobile Scan function. It there a guide for it please? Thank you in advance for your he…
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How to do channel integration in account object foldout in redwoodSummary: Hi we have social foldout panel on account object. We have to channel integration for communication. Content (please ensure you mask any confidential informatio…
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Partner Contact User Creation not checking for existing user accountSummary: When creating a partner contact user, if a user account with same username already exists, it errors out instead of using the existing user account Content (req…
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Add smart action showing default layout, how configure Add client smart action in account object?Summary: We have client object which is having one to many relationship with account object. we have configured add client smart action on account. but it is showing dea…
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Deal to opportunity duplicate checkSummary: Deal once Approved by Channel Sales Manager converts into Opportunity. we want to stop this process when ever duplicate opportunity Exists. Content (please ensu…
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Add smart action showing default layout, how configure Add client smart action in account object?Summary: We have client object which is having one to many relationship with account object. we have configured add client smart action on account. but it is showing dea…Pratibha AdhavLTIMindtree 41 views 2 comments 0 points Most recent by Pratibha AdhavLTIMindtree Sales
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How to change color of badge item in cx-cardSummary: How to change color of badge item in cx-card in Next gen sales. Content (please ensure you mask any confidential information): We have custom object brand relat…
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View the Hierarchy of contacts at a customerSummary: We are looking at how we can create relationships within an account to display a manager to Individual contributor relationship. Content (please ensure you mask…
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Where do Fusion BI Publisher report outputs get saved to by defaultSummary: Where do Fusion BI Publisher report outputs get saved to by default? We would like to save scheduled reports in our OCM Content (please ensure you mask any conf…Luca Angheben 41 views 4 comments 0 points Most recent by Prabha.R Oracle-Oracle Reporting & Analytics for Sales
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View analytical reports in SFA from other users as adminSummary: View analytical reports in SFA from other users as admin Content (please ensure you mask any confidential information): Dear All, There is a way to view the rep…AlexFH 21 views 2 comments 0 points Most recent by Dimple-Nagesh-Support-Oracle Reporting & Analytics for Sales
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SSO using O365 app, need to know API to be taken from IDCS cloud or from Cx cloudSummary: We are enabling single sign on using O365 app, need clarification on API whether to be taken from IDCS or from Cx cloud, https://docs.oracle.com/en/cloud/paas/i…
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NGS -How to add Address Map/Google map for Address Hyperlink on Account Overview page?Summary: We are extending Oracle sales application using fragments. In classic UI we have manage address navigation through manage geography but not working same in redw…
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List Subscription FeaturesHello, Let's say I have 3 subscription plans: bronze, silver and gold. Silver has features that bronze doesn't and the same happens with gold, that has more available fe…
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Has anyone had success adding 3rd party UI/UX analytics tools to CX Sales?Summary: I'm interested to see if anyone has had luck connecting any 3rd party UI/UX analytics tools into CX Sales, such as Adobe Analytics or Mixpanel. I need to unders…
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How to know previous version of oracle_cx_salesUI in vb-extension.json file?Summary: How to know previous version of oracle_cx_salesUI in vb-extension.json file? Content (please ensure you mask any confidential information): In UAT and Dev we go…
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How to show a success message in SFAHi experts. I am developing a functionality in groovy script to syncronize a record from a custom object created in Oracle Sales, this action is invoked from an action i…
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Can I import activity record with attachment in one import?Summary: Can I import activity record with attachment in one import? is it 1st we need to import activity record and then add attachment to it in a separate import? whic…
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Combination field UniqueHi, As per our business requirements, we have 2 fields (Ex: AccountId, ContactId) stored the other object Id values. We are inserting the records from external systems. …
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BPM object workflow always getting set to Rejected approval statusSummary: BPM object workflow always getting set to Rejected approval status Content (required): Hi All, For one of my customer requirement, we have created a BPM object …
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What security policy or privilege does a user need to see workspace in OSC?Summary: We have two custom roles created, one for admin and one for a non-admin user. The admin user is able to see 10 objects activated in workspace while the non-admi…
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how to define survivorship rule at set master level based on source system confidence levelSummary: 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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Last activity date w/ owner of last activity by accounts reportWe have a number of reports on our OTBI Dashboards that looks at last activity by account by a few different categories. Recently we've felt that bringing in the name of…mfribeiro 21 views 5 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales