Category 42
Discussion List
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Sales Analytics DashboardHi, Kindly help me out where does the configuration need to be done to setup the hierarchy to be displayed in Sales Analysis Dashboard report For eg I need John in Globa… -
How to mark the phone location on Appointments on CX Sales Cloud MobileQuestion: How to mark the phone location on Appointments on CX Sales Cloud Mobile **This post was created as part of a How to Service Request (SR) Release: Cloud version… -
best way to add or substract hoursSummary: How is the best way to add or substract hours in groovy Content (required): Recently we created a script to calculate the actual date and the day before to send…
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There's possibility to perform massive test load to check CX Sales performances?Summary: Massive load for performance test Content (required): I would know if there's a framework or tool able to test on massive way CX Sales UI's in order to check on… -
There's a downtime during CX Sales deployment?Summary: CX Sales Deployment Content (required): Hi all, this is just to know if CX Sales application can be access during a CX Sales deployment, specifically during CSM…
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Global Search Displaying Inactive Deleted ObjectsSummary: Oracle sales cloud shows inactive/merged contact records in global search Content (required): Oracle sales cloud shows inactive/merged records in global search.… -
Get the value of "SiteuseType" before user makes the updateSummary: Get the value of "SiteuseType" before user makes the update Content (required): I have a "BeforeUpdate" trigger wherein I am trying to validate if the user is t…
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CX Sales - turn off auto setting of close date when importing dataSummary: We are importing opportunities from another system that have estimated close dates. When we import open opportunities into CX Sales that have existing close dat…
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Lookup Type of competitorHi, I would like to create custom FCL field and need to know what is the lookup type so I can add this. Please let me know Thanks
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Win/Loss Reason fieldHi, Win/Loss reason field is available in layout but not getting displayed in the opportunity page Opportunity page
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Require groovy code to create Attachment to Activities in Oracle sales cloudSummary: Require groovy code to create Attachment to Activities in Oracle sales cloud as soon as they get created in Oracle Sales Cloud Content (required): Version (incl…
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Households not visible to custom roleSummary: Households not visible to custom role Content (required): Hi, I have created a brand new custom role and have added few FSP and DSP to provide access to only Ac…
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The Microsoft tokens have expired. Sign into the Microsoft 365 add-in again. (ZPS_365-5685020)Summary: Hi, We are getting the error "The Microsoft tokens have expired. Sign into the Microsoft 365 add-in again. (ZPS_365-5685020)" on our Outlook Integrator for Orac…
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Notification on Account-Contact relationship deleteSummary: Hi Team, We are planning to send out a notification to account owner, when a contact is deleted from "Contacts" tab. Content (required): When a contact is remov…
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Can the Country Code field be removed altogether?Summary: Phone Country Code Field - Removal Content (required): All our Accounts are in the US so there is no need to identify a Country to distinguish #s that are outsi… -
Change Manager in Sales HierarchyHi, How to change the manager of the existing one of the sales hierarchy? The resource was left the company. I could not update / change the manager in Resource Director… -
O365 Outlook Plugin - Ability to bulk share emailsSummary: Bulk sharing of emails with CX Sales application utilising Plugin. Content (required): Business users are using Mail Merge to send content to Contacts in bulk. …
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How to create custom frequency payout in FICSummary: How to create custom frequency payout in Fusion Incentive Compensation. Content (required): Version (include the version you are using, if applicable): Code Sni…
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How to change Primary Phone from Work to MobileHi, How to update Primary Phone from Work to Mobile through UI ? How we can set Mobile # as Primary Phone number always? Thanks, Mohan
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PersonParty Phone AttributeHi, As per our requirement, we need to validate the new phone # of contact is existing already or not. def vop= newView('PersonParty') def vcp = newViewCriteria(vop) def…
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Way to enable Phone/Email Verification results for records that are inserted via Import Mgmt?Summary: Phone/Email Verification - Import Content (required): We have been researching the new Phone/Email Verification services available for Leads & Contacts & have f…
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How can we populate a value in Address Additional Element Attribute 5 using groovySummary: How can we populate a value in Additional Element Attribute 5 using groovy Content: We have a requirement that we want to populate some value in Additional Elem…
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How to filter Groovy scripts only to trigger from UI/user actions for Activity objectSummary: Tigger Activity Object's groovy scripts only via UI actions Content (required): Hi, We have a requirement to run specific validations for Activity object when t…
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How to add fields to CDM Persons details pageSummary: Hi, Can you please explain us how to add more fields to Customer Data Management Persons details Page? Content (required): Hi, Can you please explain us how to …
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Exception HandlingHi, As per our requirement, we have to invoke one webservice when the SR is created. We have written groovy in BeforeInsert trigger which is working fine. But we are fac…
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Qualified lead should not change back to unqualified statusHi All, I have requirement like Once the Lead is changed to Qualified Status again user should not change/revert back to unqualified status. Or the Unqualified status bu…
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Compensation Plan icon is not visible under Incentive Compensation TabSummary: I have added Incentive Compensation Application Admin, IC Analyst and IC Manager roles but I don't see the Compensation Plan icon under Incentive Compensation t…
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Address Import error HZ-120773Hi, We are loading the Account's address object using Import mgt. We got the below validation error. The account can't be added to the parent account hierarchy. (HZ-1207…Mohana Gopal S-Oracle 52 views 3 comments 0 points Most recent by Madhuri Cheruku-Support-Oracle Sales
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Update Contact Address via Field triggerSummary: We have a requirement to update the Contact Address based on account associated with the Contact. Content (required): We have a groovy to do this. There is no i…Nirosha Mookaiah Natarajan 61 views 4 comments 0 points Most recent by Nirosha Mookaiah Natarajan Sales
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Restrict Account Name Update when it is in FinanceHi, We are implementing multi-pillar project where we have Finance, SCM & CX module. If we update Account Name in Sales Module, the same name will update in Finance Cust…