Category 42
Discussion List
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Can we create an org chart of contacts in Oracle Sales B2B?Summary: We have a requirement to create an org chart of our contacts that are added into our CRM. Our sales team found another tool that can do this, but we need to do … -
Control access to the Workspace module so that a role/user cannot delete opportunitiesSummary: It is possible to control the access to the Workspace module as it is evident that a user can delete opportunities. How can we control the actions button in the…
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Looking for clarification on having sales people be listed as contacts vs only being resourcesSummary: We have our sales people created as Contacts in CRM. They are also Resources. When we are using the latest Outlook plugin and it is having an issue with some of…
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Under what parameters do the AI Lead scoring and Opportunity Win Probability work?Summary: We have implemented some Sales Intelligence functionalities such as: AI Lead scoring, Opportunity Win Probability. However, we are not clear about the reason fo… -
How to change Accept to Accepted LOV in Appointments CX Sales Mobile?Summary: When a user is invited to an appointment and views that appointment on their mobile app, the appointment response labels can cause confusion. For example, while…
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Can we open a Quote Screen from CX DashboardSummary: We build a dashboard for quotes using standard subject area in analytics , there we have a information of Opportunity and Quotes. If we want to navigate to Quot…
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How to import in Import Management without triggering the required attributesSummary: I'm trying to update historical data but the required attributes are being triggered during import Content (please ensure you mask any confidential information)…User_2025-07-18-06-07-44-367 11 views 1 comment 0 points Most recent by Kyler Thomas-Support-Oracle Sales
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Data Extraction Tools and optionsSummary: Hi, I'm looking for an information that any tools or approach on how to extract the data like transactional, configuration and master data from Oracle cloud acr… -
Attachment Validation Not workingSummary: I am written attachment validation. Like user should not allow to delete attachment in custom object. below is my code def allattach = Attachment while(allattac…
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How to fetch OSC attachments using deep link in reportSummary: We have requirement where we need to navigate to pdf document which is attached in custom object when we click on Report. It should open directly in new window …
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Best practice to re-assign a sales team when the sales leader leavesSummary: The current sales leader is no longer with the organization. What is the best practice to put in a new sales leader so the Hierarchy, Territories, Quotas, etc a…
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How to rename My Favorite Accounts, My List for Accounts in the workspace search listSummary: How to rename My Favorite Accounts, My List for Accounts in the workspace search list Content (required): How to rename My Favorite Accounts, My List for Accoun…
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How To Map A Custom Object Field in CDM to pull Credit Limit from AR using Application ComposerSummary: Can we map field in a Custom Object to pull the Customer Credit Limit from AR using Application Composer Content (required): Can we map field in a Custom Object…
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[NGS - CX Sales] How to configure the Automatic Send Email Navigation upon clicking an Email id.Summary: Use Case: In the Account Team Member panel, when clicking on the "Resource Email" field, a "Send Email" dialog pops up. We observed that the "Resource Email" fi…
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Address Page Layouts IssueSummary: We have created custom address layout and added few custom fields . This layout should be visible only for OSC Accounts. How to restrict from partner address. C…
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Unknown Contacts Locking RecordsH,i opened an SR but was told to post in CCC, Main Question: Is it possible to unlock a record from another contact that dosent exist in the system anymore? We are occas… -
Confirmation Needed: Object Trigger and Object WorkflowSummary: Hi, I need your help to confirm the following behavior for Object Trigger and Object Workflow. If I create/update CX object data from ERP UI, object trigger and… -
[NGS - CX Sales] How to configure the Navigation Link on Header/Panel Layouts in Redwood.Summary: Use Case: In the Account's Header section, the "Website" field provides a link that allows direct navigation to the website. Similarly, the "Website" field is a…
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How to differentiate landing page based on lov valuesSummary: We are using standard opportunity object as a copy and created two other modules(Procurement and Job Authorization). As per the attached oracle community docume…
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How to combine Tasks/Appointments/Call Reports in 1 tile in CX Sales Mobile?Summary: On the Desktop, Appointments/Tasks/Call reports are in 1 Object which is the activity object, but on the CX Sales Mobiles it is separated individually, is there…
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Error while updating Cust Contact point "Attribute PartyId in view object PersonParty cannot be set"Summary: Getting error while updating customer contact point using webservice as "BO-27008: Attribute PartyId in view object PersonParty cannot be set." Code Snippet: Re… -
Best Practice for Creating a Service User AccountSummary: What are the recommendations for setting up a Service Account. Content: Hello, We are currently wanting to setup a Service User Account that will consolidate al…
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CDM AVCS Data Source for US address verificationSummary: Hi, I noticed that Loqate and Vertex has some geography data mismatch especially city name element. This is causing address data sync issue from CDM (using Loqa…
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How to change record set list values in CX SalesHi, Is it possible to update record set list values, ex I need to update 'My subordinates own' to 'My team own'.
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REST API Web service returning nullSummary: REST API Web service returning null Content (required): def WService = adf.webServices.XX_OSS_GetEmailDomain def Headers=['Content-Type' :'application/json','RE…
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How to change the object name on Summary page from "Account Splits" to "Opportunity Splits"Summary: Hi, We have Type(Type_c) custom attribute for Custom Object called "Account Splits". And based on Type(Type_c) value the object name should be customized at Sum…
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How can we automatically add a new product to Product CatalogSummary: Hi Team, We want to know is there a way to add a new product automatically to a product group in Sales and Service. Content (required): Version (include the ver… -
[NGS-CX Sales] How to make the fields in List page Auto Adjustable (Fit Columns to the screen)Summary: New Columns added onto the List Page using Manage Columns button are not getting auto adjusted based on the Screen size. User has to manually size them and save…
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How to auto populate partner name in opportunity custom DCL fieldSummary: Created custom DCL field to Partner object in opportunity object (PartnerAccount_c). When Partner user log into application navigate to UI and create opportunit…
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Pricing Structure for Oracle Elocation ServiceSummary: Hi Team we are using this API -"https://elocation.oracle.com/geocoder/gcserver" to dynamically find out the latitude and longitude for our lead location. We are…