Category 42
Discussion List
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How to remove or delete the save search in workspaceSummary: User has created a save search in Workspace and by mistake have set it for everyone. How can we delete the save search in workspace. Content (please ensure you … -
How to implement AI for SalesSummary: How to implement these two features of AI for Sales Opportunities and guided selling: 1. Opportunity win probability 2. Opportunity Recommended actions Content … -
Can We Create User Tables in the CDM area?Summary: Can we create a user defined table in the CDM area? We need custom information that ties back to the Customer Account Content (please ensure you mask any confid… -
Why does adf.error.warn only show on save and close?Summary: Using a custom error warning, it only shows on the save and close records, not on the save action. Content (required): Using a custom error warning, it only sho… -
webhook events with B2B Fusion Sales/Service cloudSummary: How to consume an event in B2B Fusion Sales/Service cloud from webhook ? Content (please ensure you mask any confidential information): Version (include the ver… -
Need to restrict the salesperson from updating the Address on the Account type ZCA_CustomerSummary: Hi, We have a business requirement where we would like to restrict the Sales team from updating the addresses for the Account type 'Customer' ( SalesProfile = Z… -
Embed Map in Contacts sub tabHi, I need to have custom sub tab in contacts page to locate the address say with post code (UK) or zip code (US) Kindly assist on the customization please Thanks -
Is there a feature readily available to Copy text from a field to Clipboard via Groovy Script?We're trying to copy a URL from a field to user's clipboard. Is there a feature readily available to do this via groovy script? I checked Idea Lab and I cannot find any … -
Routines are scheduled for Daily but they are not running, but able to run manually.Summary: We are updating the Custom field value in Lead using Routines and the Routine is scheduled on daily basis , but it is not running until go and run manually why?… -
Limit Custom Object record visibility using field equals to Current user accountSummary: Can not use custom fields to control data access previlege for Custom Objects. In ERP and SCM cloud application Content (please ensure you mask any confidential… -
Can I purge the Customer Site data?Product - Oracle Fusion Cloud Applications 23C (11.13.23.07.0) Issue - I have purged few accounts which are wrongly merged in the system but the "Customer site" for thos… -
How to change task in Business Process FlowSummary: How to change to use SerialBusinessValidationApproval from SerialGivenUserNameApproval in Business Process Flow Content (required): I copied one business proces… -
SQL script to query customer site level bank account numberSummary: Looking for below two sql script to Get customer site level bank account number Get customer site number Content (please ensure you mask any confidential inform… -
TCA feature update: Address CPUI (Common Party User Interface) change to filter alternative namesSummary: The current Address CPUI functionality supports displaying alternative names for the Geography elements (e.g. city, state, county, etc) We are providing a bette… -
What are the roles needs to enable Account creation only for few usersSummary: Currently, we have to removed the Account Creation for all the users, now we want to give the creation access to some users only so what privilege's/roles needs… -
Does Oracle provide an API to retrieve the site count?Summary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t… -
We want to create new lookup value in Activity TypeSummary: We want to create new lookup value in Activity Type. For that we have created a lookup in Manage Standard Lookups for this Lookup Type (ZMM_ACTIVITY_TYPE). We h… -
Sales campaings are going to disappear from OSC?Summary: I have been trying to review the documentation of the sales campaigns section, but I can't find any specific documentation for this section. Some weeks ago I ma… -
How to remove resources in activity using script in Oracle Sales Cloud?Summary: Hi Team, We need to remove a resource from activity resources using groovy script in Oracle Sales Cloud. We are trying to find the collection of the activity re… -
Create a routine and run itSummary: Create a routine and run it Content (required): Hi, I have created a routine and would like to run it. How can I do this? Thank you. Version (include the versio… -
Customer Relationship Management Application Administrator job roleSummary: Why does the Customer Relationship Management Application Administrator job role able to access the Setup menu of other Offerings? Content (please ensure you ma… -
Configuration for ‘Restrict All’ Access for Accounts and ContactsSummary: Questions about the steps in the document: Configuration for ‘Restrict All’ Access for Accounts and Contacts for New and Existing Environments on Update 22B (Do… -
You can make the Qualifications in Leads non-editable, for the Sales representative roleThe client wants to make the lead qualifications for some roles non-editable. This is possible? -
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… -
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… -
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…
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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… -
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… -
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 12 views 1 comment 0 points Most recent by Kyler Thomas-Support-Oracle Sales