Category 42
Discussion List
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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…
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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…
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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…
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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 201 views 2 comments 0 points Most recent by Siraj Syed -Support-Oracle Sales
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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
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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
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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 162 views 1 comment 0 points Most recent by Bianca Fildan-Oracle Receivables & Collections
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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 …
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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…
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Saved search in the custom objectSummary: We have create the Saved Search in custom objects with 'contains' , but it is not giving the results in the search bar. Content (required): From the attached sc…
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What is purpose of Schedule Process --> Process Translations for Workflow Tasks Archive**This post was created as part of a How to Service Request (SR) Summary: What is purpose of Schedule Process --> Process Translations for Workflow Tasks Archive Content…Vini Rastogi-Support-Oracle 101 views 1 comment 0 points Most recent by Vini Rastogi-Support-Oracle Sales
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How to Restrict "Continue with create" button ( possible dup pop up ) based on role on 'Contacts' ?Summary: Can we restrict "Continue with create" button ( possible duplicates pop up ) based on role. Tried using page composer , able to restrict . But need to restrict …Raymond Li-Support-Oracle 41 views 1 comment 0 points Most recent by Manoj Kumar-Support-Oracle Sales
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Will purged Party Number be reusedSummary: If a record is purged (merged) or manually deleted, will the unique party number get reused after the record is completely removed from the database? Version (i…
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Multiple contacts getting copied to CRM from Outlook - how to I delete or reconcileSummary: **This post was created as part of a How to Service Request (SR) Release: 22D Summary of the question: Customer has multiple contacts in my Outlook from various…
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Modify fields in Manage Account Hierarchy PageSummary: Content (required): Hi Experts, Asking if there is a way to modify the Manage Account Hierarchy page, especially modifying the fields in the list view. We have …
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Which tool can be used to customize MDF Request Approval Flow?How to customize MDF request approval and please need doc for doing this. -
Excel File Upload and Download using Application ComposerSummary: **This post was created as part of a How to Service Request (SR) Release: 23A Summary of the question: How to read some an excel file using groovy and use the v…Suri Natarajan-Oracle 151 views 1 comment 0 points Most recent by George-Enache-support-Oracle Sales
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PRM: How to remove 'Create Enrollment' button from Landing Page?**This post was created as part of a How to Service Request (SR) Release: 23A Summary of the question: Can we remove the 'Create Enrollment' button from Landing Page in …Ionel Spaloghe-Support-Oracle 31 views 1 comment 0 points Most recent by Ionel Spaloghe-Support-Oracle Sales
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How to remove fields from searchHello! I want to remove the fields, 'Record Name', 'Owner' from my search. How can I do that? Thank you. Content (required): Version (include the version you are using, …
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Cannot access sandbox tool, 'Manage Service Mappings'Hello! I have created a sandbox and added the tool 'Manage Service Mappings'. However, I cannot access the 'Manage Service Mappings'. What could be the reason for this? …
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How to personalize the add-in by changing the Oracle logo into our company logo**This post was created as part of a How to Service Request (SR) Release: 22D Summary of the question: How to personalize the add-in by changing the Oracle logo into our…Suri Natarajan-Oracle 41 views 4 comments 0 points Most recent by Mihaela Anghel-Support-Oracle Sales
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Opportunity line pricing from SCM Cloud possible?Summary: Is it possible to default price on opportunity line from the pricing defined for the product in SCM Cloud? Or using Price Books the only way? Content (required)…
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How to update sorting field in a subtab?Summary: On the customer account pages we have Opportunity and Activity subtabs already created. Is there a way to go in and update the sorting field on the Subtab? If n…
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Can we add one new Detail (filter) to Configuration Visualization from a Saved Search?**This post was created as part of a How to Service Request (SR) Release: 22D Summary of the question: We are trying to create a new Configuration Visualization with Sou…Ionel Spaloghe-Support-Oracle 51 views 1 comment 0 points Most recent by Ionel Spaloghe-Support-Oracle Sales
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Assign Territories based on Parent Account attributeSummary: Is it possible to have a child account be assigned territories based on his parent account information. Version (include the version you are using, if applicabl…