Oracle Best Practice
Discussion List
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Can we change format of the response when running BI Report via SOAP?Content (required): Currently, when running a BI report via SOAP (SoapUI), we are receiving a response payload which contains the ReportBytes encoded data in base64 form…User_2025-03-07-05-55-29-886 81 views 1 comment 0 points Most recent by Prabha.R Oracle-Oracle Sales -
possibility to modify a standard error message which is thrown when a user click on Qualify button.Summary: On Lead Landing page when users click on Qualify option from Action drop down this error is thrown "None of the selected leads can be qualified. You can only qu… -
Audit Trail between Contact and Custom ObjectsContent (required): On the current setup, we have a custom object where we set Primary and Secondary Contact which are from the Contacts object. Any changes to the conta…User_2025-03-07-05-55-29-886 81 views 1 comment 0 points Most recent by Hector Dantas-Support-Oracle Sales
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How to connect Oracle Contracts and CX Sales IntegrationSummary: The business needs to generate sales contracts through templates automatically with the CX sales opportunity data, automatic data such as customer name, product…Denisse Brun 53 views 2 comments 1 point Most recent by Ed Gomez-Support-Oracle Enterprise Contracts
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How to update fields in resource object through Import managementSummary: How to update username and email address in resource object through import management? Content (required): How to update username and email address in resource …
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How to reorder records in Relationship subtab?Summary: We need to reorder the records shown in a Relationship subtab. Content (required): Hello, It is possible to set a different order by clause to show first the la…
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Consolidation of Attachments on a SRSummary: We need to consolidate the attachments from the field service works orders to the Service Request Content (required): We have multiple work orders / activity ty…
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Calendar Start Date use as Server Variable for Dashboard PromptSummary: Our Calendar Year starts from every 1st of Oct month as example currently it is 1-Oct-2022. I am creating a dashboard prompt and want to populate Start Date of …
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Work Assignment and Omni Routing in Fusion Service Webinar, May 31Great news - the recording of this webinar along with the associated slides, Q&A and related links can be viewed HERE. We are pleased to announce our upcoming live webin…Elaine Leffler-Support-Oracle 112 views 0 comments 1 point Started by Elaine Leffler-Support-Oracle Fusion Service -
What is the best practice for managing a work email and a personal emailSummary: We have contacts that have both a corporate email and a personal email, that they often register for webinars with, what is the best practice for having both em…
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Will Service Request , Opportunities will be asked to be deleted from Oracle if database is fullSummary: Hi, Our business team has a concern related to Service Request and Opportunities . We know that there is no archiving process currently available in Oracle Enga… -
Announcing Delta Certification Exams - an easier way to maintain your certificationProfessional credibility, greater job satisfaction, and increased career opportunities, to name a few, are benefits of keeping your certifications current. We are very e… -
How to add team members to an account in bulkSummary: We want to know if there is a way to bulk add or remove sales team members in an account through the UI Content (required): We would like to know if there is a … -
Oracle CX Sales Level 1 and Level 2 processesSummary: Process taxonomy document for Oracle CX Sales. Content (required): I am looking for Process taxonomy document for Oracle CX Sales application (Level 1 & Level 2…
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What are Implications of increasing number of fields for workspace filter?**This post was created as part of a How to Service Request (SR)** Version (include the version you are using, if applicable): 22D Summary: What are the implications of …Varun Malhotra-Support-Oracle 61 views 2 comments 1 point Most recent by Siraj Syed -Support-Oracle Sales
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Announcing the Oracle CX Customer Meetup: AustinWe are excited to announce a new Oracle CX meet up series! Oracle product leadership will be stopping in Austin this Spring to gain your insight into the strategic direc… -
BPM Worklist REST API IssueSummary: Hi, We are using BPM rest API to retrieve task in our custom screen and when we clicked on any task, it opens task form(shown in screen shot below) in a popup-w…Devashish Saun 93 views 0 comments 0 points Started by Devashish Saun Payables, Payments & Cash Management -
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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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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Lead Owner Not Updated Automatically If Its Territory Owner Is ChangedSummary: Lead Owner is not updated automatically if its Territory owner is changed. We have a groovy in place under leads(Before Update trigger on Lead object) to make t…
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Method Of Payment in CX Sales CloudHi everybody, we are working with Fusion (CX) Sales Cloud and we are using CPQ as well. We are facing with a internal discussion as the “Billing Account” and related “Pa…
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How to re-assign a number of contacts to a new accountSummary: We have a customer that did a spin-off and a number of their contacts are going to a new account - what is the best way to do that in the UI or do we need to us…
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GDPR Support for B2B ServiceSummary: Requirement is to delete customer related information post 60 days of providing service Content (required): Do we have feature to support the above GDPR requirm… -
Best Practices when a Sales Rep leaves - what do you do with their accounts, contacts, etcSummary: When a Sales Rep Leaves, and you do the other process to disable them, what is the best practice for re-assigning thier accounts, contacts, etc. to another user…
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How to reflect custom content type on the authoring page?Summary: Created a custom content type in my Infosys instance of B2B service KM but unable to see it while creating the articles. Content (required): Full pathway of cre…
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Is Oracle EBS Trade Management available in Oracle Cloud?Summary: Client is looking for a similar product of Oracle EBS Trade Management in Oracle Cloud which can handle promotions, rebates etc. In EBS, it is part of Oracle CR…
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How can the errors be logged and tracked when a Service Request is not created through EmailSummary: Content (required): How can the errors be logged and tracked when a Service Request is not created through Emails Version (include the version you are using, if…
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How to tag a keyword to a recording of an engagement in Live Experience?Summary: Live Experience has an option where we can create keywords to be tagged to recordings to make it easy to search for a particular recording later. The creation o…
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When SR is created through interface can the Attachments sent through interface be added on the SR?Summary: When a SR is created through interface can the Attachments sent through interface be added on the SR and the Email also gets attached to the SR Content (require…
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Can the Query created by one user in advance search be exported and shared with other users?Summary: Can the Query created by one user in advance search be exported and shared with other users Content (required): Version (include the version you are using, if a…