Oracle Best Practice
Discussion List
-
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… -
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…
-
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
-
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 91 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…
-
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, …
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
-
Is There A Way To Connect To The Database From External Tools or Request to access a cloud database**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: Is There A Way To Connect To The cloud Database From External Tool… -
Contacts ManagementSummary: How do we group or organize or classify Account -> Contacts in an Organization with multiple line of business. Content (required): We have one line of business … -
We have a requirement to create OFSC work order without contact Is this possible.Summary: We have a requirement to create OFSC work order without contact Is this possible. Thanks in advance for help Content (required): We have a requirement to create…
-
Using Groovy Script is it possible to load CSV file Data from custom object to it's related object?Summary: The CSV file uploaded as the attachment in a Custom Object should be loaded and create records in it's Related Object Service Request(Using Groovy Script). Cont…
-
Adaptive Search Full-Publish Time Metrics for Large Data VolumeSummary: Hi, The adaptive search full-publish takes long time to complete. I wonder if that's expected and if we can optimize the running performance. Here is the detail… -
Best practices for automated testing on the Fusion platformSummary: Are there any recommended practices for automated testing on Fusion apps (CRM, HCM, etc)? Content (required): Hi. I was wondering what is the common practice fo…
-
How to tell if Upcoming Quarterly Update for Oracle Cloud will have an impact on Sales cloud/B2B?**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: How to tell if Upcoming Quarterly Update for Oracle Cloud will hav…
-
BPM Approval workflowSummary: BPM Dynamic Approval group and Email template in CX Sales Content (required): Need clarification on following things on regarding BPM Approval flow Is dynamic a…
-
Comlete record insertion while failing ESS jobContent (required): We 're running Groovy function with Schedule Custom Groovy Object Functions ESS job. Function body: def exceptionErrorMessage = '' try{ //do processi…