Oracle Best Practice
Discussion List
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Does creating a service request require Accounts to be imported in CX from Oracle ARSummary: Oracle AR has party, customer and site created. To create a service request does it require to create accounts in CX or can the party be used directly in Oracle… -
Standard Business Process flowsSummary: Can you please provide Standard Business Process flows for CX Sales & Service provided by Oracle Content (required): BPDs for CX Version (include the version yo… -
how to remove the auto-provisioned roles for a particular UserSummary: We have a requirement to remove auto-provisioned roles for a specific user. Since we don’t have access to the Security Console, we attempted to remove the roles…
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How to add a custom foldout panel to the Service Request Edit pageIn the Oracle Redwood template, a foldout panel is a user interface element that helps organize and present information in a compact and interactive way. On the Service …Edson Junior, Oracle 1.6K views 10 comments 4 points Most recent by Edson Junior, Oracle Fusion Service -
fusion table that stores information about email notifications that gets triggers to end users.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…poornima_kole 15 views 1 comment 0 points Most recent by Dumitru Grosu - Support-Oracle Fusion Service
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CCC Linked In Sales Navigator Integration with CX SalesAs part of the 25C feature, we are looking to enable the LinkedIn Sales Navigator integration within our Oracle CX Sales instance. However, the documentation provided la…
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How to Enable the SR Details Page for Selected Users in Oracle Fusion ServiceSummary This article shows you how to enable and test the new Service Request (SR) Details Page in Oracle Fusion Service for a select group of users. This is useful if y…
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Can we hide the Save and Save & Close buttons on the ADF screen using Page Composer?Summary: We want to hide the Save and Save & Close buttons for the Sales Opportunity Inquiry role. Content (please ensure you mask any confidential information): We want…
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Proxy Functionality in Oracle FusionIn R12 there was a proxy functionality(Whenever a person is going on a leave, he assigns his work to another user as proxy, Do we have any such functionality in cloud?
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What's best practice for importing customers for both CX Service and ARSummary: What's best practice for importing and managing customer data between AR and CX Service? Content (please ensure you mask any confidential information): CX Servi…
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How to export and import sanbox from an environment to another?Summary: We made a lot of customization using page composer inside sandboxes, but now we need to copy them in the new environment. Is it possible to export and import ? …
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25C Deprecating Adaptive Search AggregatesSummary: We are currently researching aggregate fields and came across this Oracle Community post [https://community.oracle.com/customerconnect/discussion/759916/determi…
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How to Automatically Assign a Queue Upon Case CreationAs of 24A, automatic queue assignment is not supported OOTB on Case creation. However, this can be achieved using Object Workflow and Groovy: Login to App Composer Creat…
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Determine all aggregated fields in Oracle Sales / Fusion CloudSummary: With Update 24B, the classic Aggregates in Adaptive Search will be replaced and made available as predefined Rollups in the Rollups framework. https://docs.orac…Christian Gerald Patacsil 61 views 5 comments 0 points Most recent by Praveen Desetty - Support-Oracle Sales
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How to Create ‘Quick Action’ Buttons on the Service Request Details PageSummary This article explains how to add custom ‘Quick Action’ buttons to the Service Request Details page in Oracle Fusion Service. Quick Actions help agents quickly pe…
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Another user lock happens while setting the custom object DCL value in the activities custom DCLAnother user lock happens while setting the custom object DCL value in the activities custom DCL field. We have a Custom object ,while creating the activity we are setti…Kanne Ramu 31 views 6 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
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Send email with pdf attached that is generated by BI publisherSummary: BI publisher report is created to generate a pdf. When a Service request is closed the customer should get an email with Service Report pdf. Content (please ens…Hardik Gupta 31 views 2 comments 0 points Most recent by Radhika Abhyankar-Support-Oracle Fusion Service
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Import Audit logs from Oracle Service cloud (Right Now)to Oracle Fusion Help Desk or Case ManagementSummary: As part of our migration initiative from Oracle Service Cloud to Oracle Fusion Help Desk and Case Management, we intend to move not only the case management dat…Chandramouli Yangareddy 51 views 3 comments 0 points Most recent by Michelle Walter-Oracle Fusion Service
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Direct CPQ–Fusion PIM Integration with Salesforce CRM (No SPIM)Summary: The inquiry is about whether CPQ (Configure, Price, Quote) can be integrated directly with Fusion PIM (Product Information Management), bypassing SPIM (Sales Pr…Riddhi Soneji 42 views 1 comment 0 points Most recent by Emmanuel Zambrano-Support-Oracle Configure Price Quote
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Provide Approval from emailUse Case: Our VPs need to approve or reject requests, sent from Lead object. They need to take action directly from their email without logging into the CX application. …
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Insert images in Opportunity notesHello, I tried adding images in the opportunity note, but it exceeds 100,000 characters. Is it possible to create an attachment in the note or somehow reduce the image s…
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Events in fusion SalesSummary: I recently came across an Events object under Sales in a demo environment of Oracle Fusion CX Sales. However, I couldn’t find any documentation or configuration…
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Video: Integrating Microsoft Teams Web Conferencing with CX SalesIntegrating Microsoft Teams Web Conferencing with CX Sales: Microsoft Teams Web Conferencing can work with your Oracle CX Sales solution https://videohub.oracle.com/embe… -
Video: Parent Record Condition on Child Dynamic LayoutParent Record Condition on Child Dynamic Layout: Use the value of a field on the parent record to drive the condition on a child record dynamic layout https://videohub.o…
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How to search implicit term/word in support.oracle.com?Summary: Hi, since the support site was updated to the new Redwood theme, it became awfully terrible to search on knowledge base. I want to search an error when trying t… -
Telephony integration in Service Center with the Redwood User Experience using UI Events FrameworkTelephony partners and Systems Implementers can leverage the UI Events framework to integrate the media toolbar in Service Center with the Redwood User Experience. UEF (… -
1Export and Import Standard lookups from one instance to anotherSummary: Is there anyway of importing standard lookups from one instance to another? For example i would like to export and import the lookup items for ORA_SVC_CASE_CONT…
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Role / Privilege for Deleting Accounts in Redwood UIHello I have created a custom role that should be able to create, edit and delete accounts in redwood sales. The creation and editing works fine, however the deletion do…
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How to add custom field(s) to the landing page in Redwood Service Center, Help Desk or Case MgmtOverview In this article, we are providing steps on how to add a custom column to the landing page. The principles shared in this article can be applied to the Fusion Se…
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How to enable Web Activity object to sync with Eloqua?Summary: We've configured a couple of Web Activity Rules to build the synchronization with Eloqua. However, when setting up the Marketing Activity export in the CX Sales…