Oracle Best Practice
Discussion List
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Video: CX Sales Add-in for Microsoft OutlookCX Sales Add-in for Microsoft Outlook: Introducing the CX Sales add-in for Microsoft Outlook 365, bringing the power of CX Sales into the Outlook user experience https:/… -
How to configure territory assignment for Account and Contact recordsSummary: We have one standard (Prod) and three aux dimensions(Branch, Region, Vertical)......could you please help us to understand where we can add these dimension so t… -
Cannot make standard Task fields (etc.Due Date,Status) read-only via Layout or Page ComposerHello, In Oracle Sales Cloud, I need to restrict editing of some standard Task fields (etc. Subject, Due Date, StatusCode). In Page Layouts, I don’t see any option to ma…
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How to Enable and Test Service Request Summarization with Generative AI in Fusion ServiceSummary This guide explains how to enable the Service Request (SR) Summarization feature in Oracle Fusion Service. The feature uses Generative AI to automatically create… -
Send and Receive Customer Acceptance of the Delivery DateHi We are looking to Send a reminder to Customer about the order that needs a delivery date confirmation. e.g Before Scheduling the Work to Production, there is a manual…ViswaG 22 views 1 comment 0 points Most recent by Narendra More-Support-Oracle Digital Customer Service
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How to run territory assignment job with multiple view criteria parametersSummary Multiple view criteria in opportunity territory assignmentContent Hello Experts, While scheduling the territory assignment ESS job, we have requirement to schedu…
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Is Oracle planning to release a native calendar view for activities in Redwood for Fusion Sales?Summary: Is Oracle planning to release a native calendar view for activities and appointments in Redwood UX for Fusion Sales? Content (please ensure you mask any confide…
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Time Gap Between ESS Jobs in Job SetHi Team, I have a Job Set with two ESS Jobs, and I need the second job to start 1 hour after the first one finishes. And also wanted to know what the maximum amount of t…
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unable to open Internal Resource Organization HierarchySummary: I have done all these steps, still can't access the Internal Resource Org Hierarchy. 1. Clear Cache & Cookies or use Browser Incognito Mode. or 2. Reinstall the…
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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…
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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
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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 11 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 41 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. …