Setup and Maintenance
Discussion List
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Unable to edit account even after providing access from Access GroupsSummary: Created a new custom role and provided Read/update access to all accounts using Access groups, we are able to see all the accounts with the new role but unable …NikhilSamudrala-Oracle 31 views 3 comments 0 points Most recent by Madhuri Cheruku-Support-Oracle Sales -
The value of the attribute Sales Stage isn't valid.Summary: Every time I complete out the opportunity creation page and then click "Save & Continue," I receive an error message that says "The value of the attributes sale…
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Quotas Setup - Included in Configuration Set Migration file?Does Quotas Setup/configuration in Setup and Maintenance will be Included in Configuration Set Migration file? https://docs.oracle.com/en/cloud/saas/sales/fadsi/overview…Christian Gerald Patacsil 11 views 2 comments 0 points Most recent by Christian Gerald Patacsil Sales
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How to export all user profile optionSummary: We want to export all user preference for currency - we tried searching with profile option code 'FND_CURRENCY' and got serach result also with all user currenc…
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Migration: Link the Sales orders and Subscriptions if Migrated Orders and Subscription'sSummary: We are using native OOTB integration from OM and SMC. we have following concern on the data migration part. Data Migration: We are migrating the Orders and Subs…Yogesh Deshpande 21 views 2 comments 0 points Most recent by Yogesh Deshpande Subscription Management -
Subscription 360 question - Search SelectionSummary: When utilizing the Application Composer to choose the Subscription on the Meshed Content tab for Subscription 360 setup, I would like to know how I can modify t… -
Lookup Type Name for Suspend Reasons in Subscription MgmtWe need the Lookup Type name for Suspend Reasons List of Values when we try to suspend a subscription contract in OSMCAnup More 11 views 4 comments 0 points Most recent by Ofelia Vez-Support-Oracle Subscription Management
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How can I add the same LOV from account owner to a 'Secondary' account owner field?Summary: I have been trying to find the Lookup type used by the 'Account'-owner field. I have found the following 'SALES_ACCOUNT_OWNER' but this one results in a picklis…
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Contract Expiration Notifications not generatingWorking on notification options for contract expirations in a test area. Process indicates that notifications are being generated, but user accounts are not getting in-a… -
Batch address cleansingSummary: as per this article we have the option of batch address cleansing in Oracle sales and CDM applications. I tried to do the same but I am seeing the option/icon o…
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How can I schedule the Lead Assignment Process based on Custom Field?Summary: I'm looking to tailor the Create Lead Processing Activity page to suit our needs. Specifically, I need to configure it to schedule the lead assignment process b… -
How to DocuSign envelope subject and email subject include contract information.We need function that DocuSign envelope subject and email subject include contract information. Could you please tell me how to create an envelope subject template inclu…Yukari.O-Oracle 21 views 1 comment 0 points Most recent by Ofelia Vez-Support-Oracle Enterprise Contracts
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Managing attachments - Client profileSummary Maintain attachments - all versions - which support a client profileContent Greetings, We are currently implementing ERP and Sales Cloud; and our customer is que…Daniel Vargas-Oracle 37 views 1 comment 1 point Most recent by Ravindra Sirigiri-Support-Oracle Sales
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DFF migration (segment & valueset)Summary DFF migration (segment & valueset)Content Quick question - If we want to migrate deployed DFF (segment & valueset) from one pod to another, can we use FSM (to in… -
The Entitlement Precedence field on the Manage Entitlement Plan Assignments screenSummary: What is the purpose of the Entitlement Precedence field on the Manage Entitlement Plan Assignments screen? Content (please ensure you mask any confidential info…Mary Tse 21 views 2 comments 0 points Most recent by Nilesh Deshpande-Oracle Subscription Management
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Create follow-up Appointment from Call ReportSummary can a follow-up appointment be created from a call report?Content When looking at an appointment, we have the ability to create call reports, follow-up appointme…User_2025-01-22-19-28-04-893 33 views 1 comment 0 points Most recent by Ravindra Sirigiri-Support-Oracle Sales -
how to create an integration using Oracle Integration and Oracle Content Management.Summary: To Learn About Creating a Document Approval Process in Oracle sales cloud, how can we create integration using Oracle Integration and Oracle Content Management.… -
We need dropdown for province field when country is CanadaSummary: When we are selecting country as Canada, right now we only see text field in UI for province. We need to make that field as dropdown. Content (please ensure you…
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Feature Friday: Workspace InfoletsContent Workspace Infolets are new (with 20D), configurable mini-workspaces that provide UX continuity between the Workspace and Infolets on the Task-based Home UX. Thes…Michelle Brusyo-Oracle 49 views 1 comment 0 points Most recent by Ravindra Sirigiri-Support-Oracle Sales -
Bulk/Multi Edit Pages For Sales Objects In Oracle Fusion CX Sales CloudSummary: Hi All, Is there any way to customize bulk/multi edit pages for sales object? We have requirement that we need to enable couple of fields, additional to the fie…
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Parent Account WorkspaceIs there a way to add the Parent Account column in the Account Workspace. The field is available in the standard Account Object Landing page, but I don't a way to add it…
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How to display item structure in SubscriptionHi All, Is it possible to display the bundle item structure on the Subscription. We don't use the order Management . We create the subscription in Oracle fusion which is…
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Is there a way to import subscriptions using FBDI template for creating subscription contracts?Summary: Hi, can you please provide the template (FBDI) to import a subscription management for creating subscription contracts. Content (please ensure you mask any conf…aparna mukherjee 21 views 1 comment 0 points Most recent by Claudiu Mindruta-Support-Oracle Subscription Management -
Remove "Contains" Search Operator from a Custom Field in Advanced SearchContent We are updating our Saved Searches for Leads, and we have a custom field that we want to include in the Advanced Search as a search criterion. In the dropdown, i…
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Can we create our own Record Set and create our own criteria for records that can be searched?Summary: We have a requirement to only see CRM specific contacts when searching on CRM Objects (Account, Opportunity and Campaigns). Is there a way for us to filter thos…
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Payment method -credit card is not showing on subscription screenSummary: Payment method credit card is not showing on subscription screen .In Lookup able to see the value enabled. Do we need any steps to follow to visible ? Content (…Rehana Tadimerri 13 views 1 comment 0 points Most recent by Ofelia Vez-Support-Oracle Subscription Management
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oracle sales cloud backup strategyHi , We are looking for a strategy to complete backup all the object configurations and data in our oracle sales cloud. As per oracle documentation there is no way for o…