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Sales
Discussion List
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Possibility of Custom Error message for bulk UpdateAs we have a feature of Bulk Update of the data. Is there a possibility of defining the Custom Error Message for Bulk Update. Also the Error Messages should be based on …
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how to correct a formatting issue with email templateSummary: when a pending worker is converted to employee, a .rtf email template is sent to hiring managers with onboarding instructions. The email template includes numbe…
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Use of the Search Extension Framework using APIWe want to use the Search Extension Framework using an API similar to how users search it through the UI, where users key in some content to search and the framework the…
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Do we have any document which has all objects which are supported in adaptive DCL?Summary: Which objects are supported in adaptive DCL? Content (please ensure you mask any confidential information): Recently we created a DCL field which refers to Terr…
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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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Are Fiscal calendars and Accounting calendars the same in crm?Summary: Similarity between Fiscal calendars and Accounting calendars the same in CRM. Content (please ensure you mask any confidential information): Basically the query…
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List me Customer Connect: CX - Sales: Accelerate Your Move to Redwood CX Sales with Oracle’s New MigSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…Ashis Roy Choudhury-Oracle 23 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle
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Ability to send the Dynamic Url in email templatesSummary Ability to send the Dynamic Url in email templatesContent Hi All, We have email template which have link to the oSC application. In our case every time we migrat…
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updating merge customer contacts not working "crmService/FoundationPartiesPersonService "We recently completed the merge of customer contacts, which processed successfully with a 200 OK status for bulk customer contact records. However, upon reviewing the re…
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Video: Configuring External Web Services with Token Relay and ProxyVideo: Configuring External Web Services with Token Relay and Proxy: This tutorial will show you how to configure an external (non-Fusion) web service and integrate the …
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Seller 360Hi there, In the instant environment there is something called "Seller 360" available and I am wondering if this is standards as I cannot find any documentation about it…
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Purge inactive resourcesHi, Is there a way to purge inactive resources? Thank you, Martina
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CDM Merge Request got rejected due to open orders against the master account ?Hello, I'm using CDM to deduplicate some accounts, I'm currently merging 2 accounts 1 customer and 1 prospect, I'm selecting the Customer account as master, but my merge…
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Can you associate a Lead to an already existing Opportunity from groovy scripts or rest apis?Summary: I'm trying to make an association from Lead to Opportunity from an automated process without actually creating the Opportunity but referring to an already exist…
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Bulk user access blocking from Security ConsoleHi, is it possible to block user access from the Security Console in bulk without doing it one by one? Thank you, Martina
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cx-picker not showing on subview panelSummary: I have a DCL field that when a value is selected, it autopopulates another text field. I used a template with cx-picker for the DCL field, as well as the text f…
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Edit Opportunity Revenue is showing White Screen Only in RedwoodSummary: Edit Opportunity Revenue is showing Blank page in Redwood UI, i checked the smart action we only have below actions related to revenue, and I have the said priv…
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Get an organization : CommentsSummary: REST API for Sales and Fusion Service in Oracle Fusion Cloud Customer Experience Content (please ensure you mask any confidential information): The Rest API “Ge…
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Unable to disable the edit option in drill-down reports within the Redwood Sales Dashboard.Organization Name (Required - If you are an Oracle Partner, please provide the organization you are logging the idea on behalf of): Federal Bank - Infosys Description (R…
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How to Configure Service Request in Visual BuilderSummary: We need to configure the layouts of the Service Request object in visual builder as part of our migration to Redwood UI. Under Layouts > Customer Experience > S…
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how to restrict sales object like lead, opty using Business unit?I have created organization(xyz) and assigned multiple BU's and assigned sales user with (xyz). but i am not able to see restrict based on BU's on Lead object & Opportun…
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How to refresh all Opportunity Revenue lines even if one revenue line gets updated? Using GroovySummary: We want to refresh all the Opportunity revenue lines even if one revenue line gets updated using groovy Example for a given Opportunity there are 10 revenue lin…
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Import Management Limitation?Summary Import Management Limitation?Content Hi, I'd like to check if this is expected as per design or a bug. Here is the detail, In the import file for custom object, …
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Customer Data Management hierarchies flows to which modules?Summary: Customer Data Management hierarchies flows to which modules and where we can use this Project Management or Contract Management or Accounts Receivable or Oder M…
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Import account update errorSummary: I already added the Organization Name and the Party Type in the mapping sheet. a valid value for the PARTY_USAGE_CODE attribute. (HZ-120811)You must enter a par…
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How to have Category Options in attachment field on sales account ?Summary: We have a request to collect specific documents on attachment field on sales account object. Like list of document to open a Account Oracle does not give this f…
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How to implement chatbot or sales assistant in oracle sales cloudSummary: I wish to know How to implement chatbot or sales assistant in oracle sales cloud. Do we have any documentation or is some one there to help? We wanted to check …
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How to access attachments of Interaction object in groovySummary: Hi, We have a requirement to show the total no. of attachments associated with the interaction (Redwood Sales) in a custom field. How to access attachment infor…
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Can we include a search filter for addresses with CX-ContactsSummary: We need a search filter where highlighted. We have many Contacts that have high quantity of addresses - some even have over 500 which will not appear in the lis…
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2 Different CPQ commerce and 2 different sync Integration for CPQ to CXSummary: We are already using one commerce process and using SOAP Integration for CPQ to CX Quote header and Revenue line sync. But Now business is implementing new Proc…