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Sales
Discussion List
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How can opportunity be accessed based on groupsSummary: Opportunity should be accessed based on groups other than creating team for each opportunity. Content (please ensure you mask any confidential information): Opp… -
we want a way to remove add recourse from calendar and manage my calendar ?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… -
Why when typing a note the language changed to Russian?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… -
Currency Field not editable in test environmentSummary: We created a Currency field in a Sandbox in our Test environment, and the intention is to make it conditionally editable and conditionally hide it on the page l…Shirley.Q.Motiv 11 views 3 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle
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Drill-down link for bell notifications be updated to Redwood pages instead of SUI/Classic pages?Can we update the drill-down link for BPM worklist bell notifications to route users to Redwood pages instead of SUI/Classic pages?
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Can the "Lead Details" field on the BPM worklist be changed to navigate to Redwood pagesHi We have an approval workflow for the Lead object. On the BPM worklist's Approve/Reject page, there is "Lead Details". Is it possible to change this so it navigates to…
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How to display USD value amount separately for the non USD(Currency) Opportunity recordSummary: Opportunity will be created using "INR" currency and Amount value will be displayed based on this currency setup. We have a requirement to display USD Amount va…Tamizharasi Murugan 23 views 2 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle
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How can i use the same list of values from a ERP DFF and in CX custom field?Summary: we have a DFF in ERP that has a value set. I want to use the same list for my CX implementation, in a custom field (fixed choice list). Content (please ensure y… -
How to add new report/infolets into redwood sales dashboard using visual builder studioSummary: We have new sales method created in CX sales, so in current sales dashboard of pipeline is blank, so we need to embed to report in redwood sales dashboard Conte…
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How to update the account owner automatically if the territory owner is changed.In Oracle Sales Cloud, if I update the territory owner then it should also update the owner of associated account records. Can we achieve this functionality? If yes, ple… -
Clarification on verification usage quotaHi Team, Could you please clarify what does this statement mean from the below oracle documentation:- 'Enter the Selection Criteria. We highly recommend that each time y…
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create partner contact and user account issueSummary: We want to create partner contact without user. We used this api : https://eoid-test.fa.em2.oraclecloud.com:443/crmRestApi/resources/11.13.18.05/partners/03131/…
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How to integrate CX with VPNWe want to know the possibility of restricting access to Oracle CX (Customer Experience) web services through our corporate network by enforcing the use of our internal …
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Reporting on opportunity assessment questions and answersSummary: I'm trying to generate a report for one of my customers with the following data: Opportunity Name, Contact Name, Assessment Score, Assessment Date, Question, An…Cristian Rogelio Velasco Gutiérrez 12 views 1 comment 0 points Most recent by Ravindra Sirigiri-Support-Oracle
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A new role applied to a Redwood Search list is not retained after saving - what could cause this?Summary: We created a new role which is an exact copy of 29 other roles except for the name and role code. The sole purpose of these roles are to control search list beh…
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Looking for taskflow ID for create account under create actions under Quick ActionsMy customer is looking for taskflow ID to create account under create actions - Quick Actions. I am not able to find create account page URL similar to create opportunit…
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Redwood: Enable for list view same field available in edit view in VBSSummary: Hi, we would like to add in the list view for an object in Redwood the same field we can add in the edit detail view for the same object. Content (please ensure…
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Video: Suppress Defaulting the Primary Contact When Creating an Opportunity From the Account DetailSuppress Defaulting the Primary Contact When Creating an Opportunity From the Account Detail Page Using the onCreate event listener, the parameters that are passed to th… -
unable to remove revenue lines using groovySummary: We want to delete revenue line using groovy scripting when a new revenue line is added for the same Opportunity. Scenario is: For example we have an Opportunity…
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Notes Object VisiblitySummary: We have Opportunity, Lead, and Activity objects in our Oracle Fusion Sales environment. When a user adds notes in any of these objects, the expectation is that …
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Error while updating Sales Order it doesn't include a value for the BillToContactPointId or invalidSummary: While invoking below Fusion REST API to update a Sales Order in OIC integration curl --verbose -X PATCH «Fusion HOST»/fscmRestApi/resources/latest/salesOrdersFo…
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Are there REST API's for integrating AR Customers, Sites etc into OracleSummary: Are there REST API's for integrating AR Customers, Sites etc into Oracle Content (please ensure you mask any confidential information): We are trying to integra…
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Subscription Sub View Layout on Account Redwood is not Visible (Redwood)Summary: We are currently unable to view the subscription data on the Account subview layout, although the data is visible on the panel layout. Could you please confirm …
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Navigation Dots in Redwood UIHi, We noticed that five dots have appeared to navigate between panels in the Redwood UI. Are these dots only meant for navigation, or do they have additional functions …
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CSS changes are not reflecting in mainline after publishing the changes.Summary: We have facing issue to migrating css changes to mainline. Those changes are available in preview but not moving to mainline. Content (please ensure you mask an…
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Restrict Organization visibility on the basis of Custom Attribute for different user rolesSummary: Our client have a requirement, where Organization are being updated as Status - Active, Inactive, Pending, Failed on basis of some internal processes and criter…
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How "Oracle Fusion Data Quality Cloud Service" license is added to the oracle fusion appSummary: What is the way to check whether the "Oracle Fusion Data Quality Cloud Service" license is used by the project Content (please ensure you mask any confidential …
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What is the correct data store to export CRM Sales Accounts and Sales Products from BICC?Summary: Hi, We're using BICC to export data from CRM and we're confused about which one is the correct Data Store for Sales Accounts. Also, what is the Data Store for S… -
Hide Hierarchy representation in relationship sub Tab of Partner EntityIn the Relation tab when the user enter in the page see the Hierarchy representation, We don't want to use the Hierarchy representation , we want to see only the Relatio…
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Impact of Location Change in Oracle Fusion FinancialsHi Oracle Team , Our requirement is to make the following field mandatory in Manage Location for United States Country. Address Line 1, City ,State, Postal Code , Countr…