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Sales
Discussion List
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How to make saved search based on a DCL fieldHi, We have a custom object used and there is one DCL field created in the object to assign a record to a particular user. I want to create a saved search based on that … -
Address(City,Country) on Contact (Saved Search) showing in Uppercase while in record its lower case.Summary: The Primary Address for a contact in contact saved search shows the address values(City, State, Country) in Uppercase despite the values being in lowercase for …
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How to find all the available Team members in contact object?Hi, How to get a report based on BI Analytics or SQL to get the list of all the contacts/Accounts and their associated Team members? can I get any SQL or subject area th…
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How to navigate to Add Relationship drawer for a particular contact/Account from a VBCS screen in CXSummary: How to navigate to Add Relationship drawer for a particular contact/Account from a VBCS screen within CX We have a business requirement such that from a custom …
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Account Change HistoryHi team, It is requested that we need to add one field to object Account (organization) change history. We have created a new field called Sales Strategy, and this field…
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Adjust column width according to Header of the column in Opportunity Revenue SubView LayoutSummary: Hi, Is there a way to adjust column width according to Header of the column in Opportunity Revenue SubView Layout. Currently, half of the field headers do not d…
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Getting error while updating a custom field in Resource objectHi, I am trying to update a field in Resource object when a change happens in a custom object. We have a DCL field in the custom object to select a resource from the res…
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Address object : Unable to find detail page layoutAddress object : Unable to find detail page layout I would like to add some fields to the address object in the detail page layout. But When i check I am unable to find …
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Import Status shows as 'Queued for import' and doesnot move furtherHi, We are trying to import data of a custom object through Import Management and after submitting the import activity the status shows as 'Queued for import' and doesn'…
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Microsoft 365 plugin - Share button and Task TypeHello Everyone. Could someone please help clarify the following, as we are still getting familiar with the Oracle Sales for Outlook? The business expects that using the …
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Can we rename the LOVs in Address TypeHi, Is there any option to rename the Address type field values (Bill to, Ship to, Sell to) to some other names. Regards, Kavya Prasad -
Unable to modify redwood theme colourings from Visual builderSummary: We wanted to change the ribbon color on the redwood pages (Please find the screenshot) However we are not finding any option for the same under visual builder. …
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VBS check environment running to set environment dependent valuesSummary: Hi, we are implementing logic in VBS that need to set an ID variable (SalesMethodId for opportunities). This Id depends on the environment we are running, as th…
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Redwood - Display different child object SubViewLayout based on parent record dataSummary: Hi, on Redwood UI we have the need to differentiate the SubViewLayout for a child object (revenue items) based on data from the parent record (opportunity). Con…
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Video: CX Extension GeneratorCX Extension Generator: CX Extension Generator automates the work of creating a top level custom objects, child objects (for both standard [24C and higher] and custom to… -
Outlook Integration with Oracle CX Sales – Prerequisites and Client QuestionnaireHello Everyone, I’m planning to start the implementation of the Outlook integration with Oracle CX Sales, and I would appreciate your support on the following: What are …
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Removing/Modifying OOTB Relationship LOV'sSummary: When we try to add the Relationship to Account or Contact. We get the LOV's for Relationship Field. Confirmed by oracle that we can add the new values but remov…
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Add translation for Products in Fusion SalesWe have multiple languages enabled in our environment and have been able to add translations for custom content with any issues with the exception of Product Data. Is th…
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Unable to navigate to Sync Configuration Page for Microsoft outlook integration for CX SalesHi all, We're following the below document for implementing Microsoft Outlook integration with Oracle CX Sales. However, we're finding problem with navigation. Doc Name:…
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Include the Description field in the selector for a Multi Select Fixed Choice ListSummary: Is it possible to display both the value and description for a Multi Select Fixed Choice List through VB? I've tried using a Custom Object/Dynamic choice list t…
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Cannot Find Items/Products to Add to Opportunity Revenue Lines------------------------------ Body------------------------------------ **This post was created as part of a How to Service Request (SR) Summary: User trying to add Item…
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Why doesn't Products appear in Opportunity?Why don't Products appear in Opportunity? Products are in product group and added in price book but don't appear in opportunity. -
How to obtain the file name attached to a OpportunityCan Groovy generate an error when a comma is included in the file name attached to a Opportunity? -
The InventoryItemId ID attribute doesn't have a matching value for the record of the Product typeSummary: Getting error while import products from import management, even though item was available in PIM. Job run has completed Job: "Import Sales Products from PIM Da…
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August 6th webinar: Build Exceptional AI-Driven Customer ExperiencesCX expectations are higher than ever, with 24/7, first-time resolutions now the baseline. But with digital engagement outpacing human capacity, how can you keep up? Orac… -
Clear Bell NotificationContent Hi, How to clear bell notification of selected users any possibilities ? Thanks -
IDCS CPQSummary: Hello everyone, I am looking for guidance on how to set up Oracle Identity Cloud Service (IDCS) for integration with Oracle CPQ and Oracle Fusion CX sales cloud…
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Webhooks in Oracle CX ?We are working on a integration project with JustCall as our telephone system. We have a requirement to sync all contacts with JustCall and any new contacts created or e… -
Rename Activity to Interaction on Panels and SubviewsSummary: I want to rename Activity to interaction on Panels and Subviews for all the Objects. But when I am trying to edit the Panel is not Configurable. How can we do t…
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Deeplink for AccountsSummary: I need to create a deep link for the Account. However, I was able to create the link without the objKey. Is there any documentation available that explains how …