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Sales
Discussion List
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Migrate Sales Territory to another Environment (Dev to Prod)Summary: Is there a way to export Migrate Sales Territory to another Environment (Dev to Prod) Is this through Export Management > FILE > Import Management File Type (XM…Christian Gerald Patacsil 31 views 5 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle -
Adding Campaign Member list in the Campaign RedwoodUISummary: in the Classic UI we can have the campaign members as tab in the campaign edit layout, however this one seems like not supported in the Redwood UI, is there awa…
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Adaptive Search Query: No Data Displayed for ListOfContactsHi All, I am trying to fetch data via adaptive search query. Despite enabling the field, I have noticed that no data is being displayed for ListOfContacts. Could you ple…
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Unable to View Leads and Opportunities with Custom Role in Redwood UIDear Oracle Community, We are currently facing an issue while configuring a custom role intended to provide access to Contacts, Accounts, Activities, Leads, and Opportun…
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What is equivalent of EBS Territory management in CloudSummary: I am looking for a way to tie the customers to salesrep hierarchy. In EBS there was sales territory assignment that can be based on FIPS/Zip code. In CRM founda…
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How to set Account default search as 'Contains'Summary: I am looking for an option to search partial Account Number. Suppose if I search with 18529008, it should return the Account AP18529008. Currently it is working…
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how can I deactivate multiple resources in bulkSummary: I am looking to deactivate multiple resources in bulk as their 'user' record was suspended but their resource is still active. As a result, they are still 'sele…
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How to create "self" Rollup?Summary: Is it possible to create a Rollup for an object, but using SAME object as Related? Content (please ensure you mask any confidential information): We have a scen… -
In mass update of leads, the fields for update is repeating every time "add field" is selected.In leads we have enabled 2 fields , i.e. Owner and Rank for mass update. When trying mass update on leads, we select Owner and click on "Add field", the option for selec…
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How can I provide ability for sales reps to create and edit Products and Product Groups?Summary: How can I provide ability for sales reps to create and edit Products and Product Groups? Content (please ensure you mask any confidential information): Version …
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Creation Page layout not available in oracle cx mobile appSummary: I am implementing the Mobile CX app for the sales user. I trying to implement the same offering in cx sales mobile app as like we customize creation page on SUI…
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What is the required role for user to see and update only accounts in oracle fusion applicationSummary: What is the required role for user to see and update only accounts in oracle fusion application Content (please ensure you mask any confidential information): V…
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Need Fusion Equivalent Tables for EBS Tables (Resource Management, Inventory, Procurement)Hello Community, We are currently migrating from Oracle E-Business Suite (EBS) to Oracle Fusion Applications and are working on mapping legacy data to Fusion data struct…
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Is there a way to Inactivate the Person from Customer Data Management?Summary: Is there a way to Inactivate the Person from Customer Data Management? Content (please ensure you mask any confidential information): In Customer Data Managemen…
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Redwood: Obtaining details about the current user Business Unit in a Javascript action chainSummary: Is there a direct way to get logged in user's Business Unit? I am currently using below code on an Action Chain attached to an even listener to obtain BU in a v…
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OOTB Express Report Type on Territory HierarchySummary: Users want to create Express Report on Opportunity along with Territory and its Hierarchy. SA like is apt for this requirement but its unavailable as a OOTB re…
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Redwood: How to add OTBI reports in Redwood Sales Dashboard without creating visualization?Summary: We had OTBI dashboards in Classic UI that were added in Account and Opportunity page subtab. Now, how can we display these dashboards to Sales Dashboards as sub…
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Is there any Oracle driven functionality behind opportunity type code in Oracle salesThere are 3 types of OOTB opportunity type codes like NEW, RENEWAL and EXPANSION, Are these just static values with no background functionality or any functional behavio…
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redwood serviceSummary: How to add Custom fields on SR edit page? How to add fields on service request edit/details page? i have created 2 fiedls in application composer which was easy…
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Video: In App Navigation BarIn App Navigation Bar: One click navigation to Sales Dashboard and the first 8 items in Redwood Sales menu group. From the Implementing Redwood Sales video series -
How to add photo to redwood contactsSummary: Our client would like to add customer photos to Redwood Contact Edit layout. I have found instructions for doing this in the classic version, but wondered if th…Carol Schiffler 42 views 2 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle
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How to remove the commas from a Number field in Oracle RedwoodSummary: We have Quote Number field where commas are getting added when we enter a number. Is there a way to remove the commas. Content (please ensure you mask any confi…
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Connecting Activities to Business PlanSummary: Is it possible to connect an existing Activity to an existing Business Plan? I know you can connect existing Opportunities and Leads to Business plans, but for …
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How to stop CRM users delinking a customer contactHello, We have integrated Redwood CRM with CPQ, Order Management, and AR to allow us to raise Opportunities and Quotes which then create recurring Orders and Invoices. H… -
Hard delete of activitiesHi, we have already checked the truth of this statement: when you delete an activity, that activity is permanently deleted from the database. However, our customer need …
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Purge of objects' attachmentHi, our customer needs a formal confirmation by Oracle regarding the following aspects of data management and deletion in the system: Once an account is deleted, all ass…
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How to migrate Extension Generator default smart actions to another environmentSummary: We have default smart actions from Extension Generator in fusion dev environment and imported to VBS dev environment. After migrating the VBS changes from DEV t…
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Change Order from Saved SearchesHello community, We user Oracle Sales Cloud and have created multiple saved searches for each entity. There is a request for users to be able to either reorder these sav…
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On Demand Webinar: Activate AI in CX SalesAs an Oracle Sales customer, AI is already embedded in your solution - are you using it to close more deals? Watch this on-demand Oracle webinar to discover how over 100… -
Bulk Operation for updateCustomerAccountHi Team, I found a note "https://docs.oracle.com/en/cloud/saas/sales/oesws/Perform-Batch-Soap-Operations.html" which says that there is a bulk operation for createAccoun…