To ensure that questions get required attention from community members and are NOT left unanswered, it’s important for the author to indicate (by selecting “Yes” or “No” when prompted) whether the question was answered. (newly added) Please note that it is also important to respond to EACH comment your question receives. Your Yes or No response ensures an accurate status for your question.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
Sales
Discussion List
-
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… -
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 …
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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 41 views 2 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle
-
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…
-
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 …
-
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 …
-
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…
-
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…
-
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…
-
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…
-
Account Name Update RestrictionSummary: For certain roles, the customer wants the Account Name field to be non-updatable. In the Test instance, we tried using a field-level script in the Updatable con…
-
SalesProfileStatusSummary: Can I use the standard 'SalesProfileStatus' field on the Account object to mark accounts as Active or Inactive? My goal is to prevent any new records—such as Op…
-
How to perform cascade delete of Inactive accounts in Oracle cx salesSummary: I want to delete the inactive accounts and all the related child items should get deleted with that. Content (please ensure you mask any confidential informatio…
-
How to determine the value for ResourceParentOrganizationName when uploading resource role?We have created a template to import the Resource role for employees on the system. We have referred to the the following document to create the template: However, we ne… -
Redwood-Product hierarchy in OOTB product fields of leadSummary: Hi Team, In classic UI while adding a product to opportunity revenue line, user is able to select the product group/product from product hierarchy. Could you pl…
-
How to Mass Delete Records in Oracle Sales Cloud?Summary: We have to Delete 8000+ SR records in Oracle Sales Cloud. Normally we have to delete a records through the action button (SUI) or use an automation file to do t…Patrick Anthony Yu-Asensi 21 views 3 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle
-
Help Creating Event Listeners and Action ChainWe are looking to create an Even Listener and Action Chain so that when we change an Opportunity Type it automatically changes to a specific Sales Stage. The documentati… -
How to manage daily rates using API?Summary: How to manage daily rates using API? Where can I get more information about API for daily rates? Is it REST or SOAP? Version (include the version you are using,…