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Sales
Discussion List
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How to see emails shared from Redwood Outlook plugin in SUI?Summary: Customer has the latest Redwood Outlook add-in installed, but they're using SUI. Customer shared email from Outlook to opportunity, and the e-mail is not visibl… -
Role or privileges required to access SOAP - /crmService/FoundationPartiesLocationServiceSummary: I'm unable to run SOAP service - /crmService/FoundationPartiesLocationService to find location for service account user. Any specific roles or privileges requir… -
We want password to be set to never expire, though at the org level the password expiry is 90 daysSummary: We want user id password to be set to never expire, though at the organization level the password expiry is 90 days. At user category we have only option to set…saurabh.srivastav 22 views 3 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle
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REST API Calls Limit per Day/per MonthSummary: I would like to know the REST API Call limits per day for Fusion Sales. Is there a service document that I can refer to? Thank you! Content (please ensure you m…
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Create Contract Sample REST API payloadDoes anyone have a sample REST API Payload for contract and/or contract line creation that you could share? Thank you. -
Error when making another partner contact as 'Head of Hierarchy'Summary: The business scenario is, when a partner contact who is 'Head of Hierarchy', is no longer associated with the partner organization or responsible, then the func…
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How to modify the List Page Columns of Custom Object Extension in Visual BuilderSummary: We have custom object in Fusion Sales and we used the Extension Generator to generate and export the .zip file to import into Visual Builder. Once imported into…
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How does Redwood UI impact custom objectsSummary: How does Redwood UI impact custom objects Content (required): We are transitioning from Workspace UI to Redwood UI. We do have a lots of Custom objects (Sales) …
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Digital Sales vs Redwood SalesSummary: We have enabled Digital Sales in Jan-24. I believe this is purely specific to Sales. As we have Redwood Sales too which gives much more visibility, for instance…
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Custom Opportunity Panel Cannot show in Redwood under Contact Foldout pageSummary: Hi There, we need to separate out the opportunity records into two panels based on sales method, and are trying to do it under contact foldout page. We are tryi…
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Is there a short format video demo of the latest CX sales for outlook add in and mobile app?Summary: I'm looking for short-format video demos showcasing the latest CX sales for the Outlook add-in and for the CX sales for the mobile app. Your assistance in provi…
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Error on RoutinesSummary: In Application Composer » Routines We have routine for Sales Leads got into paused state when try to activate the routines there was an ERROR. Content (please e…
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How do we set sales target at Customer LevelSummary: We have a customer requirement in which sales Targets are not only set at Salesperson level but they also have the requirement to set targets at "Customer Level…
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SQL to report territories dataSummary: I am looking for a SQL that will join the Oracle Fusion CX Sales territories table, to rules and coverage, (or a flattened view) so we can report the territorie… -
How to filter a standard chil panel and subviews based on one field valueSummary: Hi Team , In Opportunity we have on panel Opportunity Team and subview we want to filter it based on Type but not able to filter it out. Please help me to resol… -
update customer dff at party levelSummary: DFF defined at customer party level. We need to update the value to Yes Content (please ensure you mask any confidential information): Hi Team We don't find any…
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Product Type - Default on OpportunitySummary: How to set the 'Type' as Product by default on a Revenue line in Opportunity? Content (please ensure you mask any confidential information): Hi, I need to set t…
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Unable to access Manage Task Configurations for Customer Relationship ManagementWe are unable to access/open the Task 'Manage Task Configurations for Customer Relationship Management'. Whenever we click the Task, a new browser tab is redirected. But…
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Unable to secure the Party usage from the Organization Page.Summary: Navigation path: Navigator > Customer Data Management > Organization > Party Usage (field) Expected Results: Only the values Customer, Prospect, Supplier, and P…Ravi Prakash Reddy M 31 views 3 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle
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Delete geographies issueSummary: Hi, Our admin custom role should be able to manage geographies, therefore we have assigned "Manage Geographies", "Manage Geography Hierarchy" & "Geographies Adm…
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How to Enable Drill-Down on custom field “Bill To Customer” in Sales Order List?Summary: In the Sales Order list, the Bill To Customer column currently shows static text (e.g., customer name or number).How can we make this field a clickable drill-do… -
Seeing Service Request Icon in Redwood Sales SectionHi Team, We are seeing the below icon, in CRM Module, anyone knows the purpose of this icon and how can we remove for CRM Modules Regards, Rohan
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Open CPQ Quotes in new page, from CRM RedwoodCan we open the CPQ Quote in a new page
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SR Due date calculation is delayedSummary: We have a requirement from client, where on the click of the button on the Service Request, the due date of service request needs to be copied from the SR to al…
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How to configure Vanity URLs for fusion sales cloud instancesSummary: How to configure Vanity URLs for fusion sales instances Content (please ensure you mask any confidential information): Version (include the version you are usin…
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Fetch Partner contacts in groovySummary: I am trying to get all the Partner Contacts for a particular Partner using groovy. Content (required): We need to script/Object Name where we can fetch the abov…
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Changes to VBS in 25B for Redwood SalesSummary: Was VBS changed for Redwood Sales in 25B? We just received the upgrade into our Test environment and now the editing pages are different. It looks like the Prop… -
Opportunity RevenueSummary: is it possible to add another field to the revneu lines layout Can we add a new custom field to the table if possible How can add Content (please ensure you mas…
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About record set of the search list for a OpportunityDoes “I am on thr team” in the record set of the search list for a Opportunity mean that I am on the team Opportunity? -
How to Enable Bell notifications for CPQ-related events in Oracle CX SalesSummary: We need to enable Bell notificaitons for CPQ-related events in Oracle CX Sales and take the users to CPQ from those notificaitons Content (please ensure you mas…