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Sales
Discussion List
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Unable to disable the edit option in drill-down reports within the Redwood Sales Dashboard.Organization Name (Required - If you are an Oracle Partner, please provide the organization you are logging the idea on behalf of): Federal Bank - Infosys Description (R… -
How to Configure Service Request in Visual BuilderSummary: We need to configure the layouts of the Service Request object in visual builder as part of our migration to Redwood UI. Under Layouts > Customer Experience > S…
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how to restrict sales object like lead, opty using Business unit?I have created organization(xyz) and assigned multiple BU's and assigned sales user with (xyz). but i am not able to see restrict based on BU's on Lead object & Opportun…
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How to refresh all Opportunity Revenue lines even if one revenue line gets updated? Using GroovySummary: We want to refresh all the Opportunity revenue lines even if one revenue line gets updated using groovy Example for a given Opportunity there are 10 revenue lin…
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Import Management Limitation?Summary Import Management Limitation?Content Hi, I'd like to check if this is expected as per design or a bug. Here is the detail, In the import file for custom object, … -
Customer Data Management hierarchies flows to which modules?Summary: Customer Data Management hierarchies flows to which modules and where we can use this Project Management or Contract Management or Accounts Receivable or Oder M…
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Import account update errorSummary: I already added the Organization Name and the Party Type in the mapping sheet. a valid value for the PARTY_USAGE_CODE attribute. (HZ-120811)You must enter a par… -
How to have Category Options in attachment field on sales account ?Summary: We have a request to collect specific documents on attachment field on sales account object. Like list of document to open a Account Oracle does not give this f… -
How to implement chatbot or sales assistant in oracle sales cloudSummary: I wish to know How to implement chatbot or sales assistant in oracle sales cloud. Do we have any documentation or is some one there to help? We wanted to check … -
How to access attachments of Interaction object in groovySummary: Hi, We have a requirement to show the total no. of attachments associated with the interaction (Redwood Sales) in a custom field. How to access attachment infor… -
Can we include a search filter for addresses with CX-ContactsSummary: We need a search filter where highlighted. We have many Contacts that have high quantity of addresses - some even have over 500 which will not appear in the lis…
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2 Different CPQ commerce and 2 different sync Integration for CPQ to CXSummary: We are already using one commerce process and using SOAP Integration for CPQ to CX Quote header and Revenue line sync. But Now business is implementing new Proc…
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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…
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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 21 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… -
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 13 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…