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Sales
Discussion List
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Perform 'Run Assignment' on Account Object using ScriptSummary Perform 'Run Assignment' on Account Object using ScriptContent Hi I have a requirement to perform territory assignment operation on account automatically when th… -
How to fetch Business Unit ID in groovy script?There are two Business Units in our system. We had a script to invoke one REST API depending on BU ID. So, we need to fetch the BU IDs from the instance into groovy scri…
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Visibility of Sales Motion and Sales Play for Sales UsersSummary: Sales Motion and Sales Play are new features introduced in the 26B release. However, I’m unable to find any documentation for them. Could someone please confirm…
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Is it possible to exceed 10 parallel imports when using Oracle Sales Cloud - Import Management?We want to know if it is possible to exceed 10 parallel imports having 500k records each import (Accounts) when using Oracle Sales Cloud - Import Management. If Yes, How?
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How to enable sales forecasting for Partner Sales Reps and Partner Sales Managers?Summary: Hi, As the title says, is there any OOTB way to enable forecasting for partner users and have them use it like normal sales users? It seems the OOTB Partner rol… -
what is a good way to remove hardcoding in a groovy script?Summary: We want to remove the hard code and want to use lookups/any other way to remove the hardcode, what is the best method? how can we attain this requirement in the…
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Invoices / Quotes and Orders panels are empty in Next Gen UISummary: Invoice panel and Quotes & Orders panel in Next Gen UI are empty for Salesperson and Sales Manager roles. Content (please ensure you mask any confidential infor…
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Video: Dynamic Links - a deep-link standard that works with both Redwood and Classic UI for CX SalesDynamic Links - a deep-link standard that works with both Redwood and Classic UI for CX Sales With 25B, a new dynamic link URI/API format is available to deep link into … -
VBCS Redwood cx-picker for custom object showing extra unknown filter that causes errorSummary: We created a custom cx-picker template for custom object in VBCS for our Redwood UX. However, in the LOV it has an option that appears to be a saved search that…
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Business Events for Customer Accounts, Vendor / Supplier, Sites, PartnerSummary: We want to integrate our custom application with Oracle ERP product. As part of integration we ingest master data like Customer Accounts, Vendor / Supplier, Sit…
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Does Oracle Fusion CX Sales cloud supports Microsoft teams as CTI Telephony tool?We want to know if Oracle Fusion CX Sales cloud supports Microsoft teams as CTI Telephony tool. https://docs.oracle.com/en/cloud/saas/fusion-service/facti/what-is-cti.ht… -
We don't want to update parties via the losing source systemBusiness requirement- After merging two parties, both the parties source system references are retained in the master party. Current case- We get updates from losing as …
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logout screen points to Oracle linksSummary: User is logged-out of the instance after some inactivity. Content (please ensure you mask any confidential information): Whenever there is some inactivity and t…
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Opportunity Subview under account doesn't let us search for record suing Sales StageSummary: Under Oracle CX Sales Cloud Redwood version Account Page we have Opportunity Subview. Since Account has a lot of opportunities, we're trying to search Opportuni…
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Encryption Capabilities in CDMSummary: Hello Team, We have a business requirement to store certain person-related NPI and license numbers under Additional Identifiers. Our client requires these ident…
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Ai Agent for Express ReportsSummary: Need Assistance with Step 5 implementing. Step 5: Configure Administrator Profile Values Go to Setup and Maintenance. Search for Manage Administrator Profile Va… -
How to embed Data Model report with filter based on the opened record?Summary: How to embed Data Model report with filter based on the opened record? We have created a BIP Report due to it's flexibility over OTBI and would like to embed it…
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PRM - Need Document for Configuring Partner Registration Approval FlowsSummary: Hi, As the title says, I am looking for a document which can help me to configure the Partner Registration Approvals for Channel Operation Managers in PRM. Can …
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Error while updating Cust Contact point "Attribute PartyId in view object PersonParty cannot be set"Summary: Getting error while updating customer contact point using webservice as "BO-27008: Attribute PartyId in view object PersonParty cannot be set." Code Snippet: Re… -
Redwood: How to disable smart actions like update product in Service RequestSummary: Some of the smart actions are not needed on Service Request Object like Update Product, Update Asset and so on. How can we disable those smart actions? Content …
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Redwood: How to remove/hide interaction and conversation in Redwood service requestSummary: As we are not utilizing the Interaction and Conversation tab in Service Request, how can I hide this 2 tabs in the main view of each Service Request record? Con…
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In a sales order that contains both a service item and a product itemThe new item I created is a service item. Therefore, I created a separate rule for the service item in Manage Process Assignment Rules for Sales Order and assigned it to…
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How to add button on activities Create or Edit in redwood to call smart actionSummary: I want to call smart action on button on create or edit page as there is no overview section on Activities Content (please ensure you mask any confidential info…
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Adjust custom object parent field hyperlink in custom object list pageSummary: In the custom object, it has a column Contact Name, by default the contact name jumps to the /redwood/digital-sales/es/p/mycustomers/contacts?id=**** page . i w… -
How to create audit report using SQL statement where in similar result to history tabSummary: in history tab of each record, we can see the changes of each auditable fields. like for example: field1, we can see in the list the before and after change. i …
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CX-list and cx-panel layout label is not being translated from the field title in VB studioSummary: I am trying to create an translatable string into the certain labels in CX-list and panel layout pages, however, it seems there is no possible to create a trans…
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Bulk upload of mapping HCM jobs to resource roles to automatically setup users as resourcesSummary: I am following this link on how to setup new employee users as resources automatically on hire. https://docs.oracle.com/en/cloud/saas/sales/fasqa/how-do-i-autom…
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Is it possible to have a full copy between environments from different tenants?Summary: Hi, Our customer is renewing his contract with Oracle, and is getting a new tenant with fresh environments. He needs to migrate everything from his old producti… -
Is cross tenancy fusion clone possible?Summary: Hi, We have a requirement where in the customer wants to clone fusion environments between different tenancies. There is a lack of documentation to confirm or d…
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Where to start investigation if the account 'Sales Profile Status' update will not save?Summary: Currently, in the Redwood UI, our account field 'Sales Profile Status' is not updating any change we make. For example, switching from 'active' LOV to 'exit' LO…