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Sales
Discussion List
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Unable to schedule Lead Processing Activities to run for every 5 minutesUnable to schedule Lead Processing Activities to run for every 5 minutes using schedule option. The least value we can enter is 1 hour. We have a requirement to run this… -
How to show multiple addresses in 'Account' edit page in CX Sales Redwood?For standard object 'Account', we have enabled Redwood Pages. Now in Edit page, we are able to add the fields as per our classic page layout. Now in classic page, if an …
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How to remove Assignee, Contacts, Notes from Edit Task Layout in Activity object from redwood salesIn our current project, we do not assign a Contact to an Activity, and the Notes section is also not being used. As part of streamlining the user experience, we would li…
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How to Change Sub-view Sort Order for Account-Contact Object?Hi Team, I’m trying to modify the subview sort order for the Account-Contact object (child object of Account). This subview appears on the Account Details page. I have a… -
Redwood UX Duplicate checker is not showingWith the release of 26B, we were trying to test out the Duplicate checker functionality for Redwood UX. In the documentation it said there was no setup required (see tex…
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configure adaptive search for Account to allow search for any linked custom objectSummary: In CX Sales, our standard object 'Account' is linked with another custom object through a field. We want user to be search in 'Account' landing page for any fie…
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Video: Enable "Save and Continue" Equivalent in Redwood SalesIn 26B, you can enable the ability to Save a record on the edit page, and stay on the edit page to continue to make additional changes to the record. This is the equival… -
What kind of custom role (with which privileges and roles) to be created to achieve the below?Hi Everyone, We have a requirement to restrict a user who can only access the below modules. Can anyone know if this can be achieved by manually creating custom roles an…
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CX Sales - Organization / HZ Party Record Accidently DeletedI have a record that was accidently deleted and needs restored. The record is showing as Status = 'I' and needs to be marked back to Active or somehow merged to a new re…
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how to update "due date" field format while using it in RoutinesSummary: Hi Team, We have created a Routines for ACTIVITIES and using "DUE DATE" field on the SUBJECT of email. When email is triggered, with date, Time is also seen on …
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How can we access the Manage Daily Rates in groovy scriptHello Team, We have a requirement in our current implementation like we need to convert the a currency value to different currency based on the Manage Daily Rates stored…
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Guidelines to upload the renewed SAML Signing Certificate into Oracle Sales Cloud ApplicationSummary: We are uploading the new signing certificate through the SSO Sign On Configuration Tab in the Security Console, however the said tab is no longer available in t…
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Object Workflow – Email Notification not showing Custom Role / How to send to dynamic userSummary: Object Workflow Email Notification not displaying Custom Role / Need to send notification to a dynamic user instead of a static user Content (please ensure you …
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Address field(SiteNumber) not displayed in Audit page in Redwood UISummary: Address field(SiteNumber) not displayed in Audit page in redwood Content (please ensure you mask any confidential information): Version (include the version you…
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Custom Object Bell Notification - Configuration InquirySummary: To enable Custom Event notification Bell Function is there a way to include our Custom Sales Object in Notification Preferences (under Application Composer > No…
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Unable to create account,lead, opportunity and contact after migrating to 26b in redwoodHi Team, After migrating to 26B, we are unable to create records across multiple objects, including Account, Contact, Lead, and Opportunity. I also created a new project…
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Impact of P2T on CX Mobile Application and Post-P2T TasksHi team, We are planning a P2T (Production-to-Test) refresh soon and would like to know if there are any specific impacts on the CX Mobile application. Could anyone shar… -
Redwood Create Account/Create Party flow, duplicate identification match score is not displayedSummary: In Oracle Sales Redwood Create Account/Create Party flow, duplicate identification is working and similar accounts are displayed in the review section. However,…
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What is the Expected Behavior of Multi-select Choice List in Redwood UISummary: I just noticed that there are LOVs which are not displaying in Redwood UI. One example of this is our custom field MEIncumbentMulti_c. This field has more than …
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I'm getting this errorI'm getting this error while updating opportunity "There's no currency conversion rate for the USD to INR currencies for the corporate rate type. Contact your help desk …
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Build a recent audit preview panelSummary: As many of you may have already implement the subview of audit history of object records , however, i would like to build a panel view of recent audit trail in … -
Redwood Sales UI - could not load data status 400 errorSummary: Content (please ensure you mask any confidential information): Hi, I couldn't find any assistance for an error that comes in redwood sales UI. This is coming on…
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Video: Integrating Microsoft Teams Web Conferencing with CX SalesIntegrating Microsoft Teams Web Conferencing with CX Sales: Microsoft Teams Web Conferencing can work with your Oracle CX Sales solution
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New Accounts not being pulled in Postman and AnalyticsSummary: Newly created accounts are not being returned in Postman and Oracle Analytics following import; however, they are visible in the Workspace Content (please ensur…
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A database constraint was violated while storing the changes in the database in CX Sales ActivitiesSummary: When we try to change any fields or status in the Activities it is showing A database constraint was violated while storing the changes in the database error wh…
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Need format for the conditions in task "Manage Oracle CX Sales to Oracle CPQ Cloud Integration"Summary: We have multiple CPQ process which we need to use from Oracle Sales Cloud. We are using https://docs.oracle.com/en/cloud/saas/configure-price-quote/faicp/use-mu…
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How to manage VBS development and deployment for redwoodSummary: In PRM applications, we currently operate with a single mainline development model. Development is carried out within individual workspaces, followed by unit te…
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Unable to Make a Field Read-Only on Interaction Page in Mobile Application SetupSummary: We are configuring the Interaction page in Oracle Fusion Service Mobile Application Setup and need one specific field to be read-only. For other pages such as A…
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What access/privilege(s) is/are needed for CRM REST APIs?Summary: Access/privilege(s) is/are needed for CRM REST APIs Content (please ensure you mask any confidential information): Hi, We need privileges to run the below APIs.… -
Error in percent field when language is set to German, French and SpanishSummary: The application appends a space between the number and the % sign in a Percent Field causing an error when saving. This occurs when language is set to German, S…