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Sales
Discussion List
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Additional fields in attachementHi, I have enabled attachment field in custom object and the screenshot is provided below. Now there is requirement to add two new fields from the page show below. Two f… -
CX CLOUD: HOW TO: Flexible Contact Verification for Lead Creation in NEXT GEN/ Redwood SystemSummary: Exploring Methods for Validating Contact Information - Identifying a strategy to verify that at least one out of three contact details (Email, Office Phone, Mob… -
Can Opportunity Revenue Lines default sorting of rows be customized in the UI?Summary: We need to customize how the Opportunity Revenue Lines are displayed in the UI by default like based on Name for example. Content (please ensure you mask any co… -
How can I restricted the contact phone number to only 10 numbers, no less and no more?When I create a contact in Redwood Sales, we need that when we enter a phone number, it must allow only 10 numbers, no less and no more. The problem is that Redwood does…
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Sort partners based on TiersSummary: How do I sort partners based on tiers in the API crmRestApi/searchResources/latest/custom-actions/queries/ Content (please ensure you mask any confidential info…
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Queue Concept for deal registration ObjectSummary: For the deal registration object, can we have the same queue concept as Service Request object. Requirement: The requirement is to assign the deal registrations…
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Partner Sales Manager user is unable to view their Partner Salesperson's deal registrationsHi All, For a partner account, 3 users are there, One Partner Admin, one partner sales manager, one partner salesperson. - Partner Admin has standard Partner Admin role …
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Partner relationship management - Geographies covered functionalitySummary: Partner relationship management - Geographies covered functionality Content (please ensure you mask any confidential information): Partner relationship manageme…
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How to use Call REST response in Javascript Action Chain?Summary: can someone show it here how we can consume REST response, I'm currently using the Call REST in action chain, and I need to get the a value of the specific fiel…
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How to get Audit Report of a Custom Object using Rest APISummary: To get Audit Report of a Custom Object using Rest API Content (please ensure you mask any confidential information): I want to get the Audit Report of a Custom …
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Customer Data Migration from a Third-Party Application to Oracle Fusion Sales CloudI’m currently working on a project involving the migration of customer data from a third-party application into Oracle Fusion Sales Cloud, and I’d appreciate some guidan… -
For Assets drilldown feature to be enabled on the Consumer field and a Custom Field in Redwood pageSummary: On the list page of the Assets object (renamed as Financial Accounts), we have 5-6 fields out of which only the OOTB field 'AssetNumber' (CX Ref ID) is drill ab…
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Video: Working with AttachmentsWorking with Attachments: Adding the attachments component to a panel, subview and the create record page. From the Implementing Redwood Sales video series -
Multiple Managers in an OrganizationSummary: We have created a resource organization hierarchy for cx sales. And in that we have technical team and other teams. So we want to have 2 or more managers in one…
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Extract Field and Page level properties from App composer for redwood ImplementationSummary: Extract Field and Page level properties from App composer for redwood Implementation Content (please ensure you mask any confidential information): We are curre…
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How do I enable bell notifications for activities that can open Redwood screens.How do I enable bell notifications for activities that open Redwood screens? This is currently only working for worklist items, but not for activities.
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AddressTypeList defaultSummary: In classic UI, default address type is already setup once we clicked the 'Create Account' button of Account Object. This is not the case for RedWood UI since th…
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May 21 upcoming webinar: The Future of Customer Experience: Product Strategy Statement of DirectionWe believe 2025 is a line in the sand for customer experience. Envision a world where: Customer experience transcends front (sales, service, marketing) and back-office d… -
Video: Call an Groovy Server Side Object Function from Redwood Sales UI TierCall an Groovy Server Side Object Function from Redwood Sales UI Tier There are times when you want to perform some service side logic in a groovy object function, typic…
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Struggling with Pipeline & Forecasting? Here’s How Oracle Sales Can Help!Ever wondered how to turn your sales pipeline into a well-oiled machine and forecast with confidence? We just dropped a game-changing video demo showcasing the forecasti… -
“My Tasks” infolet drill down onto the Redwood Activity record screen instead of the Classic UI.Is it possible for the 'My Tasks' infolet to drill down to the Redwood Activity record screen rather than the Classic UI screen?
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How to import party relationship between the two organization using File Base Data Import (FBDI) .Summary: There is requirement of client in which we wanted to establish Party relationship between two organizations ( customers) Relationship Type PARENT/SUBSIDIARY). W…
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Oracle Fusion CX Sales Cloud Service: Connection pooling on REST web service calls in Groovy TriggerWe are making a REST (via a Web Service created in Application Composer > Common Setup > Web Services) call in one of our Groovy triggers that connects to an external se…
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Workflow Approval Process before Merging a record in CDMHi, We have a use case in our project - when a user initiates a Merge requested for two parties in CDM , then this should trigger an email to Data Governance team and up…Harshini Amancha 91 views 10 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle
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how to update secondary Partner address to Account address in groovySummary: We have script to create Account when partner creates in system in same time we will add primary address also. Now we need to update secondary address also. how…
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What is the recommended frequency to schedule this ESS job?Is there a recommended frequency to schedule the ESS job 'Synchronize Financials Accounts and Contacts with CX Sales'?
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Retaining certain values post merge in CDMHi Team, Consider we have two supplier's - A1 and A2 . For A1 supplier the 'Supplier Status' field is Active. For A2 supplier the 'Supplier Status' field is Inactive. Ou…
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How to create Call report or Appointment in Activity related subtabSummary: I have created a relationship between the Business plan object and the Activity object in order to connect existing activities to Business Plans. This functiona…
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how to find the logs of DSummary: I tried enriching a handful of records from Oracle CX on'Review' mode. It completed successfully and matched records. Upon downloading it shows only few columns…
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If that flow applicable merge two accounts have the some same details (Name,add) into single one byContent we need to mere two diffrent accounts in some data but have the same (name,add) and refer to the same customer how can make this merge but taking the data from a…