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Sales
Discussion List
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How to add Help hint defination to fields at layout level.Summary: We want to show help text for one field in opportunity. Content (please ensure you mask any confidential information): In opportunity we have one requirement to… -
Without 'Customer Data Management' license, how to disable 'Ship-To' site?Summary: Without 'Customer Data Management' license, how to disable 'Ship-To' site so that disabled sites do not show up in the LOV in order entry screen? Content (pleas…
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How to remove Continue with create button in dupplicate check of accountsWe need to restrict user to create Duplicate account, but duplicate check only displays warning and if we click on continue with create it let us create the duplicate ac…
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Links to dashboards placed in the Sales InfoletsSummary: We have a link to the dashboard in the Sales Infolets, and when the link is pressed, the dashboard is displayed within the home page. Is it possible to open it … -
Sales representative are not able too whole dashboard.Summary: Sales rep's are not able to see full dashboard even after configuring the whole dashboard. but when i logged back in with sales manager i am able to see full da…
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Trouble Updating Fusion Company LogoSummary: Our leadership is requesting we update the CRM company logo. I'm working through the guide "Configuring and Extending Applications - Configure Redwood Themes" b…
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Data Loader-How to import contact team member and ownerSummary: Hi Team, I want to create an import template to import contact team members and contact owner. Could you please guide me on how to achieve Thanks Anjanah
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How to Fetch Large Volumes of Data from Oracle CDM CloudSummary: I am running a query using BI Publisher to fetch data from Oracle CDM Cloud, but due to the size of the data, I am unable to generate the report even after addi…
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Video: Working with Contact Photos in Redwood SalesWorking with Contact Photos in Redwood Sales Using standard extensibility techniques with visual builder, enable adding and viewing a photo to a contact in Redwood Sales… -
How to enable redwood in SFA/CPQHello dears, I need to know how I can enable reewod in SFA(24D) and CPQ (24D Patch 4). If the process is massive or can be done per screen or user. Whether it affects th…
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Confirmation needed - trigger object workflow with file importSummary Confirmation needed - trigger object workflow with file importContent Hi, Do we trigger object workflow if we create/update record with File-Based Data Import? I… -
Webinar: Get Started Today With The First Enterprise Agents for CXApril 1, 8 AM Pacific | 11 AM Eastern Customer experience teams across marketing, sales, and service need to accelerate to keep ahead of customer expectations, but they … -
Redundant OOB relationships in menu - how to removeSummary: We are implementing Relationships for Contact. We are not creating any custom relationships. When using the OOB relationships, the relationship menu shows: Dome…
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Important Reminder: Transition to the Redwood UX add-in for Microsoft 365 prior to 25BDue to changes Microsoft is making to their APIs, anyone using the older versions of the Oracle Sales add-in for Outlook must transition to the latest version of the add…
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When Adding Team Members in the Teams, Option My Organization is not workingSummary: we notice that there is other option when adding team members in redwoodUI, My Organization just wondering how it works? because when i select it, it show nothi…
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Inserting Sales Products upon creating LeadsSummary We want to create Sales Product upon creation of Sales Lead.Content We want to create a Sales Product upon creation of Leads. Since we cannot add a product group…
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Redwood addin for outlook - deactivate auto sync appointmentsSummary: In the Redwood add-in for Outlook, there is a functionality that automatically syncs all appointments that include a contact that exists in Oracle Sales Cloud. …
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Video Series: Redwood Sales Rollup FrameworkVideo Series: Redwood Sales Rollup Framework Learn about creating rollup metrics which summarize related data for your accounts and account hierarchies. Rollups allow yo…
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Way to exclude records from Duplicate IdentificationHello, We have a requirement here where we want to exclude matches for those two records which are having a particular source_system. Meaning in a duplicate Set lets say…
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Retrieve query behind PVOSummary: Is there any way to run the query to pull the data which extracted using PVO. Or Can we get the query running behind the PVO. Content (please ensure you mask an…
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What is the category Name for Partner User? Sales CloudWhen Partner user are created what should be the Category name it can be tagged to?
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Has the ZMM_ACTIVITY_DISABLE_TASKS_EXTERNAL_NOTIFICATION profile option been deprecated?Summary: Why are we no longer able to find the Setup and Maintenance "Sales" profile option ZMM_ACTIVITY_DISABLE_TASKS_EXTERNAL_NOTIFICATION , after the 25A quarterly up… -
Change Visualization Configuration Reference NumbersSummary: When building Visualizations for the Redwood Sales Dashboard, if you use the Visualization Configurations they are given a reference number. This ref num is use… -
Is the Enrich Account CDM options available in Redwood?Summary: Is the Enrich Account CDM options available in Redwood? Content (please ensure you mask any confidential information): Is the Enrich Account CDM options availab… -
How to edit the URL of Web Services in App Composer?Summary: After a P2T or T2T, how do I update the URL in the Web Services in the App Composer of Dev/Test instance to point to the correct target URL? Content (please ens…
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Redwood - Inline editing on ObjectsSummary: Is there a way to enable inline editing on Opportunity landing pages in Redwood? Though I see this is going to be available for Opty Revenue in 25B. Content (pl…
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Need Duplication identification User Batches Created for Action table details in Oracle CDMNeed Duplication identification User Batches Created for Action table details in Oracle CDM
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Rejected - Error on table HZ_IMP_RELSHIPS_T, column START_DATESummary: We have Dev and Test environments. I am loading the same file in both environments. In Dev I am getting below error: Rejected - Error on table HZ_IMP_RELSHIPS_T…
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Is it possible to get details on the records that are processed during the O365 Synchronization?Would like to see the details for records that are touched when the "Microsoft 365 Instant Sync Job" & "Microsoft 365 Standard Sync Job" sync jobs complete. This will ai… -
Audit table details for the Sales Business Object details in Oracle fusionSummary: Hi Team, There is a business requirement actually they have created some wrong records in Sales account. They wanted to check the same for which we are trying t…