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Sales
Discussion List
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How do I enable the ability to allow Users to mass Accept Leads via Workspace Searches?The ability to mass Accept Leads was available via the SUI from the Leads Landing Page, however, this functionality does not appear to be available when viewing Leads fr… -
How to restrict visibility of Accounts, Contacts based on Owner and respective manager in Cx SalesHi, How to restrict the visibility of Accounts, Contacts and Activities based on the Owner and respective manager defined in the hierarchy from resource directory in Red… -
Inquiry on Accidental Role Assignment – “Data Steward Manager”Summary: I accidentally assigned the “Data Steward Manager” role under CX Service. Our company is only subscribed to Oracle ERP and SCM, and I would like to confirm if t…
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Multiple Attachment fields required for Opportunity?Summary: We have a requirement wherein we need 2 attachment fields in Opportunity as the client would use one of the field for attaching internal documents, and use anot…
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Creation of Asset gives error : An error occurred. Contact your help desk. (FND-2)Summary: Creation of Asset gives error : An error occurred. Contact your help desk. (FND-2) Content (required): I created an asset named testasset. Later I renamed this …
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How to delete the association of Lead and Campaign?Summary: Hi Team, currently, once we add the Lead to Campaign, the association is being created on MKT_CAMP_MEMBERS. But once we removed it, the association Active statu…
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Retrieving and showing info from third party SystemsSummary: Hi, we need to create reports and documents related to info retrieved via API from a third party system. Furthermore we need to show those data in Account subta…
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Adjust hyperlink template in the custom object Redwood UISummary: I would like to adjust my hyperlink template in the cx-list-impl component. Content (please ensure you mask any confidential information): By default, when we c… -
リソースの日付で最新の所属店を取得したいCX Salesの式項目（Groovy）にて、リソースの現在の所属組織を取得しようとしていますが、 過去の履歴が含まれてしまい困っています。日付で現在の所属組織だけ取得する方法はないで… -
How can i add revenue line fields in message templateSummary: We have created custom template for opportunity object we wanted to add revenue line items in the template. Sharing the screenshots of Template. Content (please…
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Is it possible to reset objects in Oracle Fusion CX Sales?Summary: My customer states that the initial implementation is not configured optimally and is requesting to reset all the objects related to CX to reimplement the solut… -
Invoking webservice when saving a recordSummary: Hi, in a form with a few number of fields (like the "create Note"), but based on a custom object, is it possible to invoke a webservice when saving the record. …
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Will Business Plans be coming to Redwood?Summary: Pretty much what the question says. Will the Business Plans be added to Redwood along with their children objects like Objectives, SWOT Analysis, etc.? Content … -
How to override or customize OOTB Error messages in redwood?Is there a way to customize or override the OOTB error message in redwood such as one shown below:
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Customer account creation for REST API/Roles or privilegesSummary: We are implementing an integration for creating receivable customer accounts from other systems. We are using below REST and SOAP services in our integration. I…
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Display email/message Template conditionally based on Smart ActionSummary: We want to show email template based on smart action. We have 2 different custom smart actions of type send email. Based on that smart action we want to display…
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Custom Account DCL as Hyperlink on header section in RedwoodSummary: We have custom object which is associated to account using custom DCL field. Now we have exposed the Custom DCL Account field on Custom object details layout in…
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How do "remove" the Make Active action from the Quotes section in CXWe have various actions from the smart action like Create/Copy but the business wants to remove the Make Active on the CX side as their process is to only change it on t…
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Lead qualification template for redwood salesSummary: Hello, In Standard Sales, we’ve been using an out-of-the-box (OOTB) Lead Qualification template in the Lead object, which includes a set of specific questions t…
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Show product recommendations not displaying any data on account or opportunitySummary: Hi everyone, We've been working a lot with Oracle AI and Gen AI features in OSC lately, and we also recently discovered the need to have some sort of AI based p… -
Defaulting 'Appointment' fields in 'Log an Interaction', WrapUps fields are disappearingTried to default Appointment's Subject field and Assignee's/ Contacts to "Log an Interaction" Subject and Participants fields respectively using onCreate event listener …
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How to export the information that is in the Sales Dashboard from UI RedwoodSummary: I want to export the reports that are in the Sales Dashboard. Content (please ensure you mask any confidential information): I've created several reports in OTB… -
Custom object data importSummary: I created a custom object, but I’m unable to import data into it. The system isn’t generating any log files, and the import keeps failing. I’m uploading the CSV…
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Activity Template in SalesSummary: I’m trying to create an activity template using the Manage Sales Task Template task in Setup and Maintenance, but the available templates appear to be limited t…
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Custom Object is not available in Import ManagementSummary Custom Object is not available in Import Management even after adding 'Custom Object Administration' role to User and checking Create,Update,Delete check-boxes f…
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Is there any Rest Api or Soap WebService to update status of a record in HZ_ORG_CONTACT_ROLES table?Summary: We need to end date a HZ_ORG_CONTACT_ROLES record or mark its Status as ''Inactive'. Does any Api or Soap Web service exist to perform the same?
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How to show Activities Panel in Redwood for Custom ObjectsSummary: I wanted to show the audit logs for Custom Objects in redwood, but activities panel is not available as OOTB. How can I show the activities panel or the audit l…
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Making the field visible in header even when values are not populatedSummary: When we add any fields to header layout of some object. Its shown on the header if that field has any value else that field is not visible on header. The requir…
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Add Buttons on Account Header section in RedwoodSummary: Hi, As we are using Redwood, we want to have buttons like "Create Lead" or "Create Quote" button on the account header section in Oracle Redwood. Please let us …
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How to access opportunity Scheduling data for reporting?Summary: In CX, there's a way that reps can forecast, monthly, how much an opportunity product will bring in using the schedule piece. How can we access and report on th…