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Sales
Discussion List
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Unable to Restrict Interaction Visibility and Configure Access Groups for Role-Based AccessHello Team, We are seeking guidance on restricting Log an Interaction / Call Report data visibility based on user roles (role matrix) in Oracle Sales Cloud. Current Unde… -
Not able to setup(Create) recurring web conference appointmentsSummary: Not able to create recurring meeting for web conference appointments Content (please ensure you mask any confidential information): Hello Experts, Scenario: We …
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Child object subtab rendering blank white screen in Installed Base Asset DetailSummary: I have created a custom child object "Health Metrics" under the "Installed Base Asset" standard object. After adding this as a subtab to the "Detailed Layout," …
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Field trigger is not working in Redwood UISummary: we have a lot of field trigger functions used in our system and unfortunately it is not working properly in redwood. example we have field 1 and field 2, when u…
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Restrict access to contact records based on custom attributeSummary: We would like to add a custom attribute in contact records, and based on the value of custom attribute, only certain users should be able to view the record. Th…
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security rulesSummary: Is it possible to create a rule for when Sales Invoices are created that only allows users to use code combinations that contain A2* Naturals (Income) as we hav…
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How can we set the address fields on Account creation based on a third-party API responseSummary: We have added a custom field on the Account creation page and configured its template to work as an address input search. When the user types an address in this…
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Will the Service items option under sales be converted to a Redwood Ui viewSummary: Currently I can view an option called Service Items from my desktop under Sales. I have proper permissions. When I look for the same icon in Redwood Sales is do…
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Oracle Fusion Applications - Upcoming Exception Migration to Identity and Access Management (IAM)Summary: Hi, We have received the following notification: “Oracle Fusion Applications: upcoming migration of exceptions to Identity and Access Management (IAM)” indicati… -
Product DCL field issue in Asset ObjectSummary: I am facing an issue in Asset object. When I select a new value in the Product DCL field, the old value automatically appears again in the Asset edit layout. Al…Mohd Adnan Parvez 21 views 5 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle
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Is CDM License Required for Enabling EDQ Duplicate Check Configuration in Oracle Sales CloudSummary: I am currently configuring duplicate checking functionality in Oracle Sales Cloud using Enterprise Data Quality (EDQ). Below are the configurations that have be…
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Is it possible to remove objects from the bottom tab of the custom object's pages.Hello Team, We have a requirement, where we are trying to create a custom stand-alone object. Now we have created this object in CRM and since we have already gotten the…
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Gen Ai Summary Toggel Missing In App CompSummary: Redwood add-in , Summarize Email Redwood add-in , The Summarize Email toggle button not in app comp. Content (please ensure you mask any confidential informatio… -
Territory Bulk Update - Proposal AdditionSummary: I have to update around 50 territories (add new sales reps, remove sales reps, create new territories etc) . How do i add all those 50 territories to a proposal…
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How to sync products from Oracle PLM to Oracle Sales CloudSummary: I want to sync Oracle PLM products to Oracle sales cloud then need to sync with Oracle CPQ. Is there any OOTB options available? Referring - Import Sales Produc…
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Is there any way to manage Federated Lists in Oracle Sales Cloud?Summary:We have a client who already has an application that hosts the value lists used by all their applications, ensuring they all use the same values. This client is …
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Video: CX Extension GeneratorCX Extension Generator: CX Extension Generator automates the work of creating a top level custom objects, child objects (for both standard [24C and higher] and custom to… -
Creating a Custom Object for Redwood in Lower environment and migrating to PRODSummary: Hello CX Team, This might be a confusion question, but here is the context before asking my question: We have a new requirement to create a custom object/form. …
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Need to UI Validation code State & Country field in RedwoodSummary: HI Team, We have country and state fields in contact page which is depending on location field. we need to write UI validation for Country and State fields. If …
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how to find Users with Dual Resource RoleHi We have a requirement where we need to export Users having dual Resource Role in CX Sales application. We have gone through the document "User and Role Access Audit R…
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Making a Field Required conditionally which is inside the templateSummary: In Account Object we have a field for getting the Phone Number. If we check this field in layout, It is actually a virtual field having Account Phone Template a…
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How to update the legal entity of a Sales Resource userSummary Unable to update the Legal Entity of a sales resourceContent Hi, I tried to update the legal entity of a sales resource through file based approach and webservic… -
Lead Converted via Import Without Opportunity Creation – Clarification on API convertLeadToOptyHello Oracle Support, We are facing an issue while converting Leads to Opportunities through Import Management. Observation: When importing the lead conversion file, the…
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DCL Field Value Becoming Blank When Using Show Field Condition in Redwood Layout (Service Request)Hi, In Redwood layouts (Service Request UI), we are facing an issue where a DCL field becomes blank after saving the record. The DCL field is configured with a Show Fiel…
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Notify Opportunity Owner for Incoming EmailWe have a requirement to send Bell Notification to Opportunity Owner, when an incoming email is received for an email which was sent using "Send Email" smart action in R…
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Note Email Template removes HTML formatting after Save in Oracle Sales CloudHello, We are experiencing a different behavior between Email Templates on Note entity versus Activity / Opportunity in Oracle Sales Cloud. In Activity and Opportunity E…
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opportunity schedule UI shows extra columns in redwood UISummary: The opportunity schedule UI shows extra columns in redwood UI. Content (please ensure you mask any confidential information): We've observed that 3 extra column…
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Disable Export to Excel and Export to PDF for Accounts and Contacts in Oracle Sales CloudHi community, how can I disable Export to Excel and Export to PDF for Accounts and Contacts in Oracle Sales Cloud? I need some users to view data but prevent exporting f… -
Assigning territories for opportunities associated with Contacts without Accounts – Oracle CX SalesSummary: Hello everyone, We are implementing Oracle CX Sales for a B2C scenario. Our current model is: • Contacts: used for individuals (consumers) • Opportunities remai…
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What's the difference between Strategies and Objectives in Business Plan?@Sandeep Chowdhury-Oracle In SUI, we only have Business Plan —> Objectives But in Redwood, we have Business Plans (Renamed as Sustainability Goals in client instance) --…