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Sales
Discussion List
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How to enable custom fields in manage address formats in sales cloudHi All, We want to enable the custom fields under manage address formats to add it the address section of all the objects in oracle sales cloud. Can some one help us to … -
Hide/restrict the 'Show Audit' smart action for certain usersSummary: Need to hide the 'Show Audit' smart action for certain users in redwood Content (please ensure you mask any confidential information): We have enabled the Audit…
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Video: Modify Data Before SavingModify Data Before Saving: Programmatically modify the data on a form before saving in the database https://videohub.oracle.com/embed/secure/iframe/entryId/1_i9k4sz4b/ui… -
Can the outbound email sender address have logged in user emailSummary: Can the outbound email sent from Sales cloud use from email address as logged in user of the Lead or Opportunity Content (please ensure you mask any confidentia…
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Territories using Standard FCL as DimensionSummary: Using Business Unit Custom FCL to assign territories Content (please ensure you mask any confidential information): Hello, We have a new implementation on terri…
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Asset Subview Showing Incorrect Custom Warranty Expiration Date for Mountain Time ZoneSummary: Asset Subview Showing Incorrect Custom Warranty Expiration Date for Mountain Time Zone In Oracle Sales Cloud, the custom Warranty Expiration Date in the Account…
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Accounts and contacts cannot be updated on an email interaction.Accounts and contacts cannot be updated on an email interaction when the flow of creating email interaction is initiated from an account. When we create an email interac… -
VBS - Custom Field Validation Using CodeSummary: Hi, I want to create a custom validator for one of the fields on the Leads object. I know that there are some pre-defined validators in VBS, but there's an opti… -
Is there any way to hide/restrict conditionally single select update smart action from Action bar.Summary: Is there any way to hide/restrict conditionally single select update smart action from Action bar of custom object. We need to hide all single select update sma…
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How to add "Add Products" as section in Create Lead Redwood PageHi Everyone, We have a requirement to expose “Add Products” as a section on the Lead Create page in Oracle Fusion Sales, including product details such as Quantity, Unit…
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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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Merge request queue expiring/auto-rejecting and should not.Summary: I had to purge the Contact Merge request queue. I started to put the requests back after fixing a data issue, but now it seems that the merge requests expire an…
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Is there a way to allow all users to see all activities on all accounts?I need to allow all users all roles to see all activities on all accounts. -
If User forgets clicking on Update Sales button when creating a quote from an opportunitySummary: If User forgets clicking on Update Sales button when creating a quote from an opportunity. He has gone through all the work of adding lines and other details an…
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User should Not allow to Delete AddressSummary: Can we write validation to restrict deleting of Address for partner object Content (required): Version (include the version you are using, if applicable): Code …
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How to incorporate an extra attribute into Data Verification Selection CriteriaHello, We wanted to include an extra attribute in the data verification batch job. I checked out the "Manage Standard look up task" and while I was looking for the below…
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Is it possible to Implement Territory Management security in Account ReceivablesSummary: We have Enterprise Data set setup and our Account Receivables Customer accounts are shared across BUs. In this scenario, We need to control visibility of Person…
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How to add sites to an existing Customer AccountSummary: How to add sites to an existing Customer Account Content (required): How to add sites to an existing Customer Account Version (include the version you are using…
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Best Practices for Implementing Oracle Fusion CX Sales Cloud Directly on Redwood UIHello everyone, I’m starting a new implementation project for Oracle Fusion CX Sales Cloud, and the client would like to implement directly using the Redwood UI, without…
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Import management not showing the count of data loaded and number of records importedSummary: We have imported the data using Import Management, and the import was successful. However, the record counts for “Loaded Successfully” and “Read from File” are …
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Not getting values in history table of ContactsSummary: Hello I am trying to build a data model to get the change history records for the out of box Contacts object which is present under Sales Tab. Used below query …
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Which Person Party is marked as Primary when an Org Party is converted to Sales AccountWhen converting an Org Party (A1) with multiple Person Parties (P1, P2, P3, P4) to a Sales Account in Sales Cx, one Person Party is marked as Primary—even if there’s no …
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How to add custom fields in resource pageSummary: Is it possible to add custom fields to the Resource page? Content (required): I want to add some fields to the resource page, where the employee information is … -
Historical activities are not showing in Redwood and classic Sales UIHi All, We are facing an issue where a user is unable to view old/historical activities in both redwood and Classic UI. Only a limited number of recent activities are vi…
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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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How to make field mandatory for opty and lead competitor object in Mobile App?To make a field required in the Oracle CX sales Mobile App, the objects "Opportunity Competitor" and "Sales Lead Competitor" must be available under the child objects of…
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[Redwood]: Adding Products under lead in details page itself.Summary: We have implemented redwood for the customer, and as part of the UAT feedback, users are asking a provision to add the products from the lead detail screen itse…
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Best practice to re-assign a sales team when the sales leader leavesSummary: The current sales leader is no longer with the organization. What is the best practice to put in a new sales leader so the Hierarchy, Territories, Quotas, etc a…
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In custom subviews template properties enable In line update is not workingSummary: Hi Team, I have created a custom subview template. In the properties, there is an 'Enable In line Update' field for updating the line, but we are unable to set …
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Audit policy for Sales Competitors?Summary: Is there audit policy for Sales Competitors? Content (please ensure you mask any confidential information): To enable audit log for Sales Competitor record chan…