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Sales
Discussion List
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which tables to refer to get Partner addressSummary: What is tables to get partner address?? partner +partner address Content (please ensure you mask any confidential information): Version (include the version you… -
Performance Issues for Agents with Restricted PrivilegesHi experts, We have observed that agents with specific roles and restricted privileges experience increased loading times and reduced performance while using the Sales a…
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need to change the country geography structure for the United StatesSummary: I need to change the country geography structure for the United States. I don't want the county field to be displayed. Specifically, the county field should not…
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Create Appointments using RoutinesSummary: Hi, Is there any way to create Appointments as well using Routines? I know that we can create Tasks but creating Appointments is a very valid business case. Con… -
How to send only one email notification to manager for leads unqualified for 30 daysSummary: We have a requirement to send email notification to manager if lead remains in unqualified status for 30 days after creation. We have tried using Routines and o…
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Integration between eloqua and sales for contactsSummary: Eloqua automatically logs a contact's interactions. To retrieve the interaction data from contacts in Eloqua, is there an OOTB integration or do we need to crea…
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Can we open the Deep Link for Qoute (CPQ) as separate window not within the frame of CX App?Summary: Currently, we are using the Deep Link for Quote based on this document "https://docs.oracle.com/en/cloud/saas/sales/oasal/configure-deep-links-for-workspace.htm…
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How to make page customization to make the Sales and Services Access Management work area read-only?Summary: The requirement is to hide any create, edit or delete related buttons which is present in the Sales and Services Access Management related work area for users h…
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How can I check if the owner of an account is in the territory through groovy script?Currently, In Oracle CX Sales, I have a custom DCL field named 'Secondary Owner'. This field is linked to the Resource object. When a resource is selected in the DCL, a …
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Programatically get a Field's Display Name via Groovy ScriptSummary Looking for a way to programatically get the field's Display Name via groovy script.Content Hi All, Would like to ask if anyone had a similar requirement as belo…
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How to hide/throw an error when we have a particular value for an Identifier type?Hello Team, Is there a way to hide a certain identifier type from CDM UI? or else is it possible to throw an error if we select a particular identifier type? For Example…
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How to parse error body in REST API call with Groovy?Summary: Good afternoon. Hope you can help me out. We have a Groovy script in our Fusion environment that sends a REST call. Once in a while we will receive an error fro…
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Not Able to Update Manager - HRManagerEmailAddress via API after 24D Update?Not Able to Update Manager in Resource Attribute HRManagerEmailAddress via REST API(crmRestApi) after Oracle Update 24D? before we can update the said Attribute: /crmRes…
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Official release to migrate to Redwood SalesSummary: When do we officially have to migrate to Redwood Sales? Release? Date? Content (please ensure you mask any confidential information): Version (include the versi…
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Create DCL on Opportunity from Custom ObjectSummary: We have a custom text field on a custom object called Premise. We would like to create a DCL on the Opportunity object where the user could select values from t…
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Unable to add Team Members in Opportunity from redwood UII am trying to add Team members in Opportunity from redwood screen, but unable to add as users are not visible in the LOV Upon inspect found issue with below API For the…
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Change PersonName configuration to include Second Last NameThe current configuration for the standard field PersonName is a concatenation of title, first, middle, last, and suffix names. Is it possible to also include Second Las…
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access group Object rule previous records Oracle Sales CloudSummary: Hello! We have created custom access groups for sales leads and opportunities. We have created the object rule for each entity. We noticed that the rules are no…
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[Data Security Policy] Can a new primary key for data set be created?Hi. Customer requires a role to give access to data of specific participants. Exploring Data Security Policies I found the screen attached. If we could set the Primary K…
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How to alphabetical order the list of values at the moment to cancel sales order line?When I try to cancel sales order line I can see the list of values without order in the field "Cancellation Reason". How to alphabetical order the list of values in this…
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How can assign the lead to the owner auto depends on the rule based assignmentHow can assign the lead to the owner auto depends on the rule based assignment and need to do that for some leads depends on not all the rule will have to achieve this n… -
How to bulk import salespersons?Summary: We've requirement to bulk upload salesperson Content (please ensure you mask any confidential information): We've requirement to bulk upload salesperson Version…
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Redwood-How to add mashup url in field in visual builder in redwood.Summary: By referring the below video, we are able to add mashup url in subview container layout. Video: Mashups — Cloud Customer Connect Now, we want to pass mashup url…
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Redwood-Entire list is not fitting in the subView layouts in 100% zoom percentage of browser window.Summary: Hi team, We are facing difficulty to see entire list of records in subview layout objects with 100%zoom percentage of browser. Could you please help us to fit e…
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Displaying Multiple Scoring Gauges in Lead Qualification Template in Oracle CX SalesHello Oracle Community, I have a requirement for my client regarding the Lead Qualification Template in Oracle CX Sales. Requirement: Scoring Gauges: Showcase five diffe…
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Is there any way to sort child object data using groovy?Summary: We have requirement to sort the child object records data based on custom field using groovy script and send that data to another system. Currently system is fe… -
Why isn't my dynamic choice list custom field showing in my Outlook add-in?I created a custom field in Sales (Dynamics 365) with a dynamic choice list, but it's not appearing in my Outlook add-in. I've checked that the field is properly configu…
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Video: Concatenate FieldsConcatenate Fields: Combine multiple fields into a single display in a dynamic form From the Implementing Redwood Sales video series -
Do we have any documentation that details features released in 25B for CxSummary: Documentation or datasheet to list the 25B Features. Specifically when asked to move from Classic UI to Redwood UI. We are currently using CX Sales & Service. C…
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Redwood:-How to change header name in the Edit page of Asset objectSummary: In the details page of Asset object ,Product name(Federal Bank Product) is coming in the Header name . So we want to change the header name from Product name to…