To ensure that questions get required attention from community members and are NOT left unanswered, it’s important for the author to indicate (by selecting “Yes” or “No” when prompted) whether the question was answered. (newly added) Please note that it is also important to respond to EACH comment your question receives. Your Yes or No response ensures an accurate status for your question.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
Sales
Discussion List
-
Forecast Options in Classic UIHi there, we are trying to set up the Forecasting in the Classic UI according to the requirements of our customer. The requirements are the following: Forecasts should b… -
Microsoft 365 Outlook Add-In Shared Item Syncing IssueWe have an issue with sharing item in Microsoft Outlook. After sharing an item, it just spins for about 3-4 minutes—sometimes displaying a message that it has timed out.…
-
How to report out of the CDM Manage hierarchiesSummary: How to create reports from CDM Manage hierarchies data? Content (please ensure you mask any confidential information): Client has CX Sales and CDM implemented. … -
Access Group Members - Different results on screen and APISummary: Hello, I'm facing a situation where an user is added to a Role on Security Console, I can see that the user has been added successfully but it is not present in…
-
How to change the default option for Record Set in workspace?Already changed the default option from 'All records I can see' to 'My subordinates are on the team' on sandbox and already published it. After publishing, the change is…
-
Unable to fecth a single record fron custom CPQ Data using Groovy ScriptSummary: From Oracle Sales Cloud, we are attempting to retrieve data from custom CPQ data tables using the REST API described below, but we haven't successfully obtained… -
Global Search : FND-6603 Search ErrorThere has been issue when using Global Search. When we are trying to search on the home page, we are receiving the error below. However, when we go to workspace and try …
-
How To Make Opportunity Amount Convertion Rate Follow A Specific Date's Rate Instead Of Daily RateSummary: Requirement to setup Opportunity to make the amount not impacted by current Daily Rate convertion. Currently, Opportunity Amount in reports is converted to USD …
-
Configuring Notifications for Overdue Opportunities with Unchanged Status??Summary: I am looking to set up a notification system within Oracle Sales Cloud that alerts me when an opportunity's close date has passed, and the status remains unchan…
-
Is it possible not to clone the Security Console?During a refresh environment, i.e. P2T clone, is it possible not to involve the security console or at least the Job Role name of users?
-
Can we Bypass code on field and object level triggers on CX Application composer, invoked by APISummary:We are using Application composer tool to create custom object, also written groovy code on few field level and object level triggers in CX sales cloud to perfor…
-
Is there a way to bulk import Person as resources?Summary: I would like to update existing Person as Resources with the tool Import management, is this possible? Content (please ensure you mask any confidential informat…
-
Is Household an Organization or Group in TCA under Oracle Fusion CX Sales and more questionSummary: Trying to validate some Proof of COncept for Fusion CX Sales Implementation and came into some questions that need some clarification one: 1. Is Household an Or…
-
Error In Workspace when Mass Updating ObjectsIssue Summary: In update 24B, Oracle introduced Parent-Child relationships between fields. We’re now encountering a problem with the Region and Branch custom fields due …
-
The Description in Activities is not in format when the Activity is sent as emailSummary: When a task is created the description is captured in a format. When record is created an Email will be sent with all the details. So, the description is concat…
-
How to default a field based on other FCL fieldSummary: Hi Team, There is two Fcl fields one field is dependent on another fcl field. Whenever field is changed another field is getting populated with that value that … -
How to add button on activities Create or Edit in redwood to call smart actionSummary: I want to call smart action on button on create or edit page as there is no overview section on Activities Content (please ensure you mask any confidential info…
-
Activity Notifications / Custom From AddressHello, Our customer requires to use a generic - common email address for all out-of-the box email notifications(Task email notification/Appointment email notification) t…
-
Email Validation Status Backend Field Not PopulatingSummary: Fields visible in UI and Backend for Email Validation Status and Date Not Populating even though in UI it has a value. This is OOTB field in which we haven't ma…
-
Filter OTBI Analysis on Sales Dashboard by logged in User with Action LinksSummary: I have successfully created an OTBI analysis, created a visualization in App Composer, and added it to the Sales Dashboard. However, I have a filter for the cur…
-
Unable to Create Microsoft Team for Opportunity RecordHi Everyone, Our organization has been trying to enable the Microsoft Teams integration to enable the creation of Microsoft Teams from an opportunity record. When using … -
After creating task or appointment in activities the page(drawer) is getting redirect to list pageSummary: Redwood - After creating task or appointment in activities the page(drawer) is getting redirect to list page instead we want to get edit page open as we don't h…
-
Oracle Customer Excellence Awards - Nominations are OpenYou’ve done incredible work. Now you deserve the recognition. The Oracle Customer Excellence Awards celebrate the very best of business innovation, showcasing how organi… -
How to setup territory assignment with more than 3 dimensions?Summary: The ootb functionality of dimensions, for territory assignment, have 3 custom dimensions. We are using 2 of then, without any problem. But we have more than one…
-
Request for Reference Video on Sales Territory and Sales QuotaSummary: We are planning to use sales territories and sales quotas in our project. Could someone please share a reference video to help us understand these concepts Who …
-
Video: MashupsMashups: Creating a UI Mashup with an external system, including the assistant based navigation. From the Implementing Redwood Sales video series -
24D EDLC download location?Summary: We are preparing to have the Oracle CX Sales 24D upgrade applied to our non production environments shortly. With each upgrade we typically download and install…
-
Is it possible to populate a text field with another fields value using Routines?I have a requirement to populate values from a OOTB field to a custom text field when the condition are met, I want to achieve this by using Routines but in the Actions …
-
Is there a way we can add custom attachments in the email template?Summary: Requirement: Add a custom attachment file in the email notification. NOTE: The attachment contains a section where we must retrieve a value from a field; other …
-
Redwood outlook addin - share email layout missing informationHello Team, i'm configuring the new CRM addin for outlook and i have a few iussues - if maybe you can assist - 1. when i open the addin from email - (and i use a contact…