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Sales
Discussion List
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How to filter dcl fields based on end date is current date in Redwood salesSummary: How to filter dcl fields based on end date is current date in Redwood Content (please ensure you mask any confidential information): Version (include the versio… -
Add a URL in the web application field from the tool structureSummary: how to add a URL in the web application field Content (please ensure you mask any confidential information): I want to embed Fusion Analytics in our fusion envi… -
How to validate the address duplication in accountSummary: How to validate the address duplication in account, We have to validate the duplicate address creation details in account object, please suggest the way to addr…
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Load data in CDM in BulkSummary: We are trying to load the data in CDM for customers in bulk as Attachments. Content (please ensure you mask any confidential information): We want to load the d…
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Custom Smart Action for Activities is not available in Next Gen Service layouts, how to fix that?Summary: Hi, I have created a custom smart action for object function called 'Create Lead' for both Sales and Service applications. I am able to access the smart action … -
Enable SSO for a certain group of userSummary: Is there a way we can enable SSO just for a group of users in Fusion Sales? I think SSO is a security setting, and I don't see a quick way to enable SSO for use…
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How the “Status” field in the opportunity is being populatedWe would like to know how the “Status” field in the opportunity is being populated. Was it tied via update to the “Sales Stage” of an Opportunity or to the “Status” of t…
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Mass upload of contact and contacts points for an existing customerSummary: Mass upload of contact and contacts points for an existing customer Content (please ensure you mask any confidential information): We have many customers in the… -
The “Interactios History” tab does not appear in the accounts.Summary: The “Interactios History” tab does not appear in the accounts. Content (please ensure you mask any confidential information): I added the “Interactios History” …
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Update Opportunity Status to Close automatically on Systemdate = close dateSummary: We have created an opportunity and close date is populated 1 Dec 2024. Now till 30 Nov 2024, it will be in OPEN Status but on 1 Dec 2024 it should be updated wi…
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How to find system notifications after dismissalHI team, We've employed custom Groovy scripts for Approvals for one of the Clients in Object Triggers in CX. This script sends a bell icon notification to the recipient'…
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API authentication Key generation processHello Team We are starting the process of integrating Fresh Marketing with OSC and ERP to OSC data updates, among other applications.Is it possible to share the API toke…
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Industry field in Account is not showing codes in Redwood UI, It is showing properly in Classic UiWhen we click on Industry field in Classic UI we are able to see Account and thier codes both while selecting Industry, But In Redwood UI we are getting as a FCL where w…
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How to create CDM read only User role ?Summary: Hi, I tried to create CDM read-only role. I added all the privileges related to the inquiry/search/View privileges to that role. Still, I can't able to view Org…
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How to populate the attributes like BU and Legal Entity while creating Lead/Opportunity recordsSummary: How to populate the user attributes such as BU Id and Legal Entity while creating Lead or Opportunity record Content (please ensure you mask any confidential in…
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How to populate the opportunity sales method name on create page of appointment in Redwood salesSummary: How to populate the opportunity sales method name on create page of appointment in Redwood sales as text formula field is working in edit page only Content (ple…
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Groovy script to invoke a custom Function by means a Soap Web ServiceSummary: Define a Groovy script to invoke a custom Function defined on a Child Object (of AssetVO) via Soap Web Service. Content (please ensure you mask any confidential…
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How to search records by entering Record Id on list page in Redwood?Summary: We have one custom object, and we want to search record by using Record ID on list page. I looked in adaptive search and Record ID is not available to enable. C…
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Efficiently Loading 30 Million Records into a Custom Object in Oracle Sales CloudHello, I'm working on a project to import approximately 30 million records from CSV files into a custom object in Oracle Sales Cloud. The CSV files contain sales data. I…
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privilege that can remove contact record in the account objectSummary: currently we have a customized role that we are currently using in which all delete functionality/privilege has been removed. however the business would like to…
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How to make fields mandatory on opportunity create page using Sales method nameHow to make fields mandatory on opportunity create page using Sales method name and not sales method id in redwood sales
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Microsoft 365 integration with Oracle Sales Redwood across multiple domainsSummary: We are implementing Oracle CX Sales for a customer and will extend it to their portfolio companies in later phases. As part of this process, we need to integrat…
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Is there a possibility to add the Resource information, while creating a person record in hcm?We need clarification on the below question, Is there is a possibility to add the Resource related information, while creating a person record in HCM. As per the current… -
Is the “Generate Sales Forecast Metrics” process error causing no forecasting data to appear?Summary: Following the documentation provided here, the scheduled process for “Generate Sales Forecast Metrics” is returning a status of “Error.” This issue is preventin…
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All Phones and All Emails dialogs in Redwood UISummary: Hi, In the Simplified UI, we have the ability to add multiple phones and emails of the same or different type using the "All phones" and "All emails" dialogs. D… -
How to round up the value till specific decimal digit in onFieldValueChange action chain.Summary: After calculating the value returns till 6-7 decimal digit. We want this to limit the decimal digit till 3-4. How to Round the calculated amount in below code s…
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Is it possible to merge a customer but not the corresponding supplier?Summary: Link: This agreement rule exists: " POZSUPPLIER Prevents the party merge process from being completed, when any of the following conditions are met: The corresp…
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Unable to find Digital Customer Service Account Key in Oracle Fusion/SaaSSummary: We are trying to find where our digital customer service (DCS) account keys live in the SaaS database. The account key is attached at the account level, but it'…
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how to get the date of first won opportunity of the account in groovy scriptSummary: I am writing an update script in Opportunity, i am able to get the account details, but how can i get the Accounts first won Opportunity date? Content (please e… -
Task Creation via an object workflow - Sales CloudSummary: Hello, I have created an object workflow to automatically create a task when the status of an account is changed. In task configuration we don't have the option…