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Sales
Discussion List
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Need to inactive Products created in Sales. We dont have PIM enabledSummary: We have implemented Sales and the Products are created directly in Sales with Sales/Service attributes enabled. We need to Inactivate these products, so that th… -
P2T for Fusion Sales cloudSummary: Hi Team, Our customer is looking for a P2T in 1st week of April for the fusion sales cloud application followed by CPQ. We would like to know if there are any p…Aditya Varma Gadiraju-Oracle 1 view 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle
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OTBI Analysis - Create Action Link for Workspace Activity SubtabSummary: Hi All, In Oracle Sales Cloud we have a workspace tab and we have a Activities subtab. I have an analysis report from OTBI where there is an Activity Title fiel…
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Account Audit is not showing under accountsSummary: We did all the configuration related to account audit and opportunity audit, audit is coming up under opportunity but not in account. Even in custom object we e…
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Default “Source” (FCL) Field to “Email” for Leads and Opportunities Created via Outlook Add-inWe have a field named Source on both the Lead and Opportunity objects, configured as an FCL field. Our requirement is that whenever a Lead or Opportunity is created thro…
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Activity not showing in account details redwoodUISummary: Hi, We have copied the customer role for Sales Representative, activities under associated to account is showing in Classic UI. We have enabled redwood UI for o…
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How to automatically change account owner temporarily when owner is on vacation?Summary: When the owner of account is on vacation, he wants to assign another user as owner, for a fixed duration, after that duration is over then owner will be reverte…
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Create Quote Smart Action Redirects to Blank Screen and CRM Login Instead of CPQIn Oracle CRM, when using the Create Quote smart action from an Opportunity, the system does not directly redirect to the CPQ page as expected. Instead, it first display…
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Missing Interview Definitions for Sales Lead and Opportunity After 25D UpdateAfter applying the 25D update, I can’t find the interview definitions that were previously configured for Sales Lead and Opportunity. Has anyone else faced this issue or…
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Clarification on Oracle’s Definition of Configuration vs. Configuration Extension in RedwoodSummary: Is duplicating a Redwood layout to reorder fields considered configuration or configuration extension? Does Oracle recommend duplicating the layout for all impl…
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Is there a view object for fetching incentive calendar in server script trigger using groovy script?We want to access period first date of incentive calendar using groovy scripting. Is there a view object for that that we can query to get the first date of a specified …
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Convert groovy to javascriptSummary: Can anyone recommend a good AI tool to easily convert Groovy expressions used in CX Sales Application Composer to Javascript to be used in VBCS for Redwood?
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Is there any API to get AR Account details and display it in CX Accounts?Summary: Any available API to get AR Account details and display in CX Account details? I am attaching the details of the AR Account details that needs to be posted in A…
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We are looking for the privilege or role that grant access to customer Invoices from Sales Redwood.Summary: Could you please help me find what is the role or privilege needed to see invoices from Sales Redwood in My accounts page. Is it possible to see the invoices wi…
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Invoices / Quotes and Orders panels are empty in Next Gen UISummary: Invoice panel and Quotes & Orders panel in Next Gen UI are empty for Salesperson and Sales Manager roles. Content (please ensure you mask any confidential infor…
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Video - Account Panels Showing Information from the Back OfficeVideo - Account Panels Showing Information from the Back Office: Bring Invoice and Order data from the back office into the accounts customer center view. https://videoh… -
In Redwood is it possible to make a custom picker template that defaults to a different search listSummary: On opportunity when you click in the Redwood picker template to select a primary contact the first things that default are: + Create Contact Related Contacts De…
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Video: Deploying the Extension to the PRODUCTION EnvironmentDeploying the Extension to the PRODUCTION Environment: Package and deploy the extension to the production enviroment (or any environment other than -TEST) https://videoh…
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Video: Prerequisites for Implementing Redwood SalesPrerequisites for Implementing Redwood Sales: If you are an existing customer using Oracle Sales Cloud, look at the prerequisites (and how easy it is) to opt-in to using…
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Error while creating Lead in redwood salesSummary: While creating lead from Redwood sales page, Getting error related to binding LOV_BuId. Content (please ensure you mask any confidential information): Applying …
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Will purged Party Number be reusedSummary: If a record is purged (merged) or manually deleted, will the unique party number get reused after the record is completely removed from the database? Version (i…
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Need REST API details to merge customer Parties/accounts/sites in Oracle fusionThis post was created as part of a How to Service Request (SR) Release: 11.13.23.01.0 Summary of the question: Customer has a requirement to merge the customer Parties/a… -
Import objects are not available in Import MangementAs a sales administrator- the user needs to perform import activities for various objects. Lead, Opportunity, Account etc. But after navigating to the Import management,… -
Sales Coach and Orchestration for Campaign Response Tasks-Other Objects besides Lead and OpportunitySummary: We create campaigns and create Campaign Responses for the sales reps to follow up on. We want the ability to have a guided orchestration for the sales reps on t…
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Quick Actions for Redwood SalesHi folks, Kindly advise if there is an ETA for release of Quick Actions feature in Redwood Sales. Currently it is available for Service and Sales in Simplified UI.
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Don't duplicate when import leadContent Dears, Don't duplicate leads when import leads by import management. I want to prevent import leads when there's duplication between leads already exist in the s… -
ワークスペースの表示期限についてワークスペースにはすべてのデータが表示されるのではなく、更新日から何か月とかいう条件が有るのでしょうか？ その条件は、どのようなものですか？ 条件を変更することは出来るの… -
Redwood Sales - Activity and Interaction access controlSummary: What's the access control for Activity and Interaction? Are they treated like master data (visible to all) or do they inherit the visibility based on the parent…
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How to disable products with standard sales and service license.Summary: Currently we can create products in CX sales and service but we need to disable products too or make them inactive. Content (please ensure you mask any confiden…
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Rest API To Get Country, State, City From Geography HeirarchyIs there any update to this Rest API To Get Country, State, City From Geography (Doc ID 2727310.1) if anyone is aware of this?