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Sales
Discussion List
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How to Remove the Opportunities Section in Busineess Plan Details of Redwood UISummary: We are not using the opportunity object for Business Plan. Is there a way we can remove this feature in the UI? Content (please ensure you mask any confidential… -
Determine all aggregated fields in Oracle Sales / Fusion CloudSummary: With Update 24B, the classic Aggregates in Adaptive Search will be replaced and made available as predefined Rollups in the Rollups framework. https://docs.orac…Christian Gerald Patacsil 68 views 5 comments 0 points Most recent by Praveen Desetty - Support-Oracle
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How to adjust the Business Plan Period Start and End dateSummary: in creating business plan their is a field name period in which you can choice the period type, (Quarterly, Yearly , Period) we notice that the start year is al…
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Resizing Columns in OracleSummary: I'm trying to edit the sizing of my columns but the system reverts back to its own sizing after multiple attempts. I've even tried to save after eachadjustment …
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Can we change the OOTB email template for appointmentsSummary: We are trying to create appointment and adding a contact and clicking on create button, appointment is getting created and Contact is getting the email, but we …
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Video: Adding Top Level Object Records and Child Records at the Same TimeAdding Top Level Object Records and Child Records at the Same Time Learn how to add a child record table to the create form for creating a top level object record. In th… -
Do updates made through Import Management trigger business events in Oracle Integration Cloud (OIC)?Summary: Do updates made through Import Management trigger business events in Oracle Integration Cloud (OIC)? -
how do i access implementation guide of CX SalesSummary: how do i access implementation guide of CX Sales Content (please ensure you mask any confidential information): Version (include the version you are using, if a…
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In what table in CRM can I find the equivalent field of PreferredContactFlag?Summary: I need to query the primary contact in Oracle Sales Cloud-CRM but cannot find the field PreferredContactFlag. It is visible in REST API.
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How to get opportunity number after record got created in events of oracle VBCS event listenersSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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Another user lock happens while setting the custom object DCL value in the activities custom DCLAnother user lock happens while setting the custom object DCL value in the activities custom DCL field. We have a Custom object ,while creating the activity we are setti…
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while updating multiple records on workspace getting errorSummary: While updating record on worksapce getting bellow error RO-000139:Applying List binding FK_LOV_For_Technician_c with given set of values leads to no matching ro…
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Is it possible to merge the customer and supplier into a single party ID or accounts with sites?Summary: We have a single organization created twice as two different parties (Party IDs) as a supplier and a customer. Is there a method to merge the supplier Party ID …
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Oracle Sales Cloud - Custom button on cx mobile appSummary: i would like to add a custom button in the Task entity in our mobile app. I would like the button to call a groovy script. Just to mention that this button is a…
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HTML tags are displayed when copying text from the email body to Activity DescriptionSummary: When creating an Activity, we often copy content from the email body into the Activity Description field. However, doing so causes HTML tags to appear in the de…
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Oracle recruiting cloud - Microsoft 365 integration to multiple M365 accountsSummary: Hi Team, My client is maintain the multiple M365 accounts each per agency, as we know we can integrate one M365 account to ORC for Interview calendar integratio…
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Replacing the existing master geography data with revised Oracle-Licensed geography dataSummary: Has anyone tried to follow the steps provided in the below article to refresh the geography data with the new version? We are looking for some guidelines and le…
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How do I update organization and site descriptive flexfields?Summary: We need to upload customers into Fusion and we need to add descriptive flexfield information on the party level and site level. Is there a way to do this via RE…
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How to automate the file import process for administrator profile values?Summary: How to automate the file import process for administrator profile values? Content (please ensure you mask any confidential information): How to automate the fil…
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Expose Object Function to Web ServiceHello community! I use Oracle Sales Cloud -25B (11.13.25.04.0) , I was wondering of we could expose a custom object function to a web service. I have found the below Doc…
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Video: Calling Object Functions Over RESTCalling Object Functions Over REST This tutorial will show you how to create an object function in Application Composer both with and without input parameters and call t…
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Quota Attainment is not coming in Redwood ForecastingWe have complete setup for Territory,Quota and Redwood Forecast , still we can not see Quota Attainment under Redwood Forecast but we can see Quota Attainment correctly …
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Missing documentation in docs.oracle to sales cloud or fusion service cloudSummary: It used to be easy to find documentation for Oracle Sales Cloud, such as user guides, administration manuals, implementation guides, tables, etc. Now it is impo… -
Need Capability of selecting specific Attributes to be part of Account MergeSummary: In CX Sales, we have two Accounts named as : customer 1 and prospect 2 Business wants to merge prospect 2 with customer 1 but after merge business wants that 'A…
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need REST endpoints to get and update customer details like address etcSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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Option to Remove Goals Section from Business Plan Details Page (Redwood UI)Summary: In the Business Plan details page (Redwood UI), we want to remove the Goals section. Currently, we do not see a separate layout or panel container for Goals. In…
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How to Hide a Specific LOV Value in Oracle Sales Cloud Redwood?Summary: Hi All, In Oracle Sales Cloud (Redwood UI), we have an Opportunity Status LOV that includes a value "WON". Requirement: The value "WON" should not be visible to…
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Workflow Scheduled Actions Not Rescheduling When Date Field Changes in Oracle CX SalesSummary: I’m facing an issue with workflow scheduled actions in Oracle CX Sales. I have a workflow set to trigger 30 days before a specific date field, with the triggeri…
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Where to modify the 'Create' and 'Edit Call Log'Summary: I Need to Modify the Create and Edit layouts of the Call a Log Activity. I am looking in the Activity, Account and Contact object but I can't see where to modif…
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How to assign opportunities and leads automatically in CX SALES?I need to assign opportunities automatically. I need to have a group of users to whom the opportunity owner is automatically assigned and change, similar to queues in se…