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Sales
Discussion List
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Cancelled tasks in activites are showing under pending tasksCanceled Tasks are showing as pending in Activity Feed panel under Account, Lead or Opportunities. -
How to hook to the action menu in a panel for custom action chain?Summary: Hello, I'm trying to hook up a customization to the "Remove" option in this panel. This is the out of box relationships panel on the contact detail page. For ot…
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Import Account hierarchies with Import ManagementSummary I need to structure an Account hierarchy import using Import Management but cannot find clarity in the documentationContent Hi, I have unsuccessfully tried to bu… -
The Comment Field on Edit Page is showing with HTML TagsSummary: In Opportunity, when we use the SmartAction generate win story, it populates the field comment with AI generated comment. When we save on that Layout it looks f…
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unable to find customer data management cloud user and implementation guidesSummary: 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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Deleting Appointment in outlook will delete same in the oracle sales cloud activity?Outlook is integrated with oracle sales cloud application, and we are facing some sync issues like. Repeating invites showing as shared in outlook but not visible in sal…Satyavani Gundumogula-Oracle 2 views 2 comments 0 points Most recent by Satyavani Gundumogula-Oracle
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Make Opportunity Revenue Fields as read-onlySummary: Is there a way to make opportunity revenue fields read-only on Page Level? I've tried Page composer but Read-only checkbox is disabled. See attached files. Cont…
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REDWOOD: How to Display Attachments In Business PlanSummary: Attachment is one of the key content of our Business Plans setup. How can we display this using the Show Attachment smart action on details page. On other objec…
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REDWOOD: How can we copy Account Plan (Business Plan) in RedwoodSummary: One of the available actions of Business Plan object is the 'Copy'. I can't see this option in Redwood. Would this be available in the upcoming releases? We are…
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CCC Linked In Sales Navigator Integration with CX SalesAs part of the 25C feature, we are looking to enable the LinkedIn Sales Navigator integration within our Oracle CX Sales instance. However, the documentation provided la…
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Can we display the SWOT Analysis in Business PlanSummary: Need to display the SWOT analysis tab in Redwood UI. How can we do it? Content (please ensure you mask any confidential information): Version (include the versi…
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Restricting SR Updates to Assigned Queue MembersSummary: We have observed an access control issue in Service Requests (SRs): Observed Behavior: Even after an SR is assigned to a specific Queue, users outside that Queu…
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CX Sales Mobile Quote ProposalIs this the complete guide to make "Quote Proposal" button to work on CX Sales Mobile App? https://docs.oracle.com/en/cloud/saas/sales/fasqa/how-do-i-get-sales-quotes-to…
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Documentation for the parameters and supported values for cx fragmentsSummary: Do we have a documentation for the parameters and supported values for all cx fragments along with some examples. Content (please ensure you mask any confidenti… -
Multiple Select Option for Sales Assessment (Opportunity)Summary: I am using Interview Definition to create a Sales Assessment in Opportunity. Reference: https://docs.oracle.com/en/cloud/saas/sales/fasqa/how-do-i-perform-asses… -
Redwood: Empty Header when adding new fieldSummary: Why does the Header of Account Plan (Business Plan) turned to be empty when adding field? I am trying to add StatusCode field on the custom header but when doin…
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Manage AI taskSummary: We are not able to access manage AI task. Content (please ensure you mask any confidential information): Version (include the version you are using, if applicab…
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Oracle CX Sales plugin in Microsoft outlook is inactiveDear all, We are trying to implement the Oracle CX Sales for Microsoft outlook. After referring to the below documentation and following all necessary steps, it was obse…
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Can we hide the Save and Save & Close buttons on the ADF screen using Page Composer?Summary: We want to hide the Save and Save & Close buttons for the Sales Opportunity Inquiry role. Content (please ensure you mask any confidential information): We want…
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Difference between Call and Log a call.Summary: We have two smart actions in sales Call and Log a Call and the same is there for every object in the system but when we try to execute these actions redirect to…
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How to run the Lead Territory Assignment process automaticallySummary: Currently when a Lead record is created we are running the Lead Territory assignment process manually. The business case scenario is when a record gets created …
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How to show Activities Panel in Redwood for Custom ObjectsSummary: I wanted to show the audit logs for Custom Objects in redwood, but activities panel is not available as OOTB. How can I show the activities panel or the audit l…
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Redwood: Opportunity Product Picker templateSummary: Currently, when we go to an opportunity > Add products, the product picker shows only "Item Description" (see screenshot below) and there is no option to - Use …
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Suggestions for replacing the Sales Campaign feature in CX Sales ?Question : **This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: Discontinue of the Sales Campaign feature in CX Sales. …
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After Creating OTBI Reports when i select that report in visualization data is inaccurateSummary: I created analysis on custom object and used sum filter on one column called total, in analysis it is reflecting correctly, but when i select that report in vis…
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Redwood Forecast - DocumentationSummary: Redwood Forecast - Documentation Content (required): Looking for documentation to enable and use Redwood Forecasting, we already have ADF forecasting but when w…
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I want to check the file name of Opportunity attachments using Groovy.I want to generate an error when saving if there is an apostrophe in the file name of an Opportunity attachment. When I implemented this in the BeforeUpdate trigger, if … -
Unable to fetch the PUID for a particular account in the button action chain invoking OIC iSummary: Unable to fetch the PUID in the field having a button named as Sync Customer Note for a particular account in the button action chain invoking OIC in the header…
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Add Group of Team members on Opportunity directlySummary: We are trying to implement the solution for adding the group team members directly on the lead and opportunity instead of adding single team member in lead or o…
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How to track if an Activity/Task was updated from Mobile App in Oracle Sales Cloud?Hi, I want to know if there is any built-in field in Oracle Sales Cloud that automatically indicates when an Activity/Task has been created or updated from the Mobile Ap…