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Sales
Discussion List
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Adaptive search for Revenue Lines - can more opportunity fields be added?Summary: Can more opportunity fields be added in Adaptive Search for Revenue Lines? Content (required): We have enabled Revenue Lines in Adaptive Search to use in Worksp… -
How to remove create action in custom objects list page on redwood UISummary: How to remove create action in custom objects list page on redwood UI Content (please ensure you mask any confidential information): Version (include the versio…
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Display Relationship Under the Contact Foldout PanelSummary: We are trying to show the relationship tab under the contact foldout panel. Reviewing the setup we understand the relationship is a child object under contact. …
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Redwood- How to hide create button from Account list page?Summary: Hi @ Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snipp…Pratibha AdhavLTIMindtree 22 views 2 comments 0 points Most recent by Madhuri Cheruku-Support-Oracle
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How to configure competitor object fields ??Summary: If using sandbox>Application Composer > Sales competitor object > Desktop Pages - ONLY Limited fields are seen in available and selected fields table. Still the… -
Sales Forecasting in Sales DashboardSummary: An overview of the Sales Forecasting BI based reports in the Sales Dashboard. Content: The following video provides an overview of Sales Forecasting BI reports … -
Redwood - How to design sales dashboard ?Summary: Hi @John Vakoc-Oracle Can you pls share the document to design Redwood Sales Dashboard. like how to configure metric card to show details based on saved searche…
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How to rename an OOTB panel in RedwoodSummary: I want to rename the 'Products' panel on opportunities to 'Revenue Lines', but because it is OOTB/standard I cannot rename it, like you can with custom ones, an…
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Remove Customer Site Address Purposes via APISummary: I would like to remove an Address Purpose from a Customer Site via the WebService API Content (please ensure you mask any confidential information): I can pull …
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Unable to Edit Geography Type for Cities in Geography HierarchySummary: Hello, I’m currently working on setting up the geography hierarchy in Oracle for Pakistan, and I’ve encountered an issue that I need some help with. Issue:I not…
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Difference in Geography data between instanceWe have loaded country geography data (from loqate) but we're seeing some discrepancy in the fusion instances. Example: For a country one of the city 'ABC' present in on… -
How to remove create product smart action from product list page on redwood UISummary: In Redwood we can see create product on product list page. We want to disable it but, couldn't find that in smart actions. How to disable it. Content (please en…
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24C Object Function "Type" fieldHi All, When we are trying to create a new object function we see a new field "Type" that is appearing in 24C application version. This Type field is having 2 values. 1.… -
Unable to find roles to assign to Custom layouts.Hello, We're wanting to assign a custom layout to users having particular role. But we're unable to select the role in VBCS, i.e., the role name is not appearing. Any sy…
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Opportunity Territory Assignment is not workingSummary: I have done these steps to enable the option the run assignment, but it does not work. 1. Create a new sandbox and activate it. 2. Set MOO_OPTY_ENABLE_AUTO_ASGN…
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Video: Sales Forecasting BI ReportsSummary: An overview of the Sales Forecasting BI reporting and subject areas for forecasting by opportunity. Content: The following video provides an overview of Sales F…
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Video: Extending Sales ForecastingSummary: An overview of extending Sales Forecasting. Content: The following video provides an overview of the available options for extending Sales Forecasting. This vid…
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Video: Sales Forecasting ProcessesSummary: An overview of the Sales Forecasting processes, the default schedule and additional processes to run after enabling Sales Forecasting. Content: The following vi…
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Video: Sales Forecasting Rollup by TerritorySummary: An overview of using Sales Forecasting by opportunity revenue rolling up the territory hierarchy. Content: The following video provides an overview of using Sal…
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Video: Sales Forecasting Tips and ConsiderationsSummary: Sales Forecasting tips and considerations Content: The following video provides tips and considerations on Sales Forecasting in Redwood such as: Using forecast …
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CX Sales Mobile: Display for appointment spanning multiple daysSummary: Hi, For appointment spanning multiple days, it's displayed correctly on Web UI but not on Mobile. Can you advise if this is expected behavior and if we can fix … -
Video: Enable the ... Action Menu for Records in the Panel ListsEnable the ... Action Menu for Records in the Panel Lists: Show the available smart actions for the record in the panel list, on the detail fold out view. -
Oracle Database Schema Service-Fusion CRM Transformation Project (Export Sales, CPQ Data)Hello Team, Please can you advise if fusion have - Oracle Database Schema Service to export Sales and CPQ Data from Fusion? If we have the same SQL Developer (with Oracl…
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Can I disable a column but still able to use it as a filter in Workspace(Adaptive Search)?Is it possible to disable a field to be added as a column in Workspace UI but still able to add it as a filter? I've looked up documentation but I am unable to find an a…
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Application Usage Insights Dashboard Not Showing Data - Missing ProcessesSummary: Prerequisites to setup AUI dashboard: Content (please ensure you mask any confidential information): I'm trying to set up and configure the Application Usage In…
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What is the proper alternative to Adaptive Search aggregates Roll-ups is NOT itSummary: Roll-ups and Adaptive search aggregates (from what I understand) are not the same thing functionally. So if Adaptive Search is being deprecated, what do we use … -
demo data for Redwood digital sales and CX salesSummary: Hi, any idea where can we find the dummy data for digital sales and CX Sales that are available in TEST instance VBS? During trainings there appear data in crmA…
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Recommended Actions for Opportunities - Feedback ResponseSummary: I have been trying to configure the Recommended Actions for Opportunities and following the below article: https://docs.oracle.com/en/cloud/saas/sales/fadsi/set…
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Video: Oracle Sales Assistant ConfigurationOracle Sales Assistant Configuration: Configurint the natural language features of OSA in the context of our mobile application
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Video: Configuring and Tailoring the Mobile ExperienceConfiguring and Tailoring the Mobile Experience: Tailor the mobile experience to your company's specific requirements