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Sales
Discussion List
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opportunity revenue typeSummary: How should I display data of upside, committed, committed at risk in forecast? Content (please ensure you mask any confidential information): Version (include t… -
How to show the left pannel into opportunitiesIn the demos there is a left panel with 3 tabs: Analytics, Pipeline, Opportunity Kanban. How to enable this in our environment? -
In the Enable Sales Intelligence feature the data for leads is showing differentIn the Enable Sales Intelligence feature under setup and maintenance, the data for leads contact recommendation and lead validation recommendation is showing different f…
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Organization Type not appearing in Accounts PageHi, I have added organization type Consumer Industries and Mid Market but it is not appearing in Accounts page. Attached screenshot. Thanks -
Is there any possibility to capture the cost/ expenses in Partner Management?Is there any clear cost capturing during all the process (For resources & PR/PO) & how to charge to partner for expenses.
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AttachmentsHi, In the custom object I created field for attaching documents Please let me know is there any size limit for the file to attach and will this support multiple attachm…
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How to make Revenue line Item Amount as read only or not-updatable conditionally?Summary: When the revenue line is CloseWon, we do not want the Revenue Line amount to be changed. A new data field, Opportunity Revenue - Fields - Amount (API SplitParen…
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How to make Revenue line item Amount as read only fieldSummary How to make Revenue line item Amount as read only field
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Need a confirmation pop up message while clicking the delete button in Opportunity screensSummary: Hello, do we have the ability to add a confirmation popup message on click of delete button in Opportunity screen? Content (please ensure you mask any confident…
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How to rename a panel in redwood?Summary: In Redwood, How can we rename a custom panel which has M2M relationship. Content (please ensure you mask any confidential information): Version (include the ver…
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How to use associated sales account of a contact as a Contact Match Attribute in CDMSummary: I want to use the associated Sales Account of a contact as a Contact Match Attribute for Contact Duplicate Identification. When I checked the list of available …
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How can we export state codes of a country in CDM?Summary: We need to extract and export the State Codes of specific countries in CDM so we can create a transformation mapping in our middleware. How can we extract/expor…
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Business event/trigger/WF not working when product is imported from PIMSummary: Hi, Our products come from CPQ to PIM, and then we use scheduled process "Import sales products from PIM" to display the products in Sales Products UI. In this … -
Creating a new opportunity form and process, without effecting the current one.Summary: We would like to build from scratch a new opportunity form and process without effecting the existing one. Content (please ensure you mask any confidential info…
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Not able to translate Custom Sales Stages in OpportunitySummary: We are having some custom Sales Stages as per our requirement. But we are not able to find an option to translate those Sales Stage values. We are trying to tra… -
Configuring Fields in Application ComposerSummary: We are looking at the possibility to change the LOV associated with a Fixed Choice List Field that is already published with a Sandbox and are looking for ways …
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what is process behind revenue, Gap and pipeline display in oracle cx salesSummary: how should revenue, Gap and pipeline data display in oracle cx sales. Content (please ensure you mask any confidential information): Version (include the versio…
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Why is there a delay in showing the recurrence activity in Sales Calendar?Summary: We are creating a recurring appointment -Team Huddle Type and it has a 30 mins or more delay in showing on the calendar. We have set up the recurring appointmen…
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Display Opportunity In CX Sales Mobile Around Me Based on Custom Address AttributesSummary: Hi, We want to display opportunity in Around me based on custom attributes (address line 1, address line 2, city, county, state, zip code, Longitude, Latitude) … -
Adjust workspace object display sequenceSummary: Hi All, Is it possible to change the display sequence for the enabled objects in workspace? For example, we'd like to move Contacts to the top of the list. Than…
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Quota Required Setup that will not go through Setup and Maintenance Pages || Options via Roles SetupSummary: Due to security considerations, is there a way that our End Users responsible for Quotas Setup can access the following without going through Setup and Maintena…
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create a new opportunity form in parallel to the existing oneSummary: 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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How to default the address information automatically from the input post code?Summary: Hi there Recently the clients from SG asked a question that whether the customer address in AR module can be defaulted when they type in the post code only? Cuz…
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Authentication problem into CX from Microsoft 365 for Redwood UX add-inSummary: If the incorrect login details are entered for CX Sales when logging in from Outlook using the new Microsoft 365 for Redwood UX add-in, after two failed attempt…
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How we can enable BPM approval worflow for Cutom object.Summary: We want to enable BPM approval workflow for Custom Object. Is it doable to not.? Supported or not. to support Approval features Content (please ensure you mask …
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How to create survivorship rule to set Master record based on last update dateSummary: Hi, How can we create survivorship rule to set the most recently updated Person as the Master Record? We have created the below survivorship rule but it does no…
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Bulk Update Classification Subtab for Accounts for TerritoriesSummary: Following the thread : Territories using Standard FCL as Dimension Content (please ensure you mask any confidential information): We are using 7 Business Units …
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Is there any Deep link to route the User to the Extension Sub tabIs there any Deep link to route the User to the Extension Sub tab? Below is the deep link I tried but it looks like it works only for Summary/Contacts/Teams etc…
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What is the Account Deep link in Sales ModuleSummary: Hi Team, We are trying to create a deep link for account to navigate to edit an account. We are using following link but it is navigating to landing page of the…
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Opportunity Predicted Win ProbabilitySummary: We have been trying to enable this "Opportunity Predicted Win Probability" AI feature for Sales in a demo org, but it persistently fails to get activated result…