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Sales
Discussion List
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CX Sales Mobile: Automatically open Summary Layout after Record creationSummary: If you create a record (e.g. Contact) in CX Sales Mobile, can you configure the app to automatically navigate to the Summary Layout of the newly created object?…Maximilian Winkler 23 views 8 comments 0 points Most recent by Mullamuri Mallikharjuna Rao-Support-Oracle -
Scheduling a Process on Business Days OnlyHi, We have a requirement from the client to schedule the process "Schedule Custom Groovy Object Functions" only on business days. Is there a way to do this? Thank you, …
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Role / Privilege for Deleting Accounts in Redwood UIHello I have created a custom role that should be able to create, edit and delete accounts in redwood sales. The creation and editing works fine, however the deletion do…
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Not able to set revenue line revenue currency from opty header using groovySummary: Need to convert the Opportunity Revenue lines currency values based on the Currency change on the Opportunity header. Content (please ensure you mask any confid…
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How to retrieve Web Activity records exported from Eloqua?Summary: How to retrieve Web Activity records published from Eloqua in CX Sales? Content (please ensure you mask any confidential information): We've implemented Marketi…
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Workspace issue where child accounts are not reflected but is already in hierarchy of ParentSummary: When trying to extract accounts on workspace which is under a certain account manager, the total number of accounts is 133 but when filtering on workspace it on…
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Can we create custom DCL for Country?Summary: Can we create dynamic choice list for Country? Content (please ensure you mask any confidential information): We want to create a dynamic choice list field for …
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Update the Generate Win story Layout with custom layoutSummary: When we generate a win story it gets saved in comments fields and length of comments field is 2000 characters. As per the doc "https://docs.oracle.com/en/cloud/…
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How to make default as All Activities in Activity sub tab on Contact edit pageSummary: In Contact details page, Activities sub tab, how can it be defaulted to always show "All Activities" in search Content (please ensure you mask any confidential …
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Oracle CX Sales Integration app does not allow exporting Form RecordsWe need to create Leads in Oracle CX using records entered in Elqoua forms. However, the Oracle CX Sales Integration app connector, although it allows you to create Lead… -
Contacts Synched in Outlook Cannot be DeletedSummary: Contacts (tagged as Shared with Oracle) keeps re-appearing in User's Outlook (My Contacts) even after the contacts are deleted in Oracle backend via Graph API. …
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why can I not find HQBranchIndicator in configure adaptive searchSummary: Currently, in our CX Sales Redwood environment, i'm looking to add HQBranchIndicator as a Column on the 'my accounts' saved search. As such, i'm enabling this f…
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Why there is no Events for Custom Objects in Visual Builder StudioSummary: We imported our custom objects to VBS but I notice that there were NO Events included. Only Action Chain are present. Do they have the same purpose? I tried to …
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Video: Audit Change History in Redwood Sales Detail Record PageAudit Change History in Redwood Sales Detail Record Page Learn how to add a new subview on the detail page, to display the change history of field values (audit trail). … -
Loqate Clarifications in CDMSummary: Hi Team, We need a few clarifications regarding the Loqate process in CDM: We have noticed that Loqate is incorrectly cleansing certain addresses. Is it possibl…
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Deploying Extension from different environmentSummary: We have 2 development environments (dev1 and dev2), 1 test and 1 prod. We have VBS Sales redwood change in dev1, and we also have VBS SCM redwood change in dev2…
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Interview Feature is not working for Sales and OpportunitiesSummary: We realized that in 24D release Interview feature is working on Leads and Opportunities. Even I have created an Interview Definition and it is published for bot… -
Sales Manager Custom Group is not available in Access GroupsWe have a custom job role, and is assigned to 2 users. We are trying to copy the object rules to from the standard Sales Manager Group to the Sales Manager Custom Group.… -
Rename the 'Revenue Items' headingSummary: Rename the 'Revenue Items' heading Content (please ensure you mask any confidential information): As part of adding products on the Create Opportunity layout, w…
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Can we remove contact option from workspace and show contacts only from global searchSummary: Hi Team, As per the requirement, we have to disable contacts from Workspace and provide contact access only from global search. means if user search for the con…
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MFA interfering with REST API Calls?Summary: We just noticed Oracle is pushing all authentication of fusion platforms to its single sign on page, and starting to use MFA. We also noticed it is interfering …
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I a unable to see reports under Sale under CRM analyticsSummary: What setup is used to view sales reports in CRM Analytics? Content (please ensure you mask any confidential information): Version (include the version you are u…
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Is it possible to configure multiple attachment sections with user-based visibility in Sales?Hi everyone, We are expanding the use of the Attachments field in the Account object within Oracle CX Sales, integrating it more deeply into our internal support workflo…
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[Redwood] Issue on Page reloading after DCL field change and displays previous value after reloadSummary: I have an edit layout with DCL field and Field Groups which are conditionally visible. When DCL is change (ex. Apple ⇒ Banana) a variable is set to true that tr…
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How to remove Related Activities and Interactions in Create and Create ActivitySummary: We need to remove the section 'Related Activities and Interactions' in Activity object. How can we achieve this? Content (please ensure you mask any confidentia…
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Attachment Limitations and Visibility Control on Account ObjectSummary: Hi everyone, We are expanding the use of the Attachments field in the Account object within Oracle CX Sales, integrating it more deeply into our internal suppor…
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How to enable Web Activity object to sync with Eloqua?Summary: We've configured a couple of Web Activity Rules to build the synchronization with Eloqua. However, when setting up the Marketing Activity export in the CX Sales…
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Video: Change Drawer SizeChange Drawer Size: While the drawer views such as the "Creates" in the Sales application ship with a size that makes sense for the number of fields included by Oracle, …
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Microsoft will end support for its Windows 10 operating systemSummary: Email received from Oracle : Microsoft will end support for its Windows 10 operating system Content (please ensure you mask any confidential information): We re…
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How to change the submission user for the Adaptive Search periodic refresh task?Hello, The user who was previously executing the periodic refresh for Adaptive Search has had their email and name changed. As a result, we are no longer able to maintai…