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Sales
Discussion List
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Audit add contact, delete/remove contact or any updates made on the contact sub view in accountSummary: We have requirement to audit add contact, delete/remove contact or any updates made on the contact sub view (Changing the primary contact) in the account object… -
how to include custom child object in lead to opportunity copy mapsWe have created a custom child object called as Appliance in both lead and opportunity object, we will add the appliances when the lead is created and when the lead conv…
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Can we rename the category "Shared with oracle" in Outlook pluginSummary: Rename the outlook plugin category - Shared with Oracle Content (please ensure you mask any confidential information): Hello Experts, Is there a way to modify/r…
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Feasibility on Access through Account hierarchy.Summary: Scenario: A user owns a parent account that has multiple child accounts, but the user is not assigned to those child accounts. We need all opportunities—includi…
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How to re-order the columns in Redwood landing page?Summary: How to re-order columns in the Accounts landing page and save the layout? Is this possible? Content (please ensure you mask any confidential information): Is it…
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AR customer creation in Oracle ERP Cloud via APIsSummary: Creation of AR customers in Oracle ERP cloud involves using the CRM Rest APIs for Contacts & Accounts or Hub Persons & Hub Organizations and the CRM SOAP web se…
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How to export all sales leads and opportunities created by all usersSummary: We have different BU's and want to export all sales leads and opportunities created by all users in cx sales along with business unit name from 01-Jan-2025 can … -
Business Object Tool for Opportunity in Agent AI StudioSummary: I have created new business object in AI Agent Studio for Opportunity. I have also created the Business Object tool (GetOpportunity) to fetch oppty information … -
Mash up content not working in RedwoodI have implemented all the steps as mentioned in Add a Mashup to a Page to add Mashup to Redwood Page, but it's not loading. Kindly see the attached screenshots.
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Sales person field in OTBISummary:Salesperson Field Missing in Subscription Real-Time Subject Area Content (please ensure you mask any confidential information): Hi Everyone, I’m facing an issue …
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After Publishing the Custom object from Visual Builder no icon appears in the instanceSummary: Following the link: Create a New Application Using the CX Extension Generator I exported the custom object from the CX extension from the sandbox and then impor…
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Can we change the name of Oracle cx sales mobile applicationSummary: Rename the Oracle Cx sales mobile application name Content (please ensure you mask any confidential information): Hello Experts, Is there a way to modify/rename…
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Record Saved Successfully but Not Displayed in Account or Contact ObjectSummary: When I create a record on the Account or Contact object and save it, the record is saved successfully, but it does not appear after saving. What could be the re…
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How we can maintain the custom fields in view resource detailsWe need to maintain a custom field at the Resource level in Oracle Fusion CX, and it should be editable and visible on the “View Resource Details” page. The Resource Det…
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How to enable custom fields in manage address formats in sales cloudHi All, We want to enable the custom fields under manage address formats to add it the address section of all the objects in oracle sales cloud. Can some one help us to …
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Hide/restrict the 'Show Audit' smart action for certain usersSummary: Need to hide the 'Show Audit' smart action for certain users in redwood Content (please ensure you mask any confidential information): We have enabled the Audit…
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Video: Modify Data Before SavingModify Data Before Saving: Programmatically modify the data on a form before saving in the database https://videohub.oracle.com/embed/secure/iframe/entryId/1_i9k4sz4b/ui… -
Can the outbound email sender address have logged in user emailSummary: Can the outbound email sent from Sales cloud use from email address as logged in user of the Lead or Opportunity Content (please ensure you mask any confidentia…
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Territories using Standard FCL as DimensionSummary: Using Business Unit Custom FCL to assign territories Content (please ensure you mask any confidential information): Hello, We have a new implementation on terri…
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Asset Subview Showing Incorrect Custom Warranty Expiration Date for Mountain Time ZoneSummary: Asset Subview Showing Incorrect Custom Warranty Expiration Date for Mountain Time Zone In Oracle Sales Cloud, the custom Warranty Expiration Date in the Account…
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VBS - Custom Field Validation Using CodeSummary: Hi, I want to create a custom validator for one of the fields on the Leads object. I know that there are some pre-defined validators in VBS, but there's an opti… -
Is there any way to hide/restrict conditionally single select update smart action from Action bar.Summary: Is there any way to hide/restrict conditionally single select update smart action from Action bar of custom object. We need to hide all single select update sma…
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How to add "Add Products" as section in Create Lead Redwood PageHi Everyone, We have a requirement to expose “Add Products” as a section on the Lead Create page in Oracle Fusion Sales, including product details such as Quantity, Unit…
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Note Email Template removes HTML formatting after Save in Oracle Sales CloudHello, We are experiencing a different behavior between Email Templates on Note entity versus Activity / Opportunity in Oracle Sales Cloud. In Activity and Opportunity E…
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Merge request queue expiring/auto-rejecting and should not.Summary: I had to purge the Contact Merge request queue. I started to put the requests back after fixing a data issue, but now it seems that the merge requests expire an…
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If User forgets clicking on Update Sales button when creating a quote from an opportunitySummary: If User forgets clicking on Update Sales button when creating a quote from an opportunity. He has gone through all the work of adding lines and other details an…
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User should Not allow to Delete AddressSummary: Can we write validation to restrict deleting of Address for partner object Content (required): Version (include the version you are using, if applicable): Code …
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How to incorporate an extra attribute into Data Verification Selection CriteriaHello, We wanted to include an extra attribute in the data verification batch job. I checked out the "Manage Standard look up task" and while I was looking for the below…
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Is it possible to Implement Territory Management security in Account ReceivablesSummary: We have Enterprise Data set setup and our Account Receivables Customer accounts are shared across BUs. In this scenario, We need to control visibility of Person…