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Sales
Discussion List
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Is there way to add banner within a record on overview or details page in fusion classic UIwe want to add banner in an Account record(s) in oracle fusion sales, so when a user opens a record and sees that banner, they'd be aware about current status of that re… -
Attachment subobject on Contact Detail LayoutSummary: Attachment as a field/subobject does not show up on the detail layout when the field is added to the Contact Detail Layout through Redwood UI Content (please en…
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Is there a way to mass assign products from a catalog to a price listSummary: I used the spreadsheet import option and imported 70 products. I was then able to add these to our catalog by selecting all of them and publishing the catalog. …
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Product at Opportunity screenSummary: At the Opportunity details, the product list of values didn't retrieve data Content (please ensure you mask any confidential information): How I can configure t…
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Support for Four-Part Name Structure in Customer Creation (Person Type)Summary: When we try to create a new customer with type Person in Oracle Fusion (Receivables / Customer Data Management), the current configuration only supports the sta…
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About search list settingsI set up a search list common to all users on the activity page in SalesCloud's PageCompoer. Although I set it to display by default, it does not appear in the default l… -
Filter contact's account's address in Contact object - redwood UISummary: Need to see a list of the Contact's Account's addresses. Content (please ensure you mask any confidential information): Suppose I am creating a new Contact or e…
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Video: "On Before Save" Client Side UI ValidationsVideo: "On Before Save" Client Side UI Validations In the Redwood user experience for the Sales applications, you can add your own logic to run before date on a page is … -
Error in "Synchronize Products with CPQ" Integration Map pageSummary: Getting "400 bad request" error when we open the "Synchronize Products with CPQ" Integration Map page. Please find the error details below. Status: 400 {"title"…
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Video: CX Sales Add-in for Microsoft OutlookCX Sales Add-in for Microsoft Outlook: Introducing the CX Sales add-in for Microsoft Outlook 365, bringing the power of CX Sales into the Outlook user experience
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Does Redwood Sales support Guided JourneysSummary: We are looking to embed Guided Journeys into Redwood Sales for our go-live. Is this possible, without Express Mode? Content (please ensure you mask any confiden… -
Do we have the option to schedule CDM internal jobs via OIC?We need to execute the Address Verification and D&B Enrichment processes for all organizations(accounts), followed by running the Match and Merge job for all newly creat…
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How to transfer null value from CDM to FA through OICSummary: Hi, I have an integration from CDM to Fusion Application through OIC. But, I've found out that null or '' values can not be sent to FA. For example current valu…
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Using Application Composer -ExtnBusinessProcessComposite for Group ApprovalSummary: We’ve created a custom business object to capture additional user input, and we want to incorporate group approval within the Extensions Process Composite. Whil…
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Account Search using Address ( REST API)Hi We have a requirement to search and locate an Account using REST API queried by Address, City, State and Country. Tried calling the REST API in two diff formats and b… -
Account details could not be loaded in RedwoodSummary: The record was deleted or you no longer have access error in oracle fusion Roles: Sales administrator with data access to BU Still facing this issue. Content (p…
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Address Format specifically for CX Sales?Summary: Is there a way to setup the Address Format (i.e. Style = Postal Address) but only for Accounts and Contacts in CX Sales, without impacting HCM and ERP? Content …
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Issue on tracking REST API Usage for User-Level - 4-0000656412Summary: Team, We are encountering issues with monitoring REST API usage on a per-user basis. Currently, in OEC, we do not have an option to monitor REST API usage on a … -
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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Clarification on Loqate ServicesHi Team, Our business utilizes Loqate services for batch cleansing, but we've been encountering numerous anomalies. I would like to understand how Loqate services functi…
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Can we restrict a user to view lead/opportunity created by him/her onlySummary: Hi Team, We have a requirement for some users, they should only view objects created by them only Lead and Opportunity. Content (please ensure you mask any conf… -
How to create a Hierarchy based Territory account team report in sales cloudSummary: When a manager user logs into the VBCS system he should see a report of accounts that he owns along with his subordinates. As of now in VBCS we don't have ID fi…
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Can we enable the actions menu for reports created by analytics?Summary: We have reports created using Visualization configuration based on OTBI analysis and embedded in Sales Dashboard. The ask is to add actions option through which…
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How to create Approval flow using BPM Worklist for custom objectHi, There is a requirement to create a Approval flow for a custom child object of opportunity object. Once workflow is triggered, the email should have the opportunity l…
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Opportunity Product Currency Defaults to USD Instead of GHS Despite Multicurrency SetupWhen an opportunity is created and a product is selected, the currency on the revenue line defaults to USD instead of Ghana Cedis (GHS). We have already enabled the foll… -
Duplicate Identification and Merge features on Leads and OpportunitiesSummary: Duplicate Identification and Merge features on Leads and Opportunities Content (please ensure you mask any confidential information): Does the Oracle Sales Clou… -
Can we disable ORA_HZ_PHONE_TYPE standard lookup values?Summary: We have a requirement to disable specific lookup values (Work, Fax, Land) under the ORA_HZ_PHONE_TYPE lookup. However, in the 'Manage Standard Lookups' setup, w… -
Associate Contact when Adding RelationshipIn CX Sales, open any Account → Add a Relationship (select existing Contact and give it a relationship type) → The added contact shows up in the 'Relationships' area, bu…
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Quick Actions for Redwood SalesHi folks, Kindly advise if there is an ETA for release of Quick Actions feature in Redwood Sales. Currently it is available for Service and Sales in Simplified UI.
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Groovy's BeforeUpdate does not workThe BeforeUpdate script does not run when I add an attachment to a Opportunity. Please tell me how to run a script when adding an attachment.