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Sales
Discussion List
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Email Template for BPM workflowsContent Hi Members, I would need to explore options for modifying OOTB email template options for BPM approval. As of now we can just provide inputs as Title 1, Title 2.… -
Export Bulk dataContent Hello, I am trying to export bulk data. I want to build a scheduled process that runs every day and in case of an error, the next run will include all the data s… -
Share Emails with Oracle sales cloud from OutlookSummary Share Emails with Oracle sales cloud from OutlookContent Hi All, We are looking the process of synching emails as activities from sales cloud outlook to CRM. We …
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Performance benchmark document for CX Sales?Content Is there any published performance benchmark for CX Sales OOTB, using general set of parameters? Version 21B
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Can I import activity record with attachment in one import?Summary: Can I import activity record with attachment in one import? is it 1st we need to import activity record and then add attachment to it in a separate import? whic…
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Territory re assignment to opportynitiesSummary Territory re assignment or re allignment when the primary partner changes in opportunityContent Hi All, We have territory assignment to opportunities with both p…
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Combination field UniqueHi, As per our business requirements, we have 2 fields (Ex: AccountId, ContactId) stored the other object Id values. We are inserting the records from external systems. … -
BPM object workflow always getting set to Rejected approval statusSummary: BPM object workflow always getting set to Rejected approval status Content (required): Hi All, For one of my customer requirement, we have created a BPM object …
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What security policy or privilege does a user need to see workspace in OSC?Summary: We have two custom roles created, one for admin and one for a non-admin user. The admin user is able to see 10 objects activated in workspace while the non-admi…
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How to set pattern recognition on Additional Identifier Type - value field?Summary: We want to validate the value that belongs to a additional identifier. For example we have a national identifier that always has xx11xxxx11. We want to validate… -
how to define survivorship rule at set master level based on source system confidence levelSummary: 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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Redwood - Call ReportsSummary: In classic UI - For an activity (appointment) we can create call reports. No such option seems to be available in Redwood. Content (please ensure you mask any c…
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How to know eloqua is integrated with oracle sales cloudSummary: How to know eloqua is integrated with oracle sales cloud, we see few objects in Sales but not sure if we can connect with Eloqua, please help Content (please en… -
Redwood - CX-Panel or CX-SubView query parameterSummary: While defining foldout panels we provide query parameter ,question is can we define query parameter other than QBE which can take more values like ID = XYZ And …
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Count of Opportunity for a Custom ObjectSummary: We have created a custom object (Sub Account) and it is related to Opportunity. One Sub Account can have many Opportunities. We want to show the count of opport…
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How to configure cx-Orchestration Panel in Redwood sales for opportunity foldout panel?Summary: Working on an opportunity, I should be able get a guided view on "Action Items" (Process Steps) and required documents during each stage of my Sales Cycle. This…
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How we can check if aggregates are used in adaptive search?Summary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t… -
How to use guided process template for opportunity in Redwood?Summary: Working on an opportunity, I should be able get a guided view on "Action Items" (Process Steps) and required documents during each stage of my Sales Cycle. This…
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How to retrieve user's timezone in groovySummary: adf.context.getSecurityContext()?.getUserProfile()?.getTimeZone() is returning null instead of user's timezone Content (required): We want to retrieve logged in… -
Report to find the number of times an opportunity close date is updated.Summary: Is it possible to create reporting in OSC to track Opportunity push counts. (Push count - Number of times an opportunity close date is updated) The two scenario…
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Unable to delete deal registration recordsSummary: The customer created some test deal records in their instance. is there any way to delete them? I can see that REST API does't support DELETE method for deal re… -
Unable to delete deal registration recordsSummary: The customer created some test deal records in their instance. is there any way to delete them? I can see that REST API does't support DELETE method for deal re…
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Address Fields on Custom ObjectWe have a custom object that we have had users fill in the address as an open text field. Now, however, we want to split the address (address 1, address 2, country, post…
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Revoke MOO_DELETE_OPPORTUNITY_PRIV from seeded roleWe want to be able to revoke MOO_DELETE_OPPORTUNITY_PRIV from seeded employee role in CX Sales but can't. Are seeded role privileges locked?
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Is there a way to change PartyStatus for Inactive customers to Active?Summary: Hi All, I am looking for an option to change some inactive customers to Active in Sales. Can we do that in UI or via Import Management or via API? Content (plea… -
How to provide visibility of Private notes for a particular roleSummary: How to provide visibility of Private notes at Deal object for a particular role Content (please ensure you mask any confidential information): Version (include …
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In Redwood when I try to change an Oracle Saved Search to "Not shared" it gives error...Summary: We want to remove some default Oracle Saved from all users but when we try to "No Shared" them the REST call to update the Saved Search return error: {"Error":"…
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Oracle CX integration with Microsoft ExchangeSummary: Oracle CX integration with Microsoft Exchange Content (please ensure you mask any confidential information): Hi All, We are trying to integrate with Microsoft E…
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Is there a way to change PartyStatus for Inactive customers to Active?Summary: Hi All, I am looking for an option to change some inactive customers to Active in Sales. Can we do that in UI or via Import Management or via API? Content (plea…
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Are there any fonts that are similar to Roboto font in Oracle Fusion Cloud?Hello Everyone, The page must use the Roboto font, per the client's specifications. We are attempting to meet our goals with the appearance tool, however the font isn't …