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Sales
Discussion List
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How to add Create Service Request on Opportunity PageSummary: The customer requirement is to have Create Service Request button under Action on the Opportunity page or in summary somewhere the option should be available. C… -
how to delete the Inactive Relationships from the ContactsSummary: We are facing an issue while trying to delete a Contact–Account relationship. Problem Details: A relationship exists from the Contact side to the Account and is…
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how to bulk import internal resource organizationwe can NOT find the way to bulk import internal resource organization, is there any template can do that?
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Create Contest and Create Goal documentation neededSummary: Hi, In Sales Performance , we have option to create Goal and create Contest based on KPI's. We are exploring this feature for 1 Business Requirement and we didn…
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TCA: What is the impact to existing US Compensation Zones with Oracle Master Geography USOPTE?Summary: Looking for more details and information on how the transition to new Oracle provided Geographies will impact existing US Zones that were originally configured …
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Can we leverage custom fields for Sales Forecasting in Redwood?Summary: We have set up Sales Forecasting in Redwood on the basis of Organization Hierarchy. Territory Management has not been implemented on our project. With regards t… -
Is there a way to link Fusion Cx Opportunity with Fusion Order?Summary: Can we show the order from the order Management as subtab of opportunity? (without use of custom Object) Content (required): Version (include the version you ar…
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How to make a fields non-updatable in CX Sales Mobile AppHi, I want to make some fields non-updatable in CX Sales Mobile App when a user opens it. There is no change happening that we can write in the script to make it non =-u…
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Can we map EFFs in PIM to custom fields in Sales Product Catalog?Summary: We're looking for a way in which we can map EFFs and their values set up on an item in Product Information Management (PIM) to Sales Product Catalog. We're curr…
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Referencing Assessments on Validation Rule for OpportunityObjectTrying to create a Groovy Script for a Validation Rule on the Opportunity Object. Essentially stating: if(OpportunityType_c == 'NEWANNUITYACCOUNT' && Revenue >= 100000 &…
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Customizing Header Text in Account Edit Page (Redwood Sales)Hi, On the account edit page (Redwood Sales), the header currently displays the specific account's Organization Name. Would it be possible to replace the organization na…
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How to make saved search based on a DCL fieldHi, We have a custom object used and there is one DCL field created in the object to assign a record to a particular user. I want to create a saved search based on that …
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Address(City,Country) on Contact (Saved Search) showing in Uppercase while in record its lower case.Summary: The Primary Address for a contact in contact saved search shows the address values(City, State, Country) in Uppercase despite the values being in lowercase for …
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How to find all the available Team members in contact object?Hi, How to get a report based on BI Analytics or SQL to get the list of all the contacts/Accounts and their associated Team members? can I get any SQL or subject area th…
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How to navigate to Add Relationship drawer for a particular contact/Account from a VBCS screen in CXSummary: How to navigate to Add Relationship drawer for a particular contact/Account from a VBCS screen within CX We have a business requirement such that from a custom …
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I want to check the file name of Opportunity attachments using Groovy.I want to generate an error when saving if there is an apostrophe in the file name of an Opportunity attachment. When I implemented this in the BeforeUpdate trigger, if … -
Account Change HistoryHi team, It is requested that we need to add one field to object Account (organization) change history. We have created a new field called Sales Strategy, and this field…
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Adjust column width according to Header of the column in Opportunity Revenue SubView LayoutSummary: Hi, Is there a way to adjust column width according to Header of the column in Opportunity Revenue SubView Layout. Currently, half of the field headers do not d…
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Getting error while updating a custom field in Resource objectHi, I am trying to update a field in Resource object when a change happens in a custom object. We have a DCL field in the custom object to select a resource from the res…
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Address object : Unable to find detail page layoutAddress object : Unable to find detail page layout I would like to add some fields to the address object in the detail page layout. But When i check I am unable to find …
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Import Status shows as 'Queued for import' and doesnot move furtherHi, We are trying to import data of a custom object through Import Management and after submitting the import activity the status shows as 'Queued for import' and doesn'…
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Microsoft 365 plugin - Share button and Task TypeHello Everyone. Could someone please help clarify the following, as we are still getting familiar with the Oracle Sales for Outlook? The business expects that using the …
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Can we rename the LOVs in Address TypeHi, Is there any option to rename the Address type field values (Bill to, Ship to, Sell to) to some other names. Regards, Kavya Prasad -
Unable to modify redwood theme colourings from Visual builderSummary: We wanted to change the ribbon color on the redwood pages (Please find the screenshot) However we are not finding any option for the same under visual builder. …
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VBS check environment running to set environment dependent valuesSummary: Hi, we are implementing logic in VBS that need to set an ID variable (SalesMethodId for opportunities). This Id depends on the environment we are running, as th…
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Redwood - Display different child object SubViewLayout based on parent record dataSummary: Hi, on Redwood UI we have the need to differentiate the SubViewLayout for a child object (revenue items) based on data from the parent record (opportunity). Con…
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Populate Location Latitude and Longitude Information goes in retryingSummary: Hi, we have enabled geographies and we have data in HZ_LOCATIONS. We are trying to populate latitude and longitude but the scheduled program 'Populate Location …
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Will Business Plans be coming to Redwood?Summary: Pretty much what the question says. Will the Business Plans be added to Redwood along with their children objects like Objectives, SWOT Analysis, etc.? Content … -
Video: CX Extension GeneratorCX Extension Generator: CX Extension Generator automates the work of creating a top level custom objects, child objects (for both standard [24C and higher] and custom to… -
Outlook Integration with Oracle CX Sales – Prerequisites and Client QuestionnaireHello Everyone, I’m planning to start the implementation of the Outlook integration with Oracle CX Sales, and I would appreciate your support on the following: What are …