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Sales
Discussion List
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Removing/Modifying OOTB Relationship LOV'sSummary: When we try to add the Relationship to Account or Contact. We get the LOV's for Relationship Field. Confirmed by oracle that we can add the new values but remov… -
Add translation for Products in Fusion SalesWe have multiple languages enabled in our environment and have been able to add translations for custom content with any issues with the exception of Product Data. Is th…
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Configuration Migration from Test to PRODSummary: We have our application live with HCM since last 2 year and CRM which went live 2 months back. Parallel we have P2P implementation going on which might go-live … -
Unable to navigate to Sync Configuration Page for Microsoft outlook integration for CX SalesHi all, We're following the below document for implementing Microsoft Outlook integration with Oracle CX Sales. However, we're finding problem with navigation. Doc Name:…
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Include the Description field in the selector for a Multi Select Fixed Choice ListSummary: Is it possible to display both the value and description for a Multi Select Fixed Choice List through VB? I've tried using a Custom Object/Dynamic choice list t…
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Cannot Find Items/Products to Add to Opportunity Revenue Lines------------------------------ Body------------------------------------ **This post was created as part of a How to Service Request (SR) Summary: User trying to add Item…
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Why doesn't Products appear in Opportunity?Why don't Products appear in Opportunity? Products are in product group and added in price book but don't appear in opportunity. -
How to obtain the file name attached to a OpportunityCan Groovy generate an error when a comma is included in the file name attached to a Opportunity? -
The InventoryItemId ID attribute doesn't have a matching value for the record of the Product typeSummary: Getting error while import products from import management, even though item was available in PIM. Job run has completed Job: "Import Sales Products from PIM Da…
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August 6th webinar: Build Exceptional AI-Driven Customer ExperiencesCX expectations are higher than ever, with 24/7, first-time resolutions now the baseline. But with digital engagement outpacing human capacity, how can you keep up? Orac… -
Clear Bell NotificationContent Hi, How to clear bell notification of selected users any possibilities ? Thanks -
IDCS CPQSummary: Hello everyone, I am looking for guidance on how to set up Oracle Identity Cloud Service (IDCS) for integration with Oracle CPQ and Oracle Fusion CX sales cloud…
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Webhooks in Oracle CX ?We are working on a integration project with JustCall as our telephone system. We have a requirement to sync all contacts with JustCall and any new contacts created or e… -
Rename Activity to Interaction on Panels and SubviewsSummary: I want to rename Activity to interaction on Panels and Subviews for all the Objects. But when I am trying to edit the Panel is not Configurable. How can we do t…
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Deeplink for AccountsSummary: I need to create a deep link for the Account. However, I was able to create the link without the objKey. Is there any documentation available that explains how …
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Video: Orchestration Appointment StepOrchestration Appointment Step Defining the Appointment step of an Orchestration flow From a multi-part video series on Sales Orchestration. -
How can I change the title of an object in Redwood CXSummary: I want to change the title of the Contact object to have additional custom fields. for example: First Name + Last Name (Standard) + Name in Hebrew (new custom f…
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Can we auto create Customer Account in AR when we convert Prospect to Customer in CX SalesHi, We have a requirement to create customer account and account site details in AR automatically when a Prospect is converted into a Customer in CX Sales. Is this possi…
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How to make Notes UI editable in Sales Mobile Application?'Add Notes' Layout is not editable or configurable in Sales Mobile Application.
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How can I identify the user who removed an organization from a resource?Summary: IIn our Oracle Sales Cloud implementation, we utilize organizations and business units to enable users to create service requests for customers. However, we enc… -
Groovy code to Set Contact Owner as Account Owner - Oracle CX Sales and Service FusionSummary: We have 80000 contact in system. Business wants that all contact's owner must be same as linked Account's Owner. And also if Account owner is updated then autom…
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Custom Object is not available in Import ManagementSummary Custom Object is not available in Import Management even after adding 'Custom Object Administration' role to User and checking Create,Update,Delete check-boxes f…
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News Feed layout provides a fast home page and improved user experienceSummary The News Feed home page layout in CX Sales will give your users what they want – a super fast home page.Content The News Feed home page layout can significantly … -
Best practise to be followed during CSMSummary: Best practise to be followed during CSM Content (please ensure you mask any confidential information): We wanted to follow CSM for all custom object migrations …
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how to delete resource centric territorySummary: I have deleted the Resource-Centric Territory by these steps, In order to delete the resource-based territories from the Territories list, please resubmit the "…
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Adding a currency code instead of currency symbol in fields.Summary: We have many fields in the system where the Currency symbol shows before the amount for e.g. Amount field in Opportunity shows $ 1000. We want to replace the $ …
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Queries around Outlook Integration with CX SalesHello Experts, @Padmaja Varanasi-Oracle, @Nancy Hung, @Umamaheswarareddy Ambati-Support-Oracle, @Prabha.R Oracle-Oracle, @Dimple-Nagesh-Support-Oracle, @Mullamuri Mallik…
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[Redwood] How to update the cx-picker to filter results with 2 characters entered on the fieldSummary: I have a DCL field where I used a cx-picker. But it is not filtering the results when typing in values with 1 or 2 characters. Upon testing with OOTB fields usi…
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How to show Installed Base Assets in the Account page with RedwoodSummary: We have followed the steps in the following documentation to display the IB Assets associated with the account in the classic UI and they are displayed correctl…
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How to update Associated Party Information to Associated Worker InformationHello Community, I associated my Worker information, now its showing the Associated Party Info , How can I change it back to Worker information? Thanks, Gail 24D