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Sales
Discussion List
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Forecast reportsSummary: Why is the OOTB forecast overview and Forecast Trend doesn't show any data? though there are opty's with open, won, forecasted within the period and quota too i… -
Is it possible to exclude the weekends while calculating the activity duration?Summary: Is it possible to exclude the weekends while calculating the activity duration? Content (required): Hi Team, Currently when the activity (Task) duration gets ca…
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Modify Global Search LayoutSummary: Hi Team , We are looking forward to modify the global search UI and below is scenario : There is a custom object 'X' and it has a DCL to Contact entity. While s…
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Unable to modify the font, size, text for the deal registration approval notificationSummary: we are unable to modify the font, or size for the deal registration notification. we have only a page layout where we can add/ remove fields. is there any optio… -
Customize Lead landing Page for WorkspaceSummary: We have a requirement in Oracle CX sales to Enable workspace for Lead Object. After doing the same we encounter an issue we can see the edit icon is visible on …
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Do we have the option to add Recently Viewed items in Redwood (Next Gen)?Summary: Do we have the option to check Recently Viewed items in Redwood (Next Gen) Content (required): Version (include the version you are using, if applicable): Code …
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Users want to display fields from a Child object of a Related Object and use it as search criteriaSummary: Business Requirement: Users want to display fields from a Child object of a Related Object and use the fields as search criteria in searching records. 3 Custom …
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WorkspaceSummary Workspace vs Landing PageContent Hi all, For 1 year Workspace has been stepping up. We are still not using it for the end user due to some limitations it had a y… -
how do i see under Sales--> Products the "Functional Area Catalog" that setup in ERPSummary: how do i see under Sales--> Products (or under "Manage Product Group") Functional Area Catalog that was created and assigned to a product in PIM? Content (requi… -
Is it possible to create a Service Request Message of a custom type in status ORA_SVC_DRAFT?Summary: Draft messages are supported only for the customer response type. (SVC-5295028) Content (required): Hello, we've created a custom Message Type ("MessageTypeCd":…
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Prevent commit on field triggerSummary: Hi Team , We have requirement to throw validation error on field change for custom FCL field and it throws error as expected via field trigger implementation. B…
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How to Delete LOV values in bulkSummary: Is there any option to delete List of Values in bulk for particular lookup type. Content (required): We have around 500+ plus list of values to be deleted from …
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I want to make custom objects multilingualContent (required): I'm in charge of setting up Japan. For example, I created a custom object called "接待履歴". However, since there are English users who use CX, I wou…
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How to prevent Contact and Account creation with custom job roleSummary: I have a requirement to prevent a custom Sales role from being able to create a Contact or Account. I have a custom role created but I'm unable to find where th…
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Deeplinks doesn't work in Notification Preference's smart textSummary: we are trying to insert a deeplink in the existing Notification Preference templates for Sales Lead. It is not working as expected as it works in Email Template…
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I want to change the notification time of Activity NotificationsContent (required): I have Activity Notifications set up and the notifications arrive at the same time every day. Is it possible to change this time? Version (include th…
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Display custom field as parts in layoutSummary: Team, I have a field phone number in a custom object which is displayed as parts (Country code , Area Code and Number) , would it be feasible to display it toge…
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Territory based Lead Assignment is not workingSummary: We have enabled Territory based assignment from profile options as per oracle documentation below: After running the assignment manually from UI on leads, assig… -
SOAP service to create custom Recurring Revenue in Oracle Sales CloudSummary: Hello, Hope you are doing well!! We have a requirement to create Recurring revenue in OSC with custom quantities (A schedule having different quantities for eac… -
Phenomenon where save and continue is not displayedContent (required): Custom object → Select Opportunities sub-tab → Create When I open the Create Opportunity screen with this procedure, save and continue does not appea…
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TestTest
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Error when changing the due date of a task that you are not the owner ofContent (required): If you try to change the due date of a task that you are not the owner of, you will get the following error. Insufficient privilege to update entity …
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Unable to see Mobile phone number in BI reportSummary: Unable to see in the report the contact Mobile number in the UI we are able to add mobile number however we can't see this field in any subject area is there an…
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Approval workflow for Prospect AccountSummary: Hi Team, We have a requirement where we need an approval for any account that user creates in Sales as prospect and once the approval is provided then only it c… -
How to import external attributes to the customers 360 (in the Sales --- Account navigation)Hi, I have created a custom field in the sales account profile using the sandbox. Afterward, I looked to import data into this custom field, but couldn't find a useful A…
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Creating appointments through the CX Sales side panel in Outlook 365Summary: Outlook 365 side panel creation of appointment activity Content (required): When an appointment (activity) is created through the CX Sales side panel in Outlook…
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How to create action/link to open a custom object's Create page?Content On an account, there are quick actions like Create Task, Create Appointment, and Create Service Request. Once clicked, it opens the create page for the correspon… -
How to enable recurring Activities (Tasks & Appointments) in CX Cloud?Summary: Need documentation on how to set this up for CX Cloud. I have found articles on this related to Next Gen but can't seem to find anything regarding enabling for … -
Account Auxiliary Classification Table NameSummary: I am looking for Account Auxiliary Classification Table Name Content (required): Can you please help me to find the table name which stores Account Auxiliary Cl…
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Schedule Custom Groovy Object Functions process issueSummary: Schedule Custom Groovy Object Functions process still running even I have cancelled it Content (required): have submitted Schedule Custom Groovy Object Function…