Configuration
Discussion List
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CX Sales Mobile Script get related object fieldsSummary: We need to get a value from a related object. How to achieve that? Content (please ensure you mask any confidential information): In Opportunity, On Edit event,… -
Table that stores Real-time cleansing ResultsSummary: Hello Team, When we run the data verification address batch job, I understand that all results are stored in the ZCH_CLNS_LOC_RESULTS table along with their bat… -
Custom DCL field Product Group is not working in Redwood UISummary: Created a custom DCL field Product Group, but in Redwood UI, the drop-down list is always blank/doesn't work. Content (please ensure you mask any confidential i…
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Is there any way to manage Federated Lists in Oracle Sales Cloud?Summary:We have a client who already has an application that hosts the value lists used by all their applications, ensuring they all use the same values. This client is …
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How to Add CRM Contacts Under Accounts in Account Receivables?Summary: Can anyone share how we can add CRM contacts under Accounts in Account Receivables? Currently, when we add contacts in CRM, they sync to AR and are added at the… -
Enable Default Filter Configuration for Change History Tab in Fusion SalesSummary: We are looking to the “Change History” tab to default to a predefined setting in the opportunity object. So we don’t have to set criteria every time I view Oppo…
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Audit policies and retention periodHello Team, We have enabled auditing for specific attributes within the 'Common CRM' as product and have a few questions regarding the auditing functionality. Could you …
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How can I make Home address and Mailing addresses required in HCM?Summary: We have a business requirement that states: Each employee is required to have ONE Home Address and ONE Mailing Address. Each one serves a different purpose. Whe… -
Audit add contact, delete/remove contact or any updates made on the contact sub view in accountSummary: We have requirement to audit add contact, delete/remove contact or any updates made on the contact sub view (Changing the primary contact) in the account object…
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How can we disable the display of matching contacts based on email on the CX Sales Contact create.We are currently using the masked email address field on the Contacts list page, and we would like to disable the functionality that displays potential duplicate contact…
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Access Group Conditions: Select Opportunities of a branch where the user is a resource ofI need to display only the opportunities belonging to a branch the user is a part of. We made a custom object called "LinkBranchResource" which links custom Object Branc…
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Video: Sales Dashboard PersonalizationSales Dashboard Personalization Starting with 25A, sales reps and managers can personalize the content on the Sales Dashboard. https://videohub.oracle.com/embed/secure/i… -
Bring Financial Account Details into CX SalesSummary: We're trying to display a list of financial accounts within the CX Sales Accounts on the customer 360 panel. Specifically, we need to include a few credit-relat…
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cannot add box to a layout through page composerSummary: cannot add box to a layout through page composer in a sandbox. Content (please ensure you mask any confidential information): We are trying to add a webpage ont…
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Audit Trail Panel in the Redwood for Audit History CapturingSummary: The Current Client has an Expectation to view the Panel in the Account, Contact, Lead and Opportunity 360*/ Summary Page with the Panels to have a separate Pane… -
Notification to Lead OwnerHi, When an appointment or task is created under activity the email notification and bell notification goes to owner rather need to go to lead owner. How can this be con… -
Change in Fonts of PanelSummary: We are using OOTB panels and there have been change in the font size of elements in Guidance panel recently. Due to which its not looking consistent with other …
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How do we make layout changes on Mobile UISummary: In the mobile layout, we currently have two standard column sections (left and right). A custom field, Quote ID, is aligned in the left column, while the corres…
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Video: CX Picker - Using Adaptive Search with DCL Field TemplatesCX Picker - Using Adaptive Search with DCL Field Templates: For Dynamic Choice List fields, that are in Adaptive Search (aka Workspace), you can use a powerful CX search…
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Advance Search Attributes are not removable on new custom object createdSummary: We have created a custom object named 'Cremation Target' and by default automatically there are some fields came on Advanced Search as you can see in below scre…
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I want to show more than 5 records list on standard panel where currently only 5 records are thereSummary: I have 9 records on child object and the panel of that child object only showing 5 records on the panel and i want to show the minimum of 15 record's on panel. …
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How to Display Follow-Up Activities Created via "Create Follow-Up Tasks" in a Subtab in classic UISummary: Hi all, In Oracle Sales Cloud, users can create follow-up activities using the "Create Follow-Up Tasks" action from within an existing activity. I'd like to dis…
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Video: Prerequisites for Implementing Redwood SalesPrerequisites for Implementing Redwood Sales: If you are an existing customer using Oracle Sales Cloud, look at the prerequisites (and how easy it is) to opt-in to using…
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Video: Deploying the Extension to the PRODUCTION EnvironmentDeploying the Extension to the PRODUCTION Environment: Package and deploy the extension to the production enviroment (or any environment other than -TEST) https://videoh…
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Video: Accelerate Your Redwood Sales ImplementationHot off the press: A new tool has been releases to help you migrate your classic UI sales implementation to the Redwood Sales. Watch the replay of the webinar announcing…
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[Redwood CX Migration Accelerator] - Migrate Legacy Layouts is missingHi, I followed the steps outlined in this video tutorial to enable the Redwood CX Migration Accelerator (CX – Sales: Accelerate Your Move to Redwood CX Sales with Oracle… -
What is the retention period of deleted opportunities?Summary: We are using the restAPI below to retrieve deleted opportunities in the system and would like to know the retention period. crmRestApi/resources/11.13.18.05/del…
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URL underneath mobile UI Proposal DocumentSummary: What is the URL underneath mobile UI Proposal Document button? Could you please provide the URL or REST API getting triggered when you click this button?
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Video: Customize Panel QueryCustomize Panel Query: Change the data requests to filter the records in the panel https://videohub.oracle.com/embed/secure/iframe/entryId/1_bmkkenpj/uiConfId/35965902 F…
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What happened to sales implementation guides?Summary: Hi, I'm trying to find some information that used to be on the classic guides (implementation guide, reference guide, getting started….), but now they're gone. …