Configuration
Discussion List
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Video: Quick Start for Turning On Redwood SalesVideo: Quick Start for Turning On Redwood Sales. Cut to the chase and quickly learn how to opt-in to Redwood Sales and create the project in Visual Builder to begin cust… -
Redwood ThemeHi, The customer has only custom object created in Sales Cloud is there way to change the page layout to adapt the Redwood theme. Thanks -
Attachment FieldHi, Please let me know how to create field of type attachment in custom object. Thanks
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Update the Create RElationship for COntacts layout using smart actionSummary: We are trying to use Smart Action to call for Create Relationship Under the Contact Object. It was able to trigger the create layout. However, the layout is not… -
Best Practices for Product Catalog and Price ListsSummary: Is there anywhere that outlines the best practices for working with products, catalogs and price lists For example, how do I deal with products we no longer wan…
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Deleting Product GroupsContent Hi All , Is it recommended to delete Product Groups ? What are the impacts on existing Opportunity with the Products Groups already added ? We are on release 19D… -
Activities cannot be searchedActivities cannot be search on normal ADF UI, but can be searched on workspace. These activities have been created via import. What is the possible cause and solution of…
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opportunity revenue typeSummary: How should I display data of upside, committed, committed at risk in forecast? Content (please ensure you mask any confidential information): Version (include t…
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How to show the left pannel into opportunitiesIn the demos there is a left panel with 3 tabs: Analytics, Pipeline, Opportunity Kanban. How to enable this in our environment? -
Organization Type not appearing in Accounts PageHi, I have added organization type Consumer Industries and Mid Market but it is not appearing in Accounts page. Attached screenshot. Thanks
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AttachmentsHi, In the custom object I created field for attaching documents Please let me know is there any size limit for the file to attach and will this support multiple attachm…
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How to make Revenue line item Amount as read only fieldSummary How to make Revenue line item Amount as read only field
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Not able to translate Custom Sales Stages in OpportunitySummary: We are having some custom Sales Stages as per our requirement. But we are not able to find an option to translate those Sales Stage values. We are trying to tra… -
Configuring Fields in Application ComposerSummary: We are looking at the possibility to change the LOV associated with a Fixed Choice List Field that is already published with a Sandbox and are looking for ways …
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Why is there a delay in showing the recurrence activity in Sales Calendar?Summary: We are creating a recurring appointment -Team Huddle Type and it has a 30 mins or more delay in showing on the calendar. We have set up the recurring appointmen…
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Display Opportunity In CX Sales Mobile Around Me Based on Custom Address AttributesSummary: Hi, We want to display opportunity in Around me based on custom attributes (address line 1, address line 2, city, county, state, zip code, Longitude, Latitude) … -
Adjust workspace object display sequenceSummary: Hi All, Is it possible to change the display sequence for the enabled objects in workspace? For example, we'd like to move Contacts to the top of the list. Than…
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Is there any Deep link to route the User to the Extension Sub tabIs there any Deep link to route the User to the Extension Sub tab? Below is the deep link I tried but it looks like it works only for Summary/Contacts/Teams etc…
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What is the Account Deep link in Sales ModuleSummary: Hi Team, We are trying to create a deep link for account to navigate to edit an account. We are using following link but it is navigating to landing page of the…
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Opportunity Predicted Win ProbabilitySummary: We have been trying to enable this "Opportunity Predicted Win Probability" AI feature for Sales in a demo org, but it persistently fails to get activated result…
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How can we implement AI in sales cloudSummary: How can we implement AI in sales cloud, can i find any documentation Content (please ensure you mask any confidential information): Version (include the version… -
Is there a way we can add the link of Attachment in a report?Summary: is it possible to create a report that will include the link of attachment? Example an opportunity record have a document attached. we would like to create a re…
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CPQ Quote Creation from Oracle Fusion Service Request ObjectSummary: We want to create a Quote from the Service Request screen, How can we build this? can we achieve it through App composer? Content (please ensure you mask any co…
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Hierarchy is not been imported in CDM through import managmentSummary: After Importing a Hierarchy.csv file through import management, in the UI job status says completed but the Hierarchy is not created in UI. Please let me know w…
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how to extend the expiry of retired lead in salesonce the lead is retired, it stays in database for 15 days before getting removed permanently. 15 days is a default value, so exactly where can we change the the number …
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Getting error while accessing the Configure a Model REST APISummary: We have a requirement to configure the model and add to existing quote through webservices. We tried with the oracle docs, but we are not able to process fully.…
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How to get the login statistics for Mobile app logged-in UserSummary: We want to capture the Mobile User's logged-in Device name, IP address, Login Time, Logout time etc. In the current Subject area "Sales - CRM Resource System Us…Mahesh VT 11 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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Lead to Opportunity Conversion not creating a new accountSummary: The REST Lead to Opportunity conversion smart action allows users to select two options to create new contacts/accounts: enableCreateContact enableCreateAccount…
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Unable to filter the audit report based on the Partynumber /party site numberWe have requirement that, need to filter the audit report based on either party number/party site number.