Configuration
Discussion List
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Account Audit is not showing under accountsSummary: We did all the configuration related to account audit and opportunity audit, audit is coming up under opportunity but not in account. Even in custom object we e… -
Error when uploading documents for custom objects from redwoodSummary: Upload documents for custom objects from redwood fails with REST API 403 error Content (please ensure you mask any confidential information): We are facing an i…
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Video - Working with Additional Names on an AccountWorking with Additional Names on an Account Enable and work with additional names such as transliteration or phonetic values for an Account in Redwood Sales. -
how to bulk update the resource role in person recordAs part of employee conversion, we have created person record using hcm load. where we didnt get any option to input resource role for users. So after employee load how …
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Video: CX Sales Add-in for Microsoft OutlookCX Sales Add-in for Microsoft Outlook: Introducing the CX Sales add-in for Microsoft Outlook 365, bringing the power of CX Sales into the Outlook user experience
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Show Smart List in ContactWhen I navigate to Application Composer» Contacts» Fields, I don't see any fields such as Show Smart List. Also I tried through Rest API, I didn't find any such field th…
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How I can access 'Custom Field Allocation Issues' option in Diagnose under Metadata UpdateSummary: I am encountering an error when creating a new custom field in a custom object. I found this article: however, there is conflict on accessing the 'Custom Field …
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Get ER Model and Data dictionary of a Fusion CX instanceSummary: Hi. Is there a way to get the entity-relationship model and the data dictionary of a Fusion CX instance? Regards, Content (please ensure you mask any confidenti…
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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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Direct page link/navigation to the Custom object subtabHi All, I have custom object Name: "ParentObject" and this object having child object "ChildObject". I want direct url to open the childObject record…
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How to Change the From Email Address (not the display name) to its Corresponding EnvironmentRecently, we had a P2T refresh and one thing that we found out that our email notification "from email address" is not pointing to its corresponding environment. This is… -
How to run territory assignment job with multiple view criteria parametersSummary Multiple view criteria in opportunity territory assignmentContent Hello Experts, While scheduling the territory assignment ESS job, we have requirement to schedu…
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Is Oracle planning to release a native calendar view for activities in Redwood for Fusion Sales?Summary: Is Oracle planning to release a native calendar view for activities and appointments in Redwood UX for Fusion Sales? Content (please ensure you mask any confide…
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unable to open Internal Resource Organization HierarchySummary: I have done all these steps, still can't access the Internal Resource Org Hierarchy. 1. Clear Cache & Cookies or use Browser Incognito Mode. or 2. Reinstall the…
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Remove Null value in DFF fieldSummary: We have a descriptive flexfield in Accounts Receivables. The display type is "List of Values" and it is based on Resource object using an SQL query. How can I r…
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Is it possible to create Record Set for custom objects (Search and Select Dialog page)?Summary: I'd like to display Record Set for a custom object search page. Is that possible? Content (please ensure you mask any confidential information): We have a custo… -
Using access group to hide certain accounts/activities to other roleSummary: We want to restrict access to certain Account records based on the value of the NationalAccounts__c field, but these accounts are still visible to all user role…Bret Michael Barraquio 13 views 1 comment 0 points Most recent by Florin Musatoiu - Support-Oracle Sales
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How to create a Sales guide to use in orchestrationsGreetings! We are adopting orchestrations for our current implementation, and we would like to use the Sales Guide feature. I'll explain: While creating a task inside a …
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Hide Hierarchy representation in relationship sub Tab of Partner EntityIn the Relation tab when the user enter in the page see the Hierarchy representation, We don't want to use the Hierarchy representation , we want to see only the Relatio…
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Can we create a field on Work Order Object which can hold a URL link and works as a hyperlinkSummary: Basically, we want to have a field in B2B Work Order page where that field can hold a URL Link in it and works as a Hyperlink. Content (please ensure you mask a…
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Use Groovy Script option in AR Customer to trigger ERP Adapter-OICRelease: 11.13.22.07.0 Summary of the question: There is an option in ERP trigger endpoint in OIC: Receive Requests from ERP Cloud Applications (explicitly sent from Gro…Prasanth Prabhu-Support-Oracle 492 views 2 comments 1 point Most recent by VamseeSelva Receivables & Collections
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Make Opportunity Revenue Fields as read-onlySummary: Is there a way to make opportunity revenue fields read-only on Page Level? I've tried Page composer but Read-only checkbox is disabled. See attached files. Cont…
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CCC Linked In Sales Navigator Integration with CX SalesAs part of the 25C feature, we are looking to enable the LinkedIn Sales Navigator integration within our Oracle CX Sales instance. However, the documentation provided la…
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Multiple Select Option for Sales Assessment (Opportunity)Summary: I am using Interview Definition to create a Sales Assessment in Opportunity. Reference: https://docs.oracle.com/en/cloud/saas/sales/fasqa/how-do-i-perform-asses…
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Manage AI taskSummary: We are not able to access manage AI task. Content (please ensure you mask any confidential information): Version (include the version you are using, if applicab…Shivanshu Sharma-Oracle 11 views 1 comment 0 points Most recent by HD - Oracle Fusion ERP-Oracle Sales
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Can we hide the Save and Save & Close buttons on the ADF screen using Page Composer?Summary: We want to hide the Save and Save & Close buttons for the Sales Opportunity Inquiry role. Content (please ensure you mask any confidential information): We want…
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After Creating OTBI Reports when i select that report in visualization data is inaccurateSummary: I created analysis on custom object and used sum filter on one column called total, in analysis it is reflecting correctly, but when i select that report in vis…
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How to track if an Activity/Task was updated from Mobile App in Oracle Sales Cloud?Hi, I want to know if there is any built-in field in Oracle Sales Cloud that automatically indicates when an Activity/Task has been created or updated from the Mobile Ap…
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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 … -
related name how to upload through FBDI template in customerSummary: How can I upload related names for customers using the FBDI template? What are the steps and required fields in the template to ensure the related names are cor…