Configuration
Discussion List
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difference between digital sales and redwood sales oracle fusionSummary: What is the difference between digital sales and redwood sales oracle fusion as I see both available on my springboard? Content (please ensure you mask any conf… -
What does 'Run Trading Community Data Quality Batch Match Sub-Process' do and please navigate meSummary: What does 'Run Trading Community Data Quality Batch Match Sub-Process' do in CDM . Please guide me through the process with navigations. Content (please ensure …
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User want to see okta login page, instead of standard application login page.Summary: User want to see direct okta login page to logging into application, instead of application login page. Once he clicked on the application url, or we can provid…
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Change "From Address" in Workflow of EntitySummary: We need to change the default email that appear when using the Workflow Email Notification and use a custom one. Ive been watching the documentation about this …
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How can I make a field a hyperlink in RedwoodSummary: I want to be able to add the URL to a person's LinkedIn profile in SalesCloud - not querying for Sales Navigator as it is too expensive for the team. Content (p…
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Access Group : Activity Object Rule Not WorkingWe created an access group for specific group of users and added an Activity object rule so that they will not see other group of users' activities. However, when we are…
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How can I schedule the Lead Assignment Process based on Custom Field?Summary: I'm looking to tailor the Create Lead Processing Activity page to suit our needs. Specifically, I need to configure it to schedule the lead assignment process b… -
Custom Redwood/NGS Pages don't recognize the "Open in New tab" built-in function.All our Custom Redwood/NGS Pages (e.g. fscmUI/redwood/custom-objects/quotes) links from those pages can only be opened from the same tab when trying to use the "Open in …
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Not able to access another partner account for userSummary: Hi, I need to have view access for another partner accounts. EX Daniel is user for 17-1505 Partner account, but he should get access for other all below partner…
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DFF migration (segment & valueset)Summary DFF migration (segment & valueset)Content Quick question - If we want to migrate deployed DFF (segment & valueset) from one pod to another, can we use FSM (to in… -
How to add lead creator in the opportunity record in oracles sales cloudSummary: How to add creator of lead in opportunity? Consider a scenario where one user creates a lead and assigns this to another user and subsequently the assigned user…
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Does Data Steward Manager have access to 'Manage Party Center Source System References' ?Summary: Does Data Steward Manager Role have access to 'Manage Party Center Source System References' ? if yes can you please navigate me through the steps Content (plea…
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Standard Field Phone For Opportunity Object Is Not Accessible In Email TemplateSummary: It is not possible to add "Phone" standard field into email body of a workflow. The field does not exist in the list of fields available. How to add the Phone f…
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CX Sales Mobile Required Roles per ObjectSummary: A user can access CX Sales Mobile and can view the list of opportunities from their team. however, after tapping an Opportunity from the List view. The details …Christian Gerald Patacsil 41 views 4 comments 0 points Most recent by Christian Gerald Patacsil Sales
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Create follow-up Appointment from Call ReportSummary can a follow-up appointment be created from a call report?Content When looking at an appointment, we have the ability to create call reports, follow-up appointme…User_2025-01-22-19-28-04-893 34 views 1 comment 0 points Most recent by Ravindra Sirigiri-Support-Oracle Sales -
New Resource: Performance Best Practices for Extending Oracle Sales CloudSummary This document presents a number of recommendations for maximizing the performance of your Sales Cloud customizations.Content Don’t miss this new Oracle Sales Clo… -
Need to display pop up message under Attachments in Mobile -> On click of Record Audio/VideoHi, We have a requirement to display a popup message or a hard stop on Attachment field in Mobile for Record Audio/Video. Could someone share if that can be done, we don…Sasidhar Ponnapalli 22 views 1 comment 0 points Most recent by Cristian Munteanu-Support-Oracle Sales
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We need dropdown for province field when country is CanadaSummary: When we are selecting country as Canada, right now we only see text field in UI for province. We need to make that field as dropdown. Content (please ensure you…
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Transposing Configuration XML files from SandboxSummary Transposing Configuration XML files from SandboxContent Hi, Good day. Is there a way to transpose the sandbox configuration xml files into a more comprehensive r… -
Feature Friday: Workspace InfoletsContent Workspace Infolets are new (with 20D), configurable mini-workspaces that provide UX continuity between the Workspace and Infolets on the Task-based Home UX. Thes…Michelle Brusyo-Oracle 49 views 1 comment 0 points Most recent by Ravindra Sirigiri-Support-Oracle Sales -
Sales – Innovation Hour: Workspace and Adaptive Search, 16 February 2021, 9 a.m PT - Submit QuestionContent Submit your questions for the Sales – Innovation Hour: Workspace and Adaptive Search session to have them answered during the live event. Post your questions by …Mary Correnti-Oracle 48 views 1 comment 1 point Most recent by Ravindra Sirigiri-Support-Oracle Sales -
How to grant record access for Account Team Members without using TerritoriesSummary: We have a requirement where any resource added to the Account Team should be able to view/edit all associated records. Currently, we are setup for only Ownershi…
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What is the recommended approach for new fields migration from UAT to PROD?**This post was created as part of a How to Service Request (SR) Release: 11.13.22.10.0 Summary of the question: Customer have a scenario where they are planning to adop…Umamaheswarareddy Ambati-Support-Oracle 51 views 3 comments 0 points Most recent by Milind Dalvi Sales
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Bulk/Multi Edit Pages For Sales Objects In Oracle Fusion CX Sales CloudSummary: Hi All, Is there any way to customize bulk/multi edit pages for sales object? We have requirement that we need to enable couple of fields, additional to the fie…
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Parent Account WorkspaceIs there a way to add the Parent Account column in the Account Workspace. The field is available in the standard Account Object Landing page, but I don't a way to add it…
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CX Sales Mobile Session TimeoutSummary: We are using 3rd-party identity service instead of Identity Cloud Service for SSO. One issue we have is that user needs to sign-in again and again once in a whi…
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Can we create our own Record Set and create our own criteria for records that can be searched?Summary: We have a requirement to only see CRM specific contacts when searching on CRM Objects (Account, Opportunity and Campaigns). Is there a way for us to filter thos…
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Can we merge records with Resource/HR Employee usage and custom party usage?Summary: Merge records with two different party usages. (Resource/HR Employee and Custom) Content (please ensure you mask any confidential information): Hi, We have a re… -
Cannot Replace Saved SearchWe are trying to update one of the Saved Search for Opportunities. However, when we are trying to save the saved search, we are receiving an error: What would be the pos…