Core SFA
Discussion List
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Can we auto create Customer Account in AR when we convert Prospect to Customer in CX SalesHi, We have a requirement to create customer account and account site details in AR automatically when a Prospect is converted into a Customer in CX Sales. Is this possi… -
How can I identify the user who removed an organization from a resource?Summary: IIn our Oracle Sales Cloud implementation, we utilize organizations and business units to enable users to create service requests for customers. However, we enc… -
News Feed layout provides a fast home page and improved user experienceSummary The News Feed home page layout in CX Sales will give your users what they want – a super fast home page.Content The News Feed home page layout can significantly … -
how to expose contact information in the ERP within Contacts in CX SalesSummary: I need to expose information that the contact has in the ERP within the Sales accounts module. Content (please ensure you mask any confidential information): Th… -
Need to Table to find the Head Of Hierarchy for Partner UserSummary: We are looking to create a report which provides information on Head Of Hierarchy and Role associated for Partner Contact. Refer to attached screenshot. Please …
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Customer wants to have a simplified drop-down like option for the Status field on the Lead PageCustomer wants to have a simplified drop-down like option for the Status field (Qualified, Unqualified, Converted, Retired) on the Lead Page. They find the current setup…
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How to have Category Options in attachment field on sales account ?Summary: We have a request to collect specific documents on attachment field on sales account object. Like list of document to open a Account Oracle does not give this f… -
Looking for taskflow ID for create account under create actions under Quick ActionsMy customer is looking for taskflow ID to create account under create actions - Quick Actions. I am not able to find create account page URL similar to create opportunit…
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Creation Page layout not available in oracle cx mobile appSummary: I am implementing the Mobile CX app for the sales user. I trying to implement the same offering in cx sales mobile app as like we customize creation page on SUI…
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Join Redwood Sales Today: Maximize Your Project's Success with Our Support Implementation Program!Are you currently implementing CX Sales, or already live with our products, and looking to enable exciting new features like Workspace, O365, Sales Mobile App, or migrat… -
Video: Orchestration Setup and SelectionOrchestration Setup and Selection Define the properties and conditions for which leads, opportunities, accounts or custom objects to include in the orchestration flow. F… -
Unable to update and primary address if it is a primary flag is true using rest APIHeader: Upsert-Mode : true Rest API: https://xxxx-test.fa.us1.oraclecloud.com/crmRestApi/resources/11.13.18.05/contacts/1148115/child/Address/ Payload: { "SourceSystem":…
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Is there a way to bulk add/update business unit values associated to a resource org?Summary: Is there a way to bulk update business unit values associated to a resource org? Content (please ensure you mask any confidential information): Version (include… -
Sales Stage ChevronSummary: Looking for various ways to implement Sales Stage Chevron on Opportunity Content (please ensure you mask any confidential information): User would like to see a…
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how to make opportunity record editable for all users without team restrictionSummary: Hi, we have a requirement to make opportunity record editable for all the users. Currently if you are a member of the opportunity team you can edit the opportun…
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Video: Oracle Sales Cloud IntroductionOracle Sales Cloud Introduction: Introducing the Redwood and next generation sales experience. From the Implementing Redwood Sales video series.
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Account search by an attribute other than Account NameSummary: Our customer wants to search for an Account by using a parameter other than Account Name on the Account Management page. They do not want to use the Advanced Fi… -
Timeout to activate opportunity sales orderSummary: We have one specific opportunity which users are not able to activate a quote (sales order). Content (please ensure you mask any confidential information): When… -
Video: Integrating Microsoft Exchange with CX SalesIntegrating Microsoft Exchange with CX Sales: Direct integration between Microsoft Exchange
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query to get address number via SourceSystem and SourceSystemReferenceValue (address).Summary: query to get address number via SourceSystem and SourceSystemReferenceValue (address). Looking for table_name to get the values of SourceSystem and SourceSystem…
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Feasibility to add contact in account hierarchySummary: Hi Team , The customer is interested in the possibility of adding a contact to the account hierarchy. They would like to include a contact record as a child of …Lakshmi_Sasidharan 1 view 1 comment 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
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Feature Friday: News Feed Home PageContent The News Feed home page layout is our recommended way for you to give your users a fast, easy to use home page. To help you understand and quickly switch to the … -
Your Guide to Success: Implementing Redwood Sales with Best PracticesWe are excited to present our Redwood Implementation Checklist and Playbooks, thoughtfully developed by our product team. These guides are designed to help you track you… -
Trouble Updating Fusion Company LogoSummary: Our leadership is requesting we update the CRM company logo. I'm working through the guide "Configuring and Extending Applications - Configure Redwood Themes" b…
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How to edit the URL of Web Services in App Composer?Summary: After a P2T or T2T, how do I update the URL in the Web Services in the App Composer of Dev/Test instance to point to the correct target URL? Content (please ens…
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Required filter prompt VP, Regional VP, Sales Manager, Sales repSummary: I am creating a filter prompt where I need to display VP, Regional VP, Sales Manager, Sales Rep as a dashboard prompt Content (please ensure you mask any confid…Mohammed Hyder 21 views 1 comment 0 points Most recent by Prabha.R Oracle-Oracle Reporting & Analytics for Sales
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How to integrate teams using delegate optionSummary: Hi, How could we integrate Sales Opportunity and Teams, using "Delegated Permissions" instead of "Application Permissions"? The reason for that, is that "Applic…
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Video: Configuring CX Sales Outlook Add-inConfiguring CX Sales Outlook Add-in: Tailor the CX Sales Outlok add-in experience for your business and your requirements
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Video: Orchestration Introduction and OverviewOrchestration Introduction and Overview An introduction and overview of Sales Orchestration in the Redwood Sales experience. From a multi-part video series on Sales Orch…
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Activity Pickers - Create a RecordSummary: It appears that the Account and Contact pickers include the Create Action on every object except activity. Account Picker on Opportunity Account Picker on Activ…