Core SFA
Discussion List
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Need end to end flow for sales <> HCM <> FinanceSummary: We need end to end flow from Oracle HCM to Oracle Sales and Service and back to Oracle Finance flow. Kindly share details. Content (please ensure you mask any c… -
Redwood - Navigate to Detail page from Landing PageSummary: Current Behavior - For a custom object , If we click on Hyperlink on Landing Page (List Page), it takes user to Detail Page (Foldout Panel). Expecetd Behaviour …
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Disable email notifications if notification subject contains ‘ABC Company’Summary: Hi Team, I'd like to check how this can be done with BPM configuration. Requirement: For Appointment, whenever there is an update performed on the appointment, … -
Primary Contact Functionality on Custom ObjectSummary: OOTB CX has Primary Contact Functionality on Account. We have created a Custom Object and it has M:M relationship with Contact object. How can we configure the …
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Render OTBI dashboard using external APISummary: Hi , Would it be possible to build OTBI dashboard fetching data from external (Third-party) APIs ? I have evaluated the possibility of data sources in Data mode…Lakshmi_Sasidharan 13 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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New Feature: Email & Phone Verification in CX SalesSummary Beginning in 21B, we are introducing added email and phone verification capabilities to...Content Beginning in 21B, we are introducing added email and phone veri… -
Country ISO Format used by Oracle CX CloudSummary: Which is the currently ISO Format version for Country used by Oracle CX Sales Cloud. Is it automatically updated by Oracle if new version comes in . What is the…
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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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Validations on the create order buttonSummary: Validations on the create order button Content (please ensure you mask any confidential information): Good day, I want to perform a validation on the "Create Qu…
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Is it possible to have a full copy between environments from different tenants?Summary: Hi, Our customer is renewing his contract with Oracle, and is getting a new tenant with fresh environments. He needs to migrate everything from his old producti… -
User data validation error file may not be outputContent (please ensure you mask any confidential information): 1.Start import management 2.Import has been executed (number of records is 1) 3.The result is Completed Wi…
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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 33 views 1 comment 0 points Most recent by Ravindra Sirigiri-Support-Oracle Sales -
About code values for custom-created Sales Methods and Sales StagesContent (please ensure you mask any confidential information): I'm thinking of importing an opportunity. At that time, custom Sales Methods and Sales Stages need to be i…Yusuke Shibuya -Oracle 61 views 4 comments 0 points Most recent by Swathi.Lemati-Support-Oracle Sales
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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 50 views 1 comment 0 points Most recent by Ravindra Sirigiri-Support-Oracle Sales -
Make opportunities and activities non-deletableContent (please ensure you mask any confidential information): I would like to implement settings that will prevent users with certain roles from deleting opportunities …
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I have a question about follow-up when data is deleted by mistake.Content (please ensure you mask any confidential information): I have a question about follow-up when record is deleted by mistake. 1.Restore deleted records 2. Take bac…
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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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Redwood - Can we have different sub view layouts depending upon different Parent objectSummary: Can we have different sub view layouts for different parent objects: For Example - Opportunity Sub VIew Layout displays differently for: Contact Screens Account…
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Feature Friday: Smart DataContent The Smart Data feature in CX Sales enables sales reps to add accounts and contacts into CX Sales with little to no manual data entry. At record creation, sales r…
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Sales stage history report - count if revert to a single sales stage twice.Summary: Sales stage history report - count if revert to a single sales stage twice. Content (required): I am trying to create a report showing the number of opportuniti… -
Yusuke Shibuya -Oracle 21 views 2 comments 0 points Most recent by Prasanth Prabhu-Support-Oracle Sales
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Automatic mass processing in SFA.Summary: Is there a solution to update data in bulk for recurring update processes and without human intervention? Content (please ensure you mask any confidential infor…
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Resource Organisation- Resource TeamsSummary Resource Organisation- Teams----- Is It Mandatory--Content Hi, users are already defined in HCM, org chart and reporting hirarchy defined in hcm. BU defined loca…User_2025-01-24-00-26-13-798 50 views 1 comment 1 point Most recent by Ravindra Sirigiri-Support-Oracle Sales
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BPM email template on every updateContent Hi Members, I have configured the option in BPM worklist so that initiator will receive the email on every update but it seems that the email template is not dis… -
Manage Sales ChannelsSummary Manage Multiple SkillsContent Hi all, Our salespeople have different sales channels or "skills" to work with Leads and Opportunities: * Inbound calls * Outbound … -
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How To Setup Email Notification For Assigned Resource in Lead Assignment RulesSummary How To Setup Email Notification For Assigned Resource in Lead Assignment RulesContent Hi, My requirement is to have an email notification sent to the assigned re…User_2025-07-18-06-07-44-367 25 views 1 comment 0 points Most recent by Ravindra Sirigiri-Support-Oracle Sales
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how to make user not have an expiration dateSummary: how to make user not have an expiration date Content (please ensure you mask any confidential information): como hacer usuario no tenga una fecha de vencimiento…