Oracle Best Practice
Discussion List
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Unable to Add Filter Based on Custom Field for Contact Subpanel under Account Object?Summary: Unable to Add Filter Based on Custom Field for Contact Subpanel under Account Object? Content (please ensure you mask any confidential information): My client w… -
Custom duplicated panel card layout appearing blank on RedwoodSummary: On the Account object, we are currently using the standard Opportunity template along with the standard panel card layout, which displays four fields. To add a …
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Video: Prerequisites for Implementing Redwood SalesPrerequisites for Implementing Redwood Sales: If you are an existing customer using Oracle Sales Cloud, look at the prerequisites (and how easy it is) to opt-in to using… -
Video: Deploying the Extension to the PRODUCTION EnvironmentDeploying the Extension to the PRODUCTION Environment: Package and deploy the extension to the production enviroment (or any environment other than -TEST) From the Imple…
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Lead Custom Panel Layout is not getting mapped to the Lead panel template on Opportunity on RedwoodSummary: I'm working with the standard Lead Panel Card layout on the Account object and wanted to replicate a similar experience for the Opportunity object. However, the…
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How to increase the number of records displayed in the Subpanel?Summary: How to increase the number of records displayed in the Subpanel? Content (please ensure you mask any confidential information): Our client is using high resolut…
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Video: Customize Panel QueryCustomize Panel Query: Change the data requests to filter the records in the panel From the Implementing Redwood Sales video series
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Activity Description FixSummary: There is an issue with the Activity Description field — when we copy the text, it is displaying in HTML tag format. Additionally, if we add a space next to any …
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In Oracle Sales Cloud, is it possible to display “Log a Call” tasks on the calendar?Summary: Hello everyone, We’d like to have the “Log a Call” tasks appear in the calendar view ,similar to appointments . Is there any configuration or workaround in Appl… -
How to Display Follow-Up Activities Created via "Create Follow-Up Tasks" in a Subtab in classic UISummary: Hi all, In Oracle Sales Cloud, users can create follow-up activities using the "Create Follow-Up Tasks" action from within an existing activity. I'd like to dis…
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CX Opportunities - edit status and win/loss reasonsBusiness is requesting changes to the current Statuses (such as Win, Loss, No Sale, etc) and corresponding Win/ Loss probability reasons, and requesting to deactivate a …
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EnrichmentSummary: I try to Merge sales account and i can't find Enrich Account Action Button ? Content (please ensure you mask any confidential information): Version (include the…
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Training: Implementing Redwood SalesA collection of videos and resources to help you implement Redwood sales. This list is ever changing, so bookmark this post and come back soon for more videos and links.…
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Run when an event occurs - RoutinesSummary: We are using the Routines for scheduling , here we have a use case where we need to update the child account field when the respective parent account field is u…
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Cannot Right click to Duplicate Tabs in Fusion CX SalesSummary: The user reported that when they are on an opportunity record, and they try to duplicate that record into a separate screen by right click on the tab, click dup…
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Documetation on Redwood UISummary: Documetation on Redwood UI Content (required): Redwood UI is new enhanced UI from Oracle. Do we have any detailed docs on it? Does it come with CSS or JS functi…
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How to identify change in industry field using triggers?Summary: When we update the Industry field on accounts changed CX, how can we able to identify the changed value from scripts? Content (please ensure you mask any confid…
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Integration of Phone Fields between Eloqua and Fusion SalesSummary: Integration of Oracle Fusion Sales and Oracle Eloqua: Phone Number Fields Content (please ensure you mask any confidential information): We are searching for ex…
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DQ capabilities in CDM Oracle FusionHello Team, We would like to understand the data quality features available in Oracle CDM and learn how to set up rules that checks both standard and custom attributes. …
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25C How to attach image URL to ProductSummary: In 25C, we noticed Product object link has been changed: 25B: …/fscmUI/redwood/digital-sales/salescatalogadministration/products 25C: …/fscmUI/redwood/cx-sales/…
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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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How to configure territory assignment for Account and Contact recordsSummary: We have one standard (Prod) and three aux dimensions(Branch, Region, Vertical)......could you please help us to understand where we can add these dimension so t…
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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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Cannot make standard Task fields (etc.Due Date,Status) read-only via Layout or Page ComposerHello, In Oracle Sales Cloud, I need to restrict editing of some standard Task fields (etc. Subject, Due Date, StatusCode). In Page Layouts, I don’t see any option to ma…
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Send and Receive Customer Acceptance of the Delivery DateHi We are looking to Send a reminder to Customer about the order that needs a delivery date confirmation. e.g Before Scheduling the Work to Production, there is a manual…ViswaG 12 views 1 comment 0 points Most recent by Narendra More-Support-Oracle Digital Customer Service
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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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Standard Business Process flowsSummary: Can you please provide Standard Business Process flows for CX Sales & Service provided by Oracle Content (required): BPDs for CX Version (include the version yo…