Oracle Best Practice
Discussion List
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Video: Integrating Microsoft Teams Web Conferencing with CX SalesIntegrating Microsoft Teams Web Conferencing with CX Sales: Microsoft Teams Web Conferencing can work with your Oracle CX Sales solution -
Video: Parent Record Condition on Child Dynamic LayoutParent Record Condition on Child Dynamic Layout: Use the value of a field on the parent record to drive the condition on a child record dynamic layout From the Implement…
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How to search implicit term/word in support.oracle.com?Summary: Hi, since the support site was updated to the new Redwood theme, it became awfully terrible to search on knowledge base. I want to search an error when trying t… -
Role / Privilege for Deleting Accounts in Redwood UIHello I have created a custom role that should be able to create, edit and delete accounts in redwood sales. The creation and editing works fine, however the deletion do… -
How to enable Web Activity object to sync with Eloqua?Summary: We've configured a couple of Web Activity Rules to build the synchronization with Eloqua. However, when setting up the Marketing Activity export in the CX Sales…
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Support for Four-Part Name Structure in Customer Creation (Person Type)Summary: When we try to create a new customer with type Person in Oracle Fusion (Receivables / Customer Data Management), the current configuration only supports the sta…
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Does Redwood Sales support Guided JourneysSummary: We are looking to embed Guided Journeys into Redwood Sales for our go-live. Is this possible, without Express Mode? Content (please ensure you mask any confiden… -
Clarification on Loqate ServicesHi Team, Our business utilizes Loqate services for batch cleansing, but we've been encountering numerous anomalies. I would like to understand how Loqate services functi…
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how to delete the Inactive Relationships from the ContactsSummary: We are facing an issue while trying to delete a Contact–Account relationship. Problem Details: A relationship exists from the Contact side to the Account and is…
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Video: CX Extension GeneratorCX Extension Generator: CX Extension Generator automates the work of creating a top level custom objects, child objects (for both standard [24C and higher] and custom to…
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Outlook Integration with Oracle CX Sales – Prerequisites and Client QuestionnaireHello Everyone, I’m planning to start the implementation of the Outlook integration with Oracle CX Sales, and I would appreciate your support on the following: What are …
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Custom Object is not available in Import ManagementSummary Custom Object is not available in Import Management even after adding 'Custom Object Administration' role to User and checking Create,Update,Delete check-boxes f…
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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 … -
Install base Asset sub view in AccountSummary: Not able to manage/customize(asset's sorting) the Install base Asset sub tab in Account Content (please ensure you mask any confidential information): We have e…
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We are using CX modules both OSC and CPQ. We are looking for actions in mobile applications ?Summary: We are currently using CX modules specifically OSC and CPQ and are looking for enabling actions through mobile applications. For example: 1) In OSC: Creating ap…
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can we use a different address format for HCM -ERP for same country?Summary: In an HCM implementation project where ERP will be implemented later, is it possible to set different address formats? ERP has specific requirement which differ…Analia Kurlanz -Oracle 1 view 1 comment 0 points Most recent by Madhuri Cheruku-Support-Oracle Sales -
Unable to collapse page sections on Edit Page layoutsSummary: Unable to collapse page sections on Edit Page layouts: On Opportunity Edit page we have more than 30 fields and have been grouped but we are unable to format th… -
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… -
In Batch operation, can we pass the response of first part of API call to the request of second APISummary: As part of Batch operation, can we pass the response of first part of API call to the request of second part of API call. Content (please ensure you mask any co…
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Oracle Additional Address Attribute ClarificationHi Team, We have a business requirement to load Community data meaning (Autonomous communities data: Andalusia, Aragon, Asturias, the Balearic Islands, the Basque Countr…
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How to refresh all Opportunity Revenue lines even if one revenue line gets updated? Using GroovySummary: We want to refresh all the Opportunity revenue lines even if one revenue line gets updated using groovy Example for a given Opportunity there are 10 revenue lin…Lavu Kalyan Chakravarthi 51 views 2 comments 0 points Most recent by Angel Tripp - Support-Oracle Sales
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Why when typing a note the language changed to Russian?Summary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…Cynthia Rossi 1 view 2 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales -
Notes Object VisiblitySummary: We have Opportunity, Lead, and Activity objects in our Oracle Fusion Sales environment. When a user adds notes in any of these objects, the expectation is that …
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Video: In App Navigation BarIn App Navigation Bar: One click navigation to Sales Dashboard and the first 8 items in Redwood Sales menu group. From the Implementing Redwood Sales video series
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Account Name Update RestrictionSummary: For certain roles, the customer wants the Account Name field to be non-updatable. In the Test instance, we tried using a field-level script in the Updatable con…
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Video: User InformationUser Information: Obtaining details about the current user in a Javascript action chain From the Implementing Redwood Sales video series
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Remove CX Sales app QR from Home pageSummary: How can we remove the CX Sales App QR Code from Home page on News and Announcements Section? Content (please ensure you mask any confidential information): Hi E…
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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: Dependent DCL FieldDependent DCL Field: Build a dependent dynamic choice list field based on the selected value of another DCL field. From the Implementing Redwood Sales video series
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Video: Modify Data Before SavingModify Data Before Saving: Programmatically modify the data on a form before saving in the database From the Implementing Redwood Sales video series