Oracle Best Practice
Discussion List
-
How to deactivate a Particular Customer in Oracle Fusion Cloud ?Summary: Users are able to select a particular customer after it was deactivated from the AR Module. They are able to create some transactions in both quality / Service … -
Video: Integrating Microsoft Exchange with CX SalesIntegrating Microsoft Exchange with CX Sales: Direct integration between Microsoft Exchange -
CX CLOUD: HOW TO: Flexible Contact Verification for Lead Creation in NEXT GEN/ Redwood SystemSummary: Exploring Methods for Validating Contact Information - Identifying a strategy to verify that at least one out of three contact details (Email, Office Phone, Mob… -
Can Opportunity Revenue Lines default sorting of rows be customized in the UI?Summary: We need to customize how the Opportunity Revenue Lines are displayed in the UI by default like based on Name for example. Content (please ensure you mask any co… -
Video: Working with AttachmentsWorking with Attachments: Adding the attachments component to a panel, subview and the create record page. From the Implementing Redwood Sales video series
-
What is the recommended frequency to schedule this ESS job?Is there a recommended frequency to schedule the ESS job 'Synchronize Financials Accounts and Contacts with CX Sales'?
-
Video: Extending the SubviewExtending the Subview: Adding and changing the fields that display in a subview table, along with an overview of subviews From the Implementing Redwood Sales video series
-
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… -
How to make an Action Link dynamic to consume it from Oracle web as well as MS Teams ChannelSummary: We have a requirement to consume action links from Web and MS Teams. We are consuming the action links from Dev and Prod and hence we have added dev and prod re…Sam_1404 1 view 1 comment 0 points Most recent by Simona Stoian-Support-Oracle Human Capital Management
-
How to modify email template associated with business Process - ExtnBusinessProcessCompositeSummary: Hi Team, We are using ExtnBusinessProcessComposite Business Process in object workflow for Lead Object in Oracle fusion Sales Cloud. We wanted to modify the ema… -
Change Visualization Configuration Reference NumbersSummary: When building Visualizations for the Redwood Sales Dashboard, if you use the Visualization Configurations they are given a reference number. This ref num is use… -
How to sync products from Oracle PLM to Oracle Sales CloudSummary: I want to sync Oracle PLM products to Oracle sales cloud then need to sync with Oracle CPQ. Is there any OOTB options available? Referring - Import Sales Produc…
-
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
-
Video - Modifying the Data on a PanelModifying the Data on a Panel: Change the dynamic form that control the data in a panel From the Implementing Redwood Sales video series
-
Video: Customize Panel QueryCustomize Panel Query: Change the data requests to filter the records in the panel From the Implementing Redwood Sales video series
-
Raise your game with the Oracle Cloud Applications skills challengeNow through May 15, join the Raise Your Game skills challenge to access free training and certifications on the latest in Oracle Fusion Cloud HCM, ERP, SCM, and CX. Buil… -
How to add distributor's AR account associated to the IBA assetSummary: How to add distributor's AR account associated to the IBA asset, apart from the OOB customer account dcl field Content (please ensure you mask any confidential …
-
How to the create a customer account dcl on sales lead to generate the list of billing accountsSummary: hi team, How to the create a customer account dcl on sales lead to generate the list of billing accounts. Content (please ensure you mask any confidential infor…
-
Can we create custom Java scripts in Email Templates in Oracle CX Sales Classic?Summary: I must replace the comma with a new line character for a CX Sales String field that I used in the Email Template. Example: String str = "PRODUCT1, PRODUCT2, PRO… -
Oops I'm encountering a spot of trouble. Please try again later... Issue with Oracle WebSummary: I am stuck with an error- Oops I'm encountering a spot of trouble. Please try again later... in Oracle web for a query but I am getting a response for the same …
-
Can we add unique constraint to a custom field in a custom object which is already created?Summary: Hi, We want to add unique constraint to a custom field in a custom object which is already created. We enabled the indexed check box for the custom field , stil…
-
Geocoding Clarification on ReferenceHi Team, Wanted to know how geocoding job populates latitude and longitude in the backend. We have seen this during our review that geocoding is populating latitude and …
-
Video: Control the Panels Views and Display OrderControl the Panels Views and Display Order: Show, hide and change the order of panels in the foldout detail view From the Implementing Redwood Sales video series
-
Video: Workspaces, Branches and SandboxesWorkspaces, Branches and Sandboxes: Understanding workspaces, branches and sandboxes in your extension From the Implementing Redwood Sales video series
-
Need to only copy configuration from one instance to another while doing environment refreshSummary: Hi, We have current environment wherein we have configured the system and also imported many data of Opty, customer, Contact etc. Now we are opting for a new en…Imran R Khan 12 views 4 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales -
Is it possible to disable login access for a user used only for integration purpose/API calls?Hi, Please let me know if it is possible to disable/restrict login access from the UI for a user that is used only for integration purpose in the REST API calls. Best re…Vitejanu Vasile-Madalin 34 views 4 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
-
Custom field not available as workspace filterSummary: I created a custom Fixed choice field on the Opportunity object and made it searchable. I also enabled the new field to Display in UI in Configure Adaptive Sear…
-
Can we update multiselect field through groovy when we are merging accountsSummary: When merging accounts, we need to update the multi-select custom field for the survivor account using Groovy scripting to store the values from both the merging…
-
I want to verify the cohort of our system (Eloqua and sales cloud)How i can verify the cohort of my client? and with that information how I can look for the update schedule of the 2025 year for sales cloud and eloqua I appreciate any h…