Oracle Best Practice
Discussion List
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Video: Saving to Source ControlSummary: Introducing GIT: to commit, push, reset… oh my! From the Implementing Redwood Sales video series -
How to create a contact during lead to Opportunity Conversion without creating OpportunitySummary: HI Team, How to create a contact during lead to Opportunity Conversion without creating Opportunity. As when I am converting the lead to opty i need to avoid cr… -
How to get the logs from UCM?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… -
How to load 20 million party records in Sales cloudSummary: We have close to 20 million party records and other data elements in for Customer data management also in millions. Content (please ensure you mask any confiden… -
Activity Notifications / Custom From AddressHello, Our customer requires to use a generic - common email address for all out-of-the box email notifications(Task email notification/Appointment email notification) t…
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Video: MashupsMashups: Creating a UI Mashup with an external system, including the assistant based navigation. From the Implementing Redwood Sales video series
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Is it possible to populate a text field with another fields value using Routines?I have a requirement to populate values from a OOTB field to a custom text field when the condition are met, I want to achieve this by using Routines but in the Actions …
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Is there a way we can add custom attachments in the email template?Summary: Requirement: Add a custom attachment file in the email notification. NOTE: The attachment contains a section where we must retrieve a value from a field; other …
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The opportunity owner is displayed incorrectly.Summary: The opportunity owner is displayed incorrectly, while the actual owner is different Content (please ensure you mask any confidential information): Version (incl…
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Multiple Business Units are not showing in Business field in Opportunity PageSummary: Hi Team, We have enabled the 'Multiple BU's' option as 'Yes' in Setup and Maintenance, but we are only able to see one defaulted Business Unit on the Opportunit…
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how to make field required only in Sales CloudSummary: We have a requirement where one of the fields (Industry) needs to be made mandatory in the Sales application but should remain optional in ERP. We tried the fol…
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Redwood 24D - Work Order Search not working in Brazilian Portuguese LanguageSummary: Work Order Search not working in Brazilian Portuguese Content (please ensure you mask any confidential information): When performing Work Order searches through… -
Mask data because of GDPRSummary: We need to mask data of contacts because of GDPR (standard and custom fields). We have seen the data masking, but it is for the environment refresh. How could w…
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Performance Issues for Agents with Restricted PrivilegesHi experts, We have observed that agents with specific roles and restricted privileges experience increased loading times and reduced performance while using the Sales a…
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Displaying Multiple Scoring Gauges in Lead Qualification Template in Oracle CX SalesHello Oracle Community, I have a requirement for my client regarding the Lead Qualification Template in Oracle CX Sales. Requirement: Scoring Gauges: Showcase five diffe…
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Video: Concatenate FieldsConcatenate Fields: Combine multiple fields into a single display in a dynamic form From the Implementing Redwood Sales video series
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How to display attachment in DOR if its stored in Talent Profile in Oracle Fusion Cloud Instance?Summary: The user's degree attachment is in the talent profile, and I want to display that degree attachment in the document of record. For example, as soon as the user …Fareeha Altaf 26 views 1 comment 0 points Most recent by DarleneM-Oracle Recruiting, Opportunity Marketplace
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How can I do a GET for Resource Users that are end-dated?Summary: Is it possible to do a GET on Resource Users that are already end-dated? As per my testing, when I try to do a GET for a Resource User that is already end-dated…
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Where can I find the 2025 release schedule for Oracle Sales CloudSummary: This isn't a technical question. I have been asked to provide the 2025 quarterly release schedule for Sales Cloud and I am unable to find it. Content (please en…
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Item Class Assignments for CX ProductsHi I need to associate the Item classes to Cx Products defined under Item Master Org. We do not have PDH enabled for use, we are only using Cx for now, so we use basic f…
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Video: Troubleshooting - Capture a HAR FileTroubleshooting - Capture a HAR File: A quick tip on capturing a HAR file, which can help to share the details of what's happening in the browser From the Implementing R…
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How to migrate Redwood Sales Dashboard across instances ?Summary: We've built some custom Redwood Sales Dashboard Pages. (Metric, Contents Container) using Express Reports as well as Visualization Configuration. As Visualizati…
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Associate multiple contacts to same partner or account address ?Summary: We have a requirement that an account address can have multiple contacts associated to it. When we check standard implementation we can find only 1-1 mapping be…
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How to remove "create Appointment" action from Workspace from Activity object.Hi Team, I want to remove "Create Appointment" action from workspace. Can you please me to achieve this requirement. Below is the screenshot of the same.
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Need Creation Date with timestamp in Application composer pageSummary: Hi, We have created Custom Application pages using Application Composer. We have added Standard field Creation Date in Application Landing Page The date format …
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Customer Data Management - Oracle fusion CX Sales Contacts - Guidance for best practiceSummary: We are planning to implement Customer Data Management (CDM) for Contacts and are seeking best practices for selecting the master record. Could you please assist…
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Access all the ESS logs/Files submitted by other usersSummary: Hi, Everyone. Is there a setting/Profile Value to enable in Oracle Sales Fusion / CRM. where all the users with ESS Monitor Role can access all the ESS logs/Fil…Christian Gerald Patacsil 130 views 20 comments 0 points Most recent by Siraj Syed -Support-Oracle Sales
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Video: Expanding the Edit Page to 3 or 4 ColumnsExpanding the Edit Page to 3 or 4 Columns Adjust the number of columns on the edit page behind the details button to responsively show more that the standard 2 columns. …
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Is there a functionality to purge customer records?Summary: Hi Experts, do you know if we have a functionality around purging or archiving of customer master data in Oracle Fusion? TIA.
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Video: Adopting the Interaction Data Model for MobileAdopting the Interaction Data Model for Mobile: Enable the new Redwood based interation data model to record communications between reps and customers