Oracle Best Practice
Discussion List
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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…
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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 …
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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
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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 15 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 32 views 4 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
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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…
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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…
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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…
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How to remove create account button for Specific rolesWe have requirement to hide the Create Account button for specific roles We have followed the below document , but still it doesn't help
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Video: Checkbox (Boolean) FieldsCheckbox (Boolean) Fields: Make your checkbox field render as a...checkbox! From the Implementing Redwood Sales video series
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Video - Deploying the Extension to the -TEST EnvironmentDeploying the Extension to the -TEST Environment: Package and deploy the extension to all users of the -TEST environment From the Implementing Redwood Sales video series
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Video - Troubleshooting your Redwood Sales ExtensionTroubleshooting your Redwood Sales Extension: When all doesn't go as planned, where can you look for clues? This shows some of the troubleshooting options you'll need to…
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Video: Saving to Source ControlSummary: Introducing GIT: to commit, push, reset… oh my! From the Implementing Redwood Sales video series
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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…
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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…
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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…