Setup and Configuration
Discussion List
-
Video: Concatenate FieldsConcatenate Fields: Combine multiple fields into a single display in a dynamic form https://videohub.oracle.com/embed/secure/iframe/entryId/1_xkgud2nb/uiConfId/35965902 … -
Will validation trigger for records created within seconds of each other?Summary: We have a validation trigger on the Contacts object to restrict duplicate emails while creating contacts. This works fine within Sales Cloud when users create c… -
Am not able to see Product icon on Spring Board for Sales Manager under Redwood Sales TabSummary: Am not able to see Product icon on Spring Board for Sales Manager under Redwood Sales Tab. But am able to see under Classic Sales Tab. Content (please ensure yo…
-
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…
-
REST API - Unable to create a custom field of type Text for object AccountSummary: Unable to create a custom field of type Text for object Account Content (please ensure you mask any confidential information): We're trying to create a custom f… -
Custom Object Bell Notification - Configuration InquirySummary: To enable Custom Event notification Bell Function is there a way to include our Custom Sales Object in Notification Preferences (under Application Composer > No…Christian Gerald Patacsil 14 views 1 comment 0 points Most recent by Madhuri Cheruku-Support-Oracle Sales
-
How to Sync AR Contact Fields to CX Sales Contact Object?Summary: Recently, we observed this behavior in our system: when we add contacts in Account Receivables under Account and run the ESS scheduled job, those contacts sync … -
How can I make Home address and Mailing addresses required in HCM?Summary: We have a business requirement that states: Each employee is required to have ONE Home Address and ONE Mailing Address. Each one serves a different purpose. Whe…Jason Cushing 14 views 1 comment 0 points Most recent by Dhilipkumaar-Oracle Human Capital Management -
How to convert a Lead to an existing Opportunity?I saw that with the 25C release that the ability to convert a Lead to an existing Opportunity is now available (https://docs.oracle.com/en/cloud/saas/readiness/sales/25c… -
Why does Oracle limit geography data to 82 countries?Summary: Why does Oracle limit geography data to 82 countries? Who decides which 82 countries make the list? Loqate supports more than 200 countries. Content (please ens…
-
Alternative for proxy featureSummary: Our customer was really fond of the Proxy Feature in CX Sales. However, this was removed last year, they are expecting something to replace it. Is that the case…
-
cannot add box to a layout through page composerSummary: cannot add box to a layout through page composer in a sandbox. Content (please ensure you mask any confidential information): We are trying to add a webpage ont…
-
How Do I Add Validation (LOV) to City in Address FormatSummary: I have a requirement that City should be picked from LOV of Specific Countty - how can it be Done ? This is For Logistic Locations Content (please ensure you ma… -
Can I use expression in Routine Field Update action?Summary: Can I use expression in Routine Field Update action? Content (please ensure you mask any confidential information): I want to create a Routine schedule to updat…
-
Advance Search Attributes are not removable on new custom object createdSummary: We have created a custom object named 'Cremation Target' and by default automatically there are some fields came on Advanced Search as you can see in below scre…
-
How can we default the Currency, Country & Phone Country Code on Leads/Opportunities based on BUSummary: We need to set several defaulting rules on the Lead and Opportunity objects based on the user's default Business Unit such as when a Sales Rep creates a new Lea…
-
Does Routine support bell notification?Summary: Does Routine support bell notification? Content (please ensure you mask any confidential information): I want to create a routine to send in-app notification to…
-
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) https://videoh…
-
How to add a field in the Void Payment actions menu in the Manage Payments page?Summary: We are trying to add a custom field where we can add a Void reason field when the Void Payment action is initiated. What is the best way to add this field? Cont…Darita Dayaganon 87 views 3 comments 0 points Most recent by NewbieK Payables, Payments & Cash Management
-
Translation for OrchestrationSummary: How to have Sales Orchestration in multiple languages Content (please ensure you mask any confidential information): We have configured Sales Orchestration for …
-
Rollups are not working on dashboard panel under accountSummary: We enabled rollups for # of open opportunities for account, email sent for contact in rollups tab and published it. also we published by enabling rollups for th…
-
-
Send Email from CX Sales Redwood - Different FROM addressesSummary: We'd like to configure different FROM addresses and Reply-to addresses when an Email is send from within Oracle Sales Cloud Redwood UI. Content (please ensure y…
-
URL underneath mobile UI Proposal DocumentSummary: What is the URL underneath mobile UI Proposal Document button? Could you please provide the URL or REST API getting triggered when you click this button?
-
Video: Customize Panel QueryCustomize Panel Query: Change the data requests to filter the records in the panel https://videohub.oracle.com/embed/secure/iframe/entryId/1_bmkkenpj/uiConfId/35965902 F…
-
how to edit Relationship roles and phrasesHow to edit Relationship roles and phrases inside the Manage Relationship Type?
-
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 provide a notification to users on a particular date to review all their accountsHi All, We want to provide a notifications to only account owners asking to review their accounts on a particular date like once in a month/quarter/year. We need to prov…
-
How to hide custom Link in Oracle Sales Cloud without creating a new Layout?Summary: I created a custom link under "Actions and Links". Is there a way to hide this link without creating a new layout? Content (please ensure you mask any confident…
-
Can we modify the banner warning in redwood for mandatory fields?Summary: We need to modify the content of the banner warning which is displayed when a conditional mandatory field(category) is not filled in by the agents. Content (ple…