Category 42-2
Discussion List
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Import management not showing the count of data loaded and number of records importedSummary: We have imported the data using Import Management, and the import was successful. However, the record counts for “Loaded Successfully” and “Read from File” are … -
How to Expose Customer_Family Name (Not ID) in Oracle CX OTBI Report?Version:- Oracle CX Cloud Summary:- Unable to expose Customer_Family Name in Oracle CX OTBI; only numeric ID appears when using custom DCL field. Content :- We have a re…
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Which Person Party is marked as Primary when an Org Party is converted to Sales AccountWhen converting an Org Party (A1) with multiple Person Parties (P1, P2, P3, P4) to a Sales Account in Sales Cx, one Person Party is marked as Primary—even if there’s no …
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best practice to generate a report of emails / interactions for the sales teamSummary: I am looking for the best way to generate a report on emails sent and interactions that are tracked in Fusion Sales I want to be able to see by Sales Resource a…Tim Gruidl 7 views 3 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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Hide/restrict the 'Show Audit' smart action for certain usersSummary: Need to hide the 'Show Audit' smart action for certain users in redwood Content (please ensure you mask any confidential information): We have enabled the Audit…
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Not getting values in history table of ContactsSummary: Hello I am trying to build a data model to get the change history records for the out of box Contacts object which is present under Sales Tab. Used below query …
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Activity sorting not working in sales mobileSorting in activities object is not happening as per expected behaviour in Sales mobile UI. On sorting activities, it pops a 'No Result Found' page.
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Best practice to re-assign a sales team when the sales leader leavesSummary: The current sales leader is no longer with the organization. What is the best practice to put in a new sales leader so the Hierarchy, Territories, Quotas, etc a…
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Audit policy for Sales Competitors?Summary: Is there audit policy for Sales Competitors? Content (please ensure you mask any confidential information): To enable audit log for Sales Competitor record chan…
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Video: MashupsMashups: Creating a UI Mashup with an external system, including the assistant based navigation. https://videohub.oracle.com/embed/secure/iframe/entryId/1_fgngmohn/uiCon… -
while converting leads, any profile option to default Address type to Bill To, Sell To?Summary: While converting a simplified lead , the account created should have its address purpose type defaulted to Bill To, Sell To . Is there any profile option availa…Tanvi Dappili-Oracle 15 views 2 comments 0 points Most recent by Madhuri Cheruku-Support-Oracle Sales
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How to create a custom field for a new classification category?Summary: How to create a custom field for a new classification category? Content (please ensure you mask any confidential information): Created a new classification cate…
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Is it possible to enable Audit policy for the Resource object?Is it possible to enable audit policy for Resource? So that there's audit log when changes are made to a custom field in the Resource.
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Available Today: Out of the Box Reports for Subscription ManagementSummary: Out of the Box Reports for Subscription Management - available today in Oracle Sales. Content (required): Out of the Box Reports for Subscription Management - a… -
How to resolve this issue while creating a custom object "“An object named **** already exists.”?Summary: I was working on creating custom objects in a sandbox. However, due to an error, I had to delete the sandbox. After creating a new sandbox to recreate those obj…
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Address Type field in Sales Object Redwood UI Layouts - How to enable a drop down field?Summary: Hi, In Account/Contact Object Create/edit layouts in Redwood Sales "FormattedAddress_address" field is available to show the address fields. The address field i… -
END OF LIFE NOTICE: Classic Sales and Service Experience in FusionOracle is announcing the retirement of the Classic Sales and Service user experience in upcoming Fusion releases. Beginning with the 26D update, the Classic interface wi… -
Migrating Test to Production: SalesSummary: We are currently migrating from the Test environment to Production and have identified discrepancies in both configuration and API field names between the two e…
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Perform Object Sharing Rule Assignment Processing ErrorSummary: Perform Object Sharing Rule Assignment Processing Error on Sales Leads. Content (please ensure you mask any confidential information): The Object sharing rules …
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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…
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How to download the activity report from microsoft 365 outlookSummary: Steps to download user activity reports from Microsoft 365 (Outlook) using the Microsoft 365 Admin. Content (please ensure you mask any confidential information…
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What's the subject area for Opportunity recurring revenue?Summary: What's the subject area to use for OTBI analysis on Opportunity with recurring revenue (schedules)? Content (please ensure you mask any confidential information…
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Is Redwood UI/UX available for Territory Management?Summary: Is Redwood UI/UX available for Territory Management? Content (please ensure you mask any confidential information): Is Redwood UI/UX available for Territory Man…
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Custom Filter for Tables in Redwood sales dashboardIs there a way to create and apply custom filters to an entire tab on the Sales Dashboard? We are trying to add custom filters to our Sales Dashboard ‘Pipeline’ and ‘Tea…
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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…
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How to make address fields not required for all countries?Summary: Define address fields as not required for all countries? Content (please ensure you mask any confidential information): We want to make address fields as not re… -
How to Use Customer/Organization as Identification Criteria in Manage Enterprise Data Quality JobsIn Oracle Fusion CDM, we are configuring Manage Enterprise Data Quality Jobs for Contacts and would like to use Email + Customer/Organization as the identification crite…
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Transfer Pending Activities from Lead to Opportunity Using Copy MapsHi Everyone, As per the standard procedure, when a Lead is converted to an Opportunity, all associated activities are transferred by default, regardless of their status.…
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Any profile options to store email Id's to use in object workflows?Summary: Is there any profile option or any way through which we can store email Id's and use it in object workflows for sending email. Content (please ensure you mask a…Tanvi Dappili-Oracle 11 views 3 comments 0 points Most recent by Madhuri Cheruku-Support-Oracle Sales
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OOTB Expected Revenue Becomes Zero After Opportunity Creation or UpdateWe are using the OOTB Expected Revenue field on the Opportunity. The field is enabled in the UI, and we enter a value during Opportunity creation. However, after saving …