Category 42-2
Discussion List
-
How to Access Child Records (e.g., Revenue) of an Object in CX Sales Mobile Using Custom Scripts ?Hi All, I’m currently customizing Oracle CX Sales Mobile using custom scripts as outlined in the official documentation. I’m looking to access child records of a parent … -
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 … -
Any way to use regex in OTBI?Summary: Is there a way to leverage regex in OTBI in some manner? I have seen methods to leverage it in OBIEE with the following syntax: EVALUATE('regexp_replace("Activi…
-
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…
-
Lead Custom Panel Layout is not getting mapped to the Lead panel template on Opportunity on RedwoodSummary: I'm working with the standard Lead Panel Card layout on the Account object and wanted to replicate a similar experience for the Opportunity object. However, the…
-
Audit policies and retention periodHello Team, We have enabled auditing for specific attributes within the 'Common CRM' as product and have a few questions regarding the auditing functionality. Could you …
-
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… -
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… -
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…
-
How to check to assure that all activity outbound email notifications are disabledSummary: I need to be able to check to assure that all activity outbound email notifications are disabled. Content (please ensure you mask any confidential information):…
-
What is the privilege/duty role to update a Quote in Oracle Sales Cloud?I have a groovy script to update "ActiveVersionFlag" to "Y" but the user doesn't have access to query/update the quote record. I'm logged in as a user with "Employee", "…
-
Access Group Conditions: Select Opportunities of a branch where the user is a resource ofI need to display only the opportunities belonging to a branch the user is a part of. We made a custom object called "LinkBranchResource" which links custom Object Branc…
-
How can I register a RESTful Web Service that returns binary data in CX CRMUi Application Composer?Summary: We are trying to register a Web Service that returns a PDF file as binary data, but the REST Web Service creation screen only allows us to create it using a Sch…
-
Reports is showing different count between test and Prod data after P2TSummary: we run a report in test and in prod after p2t and we notice that there is a huge amount of data that is not showing in test, i though there is a difference betw…
-
Business Unit not available in Manage Users?Summary: The IT department just cloned production into a dev environment using the self-service clone. After cloning I am setting up Users in Manage Users (set up and ma…
-
unable to select business unit while creating users accountSummary: While creating users under My Teams → Users and Roles, user is not able to choose Business Unit. Content (please ensure you mask any confidential information): … -
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…
-
Is there a specific duty role or privilege to use REST API in Sales?Summary: We would like to give access to Sales objects (both Standard and Custom) using REST API. Is there a duty role/privilege that we can use to provide REST API Acce…
-
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…
-
Create Data Model for Retrieving Custom FCL Field Values for Opportunity HistoryHello, I’m working on building a data model/SQL query in Oracle Sales Cloud OTBI to retrieve historical records for Opportunities, and I’ve run into a question regarding…
-
What is the Privilege to create/update Opportunity and Service Request using REST API?What is the Privilege to create/update Opportunity and Service Request using REST API? We cannot use the standard role that will give a UI access to the user. Could you …
-
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…
-
DQ capabilities in CDM Oracle FusionHello Team, We would like to understand the data quality features available in Oracle CDM and learn how to set up rules that checks both standard and custom attributes. …
-
Creation Page layout not available in oracle cx mobile appSummary: I am implementing the Mobile CX app for the sales user. I trying to implement the same offering in cx sales mobile app as like we customize creation page on SUI…
-
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…
-
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… -
Is Business Unit required for Opportunity in Redwood Sales?Summary: Is Business Unit required for Opportunity in Redwood Sales? Content (please ensure you mask any confidential information): In Redwood Sales, is Business Unit no…
-
Refresh Sales Forecast Dimensions process erroring outSummary: Hello, Refresh Sales Forecast Dimensions process is erroring out even after running "Generate Sales Forecast Metrics process" first. the error log says - You mu…n_Kiranmayee-Oracle 18 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Sales
-
Can I use mobile phone browser for Redwood Sales?Summary: Can I use mobile phone browser for Redwood Sales? Content (please ensure you mask any confidential information): Instead of the mobile app, can I use the mobile…