Category 42-2
Discussion List
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How to make Long Text field visible in Adaptive Search ?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… -
PDH Custom role in in redwood UI is not working 25cSummary: PDH Custom role in in redwood UI is not working 25c Content (please ensure you mask any confidential information): we have created view and edit 2 role which is…
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CCC Linked In Sales Navigator Integration with CX SalesAs part of the 25C feature, we are looking to enable the LinkedIn Sales Navigator integration within our Oracle CX Sales instance. However, the documentation provided la…
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For existing customer Lead is to be converted without creating any corresponding OpportunityBusiness Requirement: To close/convert a Lead while business do not want to create an opportunity in few cases and end the Sales process journey with the Lead closure it…
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25C Deprecating Adaptive Search AggregatesSummary: We are currently researching aggregate fields and came across this Oracle Community post [https://community.oracle.com/customerconnect/discussion/759916/determi…
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Determine all aggregated fields in Oracle Sales / Fusion CloudSummary: With Update 24B, the classic Aggregates in Adaptive Search will be replaced and made available as predefined Rollups in the Rollups framework. https://docs.orac…Christian Gerald Patacsil 49 views 5 comments 0 points Most recent by Praveen Desetty - Support-Oracle Sales
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Can I use Deep Links in report to tie to Redwood Activity screen?Summary: We're testing the Redwood UI in CX Sales and we have reports that use deep links (where you can click on a column in the report and be taken directly to the scr…
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How to adjust the Business Plan Period Start and End dateSummary: in creating business plan their is a field name period in which you can choice the period type, (Quarterly, Yearly , Period) we notice that the start year is al…
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Resizing Columns in OracleSummary: I'm trying to edit the sizing of my columns but the system reverts back to its own sizing after multiple attempts. I've even tried to save after eachadjustment …
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CX Sales Mobile Quote ProposalIs this the complete guide to make "Quote Proposal" button to work on CX Sales Mobile App? https://docs.oracle.com/en/cloud/saas/sales/fasqa/how-do-i-get-sales-quotes-to…
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Training: Implementing Redwood SalesA collection of videos and resources to help you implement Redwood sales. This list is ever changing, so bookmark this post and come back soon for more videos and links.… -
What happened to sales implementation guides?Summary: Hi, I'm trying to find some information that used to be on the classic guides (implementation guide, reference guide, getting started….), but now they're gone. … -
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…
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how do i access implementation guide of CX SalesSummary: how do i access implementation guide of CX Sales Content (please ensure you mask any confidential information): Version (include the version you are using, if a…AshishGupta18-Oracle 23 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Sales
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Where can I add the side panel in Redwood Sales similar to Side Panel container in Service CenterSummary: I have a requirement to add few buttons onto the side panel similar to the one available in Service Center Container but in Sales, I want it to be visible for a…
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BIのサブジェクトエリアSales CRM LeadResourceでリードの所有者を取得したいBIのサブジェクトエリアSales CRM LeadResourceで分析を作成しています。 リードのチームメンバーと所有者を取得したいのですが、所有者が上手く取得できません。 方法を教えてくだ…M.AZUMA 17 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales -
Workspace Maximum Limit of Fields that can be enabledHi, What is the maximum limit of fields that can be enabled in workspace? Maximum number of Filters - ? Maximum number of fields to be displayed - ?
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How can I set the default availability of a service resource to availableCurrently, we have queue resources who, when logging in, are per default 'unavailable'. As a result, they aren't assigned work items (service requests). I have tried to …
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while updating multiple records on workspace getting errorSummary: While updating record on worksapce getting bellow error RO-000139:Applying List binding FK_LOV_For_Technician_c with given set of values leads to no matching ro…Sourabh Sen 13 views 4 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
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HTML tags are displayed when copying text from the email body to Activity DescriptionSummary: When creating an Activity, we often copy content from the email body into the Activity Description field. However, doing so causes HTML tags to appear in the de…
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Contact Report PromptsSummary: Criteria When a user launches the Contact Report the default Contact Owner should be based on the user's role (AM see their contacts) When the Regional Manager …
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How to enable pipeline management in sales cloud redwood UIWould like to know if the pipeline management that shows My pipeline/my pipeline by team member(shown in below screenshot) is available in sales module. if available, ho…
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How do I update organization and site descriptive flexfields?Summary: We need to upload customers into Fusion and we need to add descriptive flexfield information on the party level and site level. Is there a way to do this via RE…
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How to fetch Customer Site related data using REST APISummary: How to fetch Customer Site related data using REST API Content (required): Used below GET call to fetch sites: https://{InstanceURL}/fscmRestApi/resources/11.13…
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Cancelled tasks in activites are showing under pending tasksCanceled Tasks are showing as pending in Activity Feed panel under Account, Lead or Opportunities.
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I want to assign the lead's team members as recipients for the BI agent.I want to retrieve the recipients of BI agents from the analysis. Can I specify the email addresses of the lead's team members? Please tell me how.
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How to automate the file import process for administrator profile values?Summary: How to automate the file import process for administrator profile values? Content (please ensure you mask any confidential information): How to automate the fil…
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Expose Object Function to Web ServiceHello community! I use Oracle Sales Cloud -25B (11.13.25.04.0) , I was wondering of we could expose a custom object function to a web service. I have found the below Doc…
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Quota Attainment is not coming in Redwood ForecastingWe have complete setup for Territory,Quota and Redwood Forecast , still we can not see Quota Attainment under Redwood Forecast but we can see Quota Attainment correctly …
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Missing documentation in docs.oracle to sales cloud or fusion service cloudSummary: It used to be easy to find documentation for Oracle Sales Cloud, such as user guides, administration manuals, implementation guides, tables, etc. Now it is impo…