Category 42-2
Discussion List
-
AR customer creation in Oracle ERP Cloud via APIsSummary: Creation of AR customers in Oracle ERP cloud involves using the CRM Rest APIs for Contacts & Accounts or Hub Persons & Hub Organizations and the CRM SOAP web se…Anusha Muthiah 68 views 3 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales -
Make the territory owner the account ownerSummary: As sales team members have changed, we now have accounts that have multiple team members but they are not supposed to be team members anymore. We implemented te…
-
CX Sales Mobile: Is it possible to show a custom message after a record has been saved?In CX Sales Mobile, I would like to show a custom confirmation message AFTER a record has been successfully created. I was not able to do that using the AfterSave hook a…
-
Role or privileges required to access SOAP - /crmService/FoundationPartiesLocationServiceSummary: I'm unable to run SOAP service - /crmService/FoundationPartiesLocationService to find location for service account user. Any specific roles or privileges requir…
-
OTBI Analytics >CX sales FusionSummary: In OTBI Analytics > Administation > Manage Priviliges If there is a Change in Sections like Catalog, Access , in the Manage Priviliges set to certain roles whic…Prabha.R Oracle-Oracle 16 views 1 comment 0 points Most recent by Prabha.R Oracle-Oracle Reporting & Analytics for Sales -
Error on RoutinesSummary: In Application Composer » Routines We have routine for Sales Leads got into paused state when try to activate the routines there was an ERROR. Content (please e…
-
How do we set sales target at Customer LevelSummary: We have a customer requirement in which sales Targets are not only set at Salesperson level but they also have the requirement to set targets at "Customer Level…
-
SQL to report territories dataSummary: I am looking for a SQL that will join the Oracle Fusion CX Sales territories table, to rules and coverage, (or a flattened view) so we can report the territorie… -
SR Due date calculation is delayedSummary: We have a requirement from client, where on the click of the button on the Service Request, the due date of service request needs to be copied from the SR to al…
-
Changes to VBS in 25B for Redwood SalesSummary: Was VBS changed for Redwood Sales in 25B? We just received the upgrade into our Test environment and now the editing pages are different. It looks like the Prop… -
About record set of the search list for a OpportunityDoes “I am on thr team” in the record set of the search list for a Opportunity mean that I am on the team Opportunity? -
How to Enable Bell notifications for CPQ-related events in Oracle CX SalesSummary: We need to enable Bell notificaitons for CPQ-related events in Oracle CX Sales and take the users to CPQ from those notificaitons Content (please ensure you mas…
-
How to Get the properties of objectSummary: I have obtained details by using the describe webservice of the object, however it doesn't show when the field was created and by which user. crmRestApi/resourc…
-
Is there a plan to sunset CX Quota Management?Summary: Recently came across a thread on Community where a user mentioned that there is a plan to deprecate CX Quota Management, and rather fulfill Quota Management req… -
Unable to update and primary address if it is a primary flag is true using rest APIHeader: Upsert-Mode : true Rest API: https://xxxx-test.fa.us1.oraclecloud.com/crmRestApi/resources/11.13.18.05/contacts/1148115/child/Address/ Payload: { "SourceSystem":…
-
Filtering NULL values in a dashboard promptSummary: Hi, I need to be able to filter for NULL values in a dashboard. Specifically, I have a filter on Gender, which can be NULL or Male/Female, for example. If I use…Guido Masciello 42 views 2 comments 0 points Most recent by Guido Masciello Reporting & Analytics for Sales -
Custom Objects Not Visible in "Perform Object Sharing Rule Assignment Processing"Hi, We are experiencing an issue with the "Perform Object Sharing Rule Assignment Processing" process. We are no longer able to see our custom objects in the selection l…Martina Di Battista 24 views 2 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
-
How to Enable Membe Opportunity Visibility Across Multiple Organizations in Standard Sales Security?Hi, We’re working with standard sales security in Oracle Fusion Sales (not using Advanced Sales Security or Enhanced Territory Management) and facing a visibility issue …
-
Enabling duplicate Check for Accounts and Contacts in Redwood UIHello Oracle Community, We configured the duplicate check for Accounts and Contacts and on the old/classic UI it works as intended and during the creation of an Account/…
-
Redwood Service Center -- We want to disable "Update Asset" Smart action from Redwood Service CenterSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
-
sales dashboard metric currency is always in USD.Summary: We have enabled the Sales Dashboard Metrics (For eg: Pipeline and Team pipeline). This calculates the Sum of all Revenue Amount of the opportunities. This value…A V K JAYA SURYA 49 views 3 comments 0 points Most recent by Naveen Marujolla Reporting & Analytics for Sales
-
Sales Manager role can't update opportunitiesSummary: Our Sales Manager cannot update Opportunities and re-assign them to another sales rep if the prior Sales Manager is the owner. What role do I need to add to ena…Tim Gruidl 15 views 2 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
-
Information on which APIs to invoke for BU creation and setup in ICMSummary: Information on which APIs to invoke for BU creation and setup in ICM Content (please ensure you mask any confidential information): We have annual activity of c…Pratiksha Chakravarty 45 views 3 comments 0 points Most recent by Kim Vu-Support-Oracle Incentive Compensation
-
How to display custom object page records based on the user accessing the pageSummary: I've created a custom object under Application "ERP and SCM Cloud" and created a page to display the custom object records for the user. I want to filter displa… -
Personalized Reports Not Retained for Some Users in Oracle Fusion's Sales DashboardSummary: Hi Community, We’re encountering an issue in the Sales Dashboard of Oracle Fusion Sales Cloud. Users with certain roles are able to use the Edit option on Sales…Naveen Marujolla 38 views 3 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
-
What are the roles to update/manage redwood sales Objects?Hello Oracle Community, We are working with a customer who requires custom roles for the Redwood Sales Objects: Accounts, Contacts, Activities, Opportunities, and Leads.…
-
Application Composer Custom Object Object Functions Return Type Limited to String for External AppsSummary: From the "Server Side Scripts" of a custom object I want to create an "Object Function" that returns an Object (Json Object preferrably) or a Map and that has t…
-
How can I link 2 accounts to an opportunity?Summary: I have created a Dynamic Choice List type field in the Opportunities object that queries the accounts object for one type of accounts, but I need that Opportuni…
-
Sales Revenue Workflow:Unable to Restrict Email Alerts by Opportunity Business UnitSummary: We are configuring an email notification workflow in Application Composer under the Opportunity Revenue object. The goal is to send email alerts only when Reven…
-
Assigning Group Instead of Individual Users on Team Members Tab in Oracle CXSummary: Hello, I am currently facing a limitation when assigning Team Members on the Lead and Opportunity pages in Oracle CX. Requirement: Our client would like the abi…