Category 42-2
Discussion List
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The Updates done in Partner records via Import is not appearing in the Change History tab.Hi Team, The Updates done in Partner records via Import management is not appearing in the Change History tab of the Partner record. Scenario:- We have updated some comm… -
How to delete product groups in bulk and set free the reference numbersSummary: Hello, how are you doing? We have a product catalog today, that has many structural problems. So we are going to create a new one. The important thing, is that …
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Unable to create an attachment using the crmService ActivityService createAttachment serviceSummary: Im trying to upload an attachment using the ActivityService.WSDL. I'm sending a request with the attachment information, and it response message is SUCCESS. Whe…
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Forecast Options in Classic UIHi there, we are trying to set up the Forecasting in the Classic UI according to the requirements of our customer. The requirements are the following: Forecasts should b…
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Microsoft 365 Outlook Add-In Shared Item Syncing IssueWe have an issue with sharing item in Microsoft Outlook. After sharing an item, it just spins for about 3-4 minutes—sometimes displaying a message that it has timed out.…
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How to report out of the CDM Manage hierarchiesSummary: How to create reports from CDM Manage hierarchies data? Content (please ensure you mask any confidential information): Client has CX Sales and CDM implemented. … -
Access Group Members - Different results on screen and APISummary: Hello, I'm facing a situation where an user is added to a Role on Security Console, I can see that the user has been added successfully but it is not present in…
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Copy Service RequestSummary: Copy Service Request Content (required): Hi, Is it possible to customise the Service Request copy popup? Version (include the version you are using, if applicab…
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How to change the default option for Record Set in workspace?Already changed the default option from 'All records I can see' to 'My subordinates are on the team' on sandbox and already published it. After publishing, the change is…
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Unable to fecth a single record fron custom CPQ Data using Groovy ScriptSummary: From Oracle Sales Cloud, we are attempting to retrieve data from custom CPQ data tables using the REST API described below, but we haven't successfully obtained… -
Global Search : FND-6603 Search ErrorThere has been issue when using Global Search. When we are trying to search on the home page, we are receiving the error below. However, when we go to workspace and try …
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In Contract Management, can we add custom validation on Submit of a Contract?Summary: Requirement to add a custom validation when submitting a Contract. Content (please ensure you mask any confidential information): n/a Version (include the versi…
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Configuring Notifications for Overdue Opportunities with Unchanged Status??Summary: I am looking to set up a notification system within Oracle Sales Cloud that alerts me when an opportunity's close date has passed, and the status remains unchan…
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Can we Bypass code on field and object level triggers on CX Application composer, invoked by APISummary:We are using Application composer tool to create custom object, also written groovy code on few field level and object level triggers in CX sales cloud to perfor…
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Error In Workspace when Mass Updating ObjectsIssue Summary: In update 24B, Oracle introduced Parent-Child relationships between fields. We’re now encountering a problem with the Region and Branch custom fields due …
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The Description in Activities is not in format when the Activity is sent as emailSummary: When a task is created the description is captured in a format. When record is created an Email will be sent with all the details. So, the description is concat…Seshadri Vijayaraghavan 21 views 1 comment 0 points Most recent by Hector Dantas-Support-Oracle Sales
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The View Objects are not available on BICCSummary: We are looking for the View Objects under CRM - CRM Interaction Lead Real Time and CRM - CRM Interaction Opportunity Real Time to connect Log A Call to Opportun…Carlo Orolfo 71 views 4 comments 1 point Most recent by Mohammed Rafi Reporting & Analytics for Sales
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Email Validation Status Backend Field Not PopulatingSummary: Fields visible in UI and Backend for Email Validation Status and Date Not Populating even though in UI it has a value. This is OOTB field in which we haven't ma…
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Filter OTBI Analysis on Sales Dashboard by logged in User with Action LinksSummary: I have successfully created an OTBI analysis, created a visualization in App Composer, and added it to the Sales Dashboard. However, I have a filter for the cur…
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Unable to Create Microsoft Team for Opportunity RecordHi Everyone, Our organization has been trying to enable the Microsoft Teams integration to enable the creation of Microsoft Teams from an opportunity record. When using … -
How to setup territory assignment with more than 3 dimensions?Summary: The ootb functionality of dimensions, for territory assignment, have 3 custom dimensions. We are using 2 of then, without any problem. But we have more than one…
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Request for Reference Video on Sales Territory and Sales QuotaSummary: We are planning to use sales territories and sales quotas in our project. Could someone please share a reference video to help us understand these concepts Who …
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Video: MashupsMashups: Creating a UI Mashup with an external system, including the assistant based navigation. From the Implementing Redwood Sales video series -
Is there a way we can add custom attachments in the email template?Summary: Requirement: Add a custom attachment file in the email notification. NOTE: The attachment contains a section where we must retrieve a value from a field; other …
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Can we transfer only records in open states?In the mass transfer module, all data is transferred from one user to another, but we only want to transfer records with an open status to the user.
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The opportunity owner is displayed incorrectly.Summary: The opportunity owner is displayed incorrectly, while the actual owner is different Content (please ensure you mask any confidential information): Version (incl…
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Changing the Fusion Theme to a Custom OneSummary: Hi all, How can we change the fusion theme only with a transparent logo added to it without changing the current default theme or other themes, retaining the de… -
Error when adding relationship to a contact through Redwood UI in 24D releaseSummary: Add Relationship becomes available in 24D, However, it is not working as expected as we experienced in the Classic UI Content (please ensure you mask any confid…
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How to limit mobile number field to take only 10 digits in Contact Object under Fusion Sales ??In Contact Object under Fusion Sales Cloud. How to put a limit on mobile number field to take only 10 digits only. not more not less, Exact 10. -
New Fiscal Year Sales Forecasting UpdatingSummary: January is our new Fiscal year and our forecasting period for 2024 has ended. What is the process for updating the forecast for a new fiscal year Content (pleas…