Category 42-2
Discussion List
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Create Service Request once Opportunity is WonSummary: Once an Opportunity is Won, there is a requirement to create a Service Request Content (please ensure you mask any confidential information): Similar to a Lead … -
How to Change "Win Probability" to "Sales Stage %" in opportunity pageSummary: Content (please ensure you mask any confidential information): I want to change the field "Win Probability" to "Sales Stage %",how would I change it? Please res…
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case sensitive check in view criteria querySummary: How to case sensitive check in view criteria query for the lead name field while creating a duplicate lead Content (please ensure you mask any confidential info…
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After removing record sets LOV for all records in account and add custom role admin can't view A/CHI, In account advance search records sets, we removed the LOV "All Records i can see". But Even after that if sales person search by any customer name or registry id he…
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how to enable the field Forecast Category in Redwood Sales Opportunity?Summary: Content (please ensure you mask any confidential information): I want to add the field Forecast Category in Redwood Sales > Opportunity. What steps would I perf…
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how to change display name of contact and account objects in cx mobile applicationSummary: How to change the display names of account ,contact object in mobile application ,while the web application is showing the updated name. Content (please ensure …
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Could anyone advise, how to set the saved opportunity search filter to be same for all roles?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…
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Opportunity Line Revenue exchange rateSummary: Hi, Does "Pipeline Detail Facts"."Opportunity Line Revenue" column uses exchange rates for non USD opportunities? Content (please ensure you mask any confidenti…
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Datafox replaceNow that Datafox is discontinued, does Oracle have a plan to replace it with something new? Is there another program that exists that oracle would recommend us using? It…
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Opportunity owner is unable to see their forecast in sales forecastHello Oracle Support, We are experiencing an issue where an opportunity owner is unable to view their forecast in the Sales Forecast module. We have verified that the op…
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Need to retrieve JWT token from vendor and pass search field to APISummary: Need to be able to retriever a JWT bearer token and use it to make calls to 2 vendor API's One to pass a value for a search and then be able to select from a ch…
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How can I create a report BI of notifications sent by service request workflow?Summary: How can I create a report of notifications sent by service request workflow? Content (required): Currently we are dispatching a series of notifications through …Camilo Martinez-114335 33 views 1 comment 1 point Most recent by Radhika Abhyankar-Support-Oracle Fusion Service
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How to restrict data visibility across different Business Units in Oracle Sales ?Summary: Need to restrict data visibility (read/write both) for all the objects in Oracle Sales Cloud. (Leads, Opportunities, Service Requests etc.) Content (please ensu…
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How to get workflow error in case Dynamic SQL Query Using Database Query FunctionSummary: The BPM workflow participants are created with Dynamic SQL Query Using Database Query Function in AP Invoice workflow. When the query does not return the value,…
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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… -
In search can we restrict the account"Can we restrict the search to a specific account?"
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How to find Customer/Organization using DFF field value using webservicesSummary: Hi, We have a requirement to find/query the Customer/Organization using the DFF Unique Identifier field value created at Organization Level. Content (please ens… -
how to remove record sets lov on account in oracle sales cloud based upon role.Summary: Is it possible to remove sets of LOVs depending on roles using any functionality? Content (please ensure you mask any confidential information): Version (includ…
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Can I limit the number of surveys sent to a customer for service requestsSummary: I am integrating Survey Monkey with Oracle CX for resolved service requests. We have some customers who open many SR's in a day. Is there a way to put a limit o…Crystal Pace 21 views 3 comments 0 points Most recent by Radhika Abhyankar-Support-Oracle Fusion Service
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QyeryHI, I Need query for the shipment Planned vs Shipped in OTM. Please share if any one can. Thanks Sushil PandeySushil Pandey-277265 31 views 2 comments 0 points Most recent by AkshayThakur Transportation Management
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How to customize Create Task layout for Oracle Sales for Outlook (Redwood) App?Summary: One of the great features of Oracle Sales for Outlook (Redwood) App is that users can create follow-up task without leaving their Outlook. This features is wide…
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Ability to create smart action from opportunity to custom quote object that will create new quoteSummary: A new custom object 'Quote' is created and requirement is to create a new quote from Opportunity. To achieve this, a new smart action is created and passed rela…
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Unable to change the Subject of the Notification through Notification PreferencesSummary: Trying to change the subject part of the notification through notification preferences but unable to do so. Content (please ensure you mask any confidential inf…Robin Singh 21 views 1 comment 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
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What does the SOA Artifacts contain in CSM Migration set?Summary: Anyone knows what does the SOA Artifacts contain while doing the CSM migration? Content (please ensure you mask any confidential information): Version (include … -
oracle engagement cloud Service documentationSummary: Hi, can anyone share with me the engagement cloud Service implementation document? we currently use the engagement cloud Sales and we need to implement also the…
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Blank Customer Summary panel on Redwood Account pageSummary: I added Customer Summary Panel to show 360 degree view of the customer. However, it is blank. Nothing is shown. Content (please ensure you mask any confidential…
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How to import latest file from BI report to WCC to import management?Summary: we have BI Report, and we are exporting it to WCC everyday, and we notice that its Content ID is different every time, we are planning to create an automation t…
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Sales Forecasting in Redwood - Using and Implementing VideosSummary: Collection of videos and resources to learn more about Sales Forecasting in Redwood. Content: Sales Forecasting in Redwood user experience allows sales managers… -
Please ELI5 - How to get the ADF log outputSummary: CX Sales hosted on oraclecloud.com - can't find anywhere to see ADF logging output Content (please ensure you mask any confidential information): Hi all, We are…
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Why Am I being Forced to Enter Reason Won/Competitor when Marking Opportunity as Closed WON?In DEV1 and DEV3 Environments, I'm getting an error message when closing opportunity as WON, when in PROD, that doesn't happen. I checked all requirement scripts on App …