Category 42-2
Discussion List
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Lead qualification for Next Gen SalesSummary: How and where do we set Lead qualification questionnaire for Next Gen Sales (Digital Sales) Content (please ensure you mask any confidential information): We ha… -
Access all the ESS logs/Files submitted by other usersSummary: Hi, Everyone. Is there a setting/Profile Value to enable in Oracle Sales Fusion / CRM. where all the users with ESS Monitor Role can access all the ESS logs/Fil…Christian Gerald Patacsil 267 views 20 comments 0 points Most recent by Siraj Syed -Support-Oracle Sales
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Multi-Select Fields in CX Sales MobileHi Everyone, Not sure what the issue is or if it has to do with my iPhone model (iPhone 14 pro Max), but I am unable to save any entries I input into a multi-select fiel…Anthony_La 11 views 2 comments 0 points Most recent by Mullamuri Mallikharjuna Rao-Support-Oracle Sales -
How can to restrict quota view by business unit?Summary: I need to ensure that users can only see quotas relevant to their specific business unit. Please provide steps to configure.
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Sorry, I'm experiencing some technical difficulty on my end. Please try again in a bitSummary: When trying to enable sales assistant on Ms teams It is showing this Error. "Sorry, I'm experiencing some technical difficulty on my end. Please try again in a …
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How to edit relationship subtabSummary: I want to edit the actions in the relationship subtab, I can not access these using application composer Content (please ensure you mask any confidential inform…
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How to get all the values for a custom field using groovy script?Summary: Hi Team, I have an Object 'Contact' where Sequence is Custom field of type 'Number'. Can you please let me know - In groovy script how can i get all the list of…
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How can we Diasble an OOTB Relationship type?In Setup and Maintenance, there is an task named "Manage Relationship Lookups" where we can enable or disable lookup codes of relationships. For Custom Relationship Type…
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How to increase field display width for address fields in Redwood Sales UISummary: Hi, In Redwood Sales Lead, Contact and Account Object layouts, we have used 'FormattedAddress_address' to display address fields in redwood layouts.. This field… -
Groovy Scripting: Split / TrimIs there a way to split / trim a string? For example: sampleAddress@email.com I only want to display sampleAddress and remove the @email.com.
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How to Invoke Party Usage API using groovy script upon save ButtonHello Team, Once a Party is created we have to tag a default custom usage. I was thing of a groovy script where it can call Party Usage API to add the custom usage once …
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how to create hyperlink field in oracle cx mobile application.Hi Team, We are trying to expose hyperlink field in mobile cx application. To achieve this requirement , we have created text formula field in respective object and expo…
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Want to enable Sales Forecasting by Opportunity Revenue rolling up the Territory Hierarchy in 24C?Summary: Here are some tips and tricks on getting the Sales Forecasting in Redwood type, Forecasting by Opportunity Revenue rolling up the territory hierarchy working Co… -
Generate Sales Forecast Metrics ErrorSummary: I want to enable redwood sales forecasting, following the procedure mentioned in attached pdf, but i keep on getting scheduled process error on "Generate Sales …
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Is it possible to create custom field view colors on Account overview tap ?Summary: Hi, Is it possible to add custom field with data type (Formula) on Account page and make it preview certain colors depending on other field value ? For example …
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Forecast Territory in Revenue LinesSummary: No data shown in Redwood Sales Forecasting/ Forecast Territory in Revenue Lines Content (please ensure you mask any confidential information): We are tying to s…
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Does Oracle provide any OOTB Language lookup?Summary: Hello Team, Does Oracle Provide any Out of the box Language lookup where it contain all the list of languages? Thanks, Harshini Content (please ensure you mask …
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How to find the existing aggregate field in CX sales?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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how to check geographiesLOV data in fusion using geographiesLOV APISummary: Hi We're trying to get data using API : /crmRestApi/resources/11.13.18.05/geographiesLOV Response is count 0 { "items": [], "count": 0, "hasMore": false, "limit…
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Ability to add BI report from custom object either using smart action or any related optionsSummary:Ability to add BI report from custom object either using smart action or any related options Content (please ensure you mask any confidential information): Hi Te…
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Video: Adopting the Interaction Data Model for MobileAdopting the Interaction Data Model for Mobile: Enable the new Redwood based interation data model to record communications between reps and customers https://videohub.o… -
What are the steps for Deal Registration Approval Process in Oracle Fusion CX SalesSummary: I need When Deal Is up to 50M then approval goes to CEO other than under 50M then goes to Business Unit Head. Content (please ensure you mask any confidential i…
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Do we have an option to Data mask the records in Customer Data Management Outside of the PII fields?Summary: Currently, 'Oracle Data Masking for Fusion Applications Environment Management' provides masking for PII fields only. We have a requirement to Data mask based o…
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Fetch all OTBI Reports custom adhoc & scheduledSummary: Would it be possible to generate a OTBI report that includes all system-generated of adhoc and recurring reports/views ? I have tried to use OTBI Usage Real Tim…
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Can the original email message be included when selecting Forward?Summary: When a new Service Request is created through email and have message to it. Can that original email message be included when we forward internally in Service Re…
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Opportunity page Lost/ Win field issueSummary: Hi, The issue described below. The status is wrongly updating. Kindly share the working solution for this. @madugulagopi Content (please ensure you mask any con…RamkumarKadhiravan 11 views 1 comment 0 points Most recent by Ravindra Sirigiri-Support-Oracle Sales -
API authentication Key for sales objectsWe are starting the process of integrating Fresh Marketing with OSC and ERP to OSC data updates, among other applications. Is it possible to share the API token to acces…
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Count of Characters in Custom Field in Service RequestHi Team, I have created a custom field in the Service request, is it possible to display the count of character, same as it is being displayed in problem description. Al…
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How to Customize "Create Follow up Task" (Task Information) Layout in Oracle for Outlook (Redwood)?Summary: I would like to customize Task Information page so that it will have different layout based on Activity Type. Here is the flow to find the "Create Follow up Tas…
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Personalized Field is not workingSummary: Hi All, kindly help on below requirement. We are not able to configure the Personalized Name in My Client group —> Sales—> Opportunities. we can see the changes…RamkumarKadhiravan 31 views 10 comments 0 points Most recent by Madhuri Cheruku-Support-Oracle Sales