Category 42-2
Discussion List
-
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… -
Multiple Select Option for Sales Assessment (Opportunity)Summary: I am using Interview Definition to create a Sales Assessment in Opportunity. Reference: https://docs.oracle.com/en/cloud/saas/sales/fasqa/how-do-i-perform-asses… -
Manage AI taskSummary: We are not able to access manage AI task. Content (please ensure you mask any confidential information): Version (include the version you are using, if applicab…Shivanshu Sharma-Oracle 11 views 1 comment 0 points Most recent by HD - Oracle Fusion ERP-Oracle Sales
-
Can we hide the Save and Save & Close buttons on the ADF screen using Page Composer?Summary: We want to hide the Save and Save & Close buttons for the Sales Opportunity Inquiry role. Content (please ensure you mask any confidential information): We want…
-
Suggestions for replacing the Sales Campaign feature in CX Sales ?Question : **This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: Discontinue of the Sales Campaign feature in CX Sales. …
-
Issue with Conditional Requirement of Account/Contact Fields Based on Category in Redwood SRCreationSummary: I am currently facing an issue while creating Service Requests (SRs) in Redwood. The requirement is to make the Account and Contact fields conditionally require…Sourabh Sen 14 views 1 comment 0 points Most recent by Florin Musatoiu - Support-Oracle Fusion Service
-
How to enable customer and agent to share file attachment in chat conversation?Summary: Is it possible to upload file attachemnt to chat conversation (chat inlay or on dcs) on agent side and on customer? Please help. Content (required): Version (in…
-
Redwood Forecast - DocumentationSummary: Redwood Forecast - Documentation Content (required): Looking for documentation to enable and use Redwood Forecasting, we already have ADF forecasting but when w…
-
Add Group of Team members on Opportunity directlySummary: We are trying to implement the solution for adding the group team members directly on the lead and opportunity instead of adding single team member in lead or o…
-
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 …Myles S. 31 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
-
Unable to find Industry field in Accounts object at sales module.Summary: Dear team, Hope you are doing well. I am unable to find Industry filed for adding new industry codes. I searched it from Sandbox and Setup/Configuration but i a… -
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 …
-
Configuration Migration from Test to PRODSummary: We have our application live with HCM since last 2 year and CRM which went live 2 months back. Parallel we have P2P implementation going on which might go-live … -
How can we display custom OTBI dashboard in CX Sales mobile appHi team, We've developed a custom OTBI dashboard for CX Sales which is visible in the application. But when it comes to mobile application, do we have the provision to a…
-
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…Pramod Parida 24 views 3 comments 0 points Most recent by Manali Biswas-Oracle Product Master Data Management
-
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…
-
related name how to upload through FBDI template in customerSummary: How can I upload related names for customers using the FBDI template? What are the steps and required fields in the template to ensure the related names are cor…
-
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…
-
I need to add an additional pause in the orchestration processSummary: On the basis of the header BU, and the Freight Terms on the line level, I need to introduce a pause in the Orchestration Process. Only once the order is shipped…Akanksha Thakur 26 views 1 comment 0 points Most recent by Iqbal Singh-Oracle Supply Chain Orchestration
-
Unable to fetch Custom objects Audit history via RestAPISummary: We have a requirement to capture the audit history of custom objects using the REST API. To support this, we have enabled auditing for the relevant custom objec… -
How to export and import sanbox from an environment to another?Summary: We made a lot of customization using page composer inside sandboxes, but now we need to copy them in the new environment. Is it possible to export and import ? …
-
Activity Description field shows HTML in confirmation emailSummary: After creating an activity and typing multiple lines in the description field, the notification email shows html code in the description field content. This occ…
-
Import objects are not available in Import MangementAs a sales administrator- the user needs to perform import activities for various objects. Lead, Opportunity, Account etc. But after navigating to the Import management,… -
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…
-
How to update and/or delete CSF keys?Summary: Content (required): Hello, While registering web services and using the Basic Authentication, we have an option to select the authentication user by creating a … -
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…
-
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 - ?
-
Unable to query custom data object using SQLSummary: We have two custom objects in Fusion CX Sales, both of them are custom top level objects. However, when I try to pull these two custom object data through creat…
-
REST API for Creating Customer (Party, Account and Site)Summary: REST API for Creating Customer (Party, Account and Site) Content (please ensure you mask any confidential information): is there a REST API for creating a custo…Girish Byahatti 2.1K views 6 comments 0 points Most recent by Shyam Anand S Receivables & Collections -
Generic Error on updating opportunity status by a team member with full accessSummary: Business user with full access to the opportunity is trying to update the status and gets a very generic error saying 'Save failed'. The user has the right priv…