Category 42-2
Discussion List
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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 14 views 2 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales -
Video: Adding an Express Report to the Sales DashboardAdding an Express Report to the Sales Dashboard From the Express Reporting series -
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 41 views 3 comments 0 points Most recent by Kim Vu-Support-Oracle Incentive Compensation
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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 31 views 3 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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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.…
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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…
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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…
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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…
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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…
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Are there any Table that stores load errors and messagesHi Team, We want to know that, are there any tables in Oracle that stores load errors and messages. Any insights or suggestions would be greatly appreciated. Thanks, Anu…
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How to GET/CREATE structure from Sales by using rest APISummary: We are currently working with the REST API to retrieve and create structures from Sales. However, after attempting to use the ProductStructure/StructureHierarch…
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Sales Quota allocation by salesperson and productSummary: Idea is declined, with suggestion to look at EPM Quota Planning instead. Content (please ensure you mask any confidential information): Referring to suggestion …
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Object workflow is not triggering immediatelySummary: Hi, i have a requirement to send massive email for email campaigns. I'm using an application composer's custom object and object workflow to achieve this. I con…
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How to change from address for all the object workflow email notificationsHi Team, We are referring to below document for updating from email address for Object workflow but the Point no.5 is not clear. as per the requirement we will have to u…Nikhil_Samudrala 23 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Sales
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Roles and AccessSummary: We would like to check if there is a way to grant read-only access to the Account object while allowing the user to update only the Contact. Content (please ens…
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how to remove the auto-provisioned roles for a particular UserSummary: We have a requirement to remove auto-provisioned roles for a specific user. Since we don’t have access to the Security Console, we attempted to remove the roles…
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Restricting the Create access for Certain role in WorkspaceSummary: Hi Team, We need help with the Workspace. In the Account workspace, we see a Create option, and we’d like to restrict it for certain roles. Instead of removing …
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Manage JDE Sales Order Historical Data In Oracle Fusion CX SalesWe need to load JDE sales order historical data into Oracle Sales Cloud for reporting purposes. We have two approaches in mind, but the challenge is managing approximate…
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How to Access Child Records (e.g., Revenue) of an Object in CX Sales Mobile Using Custom Scripts ?Hi All, I’m currently customizing Oracle CX Sales Mobile using custom scripts as outlined in the official documentation. I’m looking to access child records of a parent …
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Video: Oracle Sales Cloud IntroductionOracle Sales Cloud Introduction: Introducing the Redwood and next generation sales experience. From the Implementing Redwood Sales video series.
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Tracking Trends and Changes in Your ForecastSummary: Tracking Trends and Changes in Your Forecast using the Changes Since filter Content: Please watch the following video for an overview of Sales Forecasting trend… -
Modifying Columns on Activities Tab in CX SalesIs there a way to modify the columns on the header above? I would like to remove Priority and add Primary Contact field. It's important to see who an AM met w/ at a glan…
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Show aggregations even if count is 0Summary: In aggregations lets say I have a picklist of 30 values , in the response I get the values only if records are present, but we need to get all irrespctive of re…
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Supplier complaintSummary: We are trying to find a solution that helps us in logging a complaint for a supplier. the application should have a workflow for approving the complaint status … -
How to delete DoNotUse/retired custom fields on 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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Analysis to monitor the average time of the CRM APIs response we consumeSummary: We would like to know how to create a report to monitor the average time of the CRM (Oracle Sales Fusion Cloud) APIs response we consume from all integrations. …Joan Rodriguez 22 views 2 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
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Account column "Party Number" label "Account Number" display "Registry ID" on some Redwood pagesSummary: We activate Redwood Sales and are confirming page layouts from original Sales page layouts. The Account object has a column "Party Number" and it's label is set…
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How to deactivate a Particular Customer in Oracle Fusion Cloud ?Summary: Users are able to select a particular customer after it was deactivated from the AR Module. They are able to create some transactions in both quality / Service … -
What is the full list of valid values for Delimiter attribute of importActivities REST API?Summary: I am calling the importActivities REST API to load a delimited file into Sales Cloud. However, the file is pipe (|) delimited. What is the value that I should p…