Category 42
Discussion List
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Microsoft 365 plugin - Share button and Task TypeHello Everyone. Could someone please help clarify the following, as we are still getting familiar with the Oracle Sales for Outlook? The business expects that using the … -
Can we rename the LOVs in Address TypeHi, Is there any option to rename the Address type field values (Bill to, Ship to, Sell to) to some other names. Regards, Kavya Prasad -
Unable to modify redwood theme colourings from Visual builderSummary: We wanted to change the ribbon color on the redwood pages (Please find the screenshot) However we are not finding any option for the same under visual builder. …
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VBS check environment running to set environment dependent valuesSummary: Hi, we are implementing logic in VBS that need to set an ID variable (SalesMethodId for opportunities). This Id depends on the environment we are running, as th…
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Redwood - Display different child object SubViewLayout based on parent record dataSummary: Hi, on Redwood UI we have the need to differentiate the SubViewLayout for a child object (revenue items) based on data from the parent record (opportunity). Con…
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Video: CX Extension GeneratorCX Extension Generator: CX Extension Generator automates the work of creating a top level custom objects, child objects (for both standard [24C and higher] and custom to… -
Outlook Integration with Oracle CX Sales – Prerequisites and Client QuestionnaireHello Everyone, I’m planning to start the implementation of the Outlook integration with Oracle CX Sales, and I would appreciate your support on the following: What are …
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Removing/Modifying OOTB Relationship LOV'sSummary: When we try to add the Relationship to Account or Contact. We get the LOV's for Relationship Field. Confirmed by oracle that we can add the new values but remov…
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Add translation for Products in Fusion SalesWe have multiple languages enabled in our environment and have been able to add translations for custom content with any issues with the exception of Product Data. Is th…
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Unable to navigate to Sync Configuration Page for Microsoft outlook integration for CX SalesHi all, We're following the below document for implementing Microsoft Outlook integration with Oracle CX Sales. However, we're finding problem with navigation. Doc Name:…
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Include the Description field in the selector for a Multi Select Fixed Choice ListSummary: Is it possible to display both the value and description for a Multi Select Fixed Choice List through VB? I've tried using a Custom Object/Dynamic choice list t…
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Why doesn't Products appear in Opportunity?Why don't Products appear in Opportunity? Products are in product group and added in price book but don't appear in opportunity. -
How to obtain the file name attached to a OpportunityCan Groovy generate an error when a comma is included in the file name attached to a Opportunity? -
The InventoryItemId ID attribute doesn't have a matching value for the record of the Product typeSummary: Getting error while import products from import management, even though item was available in PIM. Job run has completed Job: "Import Sales Products from PIM Da…
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Customer is using Fusion SCM 25B, From which release will the Redwood theme become mandatorySummary: The customer is currently using a custom theme in Oracle Fusion SCM-25B and has noted that starting with the 25C release, the Redwood theme may become mandatory…Manoj Kumar Chaurasia-Oracle 11 views 0 comments 0 points Started by Manoj Kumar Chaurasia-Oracle Channel Revenue Management -
Webhooks in Oracle CX ?We are working on a integration project with JustCall as our telephone system. We have a requirement to sync all contacts with JustCall and any new contacts created or e… -
Rename Activity to Interaction on Panels and SubviewsSummary: I want to rename Activity to interaction on Panels and Subviews for all the Objects. But when I am trying to edit the Panel is not Configurable. How can we do t…
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Video: Orchestration Appointment StepOrchestration Appointment Step Defining the Appointment step of an Orchestration flow From a multi-part video series on Sales Orchestration.
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How can I change the title of an object in Redwood CXSummary: I want to change the title of the Contact object to have additional custom fields. for example: First Name + Last Name (Standard) + Name in Hebrew (new custom f…
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Can we auto create Customer Account in AR when we convert Prospect to Customer in CX SalesHi, We have a requirement to create customer account and account site details in AR automatically when a Prospect is converted into a Customer in CX Sales. Is this possi…
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How to make Notes UI editable in Sales Mobile Application?'Add Notes' Layout is not editable or configurable in Sales Mobile Application.
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How can I identify the user who removed an organization from a resource?Summary: IIn our Oracle Sales Cloud implementation, we utilize organizations and business units to enable users to create service requests for customers. However, we enc… -
Groovy code to Set Contact Owner as Account Owner - Oracle CX Sales and Service FusionSummary: We have 80000 contact in system. Business wants that all contact's owner must be same as linked Account's Owner. And also if Account owner is updated then autom…
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Best practise to be followed during CSMSummary: Best practise to be followed during CSM Content (please ensure you mask any confidential information): We wanted to follow CSM for all custom object migrations …
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Adding a currency code instead of currency symbol in fields.Summary: We have many fields in the system where the Currency symbol shows before the amount for e.g. Amount field in Opportunity shows $ 1000. We want to replace the $ …
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Queries around Outlook Integration with CX SalesHello Experts, @Padmaja Varanasi-Oracle, @Nancy Hung, @Umamaheswarareddy Ambati-Support-Oracle, @Prabha.R Oracle-Oracle, @Dimple-Nagesh-Support-Oracle, @Mullamuri Mallik…
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[Redwood] How to update the cx-picker to filter results with 2 characters entered on the fieldSummary: I have a DCL field where I used a cx-picker. But it is not filtering the results when typing in values with 1 or 2 characters. Upon testing with OOTB fields usi…
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How to show Installed Base Assets in the Account page with RedwoodSummary: We have followed the steps in the following documentation to display the IB Assets associated with the account in the classic UI and they are displayed correctl…
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View Opportunity Drawer not going on saveSummary: I added the business plans subview to Accounts. When I add a goal to business plan then I add a strategy. Now when I click on Actions of Strategy. I get View Op…
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How to remove old team members from Leads which were added as per territory assignment in the pastSummary: How to get the old team members removed from the existing Open Leads which would have got added as per territory assignment in the past. Content (please ensure …