Category 42
Discussion List
-
Redwood Sales Dashboard is showing a date that is off by one daySummary: We are implementing Redwood and noticed the Sales Dashboard > My Opportunities tab is showing a different estimated booking date on the opportunities listed for… -
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…
-
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 …
-
Video: Oracle Sales Cloud IntroductionOracle Sales Cloud Introduction: Introducing the Redwood and next generation sales experience. From the Implementing Redwood Sales video series. -
Video: Sales Dashboard PersonalizationSales Dashboard Personalization Starting with 25A, sales reps and managers can personalize the content on the Sales Dashboard.
-
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… -
Account search by an attribute other than Account NameSummary: Our customer wants to search for an Account by using a parameter other than Account Name on the Account Management page. They do not want to use the Advanced Fi… -
How to modify related assets saved search in redwood.Summary: We want to know how can we modify related assets saved search as it is showing only account related assets. We have imported assets for both accounts and contac…
-
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…
-
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…
-
How to concatenate and read field value in VBSSummary: PS: bear with me as I'm new to this application and JS coding we have a requirement to change the value of record name based on other fields field 1 is a date f…
-
How can I set up a way to limit what products customers can purchase (or even see)?I sell to over 50 customers consistently. I have 6 brands internally that I sell to these customers and each brand has the products segmented into Finished Goods or Serv…
-
Translations of Badge Item in Redwood Sales DashboardSummary: Please find attached image, i need to translate the badge item to French language. I have added in translations bundle, just needed to make sure whether it is c…Manasi.Singh 11 views 1 comment 0 points Most recent by John Vakoc-Oracle Reporting & Analytics for Sales
-
Configure Sales Coach in Opportunity to be visible in Redwood UISummary: As part of our migration from SUI to Redwood, we are migrating all of the contents of our edit layouts to VBS. How can we display the Sales Coach on each of our…
-
Creating Multiple Leads via REST APISummary: Hi Team, I need to create Leads using the REST API. I was able to successfully create a single Lead through the REST web service, but my requirement is to creat…
-
How to reflect the Account's address in Account level for CRM-REST API?Hello everyone, I currently have an issue with data import for address details in account level. Scenario: The address is exisitng in Address level but are null in Accou…
-
Is it possible to import the bulk postal code in oracle CX sales.Summary: Is it possible to import the bulk postal code in oracle CX sales. Content (please ensure you mask any confidential information): Version (include the version yo…
-
Standard field startdateactive in Address Object cannot be updated even the updateable is checkSummary: Standard field startdateactive in Address Object cannot be updated even the updateable is check Content (please ensure you mask any confidential information): W…
-
Unable to Change Enrollment Status from TERMINATED to PENDINGSummary: Hi Team, We are trying to change the enrollment status from TERMINATED to PENDING, but we are encountering the following issue: "You can't change an enrollment … -
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…
-
Deal RegistrationSummary: Deal Registration is throwing below message when we try to add team members . Approvers are from internal sales not from partner Organization "You can't add a r…
-
How to setup Marketing Fund Approval Based on TerritoryMarketing fund request approval is going for Partner owner. Is there any possibility to setup approval based base the territory. Based on the defined territory , System …
-
Timeout to activate opportunity sales orderSummary: We have one specific opportunity which users are not able to activate a quote (sales order). Content (please ensure you mask any confidential information): When… -
Add Field Labels to Foldout PanelsSummary: Is there a way to add Field Labels to Foldout panels for Standard or Custom objects? In our instance, the Field Labels are displayed on custom child object pane…
-
Unable to call Invoke User Job Roles Assignment HCM API Through Groovy ScriptsSummary: Unable to call Invoke User Job Roles Assignment HCM API Through Groovy Scripts (/hcmRestApi/scim/Roles) Content (please ensure you mask any confidential informa…
-
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 21 views 2 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
-
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…
-
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 … -
Video: Integrating Microsoft Exchange with CX SalesIntegrating Microsoft Exchange with CX Sales: Direct integration between Microsoft Exchange
-
we want a way to remove add recourse from calendar and manage my calendar ?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…