Category 42
Discussion List
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In the Redwood Outlook AddIn it asks to log in repeatedly during the same dayIt was configured according to the documentation so that users do not have to log in to the Outlook Redwood Add-In, but it is not working because it requires us to log i… -
Fix broken email links to tasks and opportunitiesSummary: When email notifications are sent out that an Opportunity or Task has been created, the link to said Opportunity or Task is broken. Only part of the link is cli… -
Customer related document sequencesSummary: Can't find where the cache value of customer related document sequences is using in the system. Content (please ensure you mask any confidential information): F…
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Calling object function in visual builderSummary: We have an object function that will calculate the country region based on the selected country, and we would like to trigger it every time that the country fie…
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Required filter prompt VP, Regional VP, Sales Manager, Sales repSummary: I am creating a filter prompt where I need to display VP, Regional VP, Sales Manager, Sales Rep as a dashboard prompt Content (please ensure you mask any confid…Mohammed Hyder 26 views 1 comment 0 points Most recent by Prabha.R Oracle-Oracle Reporting & Analytics for Sales
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Can we run Match and Merge for Custom objects in CDMHi Team, Consider , i have created a custom object in app composer with certain fields and i inserted data into this custom object,. will data be visible under CDM organ…
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Query limit in groovySummary: Currently engaged in a customization project within Oracle Sales Cloud utilizing Groovy scripting. I am aware that the default limit for fetching records at one… -
Can we add or update products on rejected deals in CX Sales?Summary: Hi All, Can we add or update products on rejected deals in CX Sales? If yes, which privilege granted this access to user? Thanks, Anuj
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Is there a way to export sales account hierarchy using SOAP/REST API?Summary: I'm trying to export all the existing sales account hierarchies in oracle fusion at one go. However I'm not able to do that. I used this REST API - /crmRestApi/…
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How to sync products from Oracle PLM to Oracle Sales CloudSummary: I want to sync Oracle PLM products to Oracle sales cloud then need to sync with Oracle CPQ. Is there any OOTB options available? Referring - Import Sales Produc…
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How Account ERP Party Id related to Partner Management Account Party IdSummary: How Account ERP Party Id related to Partner Management Account Party Id. Content (please ensure you mask any confidential information): Here's a corrected versi… -
How to integrate teams using delegate optionSummary: Hi, How could we integrate Sales Opportunity and Teams, using "Delegated Permissions" instead of "Application Permissions"? The reason for that, is that "Applic… -
CX Outlook Add-in - Can Appointments be created within the Add-in similar to Tasks?On the Outlook add-in configuration page, we can add an option for opening Tasks in CX, but this option does not appear for Appointments. Can this be done? Perhaps this …
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Service Request Attachment Privilege missing "You do not have permission to add a new attachment."Hello Community We have a Custom Role for Service Requests. This Role should be able to create all the different Service Request Messages and be able to attach Attachmen…
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BICC Export Customization did not export my custom offering.Summary: Trying to export the Custom offering by refencing https://community.oracle.com/customerconnect/discussion/607990/how-to-migrate-custom-data-stores-in-bicc-from-…Dinesh K89 29 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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How to get a flex field information from on ERP billing account from CX Party?Summary: How to get a flex field information from on ERP billing account from CX Party? We are able to use groovy to get to the associated billing accounts for a CX part… -
Introducing Redwood PRM: Empowering Channel Organizations to Drive Partner SuccessSummary: Starting 25A, Channel organizations can now use the Redwood Partner Relationship Management UI to recruit partners. This helps them sell products and services m… -
All job roles are not showing up while defaulting the workspace searchSummary: Hi team, All job roles are not showing up while defaulting the workspace search. any reason? Thanks Nikhil Content (please ensure you mask any confidential info…
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Hi, We haveHi Need your help to resolve the below configuration CX sales. Please make the Currency field on the Creation page of Opportunities (Projects) in CRM updatable at the he…
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Creating a Lead using Rest API by stamping the CreatedBy field with some other Active usernameOur Business Requirement is to Create a Lead using Rest API call where the CreatedBy field is to have a different valid Resource user name instead of the Integration use…
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How could we fix the missing layout on custom panel of AccountSummary:I am currently migrating custom object and add it as panel in Account Object. I was able to make the 1st panel worked without any issue but I am encountering an …
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How do i specify a value for location source system reference when loading addresses?Summary: I'm using Import Management to mass import contact addresses. I notice that after a load, the value I put in SourceSystemReference ends up in the ORIG_SYSTEM_RE…
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possibility of a user being in two business units at the same timeWe would like to know if there is the possibility of a user being part of two business units.
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In custom subviews template properties enable In line update is not workingSummary: Hi Team, I have created a custom subview template. In the properties, there is an 'Enable In line Update' field for updating the line, but we are unable to set …
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Video: Creating Custom Rollup Attributes in Redwood SalesCreating Custom Rollup Attributes in Redwood Sales From the Rollups series https://videohub.oracle.com/embed/secure/iframe/entryId/1_cnknitcv/uiConfId/35965902 -
Video: Creating Custom Rollups in Redwood SalesCreating Custom Rollups in Redwood Sales From the Rollups series https://videohub.oracle.com/embed/secure/iframe/entryId/1_1n5zsqgq/uiConfId/35965902
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Video: Rollup Explainability for Redwood SalesRollup Explainability for Redwood Sales From the Rollups series https://videohub.oracle.com/embed/secure/iframe/entryId/1_t7ck4daf/uiConfId/35965902
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Video: Publishing Pre-defined Rollups in Redwood SalesPublishing Pre-defined Rollups in Redwood Sales From the Rollups series https://videohub.oracle.com/embed/secure/iframe/entryId/1_kvytkwm9/uiConfId/35965902
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Video: Enabling Rollups for Adaptive Search in Redwood SalesEnabling Rollups for Adaptive Search in Redwood Sales From the Rollups series https://videohub.oracle.com/embed/secure/iframe/entryId/1_j37uq8q0/uiConfId/35965902
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Video: Introduction and Setup of Rollups in Redwood SalesIntroduction and Setup of Rollups in Redwood Sales From the Rollups series https://videohub.oracle.com/embed/secure/iframe/entryId/1_wlwjr6z3/uiConfId/35965902