Category 42
Discussion List
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API authentication Key generation processHello Team We are starting the process of integrating Fresh Marketing with OSC and ERP to OSC data updates, among other applications.Is it possible to share the API toke… -
Industry field in Account is not showing codes in Redwood UI, It is showing properly in Classic UiWhen we click on Industry field in Classic UI we are able to see Account and thier codes both while selecting Industry, But In Redwood UI we are getting as a FCL where w…
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How to create CDM read only User role ?Summary: Hi, I tried to create CDM read-only role. I added all the privileges related to the inquiry/search/View privileges to that role. Still, I can't able to view Org…
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How to populate the attributes like BU and Legal Entity while creating Lead/Opportunity recordsSummary: How to populate the user attributes such as BU Id and Legal Entity while creating Lead or Opportunity record Content (please ensure you mask any confidential in…
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How to populate the opportunity sales method name on create page of appointment in Redwood salesSummary: How to populate the opportunity sales method name on create page of appointment in Redwood sales as text formula field is working in edit page only Content (ple…
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Groovy script to invoke a custom Function by means a Soap Web ServiceSummary: Define a Groovy script to invoke a custom Function defined on a Child Object (of AssetVO) via Soap Web Service. Content (please ensure you mask any confidential…
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How to search records by entering Record Id on list page in Redwood?Summary: We have one custom object, and we want to search record by using Record ID on list page. I looked in adaptive search and Record ID is not available to enable. C…
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Efficiently Loading 30 Million Records into a Custom Object in Oracle Sales CloudHello, I'm working on a project to import approximately 30 million records from CSV files into a custom object in Oracle Sales Cloud. The CSV files contain sales data. I…
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privilege that can remove contact record in the account objectSummary: currently we have a customized role that we are currently using in which all delete functionality/privilege has been removed. however the business would like to…
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How to make fields mandatory on opportunity create page using Sales method nameHow to make fields mandatory on opportunity create page using Sales method name and not sales method id in redwood sales
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Microsoft 365 integration with Oracle Sales Redwood across multiple domainsSummary: We are implementing Oracle CX Sales for a customer and will extend it to their portfolio companies in later phases. As part of this process, we need to integrat…Sankalp-D 41 views 8 comments 0 points Most recent by Mullamuri Mallikharjuna Rao-Support-Oracle Sales
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Is the “Generate Sales Forecast Metrics” process error causing no forecasting data to appear?Summary: Following the documentation provided here, the scheduled process for “Generate Sales Forecast Metrics” is returning a status of “Error.” This issue is preventin…
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All Phones and All Emails dialogs in Redwood UISummary: Hi, In the Simplified UI, we have the ability to add multiple phones and emails of the same or different type using the "All phones" and "All emails" dialogs. D… -
How to round up the value till specific decimal digit in onFieldValueChange action chain.Summary: After calculating the value returns till 6-7 decimal digit. We want this to limit the decimal digit till 3-4. How to Round the calculated amount in below code s…
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Unable to find Digital Customer Service Account Key in Oracle Fusion/SaaSSummary: We are trying to find where our digital customer service (DCS) account keys live in the SaaS database. The account key is attached at the account level, but it'…
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how to get the date of first won opportunity of the account in groovy scriptSummary: I am writing an update script in Opportunity, i am able to get the account details, but how can i get the Accounts first won Opportunity date? Content (please e… -
Create Service Request once Opportunity is WonSummary: Once an Opportunity is Won, there is a requirement to create a Service Request Content (please ensure you mask any confidential information): Similar to a Lead …
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Can not Find API for SalesAccountVO in NGSSummary: I want to use Account Team and Territories subtab to fetch and update information in Oracle Next gen Sales. I can not see an API for SalesAccountVO Object at th…Ashwinikumar Sharma 22 views 3 comments 0 points Most recent by Madhuri Cheruku-Support-Oracle Sales
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Is there Git hub Copilot for Oracle Sales cloudSummary: Need to check with community if they know and have explored the option for Github Copilot for Oracle Sales cloud Content (please ensure you mask any confidentia… -
How to Change "Win Probability" to "Sales Stage %" in opportunity pageSummary: Content (please ensure you mask any confidential information): I want to change the field "Win Probability" to "Sales Stage %",how would I change it? Please res…
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How to add Custom Cards in Account Summary Panel Template?Summary: In Cards Container Layout I have added custom Section for Bank Accounts. but when we add below code inside the template then cards are not reflecting. Even if w…
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case sensitive check in view criteria querySummary: How to case sensitive check in view criteria query for the lead name field while creating a duplicate lead Content (please ensure you mask any confidential info…
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After removing record sets LOV for all records in account and add custom role admin can't view A/CHI, In account advance search records sets, we removed the LOV "All Records i can see". But Even after that if sales person search by any customer name or registry id he…
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How to delete lookup codes from a custom choice list?Summary: Content (required): I tried to delete some lookup codes from a custom choice list but the delete button is always unavailable. I know i can disable codes. The p…
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how to enable the field Forecast Category in Redwood Sales Opportunity?Summary: Content (please ensure you mask any confidential information): I want to add the field Forecast Category in Redwood Sales > Opportunity. What steps would I perf…
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how to change display name of contact and account objects in cx mobile applicationSummary: How to change the display names of account ,contact object in mobile application ,while the web application is showing the updated name. Content (please ensure …
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How to wrap column headers in redwood subview?Summary: In subview layout we have upto 18 fields which we are showing but user has to always resize the columns to check the column header and data. Is there any way we…
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Can we export Revenue Schedule details as well ?Summary: As part of Data migration project, i want to understand if we can export Revenue schedule and sales credit information. Content (please ensure you mask any conf… -
Runtime Message for API RestSummary: How to measure the execution time of custom validations when creating an SR via REST API? Content: Hello experts, We are reviewing the API Rest performance in o… -
Datafox replaceNow that Datafox is discontinued, does Oracle have a plan to replace it with something new? Is there another program that exists that oracle would recommend us using? It…