Category 42
Discussion List
-
How to configure competitor object fields ??Summary: If using sandbox>Application Composer > Sales competitor object > Desktop Pages - ONLY Limited fields are seen in available and selected fields table. Still the… -
Sales Forecasting in Sales DashboardSummary: An overview of the Sales Forecasting BI based reports in the Sales Dashboard. Content: The following video provides an overview of Sales Forecasting BI reports … -
Redwood - How to design sales dashboard ?Summary: Hi @John Vakoc-Oracle Can you pls share the document to design Redwood Sales Dashboard. like how to configure metric card to show details based on saved searche… -
How to rename an OOTB panel in RedwoodSummary: I want to rename the 'Products' panel on opportunities to 'Revenue Lines', but because it is OOTB/standard I cannot rename it, like you can with custom ones, an…
-
Remove Customer Site Address Purposes via APISummary: I would like to remove an Address Purpose from a Customer Site via the WebService API Content (please ensure you mask any confidential information): I can pull …
-
Unable to Edit Geography Type for Cities in Geography HierarchySummary: Hello, I’m currently working on setting up the geography hierarchy in Oracle for Pakistan, and I’ve encountered an issue that I need some help with. Issue:I not…
-
How to remove create product smart action from product list page on redwood UISummary: In Redwood we can see create product on product list page. We want to disable it but, couldn't find that in smart actions. How to disable it. Content (please en…
-
24C Object Function "Type" fieldHi All, When we are trying to create a new object function we see a new field "Type" that is appearing in 24C application version. This Type field is having 2 values. 1.… -
Unable to find roles to assign to Custom layouts.Hello, We're wanting to assign a custom layout to users having particular role. But we're unable to select the role in VBCS, i.e., the role name is not appearing. Any sy…
-
CX Sales Mobile: Display for appointment spanning multiple daysSummary: Hi, For appointment spanning multiple days, it's displayed correctly on Web UI but not on Mobile. Can you advise if this is expected behavior and if we can fix … -
Video: Enable the ... Action Menu for Records in the Panel ListsEnable the ... Action Menu for Records in the Panel Lists: Show the available smart actions for the record in the panel list, on the detail fold out view. -
What is the proper alternative to Adaptive Search aggregates Roll-ups is NOT itSummary: Roll-ups and Adaptive search aggregates (from what I understand) are not the same thing functionally. So if Adaptive Search is being deprecated, what do we use … -
The value of the attribute ParentEntityId isn't valid.Summary: The value of the attribute ParentEntityId isn't valid. Content (please ensure you mask any confidential information): Hi, While Creating DBrief from REST API us…
-
demo data for Redwood digital sales and CX salesSummary: Hi, any idea where can we find the dummy data for digital sales and CX Sales that are available in TEST instance VBS? During trainings there appear data in crmA…
-
Recommended Actions for Opportunities - Feedback ResponseSummary: I have been trying to configure the Recommended Actions for Opportunities and following the below article: https://docs.oracle.com/en/cloud/saas/sales/fadsi/set…
-
Unable to Configure Procurement Document PolicySummary: Customers have a requirement 1) If requestor raises a requisition greater than 50000 , system has to popup message please add 1 attachment and Contract Number. …
-
Video: Oracle Sales Assistant ConfigurationOracle Sales Assistant Configuration: Configurint the natural language features of OSA in the context of our mobile application
-
Video: Configuring and Tailoring the Mobile ExperienceConfiguring and Tailoring the Mobile Experience: Tailor the mobile experience to your company's specific requirements
-
Video: Oracle Sales Assistant in MobileOracle Sales Assistant in Mobile: Natural language interation with sales through mobile's use of OSA
-
Video: Advanced Mobile FeaturesAdvanced Mobile Features: A look at some of the many addiitonal features, including receiving push notifications on your Apple watch
-
Video: Opportunities (Mobile)Opportunities: Work with opportunities and progress your deal on mobile
-
Video: Leads and Around Me (Mobile)Leads and Around Me: Manage leads and work with the accounts/contacts that are near my location, or a location where I will be in the future
-
Video: Activity Management (Mobile)Activity Management: Manage appointments and tasks with CX Sales mobile application
-
Video: Mobile Introduction and OverviewMobile Introduction and Overview: A deep dive into the mobile features and functionality
-
Video: Appointments Subview Data Tab CustomizationAppointments Subview Data Tab Customization: Changing the query and default data tab view in the account's appointment subview From the Implementing Redwood Sales video …
-
Video: Custom DrawerCustom Drawer: Use a smart action to invoke a custom drawer with your own content on the drawer From the Implementing Redwood Sales video series
-
Video: SynonymsSynonyms: Adding synonyms to actions in the Action Bar From the Implementing Redwood Sales video series
-
Video: Open URL In a New WindowOpen URL In a New Window: Use a Smart Action to open a contextual URLin a new browser window From the Implementing Redwood Sales video series
-
Video: Resizable Text AreaResizable Text Area: Learn how to make text areas resizable to view more text at a point in time. From the Implementing Redwood Sales video series
-
Video: Translate Strings for Redwood UI ExtensionsTranslate Strings for Redwood UI Extensions: Working with UI strings as externalized (from code) and localized display text From the Implementing Redwood Sales video ser…