Category 42
Discussion List
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Workspace does not display recent changes in Account OwnerUpdates made to the Account Owner are visible on the Team page, but these changes are not appearing in the workspace area. Has anyone else seen such behavior and perhaps…
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How to export unified Sandbox metadata?Summary: Is there a way to export the list of all the sandboxes in an environment along with creator, creation date, Modified date, et., or is there any REST API to get …
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I am not able to see email communication under activity panel of AccountSummary: I am not able to see email communication under activity panel of Account Content (please ensure you mask any confidential information): I want to track email ac…
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Prevent Outlook invites to attendees via Bi-Directional syncSummary: Enable Bi-Directional sync between CX Sales & Outlook for Appointments but prevent Outlook invites from getting sent to attendees. Is there way to enable this u…
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Read Document Record Attributes values from an Attachment and create recordsSummary: In Oracle Sales Cloud is there any option to read .Xlsx file data and create records in custom Object. Content (please ensure you mask any confidential informat…
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Sales Module to Redwood SalesGood day, We are looking into the differences between Sales and Redwood Sales to relay this to our end users. We have enabled Redwood sales in our lower instance however…
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How to create custom Child object under Custom object in Application composer?I created a Custom Object under standard object Account in Application Composer. Now i need to create one more child object under my Custom Object. In Application compos…
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Contact Engagement Level Sales Insights FeatureSummary: Hi All, I am trying to enable and utilize one of the AI features listed under Sales Insights, Contact Engagement Level in Oracle Sales Cloud in Demo Application…
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How to create Machine Learning Model for any Object (Apart from Accounts)Summary: I am trying to create a custom Machine Learning Model for the contact object but system is providing me just two use cases: Account Deduplication Similar Accoun…
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REST API for Sales Person CreationHello, We have a requirement to convert existing user into a sales person automatically. Do we have a REST API available to identify resource as a sales person in organi…
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Creation Date Field Not Populating Data in Redwood UI Create PageSummary: Hello all, There is a field called Creation Date in the Classic UI create page, and we are trying to replicate it on the Redwood UI creation page as well, but s…
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How to elaborate a groovy script when im a Starter and can't find sintax from DocsHi everyone! I hope you all be good! Im starting to use groovy into scripts to performance the application and i already passed by some cases and im not finding the corr…
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NGS- How the roles based condition gets executed in redwood?Summary: We have one trigger which is written for Service manager role. That trigger throws validation error if the user role is service manager and does not let user sa…
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Is the Redwood framework available for PRM and CDM ?Summary: If both CDM and PRM are currently supported within the Oracle Redwood framework, or if only Core Sales is included? Content (please ensure you mask any confiden…
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Is there any performance impact for indexing all records without limit in Adaptive Search?Summary: In Adaptive Search setup page, we have option to select "No Limit" in "Index Records Updated in the Last" field. If we select this option "No Limit" for several…
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How to add custom ChannelType LOVs for Interactions?Due to the unavailability of the Call Report feature in the Redwood theme, we're transitioning Call Reports to Interactions. As part of this process, we've disabled "Cre…
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Activity type display sequence in My CalendarSummary: Hi, I added display sequence for each activity type in lookup type (ZMM_ACTIVITY_TYPE), but activity type is still displayed in a random order in My calendar as…
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After Creating Custom Objects , how do i tie it my organization and display their attributes in UI?Summary: Hi Team, After creating custom objects from application composer , how do i tie it to my organization/Account basically creating a child of organization/Account…
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What is the Role/Privilege used to Create New Postal/Zip codeSummary: What is the Role/Privilege used to Create New Postal/Zip code Content (please ensure you mask any confidential information): Version (include the version you ar…
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Unable to Search Orders from "All Accounts" search in Redwood ApplicationSummary: We would like to search for orders [i.e. Lets say Order Number] that are displayed in Orders Panel from Accounts search criteria. Content (please ensure you mas…
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What is the table where organization information is stored?Hello dears, We need to know which tables contain information about organizations and their structure
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information/videos on Microsoft 365 works with CRMSummary: We just implemented 365 with the CRM. Would like any training material Content (please ensure you mask any confidential information): Version (include the versi…
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How to add Primary Product field on Lead/Opty Creation Page in NGSSummary: Adding Primary Product on Lead creation page is available on SUI. How can we replicate the same on redwood UI. Content (please ensure you mask any confidential …
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How to do dynamic searches in Sales Cloud via Rest API?Summary: I need to set up a dynamic API query in Oracle Sales Cloud that returns accounts with only part of the string entered. Content (please ensure you mask any confi…
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How do i find out my custom object table name?Summary: Hello Team, I created a Custom object from application composer. Can you please let me know how to identify its associated table name from the database. Thanks,…Harshini Amancha 30 views 3 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
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Can we have multiple records in milestone configuration completion level with OR conditionSummary: We are configuring the milestones , here we defined multiple levels for the SR , but in any case SR can be set to resolve so that time milestone should set as c…
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Comments Field Not in Adaptive Search ConfigurationWe would like to make Comments field visible on workspace. However, we cannot find the field in Adaptive Search Advanced Configuration. This field is OOTB on account lev…
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rrSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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Lead assignment timeHola, Hemos definido procesos de asignación de clientes potenciales con los siguientes estados de asignación: No asignado Asignado Reasignado Sin embargo, el tiempo míni…
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No User Interface Text toolsContent (please ensure you mask any confidential information): When creating a sandbox, you select a tool, but the User Interface Text is missing. This was available whe…