Category 42
Discussion List
-
Unable to Modify Account Detail Page in Redwood using Visual BuilderHi team, I am currently working on modifying the account detail page in Redwood using Visual Builder. However, I have encountered an issue where the account-edit page is… -
Make opportunities and activities non-deletableContent (please ensure you mask any confidential information): I would like to implement settings that will prevent users with certain roles from deleting opportunities … -
How to grant record access for Account Team Members without using TerritoriesSummary: We have a requirement where any resource added to the Account Team should be able to view/edit all associated records. Currently, we are setup for only Ownershi…
-
I have a question about follow-up when data is deleted by mistake.Content (please ensure you mask any confidential information): I have a question about follow-up when record is deleted by mistake. 1.Restore deleted records 2. Take bac…
-
What is the recommended approach for new fields migration from UAT to PROD?**This post was created as part of a How to Service Request (SR) Release: 11.13.22.10.0 Summary of the question: Customer have a scenario where they are planning to adop…Umamaheswarareddy Ambati-Support-Oracle 51 views 3 comments 0 points Most recent by Milind Dalvi Sales
-
Whale editing properties in steps getting unexpected error - Sales OrchestartionSummary: We have created sales orchestration for opportunity object based on sales stage. Content (please ensure you mask any confidential information): at stage 1 - Qua…Pratibha AdhavLTIMindtree 12 views 1 comment 0 points Most recent by Venkateswarlu Sreeram-Oracle Sales
-
Deals multi level ApprovalSummary: We have usecase where we want Deal to be sent for Multi Level Approver. meaning once deal is submitted for approval first it should go to approver1 once approve…
-
In Redwood sales (NGS) : How to add dialog box for opportunities > ChildRevenue?Summary: Need to display a pop up with "Continue" Or "Cancel", when on of the field is changed under Child Revenue. Since "call component" is not available under action …
-
Block API access for the custom sales job rolesSummary: We created custom sales job roles (e.g. sale rep, sales mgr, sales vp) by copying the OOTB job roles. We'd like to disable REST API access for these custom job … -
Remove Account Team members bulk through ImportWe need to remove members from the Account in bulk using import. I've tried entering the Party Number (Account object) and resource ID (Account member object), but ended…
-
We need a solution on how to configure the duplicate identification batch.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…
-
Bulk/Multi Edit Pages For Sales Objects In Oracle Fusion CX Sales CloudSummary: Hi All, Is there any way to customize bulk/multi edit pages for sales object? We have requirement that we need to enable couple of fields, additional to the fie…
-
How to configure Add Smart action for objects having 1:M relationship?Summary: Add client is a UI based smart action on account object. Account and client having 1:M relationship. When We hit Add client in layout we have enable client id f…
-
Pending activities show a count on the Activity Panel but no details or option to edit displaySummary: When we create new activities (not started/in progress), the count of pending activities displays on the Activity display panel, but the activities do not show …
-
do we have sample Quick Import Macros Files(Doc ID 2229503.1) for Custom object?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…
-
Parent Account WorkspaceIs there a way to add the Parent Account column in the Account Workspace. The field is available in the standard Account Object Landing page, but I don't a way to add it…
-
How to inactive Partner UserSummary: We need to inactive Partner User. Do we have import template? Content (please ensure you mask any confidential information): Version (include the version you ar…
-
CX Sales Mobile Session TimeoutSummary: We are using 3rd-party identity service instead of Identity Cloud Service for SSO. One issue we have is that user needs to sign-in again and again once in a whi…
-
Redwood - Can we have different sub view layouts depending upon different Parent objectSummary: Can we have different sub view layouts for different parent objects: For Example - Opportunity Sub VIew Layout displays differently for: Contact Screens Account…
-
When Changing the Assign To the Lead Owner is changing by defaultSummary: Hi When i Change the assign To the Lead Owner is also changing. Also in Teams this Resource is default Owner. Can we restrict that when we change the Assign To …
-
-
Can we create our own Record Set and create our own criteria for records that can be searched?Summary: We have a requirement to only see CRM specific contacts when searching on CRM Objects (Account, Opportunity and Campaigns). Is there a way for us to filter thos…
-
Can we merge records with Resource/HR Employee usage and custom party usage?Summary: Merge records with two different party usages. (Resource/HR Employee and Custom) Content (please ensure you mask any confidential information): Hi, We have a re… -
NGS - How to remove related object data from object which is having one to many relationship?Summary: We are extending Oracle sales application using oracle visual builder. We have client foldout panel and subview so we when we have some records of client associ…Pratibha AdhavLTIMindtree 22 views 3 comments 0 points Most recent by Ravindra Sirigiri-Support-Oracle Sales
-
Export all dashboard pages from UISummary: Is there any option available to export all dashboard pages at once in UI Content (required): Version (include the version you are using, if applicable): Code S…
-
Sales stage history report - count if revert to a single sales stage twice.Summary: Sales stage history report - count if revert to a single sales stage twice. Content (required): I am trying to create a report showing the number of opportuniti… -
How to configure sales coach in next gen sales in opportunities?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…Pratibha AdhavLTIMindtree 2 views 1 comment 0 points Most recent by Ravindra Sirigiri-Support-Oracle Sales
-
Cannot Replace Saved SearchWe are trying to update one of the Saved Search for Opportunities. However, when we are trying to save the saved search, we are receiving an error: What would be the pos…
-
Yusuke Shibuya -Oracle 24 views 2 comments 0 points Most recent by Prasanth Prabhu-Support-Oracle Sales
-
is there a way not to see ERP contact in Sales/CRM?Summary: currently we are having an issue wherein our CRM users see ERP contacts in workspace, but ERP users can't see the CRM Contacts, is there away we can avoid our C…