Category 42
Discussion List
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Interview Feature is not working for Sales and OpportunitiesSummary: We realized that in 24D release Interview feature is working on Leads and Opportunities. Even I have created an Interview Definition and it is published for bot…
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Rename the 'Revenue Items' headingSummary: Rename the 'Revenue Items' heading Content (please ensure you mask any confidential information): As part of adding products on the Create Opportunity layout, w…
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Can we remove contact option from workspace and show contacts only from global searchSummary: Hi Team, As per the requirement, we have to disable contacts from Workspace and provide contact access only from global search. means if user search for the con…
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MFA interfering with REST API Calls?Summary: We just noticed Oracle is pushing all authentication of fusion platforms to its single sign on page, and starting to use MFA. We also noticed it is interfering …
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Is it possible to configure multiple attachment sections with user-based visibility in Sales?Hi everyone, We are expanding the use of the Attachments field in the Account object within Oracle CX Sales, integrating it more deeply into our internal support workflo…
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[Redwood] Issue on Page reloading after DCL field change and displays previous value after reloadSummary: I have an edit layout with DCL field and Field Groups which are conditionally visible. When DCL is change (ex. Apple ⇒ Banana) a variable is set to true that tr…
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How to remove Related Activities and Interactions in Create and Create ActivitySummary: We need to remove the section 'Related Activities and Interactions' in Activity object. How can we achieve this? Content (please ensure you mask any confidentia…
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Attachment Limitations and Visibility Control on Account ObjectSummary: Hi everyone, We are expanding the use of the Attachments field in the Account object within Oracle CX Sales, integrating it more deeply into our internal suppor…
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How to enable Web Activity object to sync with Eloqua?Summary: We've configured a couple of Web Activity Rules to build the synchronization with Eloqua. However, when setting up the Marketing Activity export in the CX Sales…
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Redwood - How to configure web chat in Service Center?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 33 views 2 comments 0 points Most recent by D Yetter-Oracle Fusion Service
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Video: Change Drawer SizeChange Drawer Size: While the drawer views such as the "Creates" in the Sales application ship with a size that makes sense for the number of fields included by Oracle, …
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Microsoft will end support for its Windows 10 operating systemSummary: Email received from Oracle : Microsoft will end support for its Windows 10 operating system Content (please ensure you mask any confidential information): We re…
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How to change the submission user for the Adaptive Search periodic refresh task?Hello, The user who was previously executing the periodic refresh for Adaptive Search has had their email and name changed. As a result, we are no longer able to maintai…
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Attachment subobject on Contact Detail LayoutSummary: Attachment as a field/subobject does not show up on the detail layout when the field is added to the Contact Detail Layout through Redwood UI Content (please en…
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Is there a way to mass assign products from a catalog to a price listSummary: I used the spreadsheet import option and imported 70 products. I was then able to add these to our catalog by selecting all of them and publishing the catalog. …Tim Gruidl 11 views 5 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
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Support for Four-Part Name Structure in Customer Creation (Person Type)Summary: When we try to create a new customer with type Person in Oracle Fusion (Receivables / Customer Data Management), the current configuration only supports the sta…
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About search list settingsI set up a search list common to all users on the activity page in SalesCloud's PageCompoer. Although I set it to display by default, it does not appear in the default l…
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Video: "On Before Save" Client Side UI ValidationsVideo: "On Before Save" Client Side UI Validations In the Redwood user experience for the Sales applications, you can add your own logic to run before date on a page is …
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Video: CX Sales Add-in for Microsoft OutlookCX Sales Add-in for Microsoft Outlook: Introducing the CX Sales add-in for Microsoft Outlook 365, bringing the power of CX Sales into the Outlook user experience
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Does Redwood Sales support Guided JourneysSummary: We are looking to embed Guided Journeys into Redwood Sales for our go-live. Is this possible, without Express Mode? Content (please ensure you mask any confiden…
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Do we have the option to schedule CDM internal jobs via OIC?We need to execute the Address Verification and D&B Enrichment processes for all organizations(accounts), followed by running the Match and Merge job for all newly creat…
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How to transfer null value from CDM to FA through OICSummary: Hi, I have an integration from CDM to Fusion Application through OIC. But, I've found out that null or '' values can not be sent to FA. For example current valu…
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Account Search using Address ( REST API)Hi We have a requirement to search and locate an Account using REST API queried by Address, City, State and Country. Tried calling the REST API in two diff formats and b…
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Account details could not be loaded in RedwoodSummary: The record was deleted or you no longer have access error in oracle fusion Roles: Sales administrator with data access to BU Still facing this issue. Content (p…
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Address Format specifically for CX Sales?Summary: Is there a way to setup the Address Format (i.e. Style = Postal Address) but only for Accounts and Contacts in CX Sales, without impacting HCM and ERP? Content …
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Add Group of Team members on Opportunity directlySummary: We are trying to implement the solution for adding the group team members directly on the lead and opportunity instead of adding single team member in lead or o…
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Clarification on Loqate ServicesHi Team, Our business utilizes Loqate services for batch cleansing, but we've been encountering numerous anomalies. I would like to understand how Loqate services functi…
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Can we restrict a user to view lead/opportunity created by him/her onlySummary: Hi Team, We have a requirement for some users, they should only view objects created by them only Lead and Opportunity. Content (please ensure you mask any conf…
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Can we enable the actions menu for reports created by analytics?Summary: We have reports created using Visualization configuration based on OTBI analysis and embedded in Sales Dashboard. The ask is to add actions option through which…
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How to create Approval flow using BPM Worklist for custom objectHi, There is a requirement to create a Approval flow for a custom child object of opportunity object. Once workflow is triggered, the email should have the opportunity l…