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Sales
Discussion List
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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… -
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… -
How to create a Hierarchy based Territory account team report in sales cloudSummary: When a manager user logs into the VBCS system he should see a report of accounts that he owns along with his subordinates. As of now in VBCS we don't have ID fi…
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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…
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Opportunity Product Currency Defaults to USD Instead of GHS Despite Multicurrency SetupWhen an opportunity is created and a product is selected, the currency on the revenue line defaults to USD instead of Ghana Cedis (GHS). We have already enabled the foll… -
Duplicate Identification and Merge features on Leads and OpportunitiesSummary: Duplicate Identification and Merge features on Leads and Opportunities Content (please ensure you mask any confidential information): Does the Oracle Sales Clou… -
Can we disable ORA_HZ_PHONE_TYPE standard lookup values?Summary: We have a requirement to disable specific lookup values (Work, Fax, Land) under the ORA_HZ_PHONE_TYPE lookup. However, in the 'Manage Standard Lookups' setup, w… -
Associate Contact when Adding RelationshipIn CX Sales, open any Account → Add a Relationship (select existing Contact and give it a relationship type) → The added contact shows up in the 'Relationships' area, bu…
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Quick Actions for Redwood SalesHi folks, Kindly advise if there is an ETA for release of Quick Actions feature in Redwood Sales. Currently it is available for Service and Sales in Simplified UI.
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Groovy's BeforeUpdate does not workThe BeforeUpdate script does not run when I add an attachment to a Opportunity. Please tell me how to run a script when adding an attachment. -
How to add Create Service Request on Opportunity PageSummary: The customer requirement is to have Create Service Request button under Action on the Opportunity page or in summary somewhere the option should be available. C…
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how to delete the Inactive Relationships from the ContactsSummary: We are facing an issue while trying to delete a Contact–Account relationship. Problem Details: A relationship exists from the Contact side to the Account and is…
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how to bulk import internal resource organizationwe can NOT find the way to bulk import internal resource organization, is there any template can do that?
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Create Contest and Create Goal documentation neededSummary: Hi, In Sales Performance , we have option to create Goal and create Contest based on KPI's. We are exploring this feature for 1 Business Requirement and we didn…
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TCA: What is the impact to existing US Compensation Zones with Oracle Master Geography USOPTE?Summary: Looking for more details and information on how the transition to new Oracle provided Geographies will impact existing US Zones that were originally configured …
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Can we leverage custom fields for Sales Forecasting in Redwood?Summary: We have set up Sales Forecasting in Redwood on the basis of Organization Hierarchy. Territory Management has not been implemented on our project. With regards t… -
Is there a way to link Fusion Cx Opportunity with Fusion Order?Summary: Can we show the order from the order Management as subtab of opportunity? (without use of custom Object) Content (required): Version (include the version you ar…
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How to make a fields non-updatable in CX Sales Mobile AppHi, I want to make some fields non-updatable in CX Sales Mobile App when a user opens it. There is no change happening that we can write in the script to make it non =-u…
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Can we map EFFs in PIM to custom fields in Sales Product Catalog?Summary: We're looking for a way in which we can map EFFs and their values set up on an item in Product Information Management (PIM) to Sales Product Catalog. We're curr…
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Referencing Assessments on Validation Rule for OpportunityObjectTrying to create a Groovy Script for a Validation Rule on the Opportunity Object. Essentially stating: if(OpportunityType_c == 'NEWANNUITYACCOUNT' && Revenue >= 100000 &…
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Customizing Header Text in Account Edit Page (Redwood Sales)Hi, On the account edit page (Redwood Sales), the header currently displays the specific account's Organization Name. Would it be possible to replace the organization na…
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How to make saved search based on a DCL fieldHi, We have a custom object used and there is one DCL field created in the object to assign a record to a particular user. I want to create a saved search based on that …
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Address(City,Country) on Contact (Saved Search) showing in Uppercase while in record its lower case.Summary: The Primary Address for a contact in contact saved search shows the address values(City, State, Country) in Uppercase despite the values being in lowercase for …
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How to find all the available Team members in contact object?Hi, How to get a report based on BI Analytics or SQL to get the list of all the contacts/Accounts and their associated Team members? can I get any SQL or subject area th…
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How to navigate to Add Relationship drawer for a particular contact/Account from a VBCS screen in CXSummary: How to navigate to Add Relationship drawer for a particular contact/Account from a VBCS screen within CX We have a business requirement such that from a custom …
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Account Change HistoryHi team, It is requested that we need to add one field to object Account (organization) change history. We have created a new field called Sales Strategy, and this field…
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Adjust column width according to Header of the column in Opportunity Revenue SubView LayoutSummary: Hi, Is there a way to adjust column width according to Header of the column in Opportunity Revenue SubView Layout. Currently, half of the field headers do not d…
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Getting error while updating a custom field in Resource objectHi, I am trying to update a field in Resource object when a change happens in a custom object. We have a DCL field in the custom object to select a resource from the res…
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Address object : Unable to find detail page layoutAddress object : Unable to find detail page layout I would like to add some fields to the address object in the detail page layout. But When i check I am unable to find …