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Sales
Discussion List
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Enable Default Filter Configuration for Change History Tab in Fusion SalesSummary: We are looking to the “Change History” tab to default to a predefined setting in the opportunity object. So we don’t have to set criteria every time I view Oppo… -
Lead Custom Panel Layout is not getting mapped to the Lead panel template on Opportunity on RedwoodSummary: I'm working with the standard Lead Panel Card layout on the Account object and wanted to replicate a similar experience for the Opportunity object. However, the…
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Audit policies and retention periodHello Team, We have enabled auditing for specific attributes within the 'Common CRM' as product and have a few questions regarding the auditing functionality. Could you …
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Activity Description FixSummary: There is an issue with the Activity Description field — when we copy the text, it is displaying in HTML tag format. Additionally, if we add a space next to any …
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opportunity schedule UI shows extra columns in redwood UISummary: The opportunity schedule UI shows extra columns in redwood UI. Content (please ensure you mask any confidential information): We've observed that 3 extra column…
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Is it possible to purge Address data?Addresses were inactive and we can't change the status of the addresses to active again. We need to reimport the address with the same SourceSystemReferenceValue, howeve…
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Delete account ( organization name ) from cx effect on customers at finance moduleI would like to inquire about the current behavior related to deleting customers (Organization Records) in Oracle Fusion. Based on my research—including the Oracle Suppo…
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On the Redwood Lead convert page, how can we default a DCL fieldSummary: We have custom DCL field on Lead object which will be defaulted using groovy script in Standard UI. The same script is not working on Redwood pages. So, we woul…
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Will Outlook events sync to the Oracle Sales Cloud Web Calendar via Oracle Sales for Outlook?I’d like to confirm the behavior of calendar events created in Outlook when using Oracle Sales for Outlook (our Appointment functionality is in Redwood). If I create a c…
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How can we disable the display of matching contacts based on email on the CX Sales Contact create.We are currently using the masked email address field on the Contacts list page, and we would like to disable the functionality that displays potential duplicate contact…
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Access Group Conditions: Select Opportunities of a branch where the user is a resource ofI need to display only the opportunities belonging to a branch the user is a part of. We made a custom object called "LinkBranchResource" which links custom Object Branc…
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How is the action item generated for the Meeting Note Gen AI feature?Summary: Meeting notes authoring gen AI feature - does it generate Action Item in the note body or does it auto-create an activity record? Content (please ensure you mas…
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Interactive Demo Hours: Unified Marketing and SalesAlways live, never recorded! In this one hour showcase, you’ll see Oracle’s complete suite for Unified Marketing & Sales including our customer data platform, marketing …
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Reports is showing different count between test and Prod data after P2TSummary: we run a report in test and in prod after p2t and we notice that there is a huge amount of data that is not showing in test, i though there is a difference betw…
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How to retrieve Web Activity records exported from Eloqua?Summary: How to retrieve Web Activity records published from Eloqua in CX Sales? Content (please ensure you mask any confidential information): We've implemented Marketi…
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The value of the attribute Inventory Number,Organization isn't valid.Summary: Hi Team, we are facing an issue while updating lead's product. could you please assist Error Details : The value of the attribute Inventory Number,Organization …
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Why does Oracle limit geography data to 82 countries?Summary: Why does Oracle limit geography data to 82 countries? Who decides which 82 countries make the list? Loqate supports more than 200 countries. Content (please ens…
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Can additional Accounting calendars be created for Finance, without affecting Sales cloud?Client has been using Sales Cloud for over 10 years now, using the original Accounting Calendar from the initial setup. They are now implementing Finance into their exis…
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Is there a specific duty role or privilege to use REST API in Sales?Summary: We would like to give access to Sales objects (both Standard and Custom) using REST API. Is there a duty role/privilege that we can use to provide REST API Acce…
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Redwood UI: How to restrict address changes based on address type?Summary: How to restrict Sales user from editing or deleting addresses that were sync over from Receivables customer? Content (please ensure you mask any confidential in…
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Alternative for proxy featureSummary: Our customer was really fond of the Proxy Feature in CX Sales. However, this was removed last year, they are expecting something to replace it. Is that the case…
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Create Data Model for Retrieving Custom FCL Field Values for Opportunity HistoryHello, I’m working on building a data model/SQL query in Oracle Sales Cloud OTBI to retrieve historical records for Opportunities, and I’ve run into a question regarding…
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customer hierarchy for ERP customersSummary: Can the customers that have licensed ERP (FIN and PPM) create customer hierarchy without buying license for CDM? They dont need to use the other capabilities of…
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What is the Privilege to create/update Opportunity and Service Request using REST API?What is the Privilege to create/update Opportunity and Service Request using REST API? We cannot use the standard role that will give a UI access to the user. Could you …
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Do you know how simple it is to roll out an Agent in Sales?Summary: I put together a short video that shows how easy it is to activate an out of the box Sales agent using AI Agent Studio. https://videohub.oracle.com/embed/secure… -
In Classic UI, the Lead Questionnaire feature is available OOTB. Is it available in Redwood UI?Summary: In Classic UI, the Lead Questionnaire feature is available out-of-the-box (OOTB). Is it available in Redwood UI? If yes, how can we enable it? If not, what are …
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Are you able to assign a resource the Contract Administrator role for multiple Contract OrganizationSummary: I am receiving the error "An active role for this resource already exists in an overlapping date range, either in this organization or in a different organizati…
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cannot add box to a layout through page composerSummary: cannot add box to a layout through page composer in a sandbox. Content (please ensure you mask any confidential information): We are trying to add a webpage ont…
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Audit Trail Panel in the Redwood for Audit History CapturingSummary: The Current Client has an Expectation to view the Panel in the Account, Contact, Lead and Opportunity 360*/ Summary Page with the Panels to have a separate Pane… -
Creation Page layout not available in oracle cx mobile appSummary: I am implementing the Mobile CX app for the sales user. I trying to implement the same offering in cx sales mobile app as like we customize creation page on SUI…