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Sales
Discussion List
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Looking for Table Name where the Address Purposes are stored.Hi All, I am looking for the table name where the below value is stored, i looked at the below tables and didn't find any data there. Search Customer, click on Site, scr…
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Retire ore Reject - Sales Lead Mass ActionHello community, Mass Remove and Reject Leads records are required. In the classic view it was possible, but when using workspace the options do not appear when selectin…
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Way to Bulk Reject Merge RequestHi Team, We have a requirement from business to reject merge request in bulk. Is there any way to achieve this in CDM. Any help relevant to above is appreciated. Thanks,…
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How to convert groovy script from app composer to Visual Builder readable codeSummary: On the actions and links section of the app composer, we are using groovy script to fetch the URL from custom object. I tried to use the code directly on create…
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Video - Modifying the Data on a PanelModifying the Data on a Panel: Change the dynamic form that control the data in a panel From the Implementing Redwood Sales video series
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Video: Customize Panel QueryCustomize Panel Query: Change the data requests to filter the records in the panel From the Implementing Redwood Sales video series
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how can I hide inactive users in the account owner picklist without removing them completelyCurrently, have a question from the business I am struggling with. It seems that I cannot use 'dynamic filtering' on the standard 'Owner' field on the Account object. My…
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How can I add custom panels (Custom and Standard Object) to Account ObjectSummary: I am currently migrating layouts of Account object from classic UI to Redwood UI. One of the component are the subtabs (panels on VBS). Is there a clear documen…
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Is there a plan to sunset CX Quota Management?Summary: Recently came across a thread on Community where a user mentioned that there is a plan to deprecate CX Quota Management, and rather fulfill Quota Management req…
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How to get the extended attributes of product from PIM to Sales cloudSummary: We are looking to get the products from PIM to Sales which includes the extended custom attributes. We are aware of the schedule process to run to get data from…
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How Can we Create the Business Plan Panel Under Account Object of RedWoodUISummary: We know that Business Plan will be available soon but we are implementing RedWoodUI for most of the CX Sales object within the next 1-3 months. Account object i…
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How to add custom class to field group label in CX Redwood to override group label font size &color.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…
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Country name in the different languagesSummary: Hi Our user has a requirement where to change the country name from North Macedonia to Republic of North Macedonia. So we have changed it from Manage Territorie…
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Is it possible do make the default Phone Country Code empty?Hello, Is it possible to set the default Phone Country Code to empty for Contacts and Accounts? Currently, the default is set to Switzerland (+41), which means that ever…
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how to create custom virtual fieldSummary: we are currently exploring VBS and we saw that we can create a one field containing other fields through virtual fields i found this documents however, it was n…
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Creating Mashup url in page container via VBS with dynamic parameterSummary: we have Eloqua profiler embedded in our contact object as sub tab in the classic UI as we adopting the redwood UI we would like to make this tab available in Co…
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How to Merge Organization Party manually in CDM.Summary: Unable to Merge Organization Party manually in CDM. Content (please ensure you mask any confidential information): Version (include the version you are using, i…
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How to enable Verify address button for Account and Contact Object in redwood salesSummary: How to enable Verify address button for Account and Contact Object in redwood sales . As in Classic UI we have this button but in redwood UI how can we enable s…
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Is it possible to change the displayed Fields in the window "Possible Duplicates"?Hello Oracle Cloud Customer Connect Community Our customer has requested that different fields be displayed when a duplication is identified for Contacts/Accounts. For e…
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Is there a scheduled process that autogenerates the D&B hierarchy in Oracle CX?Summary: Is there a scheduled process that generates Dun & Bradstreet (D&B) hierarchy based on Global Duns, Parent Duns and Duns Numbers on accountss? Content (please en…
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BUG? - Resource role update in Manage User taskSummary Known bug?Content In Manage User task, if I update resource role for a user, a new role is added to JTF_RS_ROLE_RELATIONS. This is what happens - If user A has r…
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*Find* Field - instead of Partner name is any option to look by custom fields?Summary: HI, In landing page of partner object, we have *Find* Field to search partner based on name. instead of Partner name is any option to look by custom fields. Reg…
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Redwood CX CPQSummary: We currently have CX/CPQ integration working great in non-Redwood. We are migrating Sales over to Redwood. The Quotes show up and work correctly in the Quote Pa…
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Filter by age of Lead record in RedwoodSummary: We're trying to add a visualization on our landing page dashboard in Redwood (My Open Leads) that is based on how old the lead is. We tried to use a Group by fi…
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Have You Read This Latest Redwood UX Story: A Customer's Journey with Sales Redwood UX?Emser Tile's Journey: A Story of Success with Oracle Sales Redwood UX. Discover how a leading tile distributor streamlined its sales operations and enhanced collaboratio…
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Redwood-Search option is missing in global searchSummary: Hi team, Search option(box) is getting vanished on global search screen in redwood UI. In global search screen if we click on "Edit" action of any record and ca…
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Which privileges or duty role required to access user details data in Manager users?Summary: We need to create a custom role that allows access to manage users and also enables us to view existing user data through search Any one can help us in this to …
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fetch product image in RTF Template BIP ReportSummary: How to fetch and show the product image in RTF template Content (please ensure you mask any confidential information): We are trying to fetch the product image …
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Video: CX Picker - Using Adaptive Search with DCL Field TemplatesCX Picker - Using Adaptive Search with DCL Field Templates: For Dynamic Choice List fields, that are in Adaptive Search (aka Workspace), you can use a powerful CX search…
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How to update Associated Party Information to Associated Worker InformationHello Community, I associated my Worker information, now its showing the Associated Party Info , How can I change it back to Worker information? Thanks, Gail 24D