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Sales
Discussion List
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Lead Conversion to Existing Opportunity-Manage Saved search functionalityHi Everyone, We have Lead Conversion to existing Opportunity feature where we can see Manage saved search edit button during conversion. When we click on it, it navigate… -
Lead Conversion to Existing Opportunity-what criteria is used to fetch the existing Opportunity?Hi Everyone, We have Lead Conversion to existing Opportunity feature. In Classic UI it this feature allows us to select all the Opportunities. But in Redwood when we try…
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Is it possible to hide seeded Save Searches in Redwood landing page?Summary: As a Sales Administrator, I want to replace the seeded saved searches with customized save searches in Accounts landing page (Redwood) for everyone. Content (pl… -
Is it possible to have dynamic layout in Resource Details page?Summary: Can the Resource details page/layout be personalized similar to other Sales objects like Opportunity, for example different roles accessing different layouts? C…
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How to convert leads in bulk using import managementSummary: We are looking for inputs on converting bulk of leads using import management Content (please ensure you mask any confidential information): Version (include th…
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Lead Retire Reason – Newly added lookup values not reflecting in Lead UISummary: We have a standard Lead field Retire Reason which uses the lookup code MKL_RETIRE_REASON_CD. Originally, the LOV had only two values. We have added additional l…
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Your meeting has started, would you like to take notes Popup in Outlook pluginSummary: Your meeting has started, would you like to take notes Popup in Outlook plugin - this is redirecting to new interaction page. Is this expected? Content (please …
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If we are using in the same Ocloud instance with CRM and ERP, what do we to the crm-account in ARSummary: If we are using in the same Ocloud instance with CRM and ERP, should we use the CustomerAccountService (SOAP) or CRM REST APIs , to see the CRM-Account in ERP-A…
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Feasibile to migrate the "Schedule Custom Groovy Object Functions" schedule job to routineSummary: Is it possible to migrate the "Schedule Custom Groovy Object Functions" schedule job to routine? Content (please ensure you mask any confidential information): …
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Microsoft Teams Web Conference Integration Issues in Oracle Fusion SalesHi Team, We have completed the Microsoft Teams integration setup on both the Azure side and within the Oracle Fusion Sales application as per the Oracle documentation be…
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Redwood: Can the standard Invoice Panel be displayed in English when user preference are in HebrewSummary: In Account screen on CX, Invoice Panel supports only English. the panel shows no data when the user preferences are in a different language (for example: Hebrew…
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Can we rename the category "Shared with oracle" in Outlook pluginSummary: Rename the outlook plugin category - Shared with Oracle Content (please ensure you mask any confidential information): Hello Experts, Is there a way to modify/r…
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Global Actions to Launch AI Agents from the Sales Dashboard not workingSummary: Content (please ensure you mask any confidential information): Hello, I have setup a Global action to launch AI Agent from the Sales Dashboard by following: Set…
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Allow non-Admin roles to edit Account Profile fields (Granular Field Security)Summary: I am facing a challenge regarding Role-Based Access Control (RBAC) and field editability on the Account/Customer Profile page in CX Sales, and I would like to k…
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Business Object Tool for Opportunity in Agent AI StudioSummary: I have created new business object in AI Agent Studio for Opportunity. I have also created the Business Object tool (GetOpportunity) to fetch oppty information … -
How to re-order the columns in Redwood landing page?Summary: How to re-order columns in the Accounts landing page and save the layout? Is this possible? Content (please ensure you mask any confidential information): Is it…
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How to expose the Group By in Redwood landing page?Summary: How do I expose or enable the Group By selection in Account landing page? Content (please ensure you mask any confidential information): Sample screenshot taken…
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TypeError: Cannot read properties of undefined (reading 'length') Creating Contact from Lead RedwoodSummary: I am encountering a UI error while creating a Contact from the Lead object in Oracle Sales Redwood UI. The error displayed on the Create Contact page is: “TypeE…
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How to track when an address is removed from an account?Summary: Account contains multiple addresses. How to track if an address is removed from the account? Content (please ensure you mask any confidential information): I ha…
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After Publishing the Custom object from Visual Builder no icon appears in the instanceSummary: Following the link: Create a New Application Using the CX Extension Generator I exported the custom object from the CX extension from the sandbox and then impor…
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How to configure the Activity panel and subview to show only activities excluding historical data?Summary: In the Activities panel and its subview, the system is currently displaying all historical activity records and notes. We want the panel and subview to display …
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Error in Manage Adaptive Search After Deleting Lookup in Setup and MaintainI recently deleted a lookup from Setup and Maintain, but now when I access Manage Adaptive Search, I encounter the following error: And we cannot create same lookup agai…
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Feasibility on Access through Account hierarchy.Summary: Scenario: A user owns a parent account that has multiple child accounts, but the user is not assigned to those child accounts. We need all opportunities—includi…
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Can we change the name of Oracle cx sales mobile applicationSummary: Rename the Oracle Cx sales mobile application name Content (please ensure you mask any confidential information): Hello Experts, Is there a way to modify/rename…
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Accounts and contacts cannot be updated on an email interaction.Accounts and contacts cannot be updated on an email interaction when the flow of creating email interaction is initiated from an account. When we create an email interac…
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How we can maintain the custom fields in view resource detailsWe need to maintain a custom field at the Resource level in Oracle Fusion CX, and it should be editable and visible on the “View Resource Details” page. The Resource Det…
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Record Saved Successfully but Not Displayed in Account or Contact ObjectSummary: When I create a record on the Account or Contact object and save it, the record is saved successfully, but it does not appear after saving. What could be the re…
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how to include custom child object in lead to opportunity copy mapsWe have created a custom child object called as Appliance in both lead and opportunity object, we will add the appliances when the lead is created and when the lead conv…
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Is there any way to hide/restrict conditionally single select update smart action from Action bar.Summary: Is there any way to hide/restrict conditionally single select update smart action from Action bar of custom object. We need to hide all single select update sma…
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Note Email Template removes HTML formatting after Save in Oracle Sales CloudHello, We are experiencing a different behavior between Email Templates on Note entity versus Activity / Opportunity in Oracle Sales Cloud. In Activity and Opportunity E…