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Sales
Discussion List
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What is the privilege/duty role to update a Quote in Oracle Sales Cloud?I have a groovy script to update "ActiveVersionFlag" to "Y" but the user doesn't have access to query/update the quote record. I'm logged in as a user with "Employee", "… -
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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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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If User forgets clicking on Update Sales button when creating a quote from an opportunitySummary: If User forgets clicking on Update Sales button when creating a quote from an opportunity. He has gone through all the work of adding lines and other details an…
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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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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 can I register a RESTful Web Service that returns binary data in CX CRMUi Application Composer?Summary: We are trying to register a Web Service that returns a PDF file as binary data, but the REST Web Service creation screen only allows us to create it using a Sch…
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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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Regularly Updated - Redwood Resources for Oracle CX SalesRecommended to watch for Redwood Sales: How to think about adopting Redwood UX (Design Thinking) Prerequisites [for existing Sales Cloud customers] to enabling Redwood f…
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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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Custom Filter for Tables in Redwood sales dashboardIs there a way to create and apply custom filters to an entire tab on the Sales Dashboard? We are trying to add custom filters to our Sales Dashboard ‘Pipeline’ and ‘Tea…
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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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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… -
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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VBAFE-00108: Invalid finder Parameter Blocks Data Load for "Lead" Object (but works for others obj)Summary I am encountering a persistent error (VBAFE-00108) when attempting to Download Data for the Lead Business Object (BO) using the Oracle Visual Builder Add-in for …
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Activities visible in Classic UI are not visible in redwoodI've noticed that i'm not able to see activities in Redwood that I can see in Classic ui. I only noticed once I was trying to export activities and saw not all activitie…
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custmore bankaccountSummary: 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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Merge customer account numbers in different Registry IDSummary: We have requirement to merge Account Number N-39 under Registry ID N65 with N-37 under Registry ID N64.Retain the organization N-37. Content (please ensure you …
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Can I use mobile phone browser for Redwood Sales?Summary: Can I use mobile phone browser for Redwood Sales? Content (please ensure you mask any confidential information): Instead of the mobile app, can I use the mobile…
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Change in Fonts of PanelSummary: We are using OOTB panels and there have been change in the font size of elements in Guidance panel recently. Due to which its not looking consistent with other …
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How to display an notification popup message (not error or warning) in Oracle Sales Cloud UIHello, I would like to display an informational (non-blocking) popup message on the Oracle Sales Cloud UI — for example, before the Save action or when a specific field …
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How to Add a refresh button to the Account object Landing Page?Summary: How to Add a refresh button to the Account and other sales redwood object Landing Page? Content (please ensure you mask any confidential information): I have im…
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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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Refresh Sales Forecast Dimensions process erroring outSummary: Hello, Refresh Sales Forecast Dimensions process is erroring out even after running "Generate Sales Forecast Metrics process" first. the error log says - You mu…
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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 I change the title or highlight field for Asset edit page in Oracle Sales Cloud?Summary: How can I change the title or highlight field for Asset edit page in Oracle Sales Cloud? I want to change the highlight field instead of the Name field on the A…
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How do we make layout changes on Mobile UISummary: In the mobile layout, we currently have two standard column sections (left and right). A custom field, Quote ID, is aligned in the left column, while the corres…
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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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How Do I Add Validation (LOV) to City in Address FormatSummary: I have a requirement that City should be picked from LOV of Specific Countty - how can it be Done ? This is For Logistic Locations Content (please ensure you ma… -
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…