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Sales
Discussion List
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Make Opportunity Revenue Fields as read-onlySummary: Is there a way to make opportunity revenue fields read-only on Page Level? I've tried Page composer but Read-only checkbox is disabled. See attached files. Cont… -
Redwood: Custom object Create triggerSummary: In Custom object on record creation I want to copy the RecordID in RecordName. Which page and event I can use for above to work. I have tried via groovy script …
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Redwood: Opportunity Product Picker templateSummary: Currently, when we go to an opportunity > Add products, the product picker shows only "Item Description" (see screenshot below) and there is no option to - Use …
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Multiple Select Option for Sales Assessment (Opportunity)Summary: I am using Interview Definition to create a Sales Assessment in Opportunity. Reference: https://docs.oracle.com/en/cloud/saas/sales/fasqa/how-do-i-perform-asses… -
Manage AI taskSummary: We are not able to access manage AI task. Content (please ensure you mask any confidential information): Version (include the version you are using, if applicab…
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Difference between Call and Log a call.Summary: We have two smart actions in sales Call and Log a Call and the same is there for every object in the system but when we try to execute these actions redirect to…
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Fusion Identity Upgrade performed - MFA enabledSummary: This friday a mandatory security upgrade was performed on our test environment. We are surprised that we need to enable MFA. This was not mentioned in the accom…
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Activity panel is not showing any data in RedwoodSummary: We’ve followed all the steps in the document, but we’re still not seeing any data on the panel File: How do I enable the list of activities in each record in Or…
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Oracle CX Sales plugin in Microsoft outlook is inactiveDear all, We are trying to implement the Oracle CX Sales for Microsoft outlook. After referring to the below documentation and following all necessary steps, it was obse…
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Can we hide the Save and Save & Close buttons on the ADF screen using Page Composer?Summary: We want to hide the Save and Save & Close buttons for the Sales Opportunity Inquiry role. Content (please ensure you mask any confidential information): We want…
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Task Object – Conditional Field Updateability (On Edit Script not working dynamically)At Mobile Application Setup (at CX Sales Mobile Scripts), I am trying to make the custom field Reject Division (PRTFixChoiceListField_02_c) editable only when the vanill…
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REDWOOD: How can we copy Account Plan (Business Plan) in RedwoodSummary: One of the available actions of Business Plan object is the 'Copy'. I can't see this option in Redwood. Would this be available in the upcoming releases? We are…
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After Creating OTBI Reports when i select that report in visualization data is inaccurateSummary: I created analysis on custom object and used sum filter on one column called total, in analysis it is reflecting correctly, but when i select that report in vis…
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Unable to find Industry field in Accounts object at sales module.Summary: Dear team, Hope you are doing well. I am unable to find Industry filed for adding new industry codes. I searched it from Sandbox and Setup/Configuration but i a… -
Account before insert trigger not working from RESTSummary: Account Before Insert trigger does not run, when calling REST api Content (please ensure you mask any confidential information): Hi, we're creating accounts via… -
Is Oracle planning to release a native calendar view for activities in Redwood for Fusion Sales?Summary: Is Oracle planning to release a native calendar view for activities and appointments in Redwood UX for Fusion Sales? Content (please ensure you mask any confide…
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Redwood: Empty Header when adding new fieldSummary: Why does the Header of Account Plan (Business Plan) turned to be empty when adding field? I am trying to add StatusCode field on the custom header but when doin…
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How to track if an Activity/Task was updated from Mobile App in Oracle Sales Cloud?Hi, I want to know if there is any built-in field in Oracle Sales Cloud that automatically indicates when an Activity/Task has been created or updated from the Mobile Ap…
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related name how to upload through FBDI template in customerSummary: How can I upload related names for customers using the FBDI template? What are the steps and required fields in the template to ensure the related names are cor…
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Workspace Account search is not showing dataSummary: User cannot see the record when trying Workspace Account search (user is in the Account territory team), but user can see the record when search in Account land…
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Activity Description field shows HTML in confirmation emailSummary: After creating an activity and typing multiple lines in the description field, the notification email shows html code in the description field content. This occ…
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How to find customer accounts using the DFF under CustAcctSiteInformationSummary: Need sample payload to find customer using DFF Content (please ensure you mask any confidential information): We are currently using the SOAP /foundationParties…
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Unable to fetch the PUID for a particular account in the button action chain invoking OIC iSummary: Unable to fetch the PUID in the field having a button named as Sync Customer Note for a particular account in the button action chain invoking OIC in the header…
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How can we display custom OTBI dashboard in CX Sales mobile appHi team, We've developed a custom OTBI dashboard for CX Sales which is visible in the application. But when it comes to mobile application, do we have the provision to a…
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Unable to fetch Custom objects Audit history via RestAPISummary: We have a requirement to capture the audit history of custom objects using the REST API. To support this, we have enabled auditing for the relevant custom objec… -
Import objects are not available in Import MangementAs a sales administrator- the user needs to perform import activities for various objects. Lead, Opportunity, Account etc. But after navigating to the Import management,… -
While doing inline editing for custom object's subview layout i am getting errorSummary: While doing inline editing for custom object's subview layout i am getting error as 'invalid attribute "300000004715733" in the payload' Content (please ensure …
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Overwriting of PartySiteUse's Begin Date to System DateWhen I try to create a party with address using huborganisation API , the address/location/partysite have it's startdate as the date that I have passed whereas the start…
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How to create a calculated field in Redwood UISummary: I created a calculated field in VBS as place holder of the computation of the 2 fields in the layout logic: let CalVal; if($fields.TargetValue.$numberValue()>=1…
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Why newly created 2 fields not vsisble in CPQ for field mapping?We created two fields in Quotes and Order, enabled them, and performed a full publish in Configure Adaptive Search. After this, the fields appeared in the OSC UI, but th…