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Sales
Discussion List
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CX Sales Mobile - Programmatic Assignment of Lookup Fields Not Behaving Like Manual SelectionI have a script running on the On Create event of the Opportunity object. My goal is to automatically populate the Owner field (PartyName1) with the resource who is crea… -
Not able to use opportunity action createQuote REST. How can this action be used?Summary: We're not able to call REST opportunity action createQuote. How is this action supposed to be used? Content (please ensure you mask any confidential information… -
Activity Number sequence series updateCurrently system is generating Activity Numbers which are contractiding with JDE integrated numbers.. Just a coincidence. So now i need to change formatting of Activity …
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Sort by Sales Stage in Redwood Sales OpportunitiesSummary: It looks like sorting by Sales Stage is not supported in Redwood Sales? In Workspace this is an option and works well. We are building Visualizations for the da… -
Account UniqueName field is by default, combining the AccountName and Suffix.Is there any way to fixSummary: The Account Unique Name field is, by default, combining the Account Name(Organization Name) and Suffix and displaying it on the UI. This is causing some confusi… -
how to expose contact information in the ERP within Contacts in CX SalesSummary: I need to expose information that the contact has in the ERP within the Sales accounts module. Content (please ensure you mask any confidential information): Th… -
In Batch operation, can we pass the response of first part of API call to the request of second APISummary: As part of Batch operation, can we pass the response of first part of API call to the request of second part of API call. Content (please ensure you mask any co…
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Oracle Additional Address Attribute ClarificationHi Team, We have a business requirement to load Community data meaning (Autonomous communities data: Andalusia, Aragon, Asturias, the Balearic Islands, the Basque Countr…
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loqate - avoid specific countries for cleansingSummary: Hi Team, We are looking to exclude specific countries from participating in the Loqate process. While I understand that we can add countries to the selection cr…
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Address Validation rules for invalid combinations of country, postal codeSummary: Customer is looking for the geographical code/ values attributes that are used as reference to validate the below combinations Fusion Validation rules for addre…
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How to add more fields in contact duplicate check card?Summary: How to add more fields in contact duplicate check card Hi @John Vakoc-Oracle in contact potential duplicate match we want to show the more field like account in…
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Industry Delete restrictionSummary: There is a customer requirement for the Industry field, where they want to ensure that it remains non-editable. Since making the field non-editable directly is …
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Business Events for Customer Accounts, Vendor / Supplier, Sites, PartnerSummary: We want to integrate our custom application with Oracle ERP product. As part of integration we ingest master data like Customer Accounts, Vendor / Supplier, Sit…
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Geographies for serbia,morocco and MontenegroHello, We are currently working on tax configuration using Vertex and have noticed that the geographies for Serbia, Morocco, and Montenegro are not offered by Vertex , l…
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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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Fusion CX Sales 25C ReleaseAt the moment we experience issues with receiving notification from releases and login in to oracle cloud environment. Anyone who has an indication when the 25C rolllout…
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Clarification on Triggers upon delete operationHi Team, We have a requirement where, when an additional identifier is deleted, we need to validate whether it has an expiration date populated. If the expiration date i…
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How to make an inactive address become active again?Summary: The Premise Address has become inactive, but it is still needed. I would like to ask for recommendations on how to reactivate the address. Content (please ensur…
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Clarification Needed on Applying Filters in Visualization Configuration (Oracle CX)Hi all, As part of our requirements with dashboard reports, we created visualizations using Visualization Configuration, based on data from an underlying OTBI report, to…
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Video: Accelerate Your Redwood Sales ImplementationHot off the press: A new tool has been releases to help you migrate your classic UI sales implementation to the Redwood Sales. Watch the replay of the webinar announcing… -
How to Customize Default US Phone Number Format Across All Pages?Summary: We have a requirement to change the default US phone number format from (999) 999-9999 to 999-999-999. Is there any way to customize this format across all page…
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Global Search for RedwoodSummary: Hi, We are implementing Redwood Sales and have enabled the global search. However, whenever we try to search for any account or contact, we are redirected to th… -
Constrain a field list of values using values chosen in Multi choice FCLSummary: The requirement is to constraint a Fixed choice list from a Multi select choice list parent field Say Field A is a multi-choice list mapped to a lookup type and…
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Need to Table to find the Head Of Hierarchy for Partner UserSummary: We are looking to create a report which provides information on Head Of Hierarchy and Role associated for Partner Contact. Refer to attached screenshot. Please …
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Is there an ability to filter the Account Name suggestions from Dynamic Choice List fieldSummary: What I would like and wondering if it's possible to filter account name suggestions so it excludes inactive (status) accounts. Content (required): When our user… -
Storing Reference Data in Oracle FusionWe need to centrally store reference data related to CDM (Customer Data Management) and PDH (Product Data Hub) in Oracle Fusion. Currently, we have approximately 15 look…
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Is there any way to view the logs of the REST API calls made from external system to CX?Summary: Hi we have an external integration that is invoking REST Calls to CX (Sales Cloud). The integration receives the posoble error responses in the moment that it i…
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How to View Action Links created in opportunity object in the Mobile AppSummary: How to View Action Links created in opportunity object in the Mobile App Content (please ensure you mask any confidential information): Version (include the ver…
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Vídeo: Acelere la implementación de ventas de RedwoodVídeo: Acelere la implementación de ventas de Redwood: Última hora: Se ha lanzado una nueva herramienta para ayudarte a migrar tu implementación de ventas de interfaz de…
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Can anyone explain what $extension.path holds in redwood layout?Summary: Can anyone explain what $extension.path holds in redwood layout? Content (please ensure you mask any confidential information): We are having requirement to mak…