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Sales
Discussion List
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Why some of our opportunity records are read onlySummary: Some of our opportunity records are read-only although we have an admin role. We are expecting that all of the opportunity records are editable in our view. Is … -
CDM License for end dating Ship to SiteSummary: Is it possible to end date a Customer Ship to Site and avoid getting it in the AR transaction LOV without CDM license? Content (please ensure you mask any confi… -
What is the exact expected behavior of Adding a postal code or other geographic data into the hierar1. Will this user entered data get removed with each quarterly update? 2. If we create a zipcode that eventually comes with a future release from loqate, will it create …
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Geography code to be made 3 alphabets code instead of 2!Summary: Our Client has a specific requirement of Geography code to be made 3 alphabets code instead of 2, as they multiple vendor integrations dependent on that. EX: US…
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Adaptive search - how to set sort order of DCL field in search filterSummary: We have a DCL field used as search filter for Adaptive search. When typing in a value to search in the search bar, it displays a list of records that correspond…
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How to make a city state field as a dropdown field in account objectSummary: Content (please ensure you mask any confidential information): Hi Team, In the Account object in Redwood Sales, we have address fields such as Address Line 1, A… -
Is there a REST API or SOAP Web Service to Create Account Site Contacts in Customer?Summary: Looking for a REST API or SOAP Web Service to create Account Site Contacts in Customer (as shown in the UI under the Communication → Account Site Contacts secti…
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Is there a way to integrate Accounts Receivable customer billing accounts with Sales in Redwood?Summary: Hello Everyone, We are exploring options to integrate customer - Accounts from the Accounts Receivable module with Oracle Sales in the Redwood experience. Speci… -
Unable to Update PartyStatus Field via REST API or Groovy – Field Appears Read-OnlySummary: We are attempting to programmatically update the PartyStatus field for a party record using both REST API and Groovy scripts. However, our attempts have been un…
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How can a custom attribute be added at a contact point level?For every contact point (Email/Phone Number, etc.) created for a Person within the Customer Data Management module, I wish to create a custom check box that can individu…
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Export App UIs to migrate to different environments?Summary: We created an app UI inside an install. We work with various clients and want to take this custom App UI elsewhere. Is there a clean way to export just this? Fr…
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Run when an event occurs - RoutinesSummary: We are using the Routines for scheduling , here we have a use case where we need to update the child account field when the respective parent account field is u…
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Create button missing for custom object after 25C update in Prod env in Sales CloudSummary: Create button missing for custom object after 25C update in Prod env in Sales Cloud. Test env is fine and the create button is present after 25C update too. Bef…
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Is Redwood UX available for Competitors?Summary: Is Redwood UX available for Competitors? Content (please ensure you mask any confidential information): If yes, what's the steps to enable, cause I can't seem t…
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CX Sales Dashboard control by which role and privilegeSummary: There is no CX Sales role assigned to user but still they can see the dashboard in landing page, want to know which role or privilege provide this access. Also … -
Clarification on verification usage quotaHi Team, Could you please clarify what does this statement mean from the below oracle documentation:- 'Enter the Selection Criteria. We highly recommend that each time y…Harshini Amancha 31 views 3 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle
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How can I recover the customer party site (470655) that is invalid in the database?Summary: I have deleted the party site number (470655) and created a new one (88526). How can I recover the customer party site (470655) that is invalid in the database?…
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Cannot Right click to Duplicate Tabs in Fusion CX SalesSummary: The user reported that when they are on an opportunity record, and they try to duplicate that record into a separate screen by right click on the tab, click dup…
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Lead qualification template for redwood salesSummary: Hello, In Standard Sales, we’ve been using an out-of-the-box (OOTB) Lead Qualification template in the Lead object, which includes a set of specific questions t…
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OSC: Get account/address details from Address Id using REST APISummary: We are upgrading middleware calls from SOAP to REST API. The third party system is saving AddressId and was using AddressId to get to fetch the Address details …
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Issue in Updating Account DataSummary: We are trying to update the Account Owner using the File Import process. In the import file, we are providing the Account Party Number and the Owner Party ID, a…
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In Oracle CX Sales, how to create a REST URL with two search parameters using the q=In CX Sales, I have three opportunities fields: one called PrimaryContactPartyNumber, the other is called CPCStatus_c, and the other OpportunityType_c. The need is to cr…
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Documetation on Redwood UISummary: Documetation on Redwood UI Content (required): Redwood UI is new enhanced UI from Oracle. Do we have any detailed docs on it? Does it come with CSS or JS functi…
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How to identify change in industry field using triggers?Summary: When we update the Industry field on accounts changed CX, how can we able to identify the changed value from scripts? Content (please ensure you mask any confid…
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Integration of Phone Fields between Eloqua and Fusion SalesSummary: Integration of Oracle Fusion Sales and Oracle Eloqua: Phone Number Fields Content (please ensure you mask any confidential information): We are searching for ex…
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How to create B2C customer and differentiate it from the B2B contacts?Summary: Customers consist of B2B customers (using Account object) and B2C customers (using Contact object). How to create B2C customer and differentiate it from the B2B…
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How can I use access groups to give user A access to the records visible to User BI currently, have the need to provide 'proxy' access for user A to the records visible/editable of User B. However, I've not been able to setup the rules correctly and a…
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In the custom object, the Create button is not showing, but the Create Smart Action is enabled.Hi, In 25C, the Create button is not showing for the custom object, but the Create Smart Action is enabled. Thanks, Babasaheb Pandhare
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Lead Edit Page coming blank (Redwood UI)Summary: Hi, My Lead Edit Page is coming blank on both from Edit button after clicking 3x dots on list page and also when I click Details on the details page . When I cl…
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Sales Representative Custom Role not able to create Sales Object RecordsHi Team, I’ve created a top-level role by copying the Sales Representative role (ORA_ZBS_SALES_REPRESENTATIVE_JOB) and assigned it to a user. After that, I executed the …