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Sales
Discussion List
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Connecting Activities to Business PlanSummary: Is it possible to connect an existing Activity to an existing Business Plan? I know you can connect existing Opportunities and Leads to Business plans, but for … -
Does Customer Relations come with Oracle Fusion Core ERP license or is a part of CDM licenseDoes Customer Relations come with Oracle Fusion Core ERP license or is a part of CDM license
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Is there a limit to number of customers that can be added to a territories inclusion?Summary: Our current project has a need to define few territories with around 13k-15K inclusions customers. Is there a limit or general guidance as in how many inclusion… -
How to Delete a Custom Action under Action and Links?How to delete a custom action under action and links? -
Redwood : How to default UOM on Opportunity RevenueSummary: We have multiple UOMs. On classic, OOTB, the UOM are set automatically based on the selected product on the Opportunity Revenue. But in Redwood, users are suppo…
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What is the payload send to the rest Notification endpoint for Export Activity?Summary: I'm creating an export activity via Export Management. One of the options is to specify a Notification endpoint. I would like to call an OIC integration upon co…
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Video: Control the Panels Views and Display OrderControl the Panels Views and Display Order: Show, hide and change the order of panels in the foldout detail view From the Implementing Redwood Sales video series -
Privilege to access data in Manage usersSummary: Which privilege enables access data in manage users? We need to create a custom role to enable data access in Manage users task (Users and Roles) We understand …
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Automate Bid Review Process in Oracle Fusion CX SalesSummary: Requesting support to automate the bid review process by implementing: Approval workflows based on project range. Conditional routing based on product type. Not…
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Moved: Selection list modification auditThis discussion has been moved. -
WhatsApp Integration - CX SalesSummary WhatsApp Integration - CX SalesContent Hi all, Is there a native integration between WhatsApp and Oracle CX Sales v20C? I need to integrate them for the automati… -
Audit trail for Custom Object in Sales applicatonSummary: Hello Can we enable audit trail for custom objects ? I dont the see custom object in list of Objects in 'Manage Audit Policies' Content (please ensure you mask …
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Groovy to query only Contacts but not user recordsHi All, I have actually written a code to query the Contact object based on email. But the query is also searching for user records with that email and returning the res… -
Deeplink for Activities in RedwoodBasically we are sending email notification to users about the activities being assigned to them, from email we want to bring them directly to this particular activity i…
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Is it possible to restrict the CDM Custom fields being accessible from Manage Customers page?Summary: After implemented CDM , we were able to view and update the CDM Custom fields from the Manage Customers page and Manage Supplier's page. Is there any possible s…
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CX Sales add-in for Microsoft Outlook 365 QuestionsSummary: We have a couple questions/potential bugs pertaining to the functionality of CX Sales add-in for Microsoft Outlook 365. Since Support usually requires us to mak…
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Video: Workspaces, Branches and SandboxesWorkspaces, Branches and Sandboxes: Understanding workspaces, branches and sandboxes in your extension From the Implementing Redwood Sales video series
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NGS - How to enable Add Contact and add Resource in activity Create and Edit Layout?Summary: We have Assignee and contact child objects of activity object. we need option to add contact and add resources to particular activity. But we are not seeing any…
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Configure Adaptive Search - Cancel Process and Schedule as another userSummary: The processes under 'Setup and Maintenance' - 'Configure Adaptive Search' is scheduled to run as a user that has been deactivated. This process keeps on failing…
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Passed parameter goes as null when calling BI Report from groovy scriptSummary: Trying to call BI report from groovy script, but the parameter is going in as null Content (required): I am passing the parameter in the payload but it is going…
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RSSP Change in User Interface in upcoming quaterly updates(25A onwards)Summary: Our Customers has got the notification We strongly encourage you to transition to the News feed layout now using the following steps: Login as a user with Admin…
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Filter Reason Won/Lost by StageContent Has anyone found a way to filter the Reason Won/Lost values based on the sales stage? For example, I just want to display the reason's WON when the stage = Won a… -
why custom fields changes are not reflected under activitiesSummary: Hi Team, In Opportunity we have created custom fields and enabled it in Audit policy to track the change history, In Classic UI We are able to see the change hi… -
Can you create a related section for the child custom object under a parent custom object?Summary: We are trying to create a experience that minimize the click of creating child object records after the parent object record is created. Parent Object: intake f…
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Need to only copy configuration from one instance to another while doing environment refreshSummary: Hi, We have current environment wherein we have configured the system and also imported many data of Opty, customer, Contact etc. Now we are opting for a new en… -
How to get the user resource roles using Groovy ScriptSummary: Hi, We want to send email notification to manager when partner contact is created in Partner object. but how to get resource role of user in groovy to check in …
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Default after login pageSummary: After login into the application, I should see Leads home page. Content (please ensure you mask any confidential information): How to default a specific page af…
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Understand how Oracle is handling Special Characters and Non-english CharactersHello, We want to know how oracle is handling special characters and non-english characters. Also how these special characters and non-english characters are being store…
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Enable Non-Sales Employees to Collaborate with Sales Teams in Oracle CX SalesCurrently, Oracle CX Sales limits team member additions to users with specific sales-related roles. However, our organization requires the ability to add non-sales emplo…
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How to transfer same attachment from one object to another objectSummary: Hi, We have attachment in one custom object now we need to move same attachment to another custom object. Please help how we can achieve Content (please ensure …