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Sales
Discussion List
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CSS changes are not reflecting in mainline after publishing the changes.Summary: We have facing issue to migrating css changes to mainline. Those changes are available in preview but not moving to mainline. Content (please ensure you mask an… -
Restrict Organization visibility on the basis of Custom Attribute for different user rolesSummary: Our client have a requirement, where Organization are being updated as Status - Active, Inactive, Pending, Failed on basis of some internal processes and criter…
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How "Oracle Fusion Data Quality Cloud Service" license is added to the oracle fusion appSummary: What is the way to check whether the "Oracle Fusion Data Quality Cloud Service" license is used by the project Content (please ensure you mask any confidential …
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What is the correct data store to export CRM Sales Accounts and Sales Products from BICC?Summary: Hi, We're using BICC to export data from CRM and we're confused about which one is the correct Data Store for Sales Accounts. Also, what is the Data Store for S… -
Hide Hierarchy representation in relationship sub Tab of Partner EntityIn the Relation tab when the user enter in the page see the Hierarchy representation, We don't want to use the Hierarchy representation , we want to see only the Relatio…
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Impact of Location Change in Oracle Fusion FinancialsHi Oracle Team , Our requirement is to make the following field mandatory in Manage Location for United States Country. Address Line 1, City ,State, Postal Code , Countr…
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Migrate Sales Territory to another Environment (Dev to Prod)Summary: Is there a way to export Migrate Sales Territory to another Environment (Dev to Prod) Is this through Export Management > FILE > Import Management File Type (XM…Christian Gerald Patacsil 31 views 5 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle
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Adding Campaign Member list in the Campaign RedwoodUISummary: in the Classic UI we can have the campaign members as tab in the campaign edit layout, however this one seems like not supported in the Redwood UI, is there awa…
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Adaptive Search Query: No Data Displayed for ListOfContactsHi All, I am trying to fetch data via adaptive search query. Despite enabling the field, I have noticed that no data is being displayed for ListOfContacts. Could you ple…
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Unable to View Leads and Opportunities with Custom Role in Redwood UIDear Oracle Community, We are currently facing an issue while configuring a custom role intended to provide access to Contacts, Accounts, Activities, Leads, and Opportun…
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What is equivalent of EBS Territory management in CloudSummary: I am looking for a way to tie the customers to salesrep hierarchy. In EBS there was sales territory assignment that can be based on FIPS/Zip code. In CRM founda…
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How to set Account default search as 'Contains'Summary: I am looking for an option to search partial Account Number. Suppose if I search with 18529008, it should return the Account AP18529008. Currently it is working…
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how can I deactivate multiple resources in bulkSummary: I am looking to deactivate multiple resources in bulk as their 'user' record was suspended but their resource is still active. As a result, they are still 'sele…
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How to create "self" Rollup?Summary: Is it possible to create a Rollup for an object, but using SAME object as Related? Content (please ensure you mask any confidential information): We have a scen…
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In mass update of leads, the fields for update is repeating every time "add field" is selected.In leads we have enabled 2 fields , i.e. Owner and Rank for mass update. When trying mass update on leads, we select Owner and click on "Add field", the option for selec…
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How can I provide ability for sales reps to create and edit Products and Product Groups?Summary: How can I provide ability for sales reps to create and edit Products and Product Groups? Content (please ensure you mask any confidential information): Version …
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Creation Page layout not available in oracle cx mobile appSummary: I am implementing the Mobile CX app for the sales user. I trying to implement the same offering in cx sales mobile app as like we customize creation page on SUI…
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What is the required role for user to see and update only accounts in oracle fusion applicationSummary: What is the required role for user to see and update only accounts in oracle fusion application Content (please ensure you mask any confidential information): V…
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Need Fusion Equivalent Tables for EBS Tables (Resource Management, Inventory, Procurement)Hello Community, We are currently migrating from Oracle E-Business Suite (EBS) to Oracle Fusion Applications and are working on mapping legacy data to Fusion data struct…
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Is there a way to Inactivate the Person from Customer Data Management?Summary: Is there a way to Inactivate the Person from Customer Data Management? Content (please ensure you mask any confidential information): In Customer Data Managemen…
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Redwood: Obtaining details about the current user Business Unit in a Javascript action chainSummary: Is there a direct way to get logged in user's Business Unit? I am currently using below code on an Action Chain attached to an even listener to obtain BU in a v…
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OOTB Express Report Type on Territory HierarchySummary: Users want to create Express Report on Opportunity along with Territory and its Hierarchy. SA like is apt for this requirement but its unavailable as a OOTB re…
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Redwood: How to add OTBI reports in Redwood Sales Dashboard without creating visualization?Summary: We had OTBI dashboards in Classic UI that were added in Account and Opportunity page subtab. Now, how can we display these dashboards to Sales Dashboards as sub…
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Is there any Oracle driven functionality behind opportunity type code in Oracle salesThere are 3 types of OOTB opportunity type codes like NEW, RENEWAL and EXPANSION, Are these just static values with no background functionality or any functional behavio…
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redwood serviceSummary: How to add Custom fields on SR edit page? How to add fields on service request edit/details page? i have created 2 fiedls in application composer which was easy…
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Video: In App Navigation BarIn App Navigation Bar: One click navigation to Sales Dashboard and the first 8 items in Redwood Sales menu group. From the Implementing Redwood Sales video series -
How to add photo to redwood contactsSummary: Our client would like to add customer photos to Redwood Contact Edit layout. I have found instructions for doing this in the classic version, but wondered if th…Carol Schiffler 42 views 2 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle
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How to remove the commas from a Number field in Oracle RedwoodSummary: We have Quote Number field where commas are getting added when we enter a number. Is there a way to remove the commas. Content (please ensure you mask any confi…
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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 …
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How to stop CRM users delinking a customer contactHello, We have integrated Redwood CRM with CPQ, Order Management, and AR to allow us to raise Opportunities and Quotes which then create recurring Orders and Invoices. H…