To ensure that questions get required attention from community members and are NOT left unanswered, it’s important for the author to indicate (by selecting “Yes” or “No” when prompted) whether the question was answered. (newly added) Please note that it is also important to respond to EACH comment your question receives. Your Yes or No response ensures an accurate status for your question.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
Sales
Discussion List
-
Fetch all OTBI Reports custom adhoc & scheduledSummary: Would it be possible to generate a OTBI report that includes all system-generated of adhoc and recurring reports/views ? I have tried to use OTBI Usage Real Tim… -
How can we configure the Sales Dashboard as the default landing page for users when they log in?Summary: How can we configure the Sales Dashboard in Redwood as the default landing page for users when they log in to the system? Content (please ensure you mask any co…
-
About the automatic setting of Sales StageContent (please ensure you mask any confidential information): When setting up an opportunity, I think the Sales Stage of the Sales Method is set as follows by default. …
-
Redwood: How to extend Contacts List Page in Redwood Sales using Visual Builder StudioSummary: Hi, I'm trying to edit the contacts list page in Redwood Sales(Fragment Based) using Visual Builder Studio. Unfortunately not able to add/remove the columns in …Mahendravarma Kopanathi 61 views 5 comments 0 points Most recent by Sravanthi Reddivari-Support-Oracle
-
Opportunity page Lost/ Win field issueSummary: Hi, The issue described below. The status is wrongly updating. Kindly share the working solution for this. @madugulagopi Content (please ensure you mask any con… -
How to rename the Name fieldsSummary A japan customer wants to rename the name fields of [contact] and [opportunity]Content For sales cloud, One of my japan customers wants to rename below fields, p… -
API authentication Key for sales objectsWe are starting the process of integrating Fresh Marketing with OSC and ERP to OSC data updates, among other applications. Is it possible to share the API token to acces…
-
How to Customize "Create Follow up Task" (Task Information) Layout in Oracle for Outlook (Redwood)?Summary: I would like to customize Task Information page so that it will have different layout based on Activity Type. Here is the flow to find the "Create Follow up Tas…
-
Will Account Party number and Address Site Number get impact if import done with same seq?Summary: Will Account Party number and Address Site Number get impact if import done with same seq, we have a data migration activity from legacy system to CDM. The Part…
-
how to create a lead from outlook email attachment - [ Excel ] in Oracle Fusion Sales Cloud?Need to evaluate the feasibility of creating a lead from an auto-generated email attachment for Oracle Fusion Sales Cloud. The attachment is an Excel file containing all…
-
Products not showing in Sales Lead Product ItemContent Not all Products Items are showing complete list in Sales Lead from the Product Object. (product item.jpg) But you can see in Products Object I have more Product…
-
Disable 'Create Opportunity' action from Opportunity list page action menu in Redwood Sales.Hi, We have a requirement that opportunity can only be created with a lead conversion. We have disabled all smart actions 'Create Opportunity', still we able to see 'Cre… -
Personalized Field is not workingSummary: Hi All, kindly help on below requirement. We are not able to configure the Personalized Name in My Client group —> Sales—> Opportunities. we can see the changes…
-
Bell Notifications "Dismiss All" Don't Fully Clear in CX Saleswhen opening the bell notifications and selecting "Show All", the "Dismiss All" button clears 500 notifications at a time but doesn't seem to fully clear anything under …
-
Can we add system date on custom date field in create Page of opportunity in redwood salesSummary: Can we add system date on custom date field in create Page of opportunity in redwood sales Content (please ensure you mask any confidential information): Versio…
-
[NGS] Is there a next gen sales feature that will allow users to dismiss all bell notificationsSummary: Is there a next gen sales feature that will allow users to dismiss all bell notifications on CX mobile Content (please ensure you mask any confidential informat…Sasidhar Ponnapalli 12 views 1 comment 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle
-
Why are Suppliers in the CDM Organizations Customer Accounts MasterSummary: We use the CDM Organizations area for our Customer accounts. We see that there are also Suppliers - Why would they use that area for Payables? Content (please e…
-
How to filter dcl fields based on end date is current date in Redwood salesSummary: How to filter dcl fields based on end date is current date in Redwood Content (please ensure you mask any confidential information): Version (include the versio…
-
Add a URL in the web application field from the tool structureSummary: how to add a URL in the web application field Content (please ensure you mask any confidential information): I want to embed Fusion Analytics in our fusion envi…
-
How to validate the address duplication in accountSummary: How to validate the address duplication in account, We have to validate the duplicate address creation details in account object, please suggest the way to addr…
-
Load data in CDM in BulkSummary: We are trying to load the data in CDM for customers in bulk as Attachments. Content (please ensure you mask any confidential information): We want to load the d…
-
Custom Smart Action for Activities is not available in Next Gen Service layouts, how to fix that?Summary: Hi, I have created a custom smart action for object function called 'Create Lead' for both Sales and Service applications. I am able to access the smart action …
-
Enable SSO for a certain group of userSummary: Is there a way we can enable SSO just for a group of users in Fusion Sales? I think SSO is a security setting, and I don't see a quick way to enable SSO for use…
-
How the “Status” field in the opportunity is being populatedWe would like to know how the “Status” field in the opportunity is being populated. Was it tied via update to the “Sales Stage” of an Opportunity or to the “Status” of t…
-
Mass upload of contact and contacts points for an existing customerSummary: Mass upload of contact and contacts points for an existing customer Content (please ensure you mask any confidential information): We have many customers in the… -
The “Interactios History” tab does not appear in the accounts.Summary: The “Interactios History” tab does not appear in the accounts. Content (please ensure you mask any confidential information): I added the “Interactios History” …
-
Update Opportunity Status to Close automatically on Systemdate = close dateSummary: We have created an opportunity and close date is populated 1 Dec 2024. Now till 30 Nov 2024, it will be in OPEN Status but on 1 Dec 2024 it should be updated wi…
-
How to find system notifications after dismissalHI team, We've employed custom Groovy scripts for Approvals for one of the Clients in Object Triggers in CX. This script sends a bell icon notification to the recipient'…
-
API authentication Key generation processHello Team We are starting the process of integrating Fresh Marketing with OSC and ERP to OSC data updates, among other applications.Is it possible to share the API toke…
-
How to setup Marketing Fund Approval Based on TerritoryMarketing fund request approval is going for Partner owner. Is there any possibility to setup approval based base the territory. Based on the defined territory , System …