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Sales
Discussion List
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Is there a way to export sales account hierarchy using SOAP/REST API?Summary: I'm trying to export all the existing sales account hierarchies in oracle fusion at one go. However I'm not able to do that. I used this REST API - /crmRestApi/… -
How to sync products from Oracle PLM to Oracle Sales CloudSummary: I want to sync Oracle PLM products to Oracle sales cloud then need to sync with Oracle CPQ. Is there any OOTB options available? Referring - Import Sales Produc…
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How Account ERP Party Id related to Partner Management Account Party IdSummary: How Account ERP Party Id related to Partner Management Account Party Id. Content (please ensure you mask any confidential information): Here's a corrected versi… -
How to integrate teams using delegate optionSummary: Hi, How could we integrate Sales Opportunity and Teams, using "Delegated Permissions" instead of "Application Permissions"? The reason for that, is that "Applic… -
CX Outlook Add-in - Can Appointments be created within the Add-in similar to Tasks?On the Outlook add-in configuration page, we can add an option for opening Tasks in CX, but this option does not appear for Appointments. Can this be done? Perhaps this …
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Video: Demonstration of Redwood Sales (Updated Oct 2024)Demonstration of Redwood Sales: Watch a demonstration of the Redwood next generation sales experience showing the Sales Manager and Rep experiences. Updated October 2024… -
How to get a flex field information from on ERP billing account from CX Party?Summary: How to get a flex field information from on ERP billing account from CX Party? We are able to use groovy to get to the associated billing accounts for a CX part… -
Introducing Redwood PRM: Empowering Channel Organizations to Drive Partner SuccessSummary: Starting 25A, Channel organizations can now use the Redwood Partner Relationship Management UI to recruit partners. This helps them sell products and services m… -
Customer Summary Panel Configuration on Redwood Sales AccountsIn early 2024, we released a new double-panel layout into the Account Foldout that provides a way for summary information to be configured and displayed to users when th…
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Not able to add tables in Mobile UI.Summary: We have Sales information tab in Account Object, where it displays reports based on the list selected I need to show the reports in Mobile UI but now I'm not ab…
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All job roles are not showing up while defaulting the workspace searchSummary: Hi team, All job roles are not showing up while defaulting the workspace search. any reason? Thanks Nikhil Content (please ensure you mask any confidential info…
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Hi, We haveHi Need your help to resolve the below configuration CX sales. Please make the Currency field on the Creation page of Opportunities (Projects) in CRM updatable at the he…
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Creating a Lead using Rest API by stamping the CreatedBy field with some other Active usernameOur Business Requirement is to Create a Lead using Rest API call where the CreatedBy field is to have a different valid Resource user name instead of the Integration use…
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How could we fix the missing layout on custom panel of AccountSummary:I am currently migrating custom object and add it as panel in Account Object. I was able to make the 1st panel worked without any issue but I am encountering an …
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How do i specify a value for location source system reference when loading addresses?Summary: I'm using Import Management to mass import contact addresses. I notice that after a load, the value I put in SourceSystemReference ends up in the ORIG_SYSTEM_RE…
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possibility of a user being in two business units at the same timeWe would like to know if there is the possibility of a user being part of two business units.
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Video: AI for Sales Automation (Webinar Replay)AI for Sales Automation (Webinar Replay): Watch this replay of the AI for Sales Automation webinar delivered by our colleagues in Oracle Europe.
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Merge Party - Supplier and CustomerSummary: We have: A) Supplier with some active documents: Just a Supplier, no other relationships. B) Customer with invoices ongoing: Just a Customer (no relationship wi…
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In custom subviews template properties enable In line update is not workingSummary: Hi Team, I have created a custom subview template. In the properties, there is an 'Enable In line Update' field for updating the line, but we are unable to set …
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How to search opportunities with accounts in my territory?Summary: Customer is searching opportunities using the Record set "My territory membership hierarchy". However, when an opportunity is on its early stages and doesn't ha…
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Video: Creating Custom Rollup Attributes in Redwood SalesCreating Custom Rollup Attributes in Redwood Sales From the Rollups series
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Video: Creating Custom Rollups in Redwood SalesCreating Custom Rollups in Redwood Sales From the Rollups series
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Video: Rollup Explainability for Redwood SalesRollup Explainability for Redwood Sales From the Rollups series
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Video: Publishing Pre-defined Rollups in Redwood SalesPublishing Pre-defined Rollups in Redwood Sales From the Rollups series
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Video: Enabling Rollups for Adaptive Search in Redwood SalesEnabling Rollups for Adaptive Search in Redwood Sales From the Rollups series
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Video: Introduction and Setup of Rollups in Redwood SalesIntroduction and Setup of Rollups in Redwood Sales From the Rollups series
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Video: Exporting Data from an Express ReportExporting Data from an Express Report From the Express Reporting series
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Video: Working with the Sales Team Hierarchy in Express ReportsWorking with the Sales Team Hierarchy in Express Reports From the Express Reporting series
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Video: Working with Real-time Filters in Express ReportsWorking with Real-time Filters in Express Reports From the Express Reporting series
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Video: Preview the Express ReportViewing the report output as a preview From the Express Reporting series