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Sales
Discussion List
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How to implement chatbot or sales assistant in oracle sales cloudSummary: I wish to know How to implement chatbot or sales assistant in oracle sales cloud. Do we have any documentation or is some one there to help? We wanted to check … -
How to access attachments of Interaction object in groovySummary: Hi, We have a requirement to show the total no. of attachments associated with the interaction (Redwood Sales) in a custom field. How to access attachment infor… -
Get an organization : CommentsSummary: REST API for Sales and Fusion Service in Oracle Fusion Cloud Customer Experience Content (please ensure you mask any confidential information): The Rest API “Ge… -
Are Fiscal calendars and Accounting calendars the same in crm?Summary: Similarity between Fiscal calendars and Accounting calendars the same in CRM. Content (please ensure you mask any confidential information): Basically the query…
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how to correct a formatting issue with email templateSummary: when a pending worker is converted to employee, a .rtf email template is sent to hiring managers with onboarding instructions. The email template includes numbe…
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Video: Suppress Defaulting the Primary Contact When Creating an Opportunity From the Account DetailSuppress Defaulting the Primary Contact When Creating an Opportunity From the Account Detail Page Using the onCreate event listener, the parameters that are passed to th… -
Getting Error While adding a field to the mobile layoutSummary: I have a custom field I made it searchable, include in service payload, updatable. I am trying to add that field to the mobile layout but when I am selecting th…
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Unable to disable the edit option in drill-down reports within the Redwood Sales Dashboard.Organization Name (Required - If you are an Oracle Partner, please provide the organization you are logging the idea on behalf of): Federal Bank - Infosys Description (R…
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A new role applied to a Redwood Search list is not retained after saving - what could cause this?Summary: We created a new role which is an exact copy of 29 other roles except for the name and role code. The sole purpose of these roles are to control search list beh…
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In Batch operation, can we pass the response of first part of API call to the request of second APISummary: As part of Batch operation, can we pass the response of first part of API call to the request of second part of API call. Content (please ensure you mask any co…
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Navigation Dots in Redwood UIHi, We noticed that five dots have appeared to navigate between panels in the Redwood UI. Are these dots only meant for navigation, or do they have additional functions …
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How to update the account owner automatically if the territory owner is changed.In Oracle Sales Cloud, if I update the territory owner then it should also update the owner of associated account records. Can we achieve this functionality? If yes, ple… -
How to integrate CX with VPNWe want to know the possibility of restricting access to Oracle CX (Customer Experience) web services through our corporate network by enforcing the use of our internal …
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Subscription Sub View Layout on Account Redwood is not Visible (Redwood)Summary: We are currently unable to view the subscription data on the Account subview layout, although the data is visible on the panel layout. Could you please confirm …
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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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Redwood: Enable for list view same field available in edit view in VBSSummary: Hi, we would like to add in the list view for an object in Redwood the same field we can add in the edit detail view for the same object. Content (please ensure…
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Customer Data Management hierarchies flows to which modules?Summary: Customer Data Management hierarchies flows to which modules and where we can use this Project Management or Contract Management or Accounts Receivable or Oder M…
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How to enable Web Activity object to sync with Eloqua?Summary: We've configured a couple of Web Activity Rules to build the synchronization with Eloqua. However, when setting up the Marketing Activity export in the CX Sales…
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create partner contact and user account issueSummary: We want to create partner contact without user. We used this api : https://eoid-test.fa.em2.oraclecloud.com:443/crmRestApi/resources/11.13.18.05/partners/03131/…
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unable to remove revenue lines using groovySummary: We want to delete revenue line using groovy scripting when a new revenue line is added for the same Opportunity. Scenario is: For example we have an Opportunity…
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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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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… -
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 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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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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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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VBS check environment running to set environment dependent valuesSummary: Hi, we are implementing logic in VBS that need to set an ID variable (SalesMethodId for opportunities). This Id depends on the environment we are running, as th…
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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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Looking for taskflow ID for create account under create actions under Quick ActionsMy customer is looking for taskflow ID to create account under create actions - Quick Actions. I am not able to find create account page URL similar to create opportunit…
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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…