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Sales
Discussion List
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Global Search : FND-6603 Search ErrorThere has been issue when using Global Search. When we are trying to search on the home page, we are receiving the error below. However, when we go to workspace and try … -
How To Make Opportunity Amount Convertion Rate Follow A Specific Date's Rate Instead Of Daily RateSummary: Requirement to setup Opportunity to make the amount not impacted by current Daily Rate convertion. Currently, Opportunity Amount in reports is converted to USD …
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Configuring Notifications for Overdue Opportunities with Unchanged Status??Summary: I am looking to set up a notification system within Oracle Sales Cloud that alerts me when an opportunity's close date has passed, and the status remains unchan…
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Is it possible not to clone the Security Console?During a refresh environment, i.e. P2T clone, is it possible not to involve the security console or at least the Job Role name of users?
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Can we Bypass code on field and object level triggers on CX Application composer, invoked by APISummary:We are using Application composer tool to create custom object, also written groovy code on few field level and object level triggers in CX sales cloud to perfor…
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Populate Location Latitude and Longitude Information goes in retryingSummary: Hi, we have enabled geographies and we have data in HZ_LOCATIONS. We are trying to populate latitude and longitude but the scheduled program 'Populate Location …LorenzoMalandrini1234567 21 views 1 comment 0 points Most recent by Praveen Desetty - Support-Oracle
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Is there a way to bulk import Person as resources?Summary: I would like to update existing Person as Resources with the tool Import management, is this possible? Content (please ensure you mask any confidential informat…
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Is Household an Organization or Group in TCA under Oracle Fusion CX Sales and more questionSummary: Trying to validate some Proof of COncept for Fusion CX Sales Implementation and came into some questions that need some clarification one: 1. Is Household an Or…
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Error In Workspace when Mass Updating ObjectsIssue Summary: In update 24B, Oracle introduced Parent-Child relationships between fields. We’re now encountering a problem with the Region and Branch custom fields due …
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The Description in Activities is not in format when the Activity is sent as emailSummary: When a task is created the description is captured in a format. When record is created an Email will be sent with all the details. So, the description is concat…
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How to default a field based on other FCL fieldSummary: Hi Team, There is two Fcl fields one field is dependent on another fcl field. Whenever field is changed another field is getting populated with that value that … -
How to add button on activities Create or Edit in redwood to call smart actionSummary: I want to call smart action on button on create or edit page as there is no overview section on Activities Content (please ensure you mask any confidential info…
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Activity Notifications / Custom From AddressHello, Our customer requires to use a generic - common email address for all out-of-the box email notifications(Task email notification/Appointment email notification) t…
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Email Validation Status Backend Field Not PopulatingSummary: Fields visible in UI and Backend for Email Validation Status and Date Not Populating even though in UI it has a value. This is OOTB field in which we haven't ma…
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Filter OTBI Analysis on Sales Dashboard by logged in User with Action LinksSummary: I have successfully created an OTBI analysis, created a visualization in App Composer, and added it to the Sales Dashboard. However, I have a filter for the cur…
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Unable to Create Microsoft Team for Opportunity RecordHi Everyone, Our organization has been trying to enable the Microsoft Teams integration to enable the creation of Microsoft Teams from an opportunity record. When using … -
After creating task or appointment in activities the page(drawer) is getting redirect to list pageSummary: Redwood - After creating task or appointment in activities the page(drawer) is getting redirect to list page instead we want to get edit page open as we don't h…
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Oracle Customer Excellence Awards - Nominations are OpenYou’ve done incredible work. Now you deserve the recognition. The Oracle Customer Excellence Awards celebrate the very best of business innovation, showcasing how organi…Elise Hymes - Oracle CX-Oracle 21 views 0 comments 1 point Started by Elise Hymes - Oracle CX-Oracle -
How to setup territory assignment with more than 3 dimensions?Summary: The ootb functionality of dimensions, for territory assignment, have 3 custom dimensions. We are using 2 of then, without any problem. But we have more than one…
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Request for Reference Video on Sales Territory and Sales QuotaSummary: We are planning to use sales territories and sales quotas in our project. Could someone please share a reference video to help us understand these concepts Who …
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Video: MashupsMashups: Creating a UI Mashup with an external system, including the assistant based navigation. From the Implementing Redwood Sales video series -
24D EDLC download location?Summary: We are preparing to have the Oracle CX Sales 24D upgrade applied to our non production environments shortly. With each upgrade we typically download and install…
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We want password to be set to never expire, though at the org level the password expiry is 90 daysSummary: We want user id password to be set to never expire, though at the organization level the password expiry is 90 days. At user category we have only option to set…
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Is it possible to populate a text field with another fields value using Routines?I have a requirement to populate values from a OOTB field to a custom text field when the condition are met, I want to achieve this by using Routines but in the Actions …
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Is there a way we can add custom attachments in the email template?Summary: Requirement: Add a custom attachment file in the email notification. NOTE: The attachment contains a section where we must retrieve a value from a field; other …
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Redwood outlook addin - share email layout missing informationHello Team, i'm configuring the new CRM addin for outlook and i have a few iussues - if maybe you can assist - 1. when i open the addin from email - (and i use a contact…
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Can we transfer only records in open states?In the mass transfer module, all data is transferred from one user to another, but we only want to transfer records with an open status to the user.
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24C Update - Decommission for Impersonating a Partner User FunctionalitySummary: Starting with 24C, the Partner Relationship Management Impersonation functionality will not be available anymore. The feature will be decommissioned due to secu… -
Can you expose a custom object along with associated fields on mobile app?Summary: We have custom Object called Flags and a field called Flag Categories. I want to know if I can add that custom object to the Around Me filters for the mobile ap…
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The opportunity owner is displayed incorrectly.Summary: The opportunity owner is displayed incorrectly, while the actual owner is different Content (please ensure you mask any confidential information): Version (incl…