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Sales
Discussion List
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Redwood Migration: Custom Opportunity Page Buttons/ActionsHi, we have a lot of custom buttons/actions, as you can see from the screenshot below, on the Opportunity detail page in Sales (Classic UI). How can we recreate them in … -
Is it possible out of the box to send customer contact created in CX over to AR moduleSummary: Hello CX Team, I would like to confirm on a feature, if this is available or not. The use case: User would like to send the customer contact created for an acco…
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Microsoft Teams Web Conference Integration Issues in Oracle Fusion SalesHi Team, We have completed the Microsoft Teams integration setup on both the Azure side and within the Oracle Fusion Sales application as per the Oracle documentation be…
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Can we remove attachment delete access for usersSummary: User should not allow to delete Attachment in partner or Any custom object . Content (required): Is this possible ? Version (include the version you are using, …
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how we can add the product in two different product groups under the product catalogWe want to maintain the same product in multiple product groups in sales catalog and products in CRM fusion. Like there is a root catalog, under there are 5-6 product gr…
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A database constraint was violated while storing the changes in the database in CX Sales ActivitiesSummary: When we try to change any fields or status in the Activities it is showing A database constraint was violated while storing the changes in the database error wh…
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Why one of the DCL field is not working in RedwoodSummary: One of the DCL on our custom object being migrated to Redwood is not working. We migrated the object via CX extension Generator. Other DCL is working fine like …
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Configure LOVs for Channel Type field in outlookSummary: Need to configure the LOVs for the Channel Type field in CX Sales Outlook plug-in Content (please ensure you mask any confidential information): Whenever we sch…
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Encountering "Remote Region error #3" when trying to access Configure Adaptive SearchHello, We are encountering this error when trying to access Configure Adaptive Search. Unable to retrieve content. Additional information for "Remote Region error #3": T…
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Legal Compliance Confirmation for Plan Document Digital Signature Acceptance - OFICSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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OFIC-Is there a configuration to add a confirmation popup before plan acceptanceSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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Missing Routine Templates and Missing Routine Type- 'Run when an event occurs'Hi , We are trying to create few routines based on the routine type- "Run when an event occurs" for Opportunity object based on an attribute changed. But we are seeing s… -
documentation supports accepting plan document is compliant in oracle fusion incentive compensationSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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Is changing icon for standard actions like log a call for mobile UI possible ?Summary: We are unable to change the icon for the "Log an Interaction" action (previously known as "Log a Call") in the Oracle CX Sales Mobile app. We attempted this usi…
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Is renaming saved search on mobile possible ?Summary: We want to rename the seeded saved search from "My Calls to Log" to "Interactions to Log" for better alignment with the new terminology. The Mobile UI does not …
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While creating a opportunity getting error in redwoodWhen creating an opportunity getting error "The value of the attribute Template ID isn't valid" where the Sales Method is "Standard Sales Process" but when creating the …
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Create Customer Contact Point at Account Level using SOAP Webservice- Oracle FusionSummary: i use below steps it created but still Account Contacts not show any phone , and contact points is empty if and Reset API or i need to adust any of below steps …
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Video - Account HierarchiesVideo - Account Hierarchies: Work throughout the account hierchy viewing data at all levels of the accounts to account parent-child relationship -
Adjust column width in My Forecasts Redwood UISummary: Is it possible to adjust the column width in Redwood Sales > My Forecasts UI? Content (please ensure you mask any confidential information): Name column is too …
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Activities in Redwood are not visible.Summary: Activities in an account are not visible Content (please ensure you mask any confidential information): I have the activities object deployed in accounts. But t… -
Sorting options in nearby activities of map viewHi @Dima Buldakov I’m trying to better understand how the sorting filters work in the Nearby Activities section of the map view in Oracle Fusion Field Service. Specifica…
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Is there a REST API or SOAP Web Service to Create Account Site Reference AccountsSummary: Is there a REST API or SOAP Web Service to Create Account Site Reference Accounts The Requirement is that Customer Account Site Reference create/update via REST…
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How do you know when the Activities Purge scheduled process has completed ?I am specifically looking for the Activities Purge Scheduled Process mentioned in this article from when this feature became available with the 25A release. https://docs… -
Data Table for Activity Streams in RedwoodSummary: Hi, Are there any data tables or subject areas available for the Activity Stream in Redwood? We would like to create some reports on them. https://docs.oracle.c… -
Oracle Fusion Applications - Upcoming Exception Migration to Identity and Access Management (IAM)Summary: Hi, We have received the following notification: “Oracle Fusion Applications: upcoming migration of exceptions to Identity and Access Management (IAM)” indicati… -
We could not see the table for Email Communication functionalitySummary: We could not see the table for Email Communication functionality for Activities, we would like to seek assistance on locating the backend table for this. Conten…
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The panels of a child Custom Object of a Standard Object are not displaying in Redwood VSB.Summary: I created a Custom Object called "REGALO" as a Parent/Child relationship with the standard object "Contact," and I generated the extension export file using the…
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After Merging Accounts want to remove merged account from accounts list viewSummary: We are merging accounts in customer data management tab. Once the 2 accounts are merged in one master account still we are seeing second account in accounts lis…
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Redwood How to add task creation buttons, appointments, and interactions within opportunitiesSummary: We want to add creation buttons so that it's not just about having to type in the record search. Content (please ensure you mask any confidential information): …
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How to add Attachments in creation page of custom objects**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: Is it possible to to add Attachments in creation page of custom ob…