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Sales
Discussion List
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Video: Adding Top Level Object Records and Child Records at the Same TimeAdding Top Level Object Records and Child Records at the Same Time Learn how to add a child record table to the create form for creating a top level object record. In th… -
REST API to Retrieve info from Manage Geography Hierarchy (HZ_GEOGRAPHIES,HZ_GEOGRAPHY_IDENTIFIERS)Summary: We are looking for a supported REST API to retrieve Country, State details from the Manage Geography Hierarchy in Oracle Fusion. Currently, geography-related da… -
How can we enable validation for Address Line1 on the Account in Redwood UISummary: We have a requirement to validate Address Line 1 for an Account Address in Redwood UI. Currently, by enabling Manage Geography Validation, the State/County/City…
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Is there a way to allow all users to see all activities on all accounts?I need to allow all users all roles to see all activities on all accounts. -
Can Opportunity Summary generated by AI appearing unrequested in foldout view after 26A be disabled?Summary: I am aware that the Opportunity Summary (and other summaries generated by AI) can be opened in a view by calling a Show request in the Action Bar, but with 26A …
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In Redwood activity feed is it possible to delete an email interaction?Summary: A user has accidentally sent a blank email to her customer which shows up in her activity feed in Redwood. It has no subject line and no content. The sys admin …
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Restricting Sales Method LOV Based on Opportunity Type in Redwood UI (VBS)Hello , I have a requirement from a client to restrict the Sales Method LOV based on a custom field called Opportunity Type in Redwood UI. Summary: If Opportunity Type =…
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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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Child Object of Account - Subview is blankSummary: Created a child object under Accounts called Fleet Information, and used CX Extension Generator to create the new pages. I was aware of the slash that needed to…
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Why Are Recurring Appointments Not Getting Created Within The Specified Date Range?Let's say I create an appointment on an account such that the start date and end date have a gap of 1 day between them, with the recurrence type set as "Daily", having n…
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Video: CX Picker - Using Adaptive Search with DCL Field TemplatesCX Picker - Using Adaptive Search with DCL Field Templates: For Dynamic Choice List fields, that are in Adaptive Search (aka Workspace), you can use a powerful CX search…
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Need to inactive Products created in Sales. We dont have PIM enabledSummary: We have implemented Sales and the Products are created directly in Sales with Sales/Service attributes enabled. We need to Inactivate these products, so that th…
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P2T for Fusion Sales cloudSummary: Hi Team, Our customer is looking for a P2T in 1st week of April for the fusion sales cloud application followed by CPQ. We would like to know if there are any p…Aditya Varma Gadiraju-Oracle 1 view 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle
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OTBI Analysis - Create Action Link for Workspace Activity SubtabSummary: Hi All, In Oracle Sales Cloud we have a workspace tab and we have a Activities subtab. I have an analysis report from OTBI where there is an Activity Title fiel…
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Account Audit is not showing under accountsSummary: We did all the configuration related to account audit and opportunity audit, audit is coming up under opportunity but not in account. Even in custom object we e…
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Default “Source” (FCL) Field to “Email” for Leads and Opportunities Created via Outlook Add-inWe have a field named Source on both the Lead and Opportunity objects, configured as an FCL field. Our requirement is that whenever a Lead or Opportunity is created thro…
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Activity not showing in account details redwoodUISummary: Hi, We have copied the customer role for Sales Representative, activities under associated to account is showing in Classic UI. We have enabled redwood UI for o…
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How to automatically change account owner temporarily when owner is on vacation?Summary: When the owner of account is on vacation, he wants to assign another user as owner, for a fixed duration, after that duration is over then owner will be reverte…
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Create Quote Smart Action Redirects to Blank Screen and CRM Login Instead of CPQIn Oracle CRM, when using the Create Quote smart action from an Opportunity, the system does not directly redirect to the CPQ page as expected. Instead, it first display…
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Missing Interview Definitions for Sales Lead and Opportunity After 25D UpdateAfter applying the 25D update, I can’t find the interview definitions that were previously configured for Sales Lead and Opportunity. Has anyone else faced this issue or…
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Clarification on Oracle’s Definition of Configuration vs. Configuration Extension in RedwoodSummary: Is duplicating a Redwood layout to reorder fields considered configuration or configuration extension? Does Oracle recommend duplicating the layout for all impl…
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Is there a view object for fetching incentive calendar in server script trigger using groovy script?We want to access period first date of incentive calendar using groovy scripting. Is there a view object for that that we can query to get the first date of a specified …
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Convert groovy to javascriptSummary: Can anyone recommend a good AI tool to easily convert Groovy expressions used in CX Sales Application Composer to Javascript to be used in VBCS for Redwood?
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Is there a way to delete log a call entries?Summary: Is there a way to delete Log a call entries from SVC_INTERACTIONS? Content (please ensure you mask any confidential information): Version (include the version y…
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Is there any API to get AR Account details and display it in CX Accounts?Summary: Any available API to get AR Account details and display in CX Account details? I am attaching the details of the AR Account details that needs to be posted in A…
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We are looking for the privilege or role that grant access to customer Invoices from Sales Redwood.Summary: Could you please help me find what is the role or privilege needed to see invoices from Sales Redwood in My accounts page. Is it possible to see the invoices wi…
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Invoices / Quotes and Orders panels are empty in Next Gen UISummary: Invoice panel and Quotes & Orders panel in Next Gen UI are empty for Salesperson and Sales Manager roles. Content (please ensure you mask any confidential infor…
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Video - Account Panels Showing Information from the Back OfficeVideo - Account Panels Showing Information from the Back Office: Bring Invoice and Order data from the back office into the accounts customer center view. https://videoh…
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In Redwood is it possible to make a custom picker template that defaults to a different search listSummary: On opportunity when you click in the Redwood picker template to select a primary contact the first things that default are: + Create Contact Related Contacts De…
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Video: Deploying the Extension to the PRODUCTION EnvironmentDeploying the Extension to the PRODUCTION Environment: Package and deploy the extension to the production enviroment (or any environment other than -TEST) https://videoh…