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Sales
Discussion List
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URL underneath mobile UI Proposal DocumentSummary: What is the URL underneath mobile UI Proposal Document button? Could you please provide the URL or REST API getting triggered when you click this button? -
Customer Need 10 Digit Record Number for Custom Objects and ActivitiesThe customer has requested that the Record Number be in a 10-digit format, starting from 1000000001. Could you please confirm whether this requirement can be implemented…
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How I can access 'Custom Field Allocation Issues' option in Diagnose under Metadata UpdateSummary: I am encountering an error when creating a new custom field in a custom object. I found this article: however, there is conflict on accessing the 'Custom Field …
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Forecast Sales based on the demand received from the customerWe have requirement as below: Customer of Christensen Farms (CF) sends the Delivery Schedule to CF for the upcoming 2 weeks. This includes the quantity of items required…
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How to configure territory assignment for Account and Contact recordsSummary: We have one standard (Prod) and three aux dimensions(Branch, Region, Vertical)......could you please help us to understand where we can add these dimension so t…
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Sales Forecast Quotas - are Territory Quota and Sales Resource Quota still valid?Summary: Since Quota Management is being deprecated, are Territory and Resource Quota still valid? Content (please ensure you mask any confidential information): In Redw…
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Can I get some clarity on the future of CX Sales Quotas, Forecasts and Incentives?Summary: Hi everyone - I'm looking forward to understanding how are CX Sales Quotas, Forecasts and Incentives going to coexist in the Redwood world. Content (please ensu… -
Get ER Model and Data dictionary of a Fusion CX instanceSummary: Hi. Is there a way to get the entity-relationship model and the data dictionary of a Fusion CX instance? Regards, Content (please ensure you mask any confidenti…
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How to add Sales Order Panel in Opportunity detail page in RedwoodSummary: We have a requirement to show Sales Orders related to Opportunity in the Panel view Content (please ensure you mask any confidential information): Client wants …
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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… -
Redwood: Customer Summary Panel WidthSummary: We have added Customer Summary Panel but we want to enable only 2 cards in it. Even then the width occupied by this panel id quite large as compared to other pa…
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Cannot make standard Task fields (etc.Due Date,Status) read-only via Layout or Page ComposerHello, In Oracle Sales Cloud, I need to restrict editing of some standard Task fields (etc. Subject, Due Date, StatusCode). In Page Layouts, I don’t see any option to ma…
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Oracle Sales Cloud - Custom buttonsI have created a custom button on the Opportunity entity. However, it also appears in the Opportunity’s subtabs (e.g., Opportunity → Activities). I want to restrict the …
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Video: Dynamic Links - a deep-link standard that works with both Redwood and Classic UI for CX SalesDynamic Links - a deep-link standard that works with both Redwood and Classic UI for CX Sales With 25B, a new dynamic link URI/API format is available to deep link into …
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Asset data is not appearing in the Asset Picker under the Service Request objectSummary: Asset data is not appearing in the Asset Picker under the Service Request object We have asset data in system, and we can see under asset and IB asset object. B…
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How can I remove "Resource Role" from a user under "Manage Users"?Setup and Maintenance > Manage users > Edit user I have a Resource Role set as "Contract Administrator" for this particular user. How can I remove this resource role? Se…
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Direct page link/navigation to the Custom object subtabHi All, I have custom object Name: "ParentObject" and this object having child object "ChildObject". I want direct url to open the childObject record…
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Redwood UI 'Group Collapsible' property is not workingSummary: The 'Group Collapsible' property in Redwood UI Rule Set is not working. Given this definition guide: Group Collapsible - Specifies whether the form group is col…
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How to Change the From Email Address (not the display name) to its Corresponding EnvironmentRecently, we had a P2T refresh and one thing that we found out that our email notification "from email address" is not pointing to its corresponding environment. This is… -
Fusion Identity Upgrade performed - MFA enabledSummary: This friday a mandatory security upgrade was performed on our test environment. We are surprised that we need to enable MFA. This was not mentioned in the accom…
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How to run territory assignment job with multiple view criteria parametersSummary Multiple view criteria in opportunity territory assignmentContent Hello Experts, While scheduling the territory assignment ESS job, we have requirement to schedu…
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is it possible export all addresses using BULK API without a parent Account ?Summary: is it possible export all addresses using BULK API without a parent Account ? Content (please ensure you mask any confidential information): Version (include th…
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How to add records in a custom 1:M relationship in Redwood?Summary: Hello, For one of the requirements, we created a 1:M relationship between Opportunity and Account (One opty can have many accounts of a certain sub-type). Addin… -
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LOQATE for address validationSummary: Will LOQATE validate address line 1 & 2 and will it give prompt as USPS does to select the correct address? Is there a license fee involved to get this feature …
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Need to clear out mass bell notifications for usersWe have RIVA integration enabled in Production to integrate Google appointments to Oracle sales. That created thousands of notifications for users, most of them are acti…
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How to create and customize filters in Oracle Sales Mobile App?Hello, I am trying to create and customize filters in Oracle Sales Mobile App but I could not find a clear way to do it from the application. For example, I would like t…
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How to update on mass sales account profile org typeSummary: I would like to be able to extract all organizations where the org type on the account profile is x and update to y on mass. Content (please ensure you mask any…
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How to fetch field from adaptive search in cx-picker?Summary: As cx-picker configuration is dependent on query if it should go to adaptive or REST. We are keeping our Partner picker as we have ootb but when we are adding C…
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Redwood remove standard field validator when using custom in Visual Builder Studio (VBS)Summary: Hi, we need to customize the validation rules for some standard fields. We are doing it in VBS adding a Field Validator. In the ui when the field is selected we…