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Sales
Discussion List
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dynamic filter for products based on the product added to the product groupWe are maintaining fcl field named 'Division' at the header level of lead & opportunity, and based on the division lookup code we are maintaining the product group [same… -
Extension dimension not working for TerritoriesSummary: We've created a customer centric territory , in which we've two dimensions Standard: zip code and custom: Extension 1( Custom FCL). The coverages are updated an…
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REDWOOD - Business Plan Showing Error while creationSummary: Hello, We have business plan enabled for our application. However, we are facing an error while creating the business plans for Accounts. Content (please ensure…
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Using Smart Actions to Invoke Agent Teams – Quick POCSummary: I was doing a quick POC around Smart Actions and explored invoking Agent Teams directly from the UI. What I did: Created a Smart Action (Application Composer → … -
In Redwood Add schedule not appearing in Opportunity Revenue Edit pageSummary: Add schedule not appearing in Opportunity Revenue Edit page Content (please ensure you mask any confidential information): Version (include the version you are …
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How to bypass logic specifically for the Sales application within a groovy script?Summary: We have groovy script written on Address object which should be triggered only within sales UI not in other modules like AR. So we want to bypass sales applicat…
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Guidance Required: Calling Sales and Service Access Management API for Redwood Dynamic LayoutsSummary: We are currently using the Redwood Accelerator tool (RAT) to migrate legacy pages to Redwood. In our legacy setup, we use Dynamic Layouts driven by Advanced Exp… -
ContactのStateの値を文字数制限を行いたいSalesCloudのContactの住所項目Stateで文字数制限を行いたいです。 4文字以上を入力するとエラーになるように検証ルールで設定できますか？ できる場合のスクリプト例をお願いします… -
Redwood Sales Dashboard is showing a date that is off by one daySummary: We are implementing Redwood and noticed the Sales Dashboard > My Opportunities tab is showing a different estimated booking date on the opportunities listed for…
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Help Needed: Managing Customer Center Assignment Objects and RulesSummary: Hi Everyone, We have a requirement to roll down Account team members based on the parent account, and we’re attempting to achieve this using Account Assignment …
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Ai Agent for Express ReportsSummary: Need Assistance with Step 5 implementing. Step 5: Configure Administrator Profile Values Go to Setup and Maintenance. Search for Manage Administrator Profile Va… -
Can I assign a custom template for Product DCL in the Mass Update layout?I want the default list to be 'All Products' when updating records using the bulk update feature. Is it possible to set a default saved search list for Product DCL in Ma…
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Not able to update EffectiveEndDate in HZ_CUSTOMER_PROFILES_F table using Soap webServiceSummary: We basically want to end date a specific record in HZ_CUSTOMER_PROFILES_F table using the Soap WebService :- https://servername/fscmService/ReceivablesCustomerP…
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Can we segregate the Data access for the legal employer specifically between CDM and SalesSummary: Is there any possibility to provide the data restriction that has the same customer for the two different legal employees Content (please ensure you mask any co…
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How to Use Related Object Fields in Redwood Layout Conditions for a Custom Object?We have a custom object called Part Details. This object is not a child of Lead or Opportunity, but it is linked to both of them as a related object.In the Classic UI, w…
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How to display USD value amount separately for the non USD(Currency) Opportunity recordSummary: Opportunity will be created using "INR" currency and Amount value will be displayed based on this currency setup. We have a requirement to display USD Amount va…
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How does one go about searching/querying an Interaction record by Name/Title?Summary: We have launched the Redwood experience & have also enabled the Redwood Side Panel for Outlook O365. Interaction records are getting created successfully for th… -
Smarter Insights at a Glance with the Customer Summary Panel on Sales Accounts - 26A UpdatesImpact Summary Starting with the 26A release of Redwood Sales, a Customer Summary panel will now appear by default on the Account landing page (the "Account Foldout") fo…
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Location Address REST updateSummary: https://us.v-cdn.net/6034893/uploads/BRKWYNA0Z16T/maskedtest.zip We're trying to preserve old addresses to a customer using same addressNumber, but we found the…
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How to setup Orchestration setup agent team in Oracle RedwoodSummary: Setup Orchestration setup agent Content (please ensure you mask any confidential information): I want to setup OOTB AI Agent, Orchestration Setup Agent Team. Ho…
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Unable to access the 6500 Lookup details in fieldSummary: We uploaded around 6,500 lookup values for a field, and the upload completed successfully. However, we are able to view 999 values from the FCL field appearing …
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Refresh data on redwood panelsSummary: How to refresh the data on Redwood Sales panel? The corresponding field's data is already updated on the backend table but the panel still displays the old valu…
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How to delete/disable customer contact using import managementContent Hi, We have identified several customer contacts which need to be disabled from OSC. I am not finding a way to achieve this using import/export management. How t…
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How to parse error body in REST API call with Groovy?Summary: Good afternoon. Hope you can help me out. We have a Groovy script in our Fusion environment that sends a REST call. Once in a while we will receive an error fro…
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How to have Category Options in attachment field on sales account ?Summary: We have a request to collect specific documents on attachment field on sales account object. Like list of document to open a Account Oracle does not give this f… -
Export Setup Data to CSV File Results: Manage Qualification Models is blankSummary: while exporting task Manage Qualification Models the export file comes blank Content (please ensure you mask any confidential information): Version (include the…
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Quote - without CPQSummary Quote 20CContent Hi all, In Oracle Sales Cloud 20C is there a Quotes tool to work on the Opportunity or Accounts with approval processes, SLAs, download and prin… -
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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unable to open Internal Resource Organization HierarchySummary: I have done all these steps, still can't access the Internal Resource Org Hierarchy. 1. Clear Cache & Cookies or use Browser Incognito Mode. or 2. Reinstall the…
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Lead Currency inherited from Lead Creator's profileSummary: Oracle Cx Cloud > Redwood > Lead Object > Create Lead Layout: LeadCurrency needs to be inherited & auto-populated from the LeadCreator's profile. Content (pleas…