To ensure that questions get required attention from community members and are NOT left unanswered, it’s important for the author to indicate (by selecting “Yes” or “No” when prompted) whether the question was answered. (newly added) Please note that it is also important to respond to EACH comment your question receives. Your Yes or No response ensures an accurate status for your question.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
Sales
Discussion List
-
What does the SOA Artifacts contain in CSM Migration set?Summary: Anyone knows what does the SOA Artifacts contain while doing the CSM migration? Content (please ensure you mask any confidential information): Version (include … -
How to remove type field from Contact- Address in mobile pageSummary: We would like to removed Type field in Contact - Address field to resemble the web page UI. We tried to hide the field via app composer > Mobile app setup > CX … -
Is there a way to view the most recent user connections?Summary: I am looking for a way to find recent user connections to the application Content (please ensure you mask any confidential information): Is there a way to valid…
-
Can a bind variable be passed as a value dynamically to the filter on the list pageSummary: While adding filter in list page we are able to give a alpha numeric value as a filter for a particular attribute. Can a bind variable or parameter be passed as…
-
oracle engagement cloud Service documentationSummary: Hi, can anyone share with me the engagement cloud Service implementation document? we currently use the engagement cloud Sales and we need to implement also the…
-
Blank Customer Summary panel on Redwood Account pageSummary: I added Customer Summary Panel to show 360 degree view of the customer. However, it is blank. Nothing is shown. Content (please ensure you mask any confidential…
-
How to display data from secured external REST API in a Custom Panel and SV on Redwood Account pageSummary: Display data from secured external REST API in a Custom Panel on Redwood Account page Content (please ensure you mask any confidential information): We want to …
-
update territory in oportunitySummary: update territory in oportunity Content (please ensure you mask any confidential information): Good day to all, My question is the following: Is there a way to u…
-
How to import latest file from BI report to WCC to import management?Summary: we have BI Report, and we are exporting it to WCC everyday, and we notice that its Content ID is different every time, we are planning to create an automation t…
-
Retrieve customers and their sites from AR to salesSummary: Retrieve customers and their sites from AR to sales to be able to see all the contacts related to each site Content (please ensure you mask any confidential inf… -
which is the preferred way - SOAP/REST API or FBDI for Customer data conversion from legacy system?Summary: We are migrating customer data from legacy system and wanna inquire which would be better option to move forward with 1. Rest API/ SOAP 2. FBDI Content (please …
-
Sales Forecasting in Redwood - Using and Implementing VideosSummary: Collection of videos and resources to learn more about Sales Forecasting in Redwood. Content: Sales Forecasting in Redwood user experience allows sales managers… -
Customer Data Management work area in Oracle cloud is a separate module and requires separate licensSummary: I want to know, if Customer Data Management work area a separate module in Oracle and requires separate licensing Content (please ensure you mask any confidenti…
-
Please ELI5 - How to get the ADF log outputSummary: CX Sales hosted on oraclecloud.com - can't find anywhere to see ADF logging output Content (please ensure you mask any confidential information): Hi all, We are…
-
Why Am I being Forced to Enter Reason Won/Competitor when Marking Opportunity as Closed WON?In DEV1 and DEV3 Environments, I'm getting an error message when closing opportunity as WON, when in PROD, that doesn't happen. I checked all requirement scripts on App …
-
Date and Timestamp of Attachment FieldHi, I have enabled attachment field in a custom object. When a file is attached how can the date and timestamp be captured. Thanks -
DCL with Multi SelectHi, I have created DCL to display the resource name at the moment I have the option to select only one value. Is there any possibilities to have DCL with multi select op…
-
NGS - How to change title in mashup ?Summary: On Account Object details screen we are tying to add VBCS page link. On Account we have Bank Account Foldout Panel. On Bank Account View All(subview ) we want t…
-
In Redwood, for searching an Account, we would like to capture the search keyword to embed into URLWe have a business Requirement to capture the Keyword entered in the Account Adaptive search to be used in a url 'Create an Order'. Currently we have created Finder chil…
-
In Redwood, how do I set the Sales Dashboard as the landing page for a user logging onSummary: I want to see what the options are to set the "Sales Dashboard" as the page someone goes to when they login Content (please ensure you mask any confidential inf…
-
Is there a permission that allows users to modify change historySummary: Can anyone tell me if there is a permission that might allow someone to modify a change history? If there is such a permission we want to make sure that no one …
-
Is there any possibility to update the Subject line of the Bell Notification when the Task created?Summary: Is there any possibility to update the Subject line of the Bell Notification when the Task is created? And can we remove the Action which pops up below that? Co…
-
User License AuditSummary: Would like to understand how to Audit and review User LIcense in Fusion Sales Content (please ensure you mask any confidential information): We are going throug…
-
SOAP Web Service to update IB AssetSummary: SOAP Web Service to update IB Asset Content (required): We want to update an Asset Product and its Description in IB. What would be the SOAP Web service for thi…
-
Not able to see any Appointment Calendar feature in Redwood Sales as seen in Classic UISummary: We have the standard Appointment Calendar functionality in Classic UI , but the same is not visible by default in Redwood UI. So , is that a known limitation or…
-
Is it possible to disable login access for a user used only for integration purpose/API calls?Hi, Please let me know if it is possible to disable/restrict login access from the UI for a user that is used only for integration purpose in the REST API calls. Best re…
-
Video: Sales Forecasting Troubleshooting TipsSummary: Sales Forecasting troubleshooting tips. Content: The following video provides troubleshooting tips for Sales Forecasting in Redwood such as: Troubleshooting: Sa…
-
How to Change the Oracle Logo and Name of Browser TabContent Is there a way to change the Oracle Logo and Name of the browser tab? Is this possible? If so, what are the steps to do this? Thanks in advance.
-
How to restrict Account with Business Unit in Oracle CX SalesSummary: I want to restrict every account by business unit so that only accounts associated with a specific business unit are visible to the Account Manager. Content (pl…
-
assign team memberSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…