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Sales
Discussion List
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Saved Search to display leads created by me but not owned by meSummary: Hi Team, Our requirement is to create a saved search to display list of leads created by me but not owned by me. While creating saved search, we don't see any o… -
Redwood : How to default UOM on Opportunity RevenueSummary: We have multiple UOMs. On classic, OOTB, the UOM are set automatically based on the selected product on the Opportunity Revenue. But in Redwood, users are suppo…
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RSSP Change in User Interface in upcoming quaterly updates(25A onwards)Summary: Our Customers has got the notification We strongly encourage you to transition to the News feed layout now using the following steps: Login as a user with Admin…
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Generate Win StoryHi, I have create in Sandbox enabling Yes for both Generate Account Description and Generate Win Story and published . In Accounts I am able to find the Send Email actio… -
Export all the files uploaded on Photo field of Contact and Account entitySummary: Hi Community! I need to export all the files uploaded to the Photo field of the Contact and Account entities. I tried to use the native export of Contact object… -
Purge of recordsHi, our customer needs a formal confirmation by Oracle regarding the following aspect of data management and deletion in the system: when a record (available objects: Se…
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Purge of objects' attachmentHi, our customer needs a formal confirmation by Oracle regarding the following aspects of data management and deletion in the system: Once an account is deleted, all ass…
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Geocoding Clarification on ReferenceHi Team, Wanted to know how geocoding job populates latitude and longitude in the backend. We have seen this during our review that geocoding is populating latitude and …
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CDM 25A Patch Upgrade clarificationSummary: As per the CDM Release notes we don't see any updates under CDM section. Release notes: https://docs.oracle.com/en/cloud/saas/readiness/sales/25a/scdm-25a/25A-c…
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How to turn off warning message on Opportunity and Service Request Page?The warning message pops up when user removes Account on Opportunity and Service Request page. How can this be turned off as this is not of use.
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cx-srt-visualization fragment in custom pages in VBSSummary: I created a custom page (Dashboard Landing Page template) and attempted to add visual configurations using the cx-srt-visualization component. I passed the foll…
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How to create a contact during lead to Opportunity Conversion without creating OpportunitySummary: HI Team, How to create a contact during lead to Opportunity Conversion without creating Opportunity. As when I am converting the lead to opty i need to avoid cr… -
How can we add Opportunity smart action under lead in oracle redwood salesSummary: Hi Team, I want to add the "Add Opportunity" action under Leads in Oracle Redwood Sales. I have created a REST-based Smart Action, but nothing is appearing in t…
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Message template is not visible for sales manager role?Summary: Content (please ensure you mask any confidential information): we have Message Templates used in Opportunity, sales reps are able to access it but not Sales man…
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Mass end date of members within the Resource RoleSummary: We have to end date all the members within the specific Resource Roles. However, I couldn't find any documentation related on how to mass end-date them. Could y… -
Why does my application composer does not load?Summary: My application composer does not show anything. I tried to clear cache and different browsers. Also, i restart and shut down my machine but still shows nothing.…
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Need a user Task/Activity report for all the actions like Create/Update done in CX-Outlook.Summary: We need a report to track all activities done via CX-Outlook in cx objects. Business requirement - This is required form the Auditing team as a Compliance requi…
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Can we use partner contacts as Customer Contacts in CX sales?Please let us know if contacts created as partner contacts can be used as a customer contact or not.
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How to Merge Organization Party manually in CDM.Summary: Unable to Merge Organization Party manually in CDM. Content (please ensure you mask any confidential information): Version (include the version you are using, i…
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How to import hierarchies from DnB into CX through the Oracle DnB Account enrichment service?Summary: How to import hierarchies from DnB into CX through the Oracle DnB Account enrichment service? Content (please ensure you mask any confidential information): Cli…
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Add Contact button on an Oracle Service Request (SR) not showingSummary: Content (please ensure you mask any confidential information): Hi all, I logged an SR ticket through the Oracle Service Request portal and this morning I was ab…
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Where I can View the record name of a custom objectSummary: 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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How to auto-calculate # of Activities per lead?Hi Team, I have already tried groovy and it is calculating the number of activities on an update on lead. But the ask is, for a existing lead, when the user adds an acti…
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Data Prod Related QuestionnaireSummary: Please provide answers to the following questions regarding data purging in Oracle Fusion. Associated SR: 4-0000257806 How do we identify and tag PII and sensit…
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Updating Canadian Postal CodesOur Sales team continue to complain about Postal Codes in CA that are either associated w/ incorrect towns in CX or they're not listed in ORACLE all together. How can we…
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How to avoid duplicate contact creation?Summary: Hi @John Vakoc-Oracle, @Edson Junior, Oracle, If contact is already exists how to warn/show msg to user that this contact is already exists if user trying to cr…
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Seller 360Hi there, In the instant environment there is something called "Seller 360" available and I am wondering if this is standards as I cannot find any documentation about it…
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how to store multiple GLN's at address level in CDMHello Team, In CDM, GLN is a standard attribute basically a text field. For our use case one site can have multiple GLN associated with it. Can you please provide us the…
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how to add custom fields to Available Fields box in Configure Mass Update Fields regionSummary: I want to add custom fields to the Available Fields box in Configure Mass Update Fields region for a custom subject, how can I do that ? Content (please ensure …
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Need Streamline Product Creation and Product Assignment Workflow to Avoid DuplicationSummary: Our users are facing challenges with the current process of creating products. They want to be able to type in the product details directly in the opportunity r…