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Sales
Discussion List
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Do we have the option to add Recently Viewed items in Redwood (Next Gen)?Summary: Do we have the option to check Recently Viewed items in Redwood (Next Gen) Content (required): Version (include the version you are using, if applicable): Code … -
[NGS] How to enable 'Digital Sales Room' using Next Gen salesSummary: Please provide the documents if any or share the process to enable 'Digital Sales Room' using Next Gen Sales/Digital sales Content (required): Version (include …
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Report which would give us info that fields on object (say contact) are filled or NotSummary: We need to come up with report which would give us information that fields present on object (say contact) are filled in or not considering all records. For exa…
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[NGS]Need steps to implement SUI features Like Assessments, Sales coach, recommendation.Summary: Users are trying to use next gen digital sales UI for opportunity object and needs to know how to setup OOTB functionality is missing as comparison to SUI featu… -
Merging Contacts Created By PartnersSummary: Hello everyone. Hope the community can help us with a CDM merging topic. We have both internal employees and Partners utilizing CRM together. Employees have ful…
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Customer Support Event on May 9-Learn how you can find answers to your questions in Customer ConnectCustomers can instantly access answers in CCC and learn directly from their peers on how to best navigate Fusion Applications. Learn more about how Oracle Customer Suppo…Declan Cunningham-Support-Oracle 31 views 0 comments 1 point Started by Declan Cunningham-Support-Oracle -
Is there a way to show the BPM worklist comments in the Opportunity objectSummary: Is there a way to show the comments of custom approval workflow which is triggering the approval notifications from object workflows of opportunity object in Op…
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Is "Synchronize CRM Search Indexes" still needed when workspace is used.**This post was created as part of a How to Service Request (SR)Release: 11.13.23.01.0 Summary of the question: We use the workspace and the periodic refresh (scheduled …
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SQL Database for Oracle Fusion SalesSummary: Is there a way to access the Oracle Fusion using SQL Server? Content (required): We would like to access the database using SQL Server to update records in Orac… -
Non-UI way to generate application composer customization reportSummary: Non-UI way to generate application composer customization report Content (required): Is there any alternative way to generate Application composer customization…
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What are Implications of increasing number of fields for workspace filter?**This post was created as part of a How to Service Request (SR)** Version (include the version you are using, if applicable): 22D Summary: What are the implications of …
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Issue trying to read attachment in Groovy scriptingSummary: We are trying to read the contents of an activity attachment and upload to an external web service in Groovy scripting. We are having issues with taking the Fil…
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How to convert ActivityDescription CLOB to text in Groovy ScriptSummary: We are trying to gather the ActivityDescription in a Groovy script to parse to an external system via Web Service. The issue we encounter is that ActivityDescri…
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Custom Profile Option accessible via REST APISummary: Content (required): We are designing a VBCS application for CX Sales. In the VBCS we will have a logic that will be enabled based on a given date. We want the d…
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Assign Territories based on Parent Account attributeSummary: Is it possible to have a child account be assigned territories based on his parent account information. Version (include the version you are using, if applicabl…
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Validation In Create Quote ButtonQuestion : We have the create quote button in Quotes and Orders subtab, when exist a quote and the customer try to create another quote must be appear a message saying t…
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Business event for CDM (AR account, AR account site, AR account site use)Summary: I checked erp business event and soa infra event catalog, and I cannot find create/update business events for AR account, AR account site, AR account site use. … -
How to add the O365 Plugin Automatically to the Outlook ribbon**This post was created as part of a How to Service Request (SR) Release: 22D Summary of the question: The users aren't seeing the O365 plugin automatically on the Ribbo… -
Exporting Limit in WorkspaceSummary: Currently workspace is only exporting 2k records. In future is this limit going to be increased to a large number? Content (required): Workspace Version (includ…
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Is There A Way To Connect To The Database From External Tools or Request to access a cloud database**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: Is There A Way To Connect To The cloud Database From External Tool…
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Best Practices for Product Catalog and Price ListsSummary: Is there anywhere that outlines the best practices for working with products, catalogs and price lists For example, how do I deal with products we no longer wan…
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Report custom formula for OBIEE ReportSummary: Previously we have a BIP report and for one column we have used below query. case when f.NAME like '%Singapore%' then 'AA Singapore' when f.NAME like '%Malaysia…Lavu Kalyan Chakravarthi 51 views 3 comments 1 point Most recent by Priscila Terazawa - Support-Oracle
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URL pattern for ManageHierarchyLinkSummary: Hi, Does anyone know what's the URL pattern for ManageHierarchyLink on Account Overview subtab? Thanks, Adam Content (required): as above Version (include the v…
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Digital Sales - Account HierarchySummary: Hi, We'd like to manage account hierarchy in Digital Sales with the following capabilities - Add Child Remove Child Are these features supported? Thanks, Adam C…
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How to create contact automatically from from custom fields at the lead ?Summary: Hello everyone , the customer want to create the contact from custom fields at the lead , that contains the data he needs for contact definition , when he conve…
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how to make every salesperson see just his own records at ( contact , account , lead , opportunity)Summary: Hello everyone , I want to make each salesperson just have access to his/her own records only and can not see other records but the sales director still has the…
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Not able to perform updates on resource/userSummary: I am trying to update fields on resource via import and getting this error - An error occurred during the data import. Details: This error occurred while import…
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Access Group VS Job rolesCan someone gave me the cons and pros of having an access group rather than creating a job role? because its seems like they are dealing with the same purpose.
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How can we visualize sales territories?**This post was created as part of a How-To Service Request (SR) Release: 22B Summary of the question: Does Oracle Sales Cloud provide any solution to visualize and map …
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How to change notification preference at the Site Level?**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: How to change notification preference at the Site Level? Supportin…