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Sales
Discussion List
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Territory Assignment to Opportunities Using Custom Dimensions: Setup and DemoSummary: Overview of the Territory Custom Dimensions feature and a demonstration of the one-time setup steps to enable a Line of Business custom dimension and update the… -
Is there a way to add Account Address set to Sales Lead?Summary: The Sales Lead Object allows us to show/hide the Contact Address set, but we have a client who wants to replace that Contact Address set with the Account Addres… -
How does the validations in redwood works?Summary: I saw there is one feature introduced in recent release by oracle, i.e. validators. How can we use that? Content (please ensure you mask any confidential inform…
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Address Import error HZ-120773Hi, We are loading the Account's address object using Import mgt. We got the below validation error. The account can't be added to the parent account hierarchy. (HZ-1207… -
Redwood 24D - Work Order Search not working in Brazilian Portuguese LanguageSummary: Work Order Search not working in Brazilian Portuguese Content (please ensure you mask any confidential information): When performing Work Order searches through… -
Redwood-How to remove "Create appointment" button from list page of activity object.Hi Team, Could you please let us know how we can remove "Create appointment" button from list page of activity in redwood.
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How to display a lead's territory team membersSummary: How to display a lead's territory team members Content (please ensure you mask any confidential information): I want the people of the territory to appear in th…
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Redwood-How to customize "Log a call" screen.Hi Team, We are trying to remove some fields from Log a Call screen. Can you please help us to customize this screen in redwood.
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How Can We Rename the WITHDRAW in Deal Approval History panel content in Redwood UI .Unable to Update the Deal Approval History panel content in Redwood UI .Need to Rename item 1(Currently it is WITHDRAWN , need to rename to RECALLED)
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Bell Notification not clickable on Sales Account Resource ObjectWe implemented a bell notification on Sales Account Resource object. Whenever a new resource is added to Account team, the user should be notified via bell notification.…
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how to restore a deleted customer accountSummary:How to identify an recently deleted customer account in CRM Sales CX Content (please ensure you mask any confidential information): Version (include the version … -
Why the following object function doesn't work when called in a trigger?Hi, When I am fetching deal records to update status: 166 count of records fetched when -> object function script is pasted inside trigger 0 count of records fetched whe…
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Redwood Migration MS 365Summary: We are in the process of migrating our current sales environment into redwood. We want to check on some things and need these two questions answered: About the …
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global searchSummary: Getting error while using the global search in production Content (please ensure you mask any confidential information): I'm getting the below error when I use …
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Can we restrict the visibility to Contacts based on Territory Assignment?Summary: No option to view the associated Territories at the Contact level, unlike Accounts. Content (please ensure you mask any confidential information): We are trying…
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How to show Activities Panel in Redwood for Custom ObjectsSummary: I wanted to show the audit logs for Custom Objects in redwood, but activities panel is not available as OOTB. How can I show the activities panel or the audit l…
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Can CX Quote object and child Quote line object be extended in redwood?Summary: Can CX Quote object and child Quote line object be extended in redwood? Content (please ensure you mask any confidential information): Currently in classic UI, … -
Groovy Script To Notify user Using Bell Notifications when user is added to Account TeamWe are unable to implement bell notification on Sales Account Resource which is child object of Sales Account. We have triggered it on after create event. Please find be…
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Stand alone Quota Management implementationSummary: Hi, One of my customer is planning to implement Stand alone Quota Management application. They are not planning to implement Territory Management. They have Sal…
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Territory update of dimension doesnt reflect in OpportunitySummary: Hi, We had setup teritories based on Country which was working fine. Now we had to update the territories based on a Custom field onto Opportunity Object which … -
Need ability to run assignment on demand for an account from redwood Accounts pageSummary: Need ability to run assignment on demand for an account from redwood Accounts page (like in Classic UI) Content (please ensure you mask any confidential informa…
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Predictive Analysis in LeadsSummary: Does Oracle CX have predictive modeling to assign sales conversion probability scores based on customer behavior (high/medium/low), preferences, interaction his… -
Fusion Cloud Global Price ListHi, Where we need to check the latest price details of the fusion subscriptions (Engagement Cloud, DCS). I got the below link for 2017 pricing. We need it for 2021. http…
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A custom object is intermittently visible on navigator and spring boardSummary: In SendBox, Custom object is intermittently visible. SendBox is not publishable . User has ORA_CRM_EXTN_ROLE. Content (please ensure you mask any confidential i…
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Is it possible to enable activity feeds on objects like Quotes&Orders, MDF Request, MDF Claims etcSummary: Need to have activity feed enabled on Quotes/Orders, MDF Request, MDF Claims etc. Content (please ensure you mask any confidential information): In CX Sales Red…
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REST/SOAP Webservices for Customer RelationshipSummary: I am looking for web services provided by Oracle that can create a relationship between customers. From the Oracle Customer screen, I can create the contact rel…
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Install Base Asset Classic UIHi All, In Classic UI, we are trying to create Install Base Assets under Accounts, but the "Create" button is currently greyed out. Could you help us understand why this…
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Relationship setup of two FCL in BulkSummary: Hi, We are looking to setup relationship(dependent values) between two Fixed Choice List fields. That can be done manually by going into App Composer. But as we…
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AI based chatbotHi, As the OSN is decommissioned is there way to enable AI based chatbot in Sales application. Thanks -
How to avoid matching certain Source systems with each other records in CDM?Consider, i have 4 different Source Systems - NASC,NASC_BILL, EUSC and EUSC_BILL. Based on our business need NASC_BILL and EUSC_BILL should not match with the other sour…