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Sales
Discussion List
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How can we display 'Rich text' to usersSummary: When migrating data from old system to Sales Cloud we used a Activity: Summary Note and the meeting minutes (long?) field to store part of the information. The … -
How to add new report/infolets into redwood sales dashboard using visual builder studioSummary: We have new sales method created in CX sales, so in current sales dashboard of pipeline is blank, so we need to embed to report in redwood sales dashboard Conte… -
How to automatically set up a industry on Account detail page.Summary: Hi , I want to Auto set up Industries field value to Other Industries if it is null at Account creation level. But api name of Industries field is not available… -
Is there an ability to filter the Account Name suggestions from Dynamic Choice List fieldSummary: What I would like and wondering if it's possible to filter account name suggestions so it excludes inactive (status) accounts. Content (required): When our user… -
How to setup Parallel approval for Opportunity?Summary: I want to configure a Parallel Approval process where parallel approval will push to 2 or 3 sales managers. Out of three managers any one response (approved/rej… -
I need to validate an alterationSummary:i need to validate an alteration only on Phone and email Content (required):I have an approval flow on my environment for new record it works well, but i have a … -
CCC - Security Concerned Queries on Outlook IntegrationSummary: • As per method suggested in the document, the API permission required for the app that need to be registered on Azure AAD would have read/write access to all m… -
Territory-Quota-ForecastSummary: Implementation use case Content (required): We do not have auto assignments. Accounts are created by respective users or Mr.X creates an account and assigns it …
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About the interval at which P2T can be performedSummary: What is the feasible interval for P2T? (ex monthly, quarterly, etc.) Content (required): hi all, Let me ask you a rudimentary question. Is there a limit to the …
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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 …
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[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
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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 Maintain Lead Owner to Opp Owner on Conversion** This post was created as part of a How to Service request (SR) Release: 22D Summary of the question: When a Lead is converted the owner of the Lead and the owner of t…
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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…