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Sales
Discussion List
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How to display product group alongside of product item in product picker?Summary: In Product Picker, Need to display product Items Along side of its Product Group. In order to achieve this which field should be added in product picker Layout?… -
Drill-down link for bell notifications be updated to Redwood pages instead of SUI/Classic pages?Can we update the drill-down link for BPM worklist bell notifications to route users to Redwood pages instead of SUI/Classic pages?
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Can the "Lead Details" field on the BPM worklist be changed to navigate to Redwood pagesHi We have an approval workflow for the Lead object. On the BPM worklist's Approve/Reject page, there is "Lead Details". Is it possible to change this so it navigates to…
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How to create Call report or Appointment in Activity related subtabSummary: I have created a relationship between the Business plan object and the Activity object in order to connect existing activities to Business Plans. This functiona…
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Show in Smart Action Confirmation Message in Redwood data from Rest Service responseSummary: For a UI Smart action calling a rest service we need to show the user data from the service response Content (please ensure you mask any confidential informatio…
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How to extract resource/user LDAP data?Summary: is there a way we can extract resource/user information from LDAP? as shown in the list below we encounter an issue similar to below question as a solution we n…
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unable to load address format using import/export (FBDI) funactionalityHi , We are trying to edit the address formats of multiple countries so that we can see the address 3 and 4 under manage customer pageand we are trying through import ex…
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What are the criteria for custom roles to be displayed in Object Rules in Sales Access ManagementHello, We are trying to use custom Roles for Object Rules in the Module Sales and Service Access Management. We can see the custom Roles in the tab Manage Data Policies:…
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how can we restrict territory visibility to territory team members/OwnersSummary: 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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Timeout to activate opportunity sales orderSummary: We have one specific opportunity which users are not able to activate a quote (sales order). Content (please ensure you mask any confidential information): When… -
How to get user who last updated an OTBI analysis?Summary: Hi, Some custom analysis are shared in a shared folder so that other users has access to it. Some users can only view the analysis, but some others may have per…
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Oracle Additional Address Attribute ClarificationHi Team, We have a business requirement to load Community data meaning (Autonomous communities data: Andalusia, Aragon, Asturias, the Balearic Islands, the Basque Countr…
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Issue with Custom Date Field Changing to Yesterday after SavingHi all, There is an issue with a custom date field on the Activity object. Upon saving, the date automatically changes to yesterday's date. I’ve been trying to replicate…
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Roles and AccessSummary: We would like to check if there is a way to grant read-only access to the Account object while allowing the user to update only the Contact. Content (please ens…
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bulk registration for salesperson elements in [Manage Resources]Hi, Anyway to bulk registration for salesperson elements in [Manage Resources] ? The way besides manual registration is SOAP API which is described in the knowledge belo…
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Oracle CX Account Address Approval ProcessWe are implementing PRM for our customer and once we do that , our system will be exposed to many more users. We do not want them to add junk address against customers. …
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How to hide sales territories for a specific roleSummary: I wanted to hide sales territories and show them only to their respective owner (I'm using a custom role of Partner Admin) I tried using the Sales/Service acces…
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oracle.jbo.script.ExprResourceException: JBO-25171Summary: 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 display custom button only for specific subtabSummary: We need to create a custom button, that will be used only for specific subtab (child object) of the parent custom object. Is there a way that we can achieve thi…
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How to set additional filters for sales forecast based on opportunity rollupSummary: How to set additional filters for sales forecast based on opportunity rollup Content (please ensure you mask any confidential information): Hi Team, We are tryi…
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The sales forecast based on opportunity rollup is not reflecting correctlyHi Team, When we adjusted the sales forecast committed value ,it is not reflecting on opportunity rollup . Also we are unable to understand why graph is displaying indiv…
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Sales representative are not able too whole dashboard.Summary: Sales rep's are not able to see full dashboard even after configuring the whole dashboard. but when i logged back in with sales manager i am able to see full da…
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Links to dashboards placed in the Sales InfoletsSummary: We have a link to the dashboard in the Sales Infolets, and when the link is pressed, the dashboard is displayed within the home page. Is it possible to open it … -
Video: Working with Contact Photos in Redwood SalesWorking with Contact Photos in Redwood Sales Using standard extensibility techniques with visual builder, enable adding and viewing a photo to a contact in Redwood Sales… -
i have custom object in fusion an i cant call its web serviceSummary: iam trying to call custom web service related to fusion custom object and it gives an error like that screenshot the credentials may be need to be updated how c…
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Why Currency code field displaying the Currency NameSummary: We are using the Currency Code field on the Account Layout and I am expecting the correct value which is the code only like it what is currently happening in Cl…
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AddressTypeList defaultSummary: In classic UI, default address type is already setup once we clicked the 'Create Account' button of Account Object. This is not the case for RedWood UI since th…
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How to remove Continue with create button in dupplicate check of accountsWe need to restrict user to create Duplicate account, but duplicate check only displays warning and if we click on continue with create it let us create the duplicate ac…
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How to modify email template associated with business Process - ExtnBusinessProcessCompositeSummary: Hi Team, We are using ExtnBusinessProcessComposite Business Process in object workflow for Lead Object in Oracle fusion Sales Cloud. We wanted to modify the ema… -
Data Loader-How to import contact team member and ownerSummary: Hi Team, I want to create an import template to import contact team members and contact owner. Could you please guide me on how to achieve Thanks Anjanah