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Sales
Discussion List
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Will Business Plans be coming to Redwood?Summary: Pretty much what the question says. Will the Business Plans be added to Redwood along with their children objects like Objectives, SWOT Analysis, etc.? Content … -
How to enable Partner Portal for Fusion salesSummary: We are trying to demo Partner portal that is shown on the demo slides of Oracle. Not able to find how to enable that . Can someone help. Content (please ensure … -
CDM dedup - how to merge any open orders or ARsSummary: CDM dedup - how to merge any open orders or ARs Content (please ensure you mask any confidential information): In Fusion CX, if there are 2 accounts that have d… -
How do you edit/remove the buttons at bottom of Redwood Sales UIHello! We are implementing Redwood Sales and are looking to see if we can edit/remove these buttons at the bottom of the Dashboard and other screens. We won't need Leads… -
Rename or remove show action in Redwood UIHi, We are implementing Redwood UI and would like to know if it is possible to change the names of actions in the action bar menu. For example, we have a custom object c…
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Dynamic link in email template for Leads and OpportunityHi team, We have employed Object Workflows to send email notification during an Approval Process. We've referred to the below mentioned document to send dynamic link (De…
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How can I reliably identify foreign key fields and related objects with the REST API metadataSummary: I'm trying to reliably identify foreign-key fields and lookup fields from the REST 'describe' object metadata. Content (required): It appears I can find FCL and… -
Territory Precedence/Territory Function multi selectSummary: We checked the oracle documentation https://docs.oracle.com/en/cloud/saas/sales/oasal/steps-to-implement-territories.html#s20063731 and tried to make Territory …
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Groovy - Copy Product custom field value to Opportunity revenue fieldSummary: How to copy a Product custom field's value to an Opportunity Revenue line item field? Content (required): Hi, I have a custom field ABC on Product table. When t… -
CDM - How to enable 'Merge' option on redwood Accounts landing pageIn Classic UI, it is possible to expose an action 'Merge' on the Accounts landing page, so sales users can use it and send merge requests by selecting 2 or more records.… -
We could not find the table for Log a Call functionalitySummary: We could not find the table for Log a Call on Activity and Notes Table where the details are available on NGS Smart Action. Can you please help us to identify t…
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Account to Account Relation beyound Bill-to and Ship-toWe have enabled AR module to have Party -Account available to use, We have to establish relationship between two accounts for example Partner-End Customer, Is there a wa…
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Eloqua Closed loop reportingSummary: Is it possible to use the standard report of Closed loop Reporting with CX Sales data but using OIC instead of CX sales integration app?
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How can I add address line 3 and 4 on the address column in workspace listview?How can I add address line 3 and 4 on the address column in workspace listview? Currently, the one's showing is address line 1 and 2. I've updated the the Manage Address…
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How to add sections in Sales Redwood page?Summary: Have a good day community. I enabled sales redwood to configure it. Create the project as Visual Application. When entering the contact details and clicking on …
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export management with csv in service/filtersSummary: export management with csv in service/filters Content (please ensure you mask any confidential information): Dear, please help me export data from a REST servic…
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Is there a way to unconvert a lead?Summary: We have an unusual request from a user who wants to know if it is possible to "un-convert" a lead once it is converted to an opportunity. To the best of my know…
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Not able to create dispatcher rule for redwood pageSummary: Hi, I'm trying to create a new dispatcher rule, to redirect the navigation from lead list page to another page. I'm following this doc: Change Navigation to Pag… -
Make custom object read-onlyContent Hi, Once all the information in the custom object is saved it should be read-only for other users. How can this be achieved ? Thanks -
How to configure Activity Stream Panel content for different user roles?Summary: Hi, In SUI, the change history subtab for Sales Objects and Service Request Object can be exposed in layouts and layout visibility can be configured for user ro… -
Request for Alternative Role Assignment for Express Reports AccessSummary: For express reports, you need Sales Administrator Role, however I cannot assign that role to my user as they will have access to all Business Unit data, and we …
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Is there a way or Is it possible to Modify the API ResponseSummary: Hi Team, I am working with APIs, and one of the API responses includes a date field. For the returned data, I would like to sort the results by the AppointmentD…
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How to configure as sales person an employee created with the workers APISummary: We are using the workers API to create records for all employees (/hcmRestApi/resources/latest/workers). We want to use these employees as sales reps for receiv…
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Activity Calendar we have disabled activity types but they are still shown in calendar activity pageSummary:Activity types are still shown in calendar page with the explanation for every colour. Content (please ensure you mask any confidential information): In the end … -
Clarifications on 24D PatchHello Team, In 24D release document, We don't have notes for CDM. Release Notes: https://docs.oracle.com/en/cloud/saas/readiness/sales/24d/scdm24d/24D-cdm-wn-f34415.htm …
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Application Role is Blank under BPM worklistSummary: We have to assign group of people based on Role on Approval group but unable to get any role its blank. So tried with the BPM flow by updating the Human task - …
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False Pasitive in Duplicate Identification - CDMContent Hi Team, After running a duplicate identification job, the system is identifying false positives. For few sets, even if customers are different CDM is combining … -
How can we set Salesperson's Proxy preferences ?We want such function that, when one of the employee is on leave for 10 days as an example , then automatically the lead or opportunity which he was working will assigne… -
What happens with Sales orders and AR documents upon using duplicate customer merge in CDM?Summary:What happens with Sales orders and AR documents upon using duplicate customer merge in CDM? Content (required): In document 2708893.1 it is explained how you can… -
Is there a way to make the CSV Column stagnant and not change order of sequence?Summary: Is there a way to make the CSV Column stagnant and not change the order of sequence? We are extracting data from BIP Report and it seems that CSV Output have th…