To ensure that questions get required attention from community members and are NOT left unanswered, it’s important for the author to indicate (by selecting “Yes” or “No” when prompted) whether the question was answered. (newly added) Please note that it is also important to respond to EACH comment your question receives. Your Yes or No response ensures an accurate status for your question.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
Sales
Discussion List
-
OOTB Express Report Type on Territory HierarchySummary: Users want to create Express Report on Opportunity along with Territory and its Hierarchy. SA like is apt for this requirement but its unavailable as a OOTB re… -
Change Order from Saved SearchesHello community, We user Oracle Sales Cloud and have created multiple saved searches for each entity. There is a request for users to be able to either reorder these sav…
-
How to migrate Extension Generator default smart actions to another environmentSummary: We have default smart actions from Extension Generator in fusion dev environment and imported to VBS dev environment. After migrating the VBS changes from DEV t…
-
On Demand Webinar: Activate AI in CX SalesAs an Oracle Sales customer, AI is already embedded in your solution - are you using it to close more deals? Watch this on-demand Oracle webinar to discover how over 100… -
redwood serviceSummary: How to add Custom fields on SR edit page? How to add fields on service request edit/details page? i have created 2 fiedls in application composer which was easy…
-
Redwood: How to add OTBI reports in Redwood Sales Dashboard without creating visualization?Summary: We had OTBI dashboards in Classic UI that were added in Account and Opportunity page subtab. Now, how can we display these dashboards to Sales Dashboards as sub…
-
Redwood: Obtaining details about the current user Business Unit in a Javascript action chainSummary: Is there a direct way to get logged in user's Business Unit? I am currently using below code on an Action Chain attached to an even listener to obtain BU in a v…
-
How to set Account default search as 'Contains'Summary: I am looking for an option to search partial Account Number. Suppose if I search with 18529008, it should return the Account AP18529008. Currently it is working…
-
Groovy code to Set Contact Owner as Account Owner - Oracle CX Sales and Service FusionSummary: We have 80000 contact in system. Business wants that all contact's owner must be same as linked Account's Owner. And also if Account owner is updated then autom…
-
Reporting on opportunity assessment questions and answersSummary: I'm trying to generate a report for one of my customers with the following data: Opportunity Name, Contact Name, Assessment Score, Assessment Date, Question, An…Cristian Rogelio Velasco Gutiérrez 21 views 1 comment 0 points Most recent by Ravindra Sirigiri-Support-Oracle
-
Remove CX Sales app QR from Home pageSummary: How can we remove the CX Sales App QR Code from Home page on News and Announcements Section? Content (please ensure you mask any confidential information): Hi E…
-
How to manage daily rates using API?Summary: How to manage daily rates using API? Where can I get more information about API for daily rates? Is it REST or SOAP? Version (include the version you are using,… -
Oracle CX Sales Integration app does not allow exporting Form RecordsWe need to create Leads in Oracle CX using records entered in Elqoua forms. However, the Oracle CX Sales Integration app connector, although it allows you to create Lead… -
Geographies for serbia,morocco and MontenegroHello, We are currently working on tax configuration using Vertex and have noticed that the geographies for Serbia, Morocco, and Montenegro are not offered by Vertex , l… -
SalesProfileStatusSummary: Can I use the standard 'SalesProfileStatus' field on the Account object to mark accounts as Active or Inactive? My goal is to prevent any new records—such as Op…
-
Bulk Operation for updateCustomerAccountHi Team, I found a note "https://docs.oracle.com/en/cloud/saas/sales/oesws/Perform-Batch-Soap-Operations.html" which says that there is a bulk operation for createAccoun…
-
API to create csustomer profile at Party LevelSummary: I'm looking for a webservice to create a customer profile at Party Level. There may be cases where I won't be having any account/ customer account id hence I ne…
-
Error while creating CustomerProfile Attribute PartyId in view object OrganizationParty can't be setSummary: I'm trying to create Customer Profile using SOAP webservice. I'm getting Error while creating CustomerProfile 'JBO-27008: Attribute PartyId in view object Organ…
-
Can we include a search filter for addresses with CX-ContactsSummary: We need a search filter where highlighted. We have many Contacts that have high quantity of addresses - some even have over 500 which will not appear in the lis…
-
What roles are necessary for manage daily rates?Summary: Hi, Which role is necessary for the user to be able to create daily rates in spreadsheet? The user that will be updating the daily rates is NOT a setup user, bu…
-
Redwood Visual builder Studio - Set product data on Browse catalog when inserting productsHi, our customer need to set data on Revenue items for opportunities when selecting products using the catalog smart action "Browse Catalog" in Redwood UI. For the Reven…
-
How to perform cascade delete of Inactive accounts in Oracle cx salesSummary: I want to delete the inactive accounts and all the related child items should get deleted with that. Content (please ensure you mask any confidential informatio…
-
Help Creating Event Listeners and Action ChainWe are looking to create an Even Listener and Action Chain so that when we change an Opportunity Type it automatically changes to a specific Sales Stage. The documentati… -
How to determine the value for ResourceParentOrganizationName when uploading resource role?We have created a template to import the Resource role for employees on the system. We have referred to the the following document to create the template: https://docs.o… -
How can i use the same list of values from a ERP DFF and in CX custom field?Summary: we have a DFF in ERP that has a value set. I want to use the same list for my CX implementation, in a custom field (fixed choice list). Content (please ensure y… -
How to update a resource record field for a partner user through file import?Summary: How to update a resource record field for a partner user through file import? we have a use case to update a custom field on Resource record. We were able to up… -
how to expose contact information in the ERP within Contacts in CX SalesSummary: I need to expose information that the contact has in the ERP within the Sales accounts module. Content (please ensure you mask any confidential information): Th… -
Export and import saved searchs using rest APISummary: Hi, we are trying to export saved search using rest api to be able to import them in other environments. This is needed to mantain the same UID across different…
-
can custom groovy script written behind create quote buttonSummary: We have a business need, where customer wants that user's should be able to create quote only on certain type of Account. For example consider we have Account t…
-
CX Sales Mobile: Automatically open Summary Layout after Record creationSummary: If you create a record (e.g. Contact) in CX Sales Mobile, can you configure the app to automatically navigate to the Summary Layout of the newly created object?…Maximilian Winkler 21 views 8 comments 0 points Most recent by Mullamuri Mallikharjuna Rao-Support-Oracle