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Sales
Discussion List
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Custom Extension in Visual Builder - List page rule set not loadingSummary: We have a custom object called ProjectTender. We ran the Extension Generator which created the required .zip file that we imported into Visual Builder: https://… -
Video: Using Dispatcher to Override Default Navigation (Hyperlinks)Using Dispatcher to Override Default Navigation (Hyperlinks) With the dispatcher tool, which can be launched from Application Composer, you can override the Redwood Sale… -
Not Receiving Password Reset EmailWe’re attempting to send an email with an automatically generated password to allow the user to reset their password, but they aren’t receiving it. This process was work…
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UI and workflow changes forced in 25B?Hi all, I'm trying to understand how much the workflow, views, & general navigation will change when 25B drops for OSC/CX. I paged through the "Design Thinking Workbook"…
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How Can we Create the Business Plan Panel Under Account Object of RedWoodUISummary: We know that Business Plan will be available soon but we are implementing RedWoodUI for most of the CX Sales object within the next 1-3 months. Account object i…
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AR customer creation in Oracle ERP Cloud via APIsSummary: Creation of AR customers in Oracle ERP cloud involves using the CRM Rest APIs for Contacts & Accounts or Hub Persons & Hub Organizations and the CRM SOAP web se…
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How to get territory team members added to account team?Summary: If a territory is assigned to an account or a opportunity in CX, by default the territory owner or team members are not added to account team. Is there a settin… -
Video: CX Sales and the Microsoft Outlook Add-inVideo: CX Sales and the Microsoft Outlook Add-in Discover how Oracle Sales Generative AI in Outlook Add-In revolutionizes the sales process by bringing AI-powered insigh…
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Is Partner Relationship Management Inclusive of CX Sales or requires any additional licensing.Summary: We want to implemented Partner Relationship Management within CX Sales. We want to understand if this will require us to further acquire any licenses. We may ev…
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Make the territory owner the account ownerSummary: As sales team members have changed, we now have accounts that have multiple team members but they are not supposed to be team members anymore. We implemented te…
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CX Sales Mobile: Is it possible to show a custom message after a record has been saved?In CX Sales Mobile, I would like to show a custom confirmation message AFTER a record has been successfully created. I was not able to do that using the AfterSave hook a…
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How to see emails shared from Redwood Outlook plugin in SUI?Summary: Customer has the latest Redwood Outlook add-in installed, but they're using SUI. Customer shared email from Outlook to opportunity, and the e-mail is not visibl… -
Role or privileges required to access SOAP - /crmService/FoundationPartiesLocationServiceSummary: I'm unable to run SOAP service - /crmService/FoundationPartiesLocationService to find location for service account user. Any specific roles or privileges requir…
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We want password to be set to never expire, though at the org level the password expiry is 90 daysSummary: We want user id password to be set to never expire, though at the organization level the password expiry is 90 days. At user category we have only option to set…saurabh.srivastav 27 views 3 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle
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REST API Calls Limit per Day/per MonthSummary: I would like to know the REST API Call limits per day for Fusion Sales. Is there a service document that I can refer to? Thank you! Content (please ensure you m…
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Create Contract Sample REST API payloadDoes anyone have a sample REST API Payload for contract and/or contract line creation that you could share? Thank you.
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Error when making another partner contact as 'Head of Hierarchy'Summary: The business scenario is, when a partner contact who is 'Head of Hierarchy', is no longer associated with the partner organization or responsible, then the func…
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How to modify the List Page Columns of Custom Object Extension in Visual BuilderSummary: We have custom object in Fusion Sales and we used the Extension Generator to generate and export the .zip file to import into Visual Builder. Once imported into…
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How does Redwood UI impact custom objectsSummary: How does Redwood UI impact custom objects Content (required): We are transitioning from Workspace UI to Redwood UI. We do have a lots of Custom objects (Sales) …
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Digital Sales vs Redwood SalesSummary: We have enabled Digital Sales in Jan-24. I believe this is purely specific to Sales. As we have Redwood Sales too which gives much more visibility, for instance…
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Custom Opportunity Panel Cannot show in Redwood under Contact Foldout pageSummary: Hi There, we need to separate out the opportunity records into two panels based on sales method, and are trying to do it under contact foldout page. We are tryi…
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Is there a short format video demo of the latest CX sales for outlook add in and mobile app?Summary: I'm looking for short-format video demos showcasing the latest CX sales for the Outlook add-in and for the CX sales for the mobile app. Your assistance in provi…
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Error on RoutinesSummary: In Application Composer » Routines We have routine for Sales Leads got into paused state when try to activate the routines there was an ERROR. Content (please e…
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How do we set sales target at Customer LevelSummary: We have a customer requirement in which sales Targets are not only set at Salesperson level but they also have the requirement to set targets at "Customer Level…
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SQL to report territories dataSummary: I am looking for a SQL that will join the Oracle Fusion CX Sales territories table, to rules and coverage, (or a flattened view) so we can report the territorie… -
How to filter a standard chil panel and subviews based on one field valueSummary: Hi Team , In Opportunity we have on panel Opportunity Team and subview we want to filter it based on Type but not able to filter it out. Please help me to resol… -
update customer dff at party levelSummary: DFF defined at customer party level. We need to update the value to Yes Content (please ensure you mask any confidential information): Hi Team We don't find any…
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Product Type - Default on OpportunitySummary: How to set the 'Type' as Product by default on a Revenue line in Opportunity? Content (please ensure you mask any confidential information): Hi, I need to set t…
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Unable to access Manage Task Configurations for Customer Relationship ManagementWe are unable to access/open the Task 'Manage Task Configurations for Customer Relationship Management'. Whenever we click the Task, a new browser tab is redirected. But…
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Unable to secure the Party usage from the Organization Page.Summary: Navigation path: Navigator > Customer Data Management > Organization > Party Usage (field) Expected Results: Only the values Customer, Prospect, Supplier, and P…Ravi Prakash Reddy M 35 views 3 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle