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
-
Feasibility to add contact in account hierarchySummary: Hi Team , The customer is interested in the possibility of adding a contact to the account hierarchy. They would like to include a contact record as a child of … -
Displaying Contacts of Account in an Account's Child ObjectHi all, I have created a new custom object under Account. I want to create a field where the choice are only the contacts of that specific account. Is it possible to add…
-
How to restrict access to parent accounts while using sales territoriesSummary: Currently using Sales Territories with combination of Sales accounts hierarchies to give access to users based on territory membership The sales accounts are co…
-
How to find all the relationship between contact and contact/account?Summary: Hi, How To get a report about the Contact/Account Relationships details with other contact/Accounts? can we get any SQL or subject area that can be used to fetc…
-
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…
-
Video: Extending the SubviewExtending the Subview: Adding and changing the fields that display in a subview table, along with an overview of subviews From the Implementing Redwood Sales video series -
Smart Action - Object function action is not showing any object functions for Activity object.Summary: Hi, I am trying to create a smart action based on object function for Activity object. On 'Action Details' page, the drop down for 'Object function action' does… -
Video: Single Field Update Conditionally Required Dependent FieldSingle Field Update: Conditionally Required Dependent Field This is a specialized implementation of single field update dependencies, for use when the dependency is cond…
-
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?…
-
Feature Friday: News Feed Home PageContent The News Feed home page layout is our recommended way for you to give your users a fast, easy to use home page. To help you understand and quickly switch to the … -
Total Size of ImplementationHello, We are looking for information on the total size of our CX Sales implementation. This includes but is not limited to objects such as Contacts, Accounts, Opportuni…
-
Your Guide to Success: Implementing Redwood Sales with Best PracticesWe are excited to present our Redwood Implementation Checklist and Playbooks, thoughtfully developed by our product team. These guides are designed to help you track you… -
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…
-
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:…
-
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…
-
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…
-
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…
-
How to import product structure and its components in Sales cloudSummary: Need to prepare CSV files for both product structure and its components to import through import management Content (please ensure you mask any confidential inf…
-
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…
-
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…
-
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…
-
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…
-
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… -
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. …
-
Not able to assign duplicate identification batchesSummary: I have data steward manager role but still unable to assign duplicate identification batches to any user. Content (please ensure you mask any confidential infor…
-
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… -
How to configure panels so it will based on field valueSummary: I am configuring panel container with supposed to be different criteria(cases) with this code: $base.page.variables.row.OrganizationDEO_BTAccountRecordType_c== …
-
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…
-
Duplicate account Identification Prior to uploading a CSV.Does a Duplicate Identification Batch only work for data inside of Oracle already? Any way we could use it to QC an upload DOC prior to upload to identify duplicate acco…
-
Blank Owner Field for Account in Workspace UI, but User Set as Owner Under Team SubtabThe Account Owner field is blank in the Workspace UI but shows an owner after drilling down into the Account Team subtab. The user was disabled and then re-enabled, but …