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Sales
Discussion List
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Outlook Integration with Oracle CX Sales – Prerequisites and Client QuestionnaireHello Everyone, I’m planning to start the implementation of the Outlook integration with Oracle CX Sales, and I would appreciate your support on the following: What are … -
How to create Approval flow using BPM Worklist for custom objectHi, There is a requirement to create a Approval flow for a custom child object of opportunity object. Once workflow is triggered, the email should have the opportunity l…
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How to navigate to Add Relationship drawer for a particular contact/Account from a VBCS screen in CXSummary: How to navigate to Add Relationship drawer for a particular contact/Account from a VBCS screen within CX We have a business requirement such that from a custom …
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How to create a Hierarchy based Territory account team report in sales cloudSummary: When a manager user logs into the VBCS system he should see a report of accounts that he owns along with his subordinates. As of now in VBCS we don't have ID fi…
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Unable to navigate to Sync Configuration Page for Microsoft outlook integration for CX SalesHi all, We're following the below document for implementing Microsoft Outlook integration with Oracle CX Sales. However, we're finding problem with navigation. Doc Name:…
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How to obtain the file name attached to a OpportunityCan Groovy generate an error when a comma is included in the file name attached to a Opportunity? -
August 6th webinar: Build Exceptional AI-Driven Customer ExperiencesCX expectations are higher than ever, with 24/7, first-time resolutions now the baseline. But with digital engagement outpacing human capacity, how can you keep up? Orac… -
Can we map EFFs in PIM to custom fields in Sales Product Catalog?Summary: We're looking for a way in which we can map EFFs and their values set up on an item in Product Information Management (PIM) to Sales Product Catalog. We're curr… -
Opportunity Product Currency Defaults to USD Instead of GHS Despite Multicurrency SetupWhen an opportunity is created and a product is selected, the currency on the revenue line defaults to USD instead of Ghana Cedis (GHS). We have already enabled the foll… -
Removing/Modifying OOTB Relationship LOV'sSummary: When we try to add the Relationship to Account or Contact. We get the LOV's for Relationship Field. Confirmed by oracle that we can add the new values but remov…
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Account Search using Address ( REST API)Hi We have a requirement to search and locate an Account using REST API queried by Address, City, State and Country. Tried calling the REST API in two diff formats and b… -
Configuration Migration from Test to PRODSummary: We have our application live with HCM since last 2 year and CRM which went live 2 months back. Parallel we have P2P implementation going on which might go-live … -
Can we auto create Customer Account in AR when we convert Prospect to Customer in CX SalesHi, We have a requirement to create customer account and account site details in AR automatically when a Prospect is converted into a Customer in CX Sales. Is this possi…
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'Shared with Oracle' tag for chain of emails?Summary: When sharing a chain of emails from the Outlook Add-In tool, will all emails in the chain be tagged with 'Shared with Oracle'? Content (please ensure you mask a…
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The InventoryItemId ID attribute doesn't have a matching value for the record of the Product typeSummary: Getting error while import products from import management, even though item was available in PIM. Job run has completed Job: "Import Sales Products from PIM Da…
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Unable to modify redwood theme colourings from Visual builderSummary: We wanted to change the ribbon color on the redwood pages (Please find the screenshot) However we are not finding any option for the same under visual builder. …
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How to make Notes UI editable in Sales Mobile Application?'Add Notes' Layout is not editable or configurable in Sales Mobile Application.
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How to show attachments field in add-in for microsoft 365Summary: Not able to edit add-in for MS 365 Content (please ensure you mask any confidential information): I'm trying to edit the add-in for MS365, to add the attachment… -
Webhooks in Oracle CX ?We are working on a integration project with JustCall as our telephone system. We have a requirement to sync all contacts with JustCall and any new contacts created or e…
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How can I change the title of an object in Redwood CXSummary: I want to change the title of the Contact object to have additional custom fields. for example: First Name + Last Name (Standard) + Name in Hebrew (new custom f…
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Error in "Synchronize Products with CPQ" Integration Map pageSummary: Getting "400 bad request" error when we open the "Synchronize Products with CPQ" Integration Map page. Please find the error details below. Status: 400 {"title"…
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IDCS CPQSummary: Hello everyone, I am looking for guidance on how to set up Oracle Identity Cloud Service (IDCS) for integration with Oracle CPQ and Oracle Fusion CX sales cloud…
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Create Contest and Create Goal documentation neededSummary: Hi, In Sales Performance , we have option to create Goal and create Contest based on KPI's. We are exploring this feature for 1 Business Requirement and we didn…
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Rename Activity to Interaction on Panels and SubviewsSummary: I want to rename Activity to interaction on Panels and Subviews for all the Objects. But when I am trying to edit the Panel is not Configurable. How can we do t…
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Is there way to add banner within a record on overview or details page in fusion classic UIwe want to add banner in an Account record(s) in oracle fusion sales, so when a user opens a record and sees that banner, they'd be aware about current status of that re…
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How to show Installed Base Assets in the Account page with RedwoodSummary: We have followed the steps in the following documentation to display the IB Assets associated with the account in the classic UI and they are displayed correctl… -
How can I identify the user who removed an organization from a resource?Summary: IIn our Oracle Sales Cloud implementation, we utilize organizations and business units to enable users to create service requests for customers. However, we enc… -
Loqate Clarifications in CDMSummary: Hi Team, We need a few clarifications regarding the Loqate process in CDM: We have noticed that Loqate is incorrectly cleansing certain addresses. Is it possibl…
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Can I migrate to the Redwood version of the Outlook Add-in without using the Next Gen Sales UI?Hello, I use the CX Sales Outlook Add-in with Outlook 365, and recently I started experiencing authentication issues. While reviewing the environment settings in the Sal…
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Why one of the DCL field is not working in RedwoodSummary: One of the DCL on our custom object being migrated to Redwood is not working. We migrated the object via CX extension Generator. Other DCL is working fine like …