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Discussion List
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Need to know how value populates on a custom fieldHi Experts, We have a custom field named 'EXTERNAL_CUST_ACCOUNT_ID' in Partner object in CRM application. We don't find this custom field used in any of the application … -
What is the View Object to use for creating new Lookup Code for Standard Lookups, via Groovy Script?Summary: I need to programmatically create a Lookup Code for an existing Standard Lookup Type via Groovy Script. I have found some sample scripts from Oracle documents, …
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Is there a way to change decimal precision value for amount fields?Summary: Is there a way to change decimal precision value for amount fields? Content (please ensure you mask any confidential information): Hi All, We have a requirement…
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How can we display Record Name on Editing page header of custom Objects on Redwood UISummary: On Redwood UI For standard objects we can see Record Name in editing or detail header but for custom objects instead of record name we are getting Layout name. …
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Is it possible to have an email notification when we add News & Partner AnnouncementsSummary: Is it possible to send an email notification to partners or any users when we add News & partner Announcements Content (please ensure you mask any confidential …
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Any tool to automate migration of customizations to Redwood?Summary: Is there any tool that can help to migrate customizations e.g. pages/layouts to Redwood without developing from scratch? Content (please ensure you mask any con…
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Create Lead through Outlook Plugin for Fusion CX SalesWe are investigating the possibility of allowing users to create lead from Outlook. Here's the flow that we are looking for: 1. a user checks their outlook inbox 2. they…
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How to enable group by for Visualization Configuration ?Hi team, We want to create a table using Visualization Configuration from OTBI analysis, where we need column 1 as Estimator(Owner) Name and column 2 as Number of Submit…
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Customer Data Management - Oracle fusion CX Sales Contacts - Guidance for best practiceSummary: We are planning to implement Customer Data Management (CDM) for Contacts and are seeking best practices for selecting the master record. Could you please assist…
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How to add a filter on dcl field for end date = today's date d using CX picker in redwood salesSummary: How to add a filter on dcl field for end date = today's date d using CX picker in redwood sales Content (please ensure you mask any confidential information): V…
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DCL filter not working with advanced filter and expressionSummary: DCL filter not working with advanced filter and expression Content (please ensure you mask any confidential information): Filter applied on DCL on custom object…
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Issue with Orchestraction ActivationSummary: I have activated the orchestration after creating it, Added the orchestration Layout(cx-orchestration catalog) on the Opportunity Details Page but unable to vie…
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Import Geography Data is DisabledSummary: We're trying to import Loqate Brazil data into Fusion Sales. Nevertheless, the Import Geography Data in disabled. Is it because we've created a Demo BR structur…
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Activities cannot be searched using search box on App UIWe cannot search using the search box in Activities. Even if I am the owner, I cannot use it to search my own activities. For example, when we are trying to search in se…
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Best Practice Advice on Account Management data accessSummary: Hi all, I needed some best practice advice for a BFSI customer on how can we deliver the following use-case in the most standardized way within Oracle CX Sales … -
How to change default filter in DCL fields in redwoodSummary: Hi, In Redwood, the default filter on DCL field sometime does not make sense. For example, on create lead page from lead list view, contact DCL is filtered with… -
How to Add Revenue fields in opportunity landing PageSummary: Hi, we are not able to add Revenue fields in opportunity landing Page. please help Content (please ensure you mask any confidential information): Version (inclu…
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I want to add OTBI reports to the Sales Dashboard of Redwood Sales.Content (please ensure you mask any confidential information): I want to add OTBI reports to the Sales Dashboard of Redwood Sales. The manual below explains how to add O…
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CPQ - How to default From Name in Email?Summary: How to default From Name in Email ? Please find the screenshot for reference, shown From Name marked in red. Content (please ensure you mask any confidential in…
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In Redwood,facing issues with OrchestrationSummary: In redwood sales, While testing the orchestration, under the Success Criteria , unable to select any option in "Next step to Success" or "Next step to Failure" …
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Create Customer Contact Point at Account Level using SOAP Webservice- Oracle FusionSummary: i use below steps it created but still Account Contacts not show any phone , and contact points is empty if and Reset API or i need to adust any of below steps …
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Access Group View Only access to Accounts / ContactsDear community, we need to give view only access (read only view) for all Accounts in Oracle Sales Cloud. We have created 2 custom access groups and performed the below …
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Field enabled for adaptive search is not availableSummary: As a part of some enhancement , I created one custom field on opportunity object. That field I enabled on adaptive search. After that , I did partial publish Th…
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How to restrict account records based on Business Unit ?Summary: Hi Everyone, We have one custom field in Account object called "Business Unit", It stores account owner's Business unit. Now one user logged in and he can able …
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Lead qualification for Next Gen SalesSummary: How and where do we set Lead qualification questionnaire for Next Gen Sales (Digital Sales) Content (please ensure you mask any confidential information): We ha…
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CRM Sites are not syncing to Receivables customer sitesScenario Explanation: When an account is created in the CRM with associated account site information, Only Party (Account- Organization) information syncs to Receivables…
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Access all the ESS logs/Files submitted by other usersSummary: Hi, Everyone. Is there a setting/Profile Value to enable in Oracle Sales Fusion / CRM. where all the users with ESS Monitor Role can access all the ESS logs/Fil…
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Video: Expanding the Edit Page to 3 or 4 ColumnsExpanding the Edit Page to 3 or 4 Columns Adjust the number of columns on the edit page behind the details button to responsively show more that the standard 2 columns. … -
Get User Status in CX Sales CloudHello Team, I am interested in obtaining the user status, whether it's Active or Suspended, from the resource directory using a Groovy script. Is there a feasible method…
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Can the fusion sales application login screen be customized?Would like to achieve the following 2 scenario, Want to replace the Oracle sign in text which shows on fusion application login screen with customer company name(Shown i…