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Sales
Discussion List
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Is CDM License Required for Enabling EDQ Duplicate Check Configuration in Oracle Sales CloudSummary: I am currently configuring duplicate checking functionality in Oracle Sales Cloud using Enterprise Data Quality (EDQ). Below are the configurations that have be… -
Is it possible to remove objects from the bottom tab of the custom object's pages.Hello Team, We have a requirement, where we are trying to create a custom stand-alone object. Now we have created this object in CRM and since we have already gotten the…
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Gen Ai Summary Toggel Missing In App CompSummary: Redwood add-in , Summarize Email Redwood add-in , The Summarize Email toggle button not in app comp. Content (please ensure you mask any confidential informatio… -
Territory Bulk Update - Proposal AdditionSummary: I have to update around 50 territories (add new sales reps, remove sales reps, create new territories etc) . How do i add all those 50 territories to a proposal…
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How to sync products from Oracle PLM to Oracle Sales CloudSummary: I want to sync Oracle PLM products to Oracle sales cloud then need to sync with Oracle CPQ. Is there any OOTB options available? Referring - Import Sales Produc…
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Is there any way to manage Federated Lists in Oracle Sales Cloud?Summary:We have a client who already has an application that hosts the value lists used by all their applications, ensuring they all use the same values. This client is …
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Video: CX Extension GeneratorCX Extension Generator: CX Extension Generator automates the work of creating a top level custom objects, child objects (for both standard [24C and higher] and custom to… -
Creating a Custom Object for Redwood in Lower environment and migrating to PRODSummary: Hello CX Team, This might be a confusion question, but here is the context before asking my question: We have a new requirement to create a custom object/form. …
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Need to UI Validation code State & Country field in RedwoodSummary: HI Team, We have country and state fields in contact page which is depending on location field. we need to write UI validation for Country and State fields. If …
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how to find Users with Dual Resource RoleHi We have a requirement where we need to export Users having dual Resource Role in CX Sales application. We have gone through the document "User and Role Access Audit R…
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Making a Field Required conditionally which is inside the templateSummary: In Account Object we have a field for getting the Phone Number. If we check this field in layout, It is actually a virtual field having Account Phone Template a…
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How to update the legal entity of a Sales Resource userSummary Unable to update the Legal Entity of a sales resourceContent Hi, I tried to update the legal entity of a sales resource through file based approach and webservic… -
Lead Converted via Import Without Opportunity Creation – Clarification on API convertLeadToOptyHello Oracle Support, We are facing an issue while converting Leads to Opportunities through Import Management. Observation: When importing the lead conversion file, the…
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DCL Field Value Becoming Blank When Using Show Field Condition in Redwood Layout (Service Request)Hi, In Redwood layouts (Service Request UI), we are facing an issue where a DCL field becomes blank after saving the record. The DCL field is configured with a Show Fiel…
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Notify Opportunity Owner for Incoming EmailWe have a requirement to send Bell Notification to Opportunity Owner, when an incoming email is received for an email which was sent using "Send Email" smart action in R…
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Note Email Template removes HTML formatting after Save in Oracle Sales CloudHello, We are experiencing a different behavior between Email Templates on Note entity versus Activity / Opportunity in Oracle Sales Cloud. In Activity and Opportunity E…
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opportunity schedule UI shows extra columns in redwood UISummary: The opportunity schedule UI shows extra columns in redwood UI. Content (please ensure you mask any confidential information): We've observed that 3 extra column…
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Disable Export to Excel and Export to PDF for Accounts and Contacts in Oracle Sales CloudHi community, how can I disable Export to Excel and Export to PDF for Accounts and Contacts in Oracle Sales Cloud? I need some users to view data but prevent exporting f… -
Assigning territories for opportunities associated with Contacts without Accounts – Oracle CX SalesSummary: Hello everyone, We are implementing Oracle CX Sales for a B2C scenario. Our current model is: • Contacts: used for individuals (consumers) • Opportunities remai…
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What's the difference between Strategies and Objectives in Business Plan?@Sandeep Chowdhury-Oracle In SUI, we only have Business Plan —> Objectives But in Redwood, we have Business Plans (Renamed as Sustainability Goals in client instance) --…
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Can clicking on Contact number from list page or header layout redirect the user to Teams dialer?Summary: I click on Contacts from Redwood Sales, on getting redirected to the list page, when i click on the contact number, it redirects me to log a call page. Similarl…
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Video: "On Before Save" Client Side UI ValidationsVideo: "On Before Save" Client Side UI Validations In the Redwood user experience for the Sales applications, you can add your own logic to run before date on a page is …
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Application composer how to create Dynamic Choice List for Employees and emailsSummary: How to create Dynamic Choice List for Employees and emails Content (required): We have created a custom object using Application Composer and we need to include…
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Video: Dynamic Links - a deep-link standard that works with both Redwood and Classic UI for CX SalesDynamic Links - a deep-link standard that works with both Redwood and Classic UI for CX Sales With 25B, a new dynamic link URI/API format is available to deep link into …
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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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Visual Builder : How to migrate changes from one environment to anotherSummary: I'm just new in this Visual Basic Studio. we have 4 CX environments (Dev, QA, UAT and Prod), we are doing our change in Dev environment, just wondering how we c…
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Oracle Fusion Sales Cloud Resource User conversion to PRM userWe are planning to migrate existing CRM resource users to PRM users as part of our system transition. During this process, we would like to understand whether there is a…
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Bulk Update Sales TerritoriesSummary: I need to make below updates to sales territories in bulk Create new territories. Update existing territories ( remove few sales reps, add new sales reps to exi…
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Microsoft teams integration mashupSummary: Hello, Some time ago I had found an article from ATeam blog, about integrating Opportunty and MS Teams. This is the article: https://blogs.oracle.com/ateam/post… -
Is it possible to integrate LinkedIn with Classic SUI?Summary: I was checking the documentation on integration with LinkedIn: https://docs.oracle.com/en/cloud/saas/sales/fails/overview-of-linkedin-sales-navigator.html I won…