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Sales
Discussion List
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Create an Opportunity in Oracle Sales for OutlookWhen using the new Oracle Sales for Outlook add-in, clicking Create Opportunity is taking users to Saved Searches, and not an Opportunity Creation. If a user tried to cr… -
How to Add an Activity Subtab to Contact Pages?I'm trying to figure out how to add an activity subtab to a contact’s page, so it’s easier to view all the activities tied to that contact. Any advice or step-by-step in… -
Sales Restricted UserSummary: Sales Restricted User - Not able to query/view opportunities Content (please ensure you mask any confidential information): Hi, I have created a new user as Con…
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Sort partners based on TiersSummary: How do I sort partners based on tiers in the API crmRestApi/searchResources/latest/custom-actions/queries/ Content (please ensure you mask any confidential info…
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How to customize rollup card fragment under Account Summary PanelSummary: Is there any documentation available to achieve below item from the link https://community.oracle.com/customerconnect/discussion/818126/customer-summary-panel-c…
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How to add collapsable section in Create layout of Redwood salesSummary: Hi Team, I have grouped the fields in create lead layout into different groups. I want these groups to be collapsible. Could you please let me know how I can ac…
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Receivables Billing Object in Groovy ScriptHello, Is there any object accessible by Groovy script to access Receivables/Billing information? The scenario is: To create a subscription, I need to have the account a…
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Can I use Deep Links in report to tie to Redwood Activity screen?Summary: We're testing the Redwood UI in CX Sales and we have reports that use deep links (where you can click on a column in the report and be taken directly to the scr…
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How to Show Validation as Pop-up on Mobile After Saving/Editing a Record in oracle cx sales mobileSummary: We would like to modify the validation behavior on the mobile interface. Currently, after saving or making changes to a record, a validation message appears. We…
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Clarification on Session Timeout and Idle Time Behavior for Oracle Fusion CX Sales Mobile with SSOWe are using Single Sign-On (SSO) for accessing Oracle Fusion CX Sales Mobile. We need to understand the session timeout behavior for users, particularly the idle time a…
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set value default for operatorHi , i'm trying to change the competitors page in opportunities - followed the guides but without success. i dont really understand why - followed this guide: https://do…
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How to remove the commas from a Number field in Oracle RedwoodSummary: We have Quote Number field where commas are getting added when we enter a number. Is there a way to remove the commas. Content (please ensure you mask any confi…
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CX Sales integration for Outlook with Microsoft Exchange On-PremSummary: Oracle supports integration of CX Sales & Outlook if the customer uses Microsoft Online Exchange (MS365). However, our customer uses Microsoft On-Prem Exchange.… -
How to the create a customer account dcl on sales lead to generate the list of billing accountsSummary: hi team, How to the create a customer account dcl on sales lead to generate the list of billing accounts. Content (please ensure you mask any confidential infor… -
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… -
Record customer short code in customer masterSummary: Hi! We have a requirement to record customer short code against each customer in the customer master Content (please ensure you mask any confidential informatio…
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Global search returns different results to different usersSummary: Global search returns different results to different users Content (please ensure you mask any confidential information): Global search returns different result…
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Editing Product Selection Pages in CX Mobile applicationSummary: In CX Mobile application, On the Lead create page, while selecting a product on the Leads' Edit pages, under Products section, user needs to click on "Add Produ…
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About mass update in workspaces.Can Multiple Select Choice Lists be set as mass update items?
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Can we create custom Java scripts in Email Templates in Oracle CX Sales Classic?Summary: I must replace the comma with a new line character for a CX Sales String field that I used in the Email Template. Example: String str = "PRODUCT1, PRODUCT2, PRO… -
Implications of change in country nameHello, Users requested for country name change for North Macedonia to Republic of North Macedonia. For this we have changed the country name in Manage Territories by fol…
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Not finding default ruleset on Visual builder studioSummary: We trying to build a POC for embedding fusion analytics into fusion applications following the attached blog, we are unable to access the default rule set which… -
Error to create Microsoft Teams from opportunitySummary: Users are not able to create MS Teams chat from opportunity. They get the error "You can't create a team in Microsoft Teams due to the following error: Please c… -
How to turn off warning message on Opportunity and Service Request Page?The warning message pops up when user removes Account on Opportunity and Service Request page. How can this be turned off as this is not of use.
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How many maximum addresses can be stored/displayed under one contactSummary: What is maximum number of addresses that we can store under one contact and how until how many addresses can be displayed under one contact in CX Sales. When tr…
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Can we add unique constraint to a custom field in a custom object which is already created?Summary: Hi, We want to add unique constraint to a custom field in a custom object which is already created. We enabled the indexed check box for the custom field , stil…
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How to hide a field using Page composer base on a certain condition?Summary: I am trying to hide a field (Sourcing mechanism) via page composer base on the Intent condition. Enter an expression to test the returned value- when I say Inte…
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Contact Creation Audit LogsHi I have configured the Activities Panel in Redwood UI for contact but I am getting the logs only for the updated values, but I am not getting the creation logs for the…
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Geocoding Clarification on ReferenceHi Team, Wanted to know how geocoding job populates latitude and longitude in the backend. We have seen this during our review that geocoding is populating latitude and …
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My photo does not change after saving and closing changesSummary: I want to change the photo in the fusion environment but the application does not update the information. Content (please ensure you mask any confidential infor…