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Sales
Discussion List
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Error while creating Lead in redwood salesSummary: While creating lead from Redwood sales page, Getting error related to binding LOV_BuId. Content (please ensure you mask any confidential information): Applying … -
Will purged Party Number be reusedSummary: If a record is purged (merged) or manually deleted, will the unique party number get reused after the record is completely removed from the database? Version (i…
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Need REST API details to merge customer Parties/accounts/sites in Oracle fusionThis post was created as part of a How to Service Request (SR) Release: 11.13.23.01.0 Summary of the question: Customer has a requirement to merge the customer Parties/a… -
Import objects are not available in Import MangementAs a sales administrator- the user needs to perform import activities for various objects. Lead, Opportunity, Account etc. But after navigating to the Import management,… -
Sales Coach and Orchestration for Campaign Response Tasks-Other Objects besides Lead and OpportunitySummary: We create campaigns and create Campaign Responses for the sales reps to follow up on. We want the ability to have a guided orchestration for the sales reps on t…
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Quick Actions for Redwood SalesHi folks, Kindly advise if there is an ETA for release of Quick Actions feature in Redwood Sales. Currently it is available for Service and Sales in Simplified UI.
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Don't duplicate when import leadContent Dears, Don't duplicate leads when import leads by import management. I want to prevent import leads when there's duplication between leads already exist in the s… -
ワークスペースの表示期限についてワークスペースにはすべてのデータが表示されるのではなく、更新日から何か月とかいう条件が有るのでしょうか？ その条件は、どのようなものですか？ 条件を変更することは出来るの… -
Redwood Sales - Activity and Interaction access controlSummary: What's the access control for Activity and Interaction? Are they treated like master data (visible to all) or do they inherit the visibility based on the parent…
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How to disable products with standard sales and service license.Summary: Currently we can create products in CX sales and service but we need to disable products too or make them inactive. Content (please ensure you mask any confiden…
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Rest API To Get Country, State, City From Geography HeirarchyIs there any update to this Rest API To Get Country, State, City From Geography (Doc ID 2727310.1) if anyone is aware of this? -
service contract under account details layout in redwood UISummary: Hi, We have service contracts associated to account and want them to expose to account details layout as a panel in Redwood UI. How can we achieve it? Also, in …
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when create a "create" smart action for custoom object > it appears as "Header.Create..."Summary: When creating a "create" smart action for a custom object, it appears as "Header.Create..." How can I remove the "header." from the button?
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Announcing Delta Certification Exams - an easier way to maintain your certificationProfessional credibility, greater job satisfaction, and increased career opportunities, to name a few, are benefits of keeping your certifications current. We are very e… -
Unable to Restrict Interaction Visibility and Configure Access Groups for Role-Based AccessHello Team, We are seeking guidance on restricting Log an Interaction / Call Report data visibility based on user roles (role matrix) in Oracle Sales Cloud. Current Unde…
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Redwood Sales - Filter sales method available when creating an opportunitySummary: Hi All, in our setup we are using Redwood and have different sales method available for opportunities. Some custom salesperson job roles are limited to creating…
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Adding an Activity Subpanel to a Custom Object in Oracle Sales Cloud (Redwood UI)Summary: I have created a custom object in Oracle Sales Cloud and I would like to add an Activity subpanel under this custom object in the Redwood UI. Is there a way to …
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Can a custom object be created in the CRM Cloud application using an ERP/SCM license?Summary: Customer has licensed ERP/SCM Cloud subscription including as well the Fusion Product Hub subscription (without any CX/CRM license). Is it possible to create a …
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What is the process to bring in Supplier information in to Oracle Sales CloudSummary: As per our project requirement suppliers which will be a part of the Procurement Cloud needs to be pulled into Partner Relationship Management which is a part o… -
Unable to query Product Group Hierarchy from ProductGroup Object using groovy.Summary: We are trying to display the product group hierarchy in a text field within the adaptive picker. While querying the data using groovy, we are unable to get the …
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CDM to Procurement process flowInitially, we loaded a few suppliers into CDM as organization records, using the custom usage COOK_SUPPLIER. Currently, using Supplier FBDI, we are using the Registry ID…
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Custom object data importSummary: I created a custom object, but I’m unable to import data into it. The system isn’t generating any log files, and the import keeps failing. I’m uploading the CSV…
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What is the official documentation to configure SAML SSO between Sales Cloud and Microsoft ADFS?Hello, As part of our SSO implementation planning, we would like to align with Oracle on the recommended approach to configure SAML-based Single Sign-On (SSO) between Or…
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How to transfer contacts from one user to another user using mass transfer?I am trying to transfer the contacts of one user to another using Mass transfer but couldn't find the contact object in mass transfer. How to transfer the contacts using…
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Is it possible to have dynamic layout in Resource Details page?Summary: Can the Resource details page/layout be personalized similar to other Sales objects like Opportunity, for example different roles accessing different layouts? C…
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Attachment subobject on Contact Detail LayoutSummary: Attachment as a field/subobject does not show up on the detail layout when the field is added to the Contact Detail Layout through Redwood UI Content (please en…
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REST API and Import Mgt for Link Financial CustomerSummary: For the Link Financial Customer feature in Redwood Account UI, what are the REST API and Import Mgt we can use to convert the data in batch instead of adding th… -
How to get a dump of records from Oracle Fusion CX CloudHi Team, We need to extract a complete dump of all Contacts and Accounts from CX, including all available fields (full record details). Since most of these records were …
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Performing action after smart action is succeededSummary: We have a requirement where we need to perform action once the smart Action is succeeded. How can we get the condition for completion of smart action. For e.g. …
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REST API results are not showing in AccountHierarchySummary endpointSummary: I have changed the parent accounts, but the hierarchy data is not showing in the REST API. I also run a scheduled process. But the data is still not showing. Co…