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Sales
Discussion List
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Table name for the Users, Resources and PersonSummary: I am attempting to assign a resource role to a user who is already in the system, but I am unable to do so. I would like to check the table to see if the user h…
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NGS- How the roles based condition gets executed in redwood?Summary: We have one trigger which is written for Service manager role. That trigger throws validation error if the user role is service manager and does not let user sa…
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Is there any possibility to enable soft delete for objects in Sales Cloud ?Hi, Is there any possibility to enable soft delete for objects in Sales Cloud ? For example when I delete a revenue line from the opportunity object, I cannot see it whe…
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how to display preferred name and resource hierarchy when clicking on opportunity ownerSummary: On the opportunity edit page, when we click on the owner name it pops up a page which shows the resource details, Is there any way to display preffered name and…Aditya Varma Gadiraju-Oracle 11 views 2 comments 0 points Most recent by Aditya Varma Gadiraju-Oracle
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Is there a way to mass update an alternate geography name to make it primary name in Loqate dataSummary: We are using Prefecture and City attributes of the Loqate Geography data HCM address formats for Japan. Selecting a postal code defaults the prefecture and city…
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Is the Redwood framework available for PRM and CDM ?Summary: If both CDM and PRM are currently supported within the Oracle Redwood framework, or if only Core Sales is included? Content (please ensure you mask any confiden…
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Is there any performance impact for indexing all records without limit in Adaptive Search?Summary: In Adaptive Search setup page, we have option to select "No Limit" in "Index Records Updated in the Last" field. If we select this option "No Limit" for several…
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How to add custom ChannelType LOVs for Interactions?Due to the unavailability of the Call Report feature in the Redwood theme, we're transitioning Call Reports to Interactions. As part of this process, we've disabled "Cre…
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Activity type display sequence in My CalendarSummary: Hi, I added display sequence for each activity type in lookup type (ZMM_ACTIVITY_TYPE), but activity type is still displayed in a random order in My calendar as…
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REST API Calls Limit per Day/per MonthSummary: I would like to know the REST API Call limits per day for Fusion Sales. Is there a service document that I can refer to? Thank you! Content (please ensure you m…
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After Creating Custom Objects , how do i tie it my organization and display their attributes in UI?Summary: Hi Team, After creating custom objects from application composer , how do i tie it to my organization/Account basically creating a child of organization/Account…
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What is the Role/Privilege used to Create New Postal/Zip codeSummary: What is the Role/Privilege used to Create New Postal/Zip code Content (please ensure you mask any confidential information): Version (include the version you ar…
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Unable to Search Orders from "All Accounts" search in Redwood ApplicationSummary: We would like to search for orders [i.e. Lets say Order Number] that are displayed in Orders Panel from Accounts search criteria. Content (please ensure you mas…
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What is the table where organization information is stored?Hello dears, We need to know which tables contain information about organizations and their structure
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information/videos on Microsoft 365 works with CRMSummary: We just implemented 365 with the CRM. Would like any training material Content (please ensure you mask any confidential information): Version (include the versi…
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How to add Primary Product field on Lead/Opty Creation Page in NGSSummary: Adding Primary Product on Lead creation page is available on SUI. How can we replicate the same on redwood UI. Content (please ensure you mask any confidential …
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How to do dynamic searches in Sales Cloud via Rest API?Summary: I need to set up a dynamic API query in Oracle Sales Cloud that returns accounts with only part of the string entered. Content (please ensure you mask any confi…
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How do i find out my custom object table name?Summary: Hello Team, I created a Custom object from application composer. Can you please let me know how to identify its associated table name from the database. Thanks,…Harshini Amancha 24 views 3 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle
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Comments Field Not in Adaptive Search ConfigurationWe would like to make Comments field visible on workspace. However, we cannot find the field in Adaptive Search Advanced Configuration. This field is OOTB on account lev…
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Lead assignment timeHola, Hemos definido procesos de asignación de clientes potenciales con los siguientes estados de asignación: No asignado Asignado Reasignado Sin embargo, el tiempo míni…
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No User Interface Text toolsContent (please ensure you mask any confidential information): When creating a sandbox, you select a tool, but the User Interface Text is missing. This was available whe…
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How do i tie my custom table to Organization/Account in Sandbox?Summary: We can create our own custom tables in CDM using application composer → custom Objects along with custom fields After creating a Custom Object, Can i do a impor…
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How to Display Date column in Change History to include secondsSummary: How can we display the Date column in Change History to include seconds? When you look at the Change history you cannot see the true sequence of events as there…
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Why do we need Groups and how to configure them in CDM?Can you please guide me how to bulk import groups in CDM ? what is the importance of groups in CDM ? Thanks, Harshini
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How can I create a Sales Lead Team Member using REST API in Oracle Sales Cloud?How can I create a Sales Lead Team Member using REST API in Oracle Sales Cloud?. When I tried to create it using the https://XXXXX/crmRestApi/resources/11.13.18.05/leads…
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How do I add Target Attributes to the Import Objects field to conduct an upload to update address?Summary: I need to upload address changes. I went to Tools> Import Management> Import Objects I only see three Import Object Details, and when I click through them, I do…
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Synchronize Financials Accounts and Contacts with CX CloudSummary: Is there an API available which can sync Financial Accounts to CX Cloud ? We understand the process which can sync all the financial account to CX. We have a us…
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How to disable/ remove delete action from CX activity calendarHow to disable/ remove delete action from CX activity calendar
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How to copy the attachment and create in new RecordSummary Using groovy, How to copy the Attachments from one record to other recordContent Hi, I have a requirement in one of our business process, need to create a copy o…
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How to read AUDIT_CHANGE_BIT_MAP_ column in Audit tableAUDIT_CHANGE_BIT_MAP_ column which is present in Audit tables consists of 0 and 1 . Upon on change this column is getting changed to a different combination of 0's and 1…