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Sales
Discussion List
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Make Read Only a Custom Attribute CX SalesA custom field is there 'Digital Priority' ( Fixed Choice LOV TYpe) Client wants to make it Read Only and also want to update weekely via bulk import using CSV File Impo… -
How do I add the correct Edit Layout to the Action Menu for a Custom Child object in Redwood?Summary: The Edit Action for Custom Child objects doesn't display the correct page layout. How do I correct this? Per the documentation for 24D, I need to move the code …
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Can linkedin Navigator be made available in redwood account, lead and contacts page?Summary: Can linkedin Navigator be made available in redwood account, lead and contacts page? Content (please ensure you mask any confidential information): Can linkedin… -
Will the currency conversion rate get updated in lost and won opportunities?Summary: I have updated the currency rates for November month and see open opportunities updated as expected, but rates are not being updated in lost and won opportuniti…
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Display the Customer Billing Account in SalesHi All, I have few questions on the customer Is there any way to bring the Customer Billing accounts in CX Sales, so sales users can see all billing information ? Can yo…
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Redwood - Address DCL on OpportunitySummary: Create a new template for Address DCL on Opportunity in Redwood Content (please ensure you mask any confidential information): Regarding the below document, Fac…
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Is there a table where we could query/retrieve the match configuration rule attributes for CDM?Summary: We've a requirement to create a report showing the match rule and the rule attributes. We can use ZCH_MERGE_DETAILS_B to get the match rule name for merged reco…
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How to change name of automatically created "Show" smart action for a custom subview in VBCSI have created a custom subview with title as "Client Tiering" with Intelligent Advisor interview component and while accessing it through show action, It is displayed a…
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Redwood Sales and Closed Loop Reporting (from Eloqua)Hello, I wanted to ask if Redwood Sales is compatible with Closed Loop Reporting from Eloqua? The documentation and all the videos are based on the classic UI. I checked…
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A database constraint was violated while storing the changes in the database.Summary: Getting Error while creating Opportunity ORA-00001: unique constraint (FUSION.MOO_OPTY_U3) violated Content (please ensure you mask any confidential information…
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Object validation for intersection objectWe have an intersection object between a custom object and account object. We have exposed this intersection object as a subtab on the custom object and we can add accou…
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What are the alternatives if a field is not queriable in REST API?Summary: We need to query SourceSystemReferenceValue from Contact Point Object because that's the only identifier from our source of data but, it is not queriable. We al…
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Advanced filter on DCL with end date as inputSummary: In Advanced filter, I will like to filter as shown below: PartySiteUse.EndDate Created a DCL to only show active…
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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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document categorySummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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How to restrict product groups based on multiple Business UnitSummary: Hi , How can we restrict Products and Product Groups based on multiple business Unit . Content (please ensure you mask any confidential information): Version (i… -
Relationship between 1 or more fields in Sales Opportunities sectionWhen I try to change the BU (Business Unit) on an Opportunity already configured previously, the system automatically updates, bringing to the lowest value, 2 fields pre… -
Ability to Mass update the Owner FieldSummary: Owner field is not available to enable mass update. Content (please ensure you mask any confidential information): When enabling mass udpate to all fields from …
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Deep Link for Change History Subtab in AccountWorking Link - https://Cloud URL//fndSetup/faces/deeplink?objType=ORGANIZATION&objKey=AccountPartyId=300000450909892&action=EDIT When we are using the above link for nav…
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How Can I auto approve Deal Registrations using Customized Business Process and ScriptIf customer Account does not have an open opportunity with similar product then the deal should be automatically approved.
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What is the functionality of Manage Pipeline (MOO_MANAGE_PIPELINE_PRIV) privilege ?Summary: As per 24D release we have found the privilege Manage pipeline, could you please help us identify the below questions related to that ? We tried to find the Ora…
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Video: Adding Top Level Object Records and Child Records at the Same TimeAdding Top Level Object Records and Child Records at the Same Time Learn how to add a child record table to the create form for creating a top level object record. In th… -
Unable to Create Appointment in Redwood O365 pluginSummary: Redwood O365 plugin page we are unable to create appointment and we have only option create follow up task option in plugin. Can you please suggest the way to e…
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Where can I find the 2025 release schedule for Oracle Sales CloudSummary: This isn't a technical question. I have been asked to provide the 2025 quarterly release schedule for Sales Cloud and I am unable to find it. Content (please en…
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In Redwood we can see four subtabs on product details page can we remove one of thoseSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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How to change default saved search of Service request subtab in contact objectHi , We are trying to change default saved search of service request subtab in Contact details pages. We want to default the value of SR Status to "ALL" in SR subtab in …
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I want to refer to the owner's department on the opportunity details screenContent (please ensure you mask any confidential information): I would like to see the owner's department on the opportunity details screen. I tried verifying it with th…
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Re: Need to update the Sales Lead custom Date Field from Activity Last update Date FieldSummary: Hi, We have a requirement to fetch the earliest "Last Activity update date" from the Activity Object and post in to the Lead Object custom date field called "Le… -
CX Cloud - DSPs to allow Import of OpportunitiesI want to allow a data steward role, with limited administrator permissions (no sandbox or scheduled processes) the ability to import opportunities. So far the only way …
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Delete Attributes, Delete Price Tag, Run Purge Obsoleted Smart Action Records, Use Generative AI FeaSummary:Could you please help us understand the functionality and navigation of the below privileges and provide us with any reference documents for testing ? Delete Att…