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Sales
Discussion List
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Can you create a related section for the child custom object under a parent custom object?Summary: We are trying to create a experience that minimize the click of creating child object records after the parent object record is created. Parent Object: intake f… -
Need to only copy configuration from one instance to another while doing environment refreshSummary: Hi, We have current environment wherein we have configured the system and also imported many data of Opty, customer, Contact etc. Now we are opting for a new en… -
How to get the user resource roles using Groovy ScriptSummary: Hi, We want to send email notification to manager when partner contact is created in Partner object. but how to get resource role of user in groovy to check in …
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Default after login pageSummary: After login into the application, I should see Leads home page. Content (please ensure you mask any confidential information): How to default a specific page af…
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Understand how Oracle is handling Special Characters and Non-english CharactersHello, We want to know how oracle is handling special characters and non-english characters. Also how these special characters and non-english characters are being store…
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Enable Non-Sales Employees to Collaborate with Sales Teams in Oracle CX SalesCurrently, Oracle CX Sales limits team member additions to users with specific sales-related roles. However, our organization requires the ability to add non-sales emplo…
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How to transfer same attachment from one object to another objectSummary: Hi, We have attachment in one custom object now we need to move same attachment to another custom object. Please help how we can achieve Content (please ensure …
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What is the Base table for Activities Subtab under ContactsSummary: What is the Base table for Activities Subtab under Contacts as shown in the screenshot. We want to create a report based on Inbound call traffic from Contacts r… -
How to fetch contact email and phone number before the contact is deleted using REST API in GroovyHi Team, We have a requirement to store contact email/phone number whenever the contact is deleted. We are able to capture details if the contact is deleted using Delete…
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How can end user reset personalization?Summary: How can the end user reset personalization changes themselves? Content (please ensure you mask any confidential information): Referring to the Sales Implementat…
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Assessments not showing up on Accounts, Leads, Opty on Redwood UISummary: Assessment is not seen as a Panel or subtab for Accounts, Leads and Opportunities on Redwood UI Content (please ensure you mask any confidential information): O…
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How to limit global search results for specific Party usages - Sales CloudSummary: Limit global search results for specific Party usage records Content (please ensure you mask any confidential information): Hi, We have a requirement to not lis… -
Is there a way to view the most recent user connections?Summary: I am looking for a way to find recent user connections to the application Content (please ensure you mask any confidential information): Is there a way to valid…
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Restrict the salesperson so that he can see only his account.Summary: Requirement is salesperson can be search or see only his own accounts or where he is the owner not others. So to restrict the salesperson so that he can see onl…Shubham Majithia 41 views 2 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle
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Is there a permission that allows users to modify change historySummary: Can anyone tell me if there is a permission that might allow someone to modify a change history? If there is such a permission we want to make sure that no one …Carol Schiffler 11 views 3 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle
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Is it possible to disable login access for a user used only for integration purpose/API calls?Hi, Please let me know if it is possible to disable/restrict login access from the UI for a user that is used only for integration purpose in the REST API calls. Best re…Vitejanu Vasile-Madalin 31 views 4 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle
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Review Calls To Log on Sales MobileSummary: Hi, Quick question - I noticed that we can only use OOTB search 'My Calls to log' for this mobile card 'Review Calls To Log'. Is this hard coded in Mobile? Can … -
Can you access display labels of fields programmatically in CX Sales Mobile scripts?Summary: In the definition of a CX Sales Mobile script, I would like to programmatically access the display label of a field. Content (please ensure you mask any confide…Maximilian Winkler 21 views 2 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle
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Default Date Filter for Change History SubtabSummary: With Oracle Social Network being retired in 24C, our organization is recommending that users leverage the change history subtab to view an audit trail of object… -
Add Field Names to CX Sales Mobile List and Summary ViewsSummary: Hi, Is it possible to add field display label for List and Summary Views in Sales Mobile? Thanks, Adam Content (please ensure you mask any confidential informat…
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Can you please let us know the Purge process on audit backend tablesSummary: Hello Team, We enabled few attributes for auditing using 'Manage Audit Policies' task. Now in the Audit tables we can see that history is been stored for all th…Harshini Amancha 51 views 3 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle
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Modify the BPM Notification EmailWe have setup a simple BPM Approval for the Lead Object in Oracle CX Sales, we have a requirement to modify the content of the notification delivered to the users
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How to make Recurring revenue editable if Recurring quantity cannot be edited and vice versa?When I enter the Recurring Quantity on the Opportunity Line Item, the Recurring Revenue field should no longer be editable. When I enter the Recurring Revenue on the Opp…
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Saved Search to display leads created by me but not owned by meSummary: Hi Team, Our requirement is to create a saved search to display list of leads created by me but not owned by me. While creating saved search, we don't see any o…
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Can we trace the API calls happening in CX considering both Inbound and OutboundSummary: Can we trace all the API calls happening in CX (both Inbound and Outbound), including the past dated invocations. We understand that the currently we can trace …
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Save and Continue not available when creating a record from subtabSummary: We noticed save and continue is not an available button if you try to create a record through a sub tab. Is this something we can enable? See screenshot, you ha…
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How to create a Quick Action to open the Create Record for a Custom ObjectSummary: We created a Custom Object called "Milestones" and we are looking to create a quick action so users can quickly create a milestone object directly from the home…
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Setting Up Sales ForecastingSummary: An overview of setting up Sales Forecasting in Redwood User Experience. Content: Please watch the following video for an overview of setting up sales forecastin… -
Related Links showing blank for BPM Notification emailWe have configured a Business Process flow levergaing BPM Approval Groups via Object Workflows for Sales Lead Object However the Related Links is showing blank for the n…
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Is it possible to select items from PIM to CX sales catalog when it synced with job?Summary: I set the schedule to run the job "Import Sales Products from PIM Data Hub". However, is it possible to select which items are imported from PIM? Content (pleas…