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Sales
Discussion List
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Task Creation via an object workflow in Sales CloudSummary: Hello, I have created an object workflow to automatically create a task when the status of an account is changed. In task configuration we don't have the option… -
Global Search for RedwoodSummary: Hi, We are implementing Redwood Sales and have enabled the global search. However, whenever we try to search for any account or contact, we are redirected to th… -
case sensitive check in view criteria querySummary: How to case sensitive check in view criteria query for the lead name field while creating a duplicate lead Content (please ensure you mask any confidential info…
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After removing record sets LOV for all records in account and add custom role admin can't view A/CHI, In account advance search records sets, we removed the LOV "All Records i can see". But Even after that if sales person search by any customer name or registry id he…
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How to delete lookup codes from a custom choice list?Summary: Content (required): I tried to delete some lookup codes from a custom choice list but the delete button is always unavailable. I know i can disable codes. The p…
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how to enable the field Forecast Category in Redwood Sales Opportunity?Summary: Content (please ensure you mask any confidential information): I want to add the field Forecast Category in Redwood Sales > Opportunity. What steps would I perf…
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how to change display name of contact and account objects in cx mobile applicationSummary: How to change the display names of account ,contact object in mobile application ,while the web application is showing the updated name. Content (please ensure …
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Could anyone advise, how to set the saved opportunity search filter to be same for all roles?Summary: 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 wrap column headers in redwood subview?Summary: In subview layout we have upto 18 fields which we are showing but user has to always resize the columns to check the column header and data. Is there any way we…
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Opportunity Line Revenue exchange rateSummary: Hi, Does "Pipeline Detail Facts"."Opportunity Line Revenue" column uses exchange rates for non USD opportunities? Content (please ensure you mask any confidenti…
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Need to Know if Custom Pages and VBCS Pages work after Redwood UpgradeSummary: Our Fusion application is 24B. We have many Custom and VBCS pages in our PRM module. We would like to know if we upgrade our instance to Redwood, will the custo…Vairasundar_1997-Oracle 21 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle
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Can we export Revenue Schedule details as well ?Summary: As part of Data migration project, i want to understand if we can export Revenue schedule and sales credit information. Content (please ensure you mask any conf… -
Video: Integrating Microsoft Teams Web Conferencing with CX SalesIntegrating Microsoft Teams Web Conferencing with CX Sales: Microsoft Teams Web Conferencing can work with your Oracle CX Sales solution -
Runtime Message for API RestSummary: How to measure the execution time of custom validations when creating an SR via REST API? Content: Hello experts, We are reviewing the API Rest performance in o… -
Datafox replaceNow that Datafox is discontinued, does Oracle have a plan to replace it with something new? Is there another program that exists that oracle would recommend us using? It…
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Opportunity owner is unable to see their forecast in sales forecastHello Oracle Support, We are experiencing an issue where an opportunity owner is unable to view their forecast in the Sales Forecast module. We have verified that the op…
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Need to retrieve JWT token from vendor and pass search field to APISummary: Need to be able to retriever a JWT bearer token and use it to make calls to 2 vendor API's One to pass a value for a search and then be able to select from a ch…
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The value of the attribute relationshipid isnt validHello, I am trying to do a patch update for quote (salesorderheader) with another contact present in customer account and i get the below error in the response- "The val…
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REST-Framework-Version header in GroovySummary I am trying to call REST API of activities and giving QUERY string with AND, OR parametersContent I am trying to call REST API of activities and giving QUERY str…
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Unable to create Opportunity Revenue lines due to UOMcode issueSummary: System is not allowing to create Opportunity Revenue lines using UOM code Content (please ensure you mask any confidential information): Hi Team, We are trying …
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How to restrict data visibility across different Business Units in Oracle Sales ?Summary: Need to restrict data visibility (read/write both) for all the objects in Oracle Sales Cloud. (Leads, Opportunities, Service Requests etc.) Content (please ensu…
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How to get workflow error in case Dynamic SQL Query Using Database Query FunctionSummary: The BPM workflow participants are created with Dynamic SQL Query Using Database Query Function in AP Invoice workflow. When the query does not return the value,…
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Address Type field in Sales Object Redwood UI Layouts - How to enable a drop down field?Summary: Hi, In Account/Contact Object Create/edit layouts in Redwood Sales "FormattedAddress_address" field is available to show the address fields. The address field i… -
custome objectsSummary: 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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In search can we restrict the account"Can we restrict the search to a specific account?"
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Survivorship Rules using Groovy ScriptSummary: Hi Everyone, We a requirement from client to select the contact master record where CustomAttr = Y. We have a working groovy script and want to include this new…
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How to find Customer/Organization using DFF field value using webservicesSummary: Hi, We have a requirement to find/query the Customer/Organization using the DFF Unique Identifier field value created at Organization Level. Content (please ens…
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how to remove record sets lov on account in oracle sales cloud based upon role.Summary: Is it possible to remove sets of LOVs depending on roles using any functionality? Content (please ensure you mask any confidential information): Version (includ…
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Configuring Field Trigger on NGS RedwoodSummary: We are working on Redwood Project where we want to write a Field trigger based on which we want to call OIC webservice. So when the field value changes, the tri…
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how to limit the options to change Sales Stage?Summary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…