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Sales
Discussion List
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Prerequisites of Sales ForecastingSummary: A review of the key prerequisites of Sales Forecasting in Redwood User Experience Content: Please watch the following video for a review of the key prerequisite… -
Sales Forecasting OverviewSummary: An overview of Sales Forecasting in Redwood User Experience fundamentals Content: Please watch the following video for an overview and demonstration of the fund…
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Extending Sales ForecastingSummary: An overview of extending Sales Forecasting in Redwood User Experience. Content: Please watch the following video for an overview of extending sales forecasting …
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Data not inserted in HZ_CUST_ACCOUNTS & HZ_CUST_ACCOUNT_ROLESSummary: Hello I am creating a report using data model to get contacts for accounts in sales fusion application. But when i create an account from sales→Account tab and … -
How to make images attached to custom object publically accessible in Oracle FusionI have a requirement that I working on for a client. I am a building a VBCS application in which one of the page will display products from "Products" object in fusion. …
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Revenue Lines from Oracle CPQSummary: We are working on the Revenue Line Sync from Oracle CPQ. I will explain our scenario as follows. Sales Users will create opportunity in Oracle CX and create quo…
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how to update secondary Partner address to Account address in groovySummary: We have script to create Account when partner creates in system in same time we will add primary address also. Now we need to update secondary address also. how…
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I want to verify the cohort of our system (Eloqua and sales cloud)How i can verify the cohort of my client? and with that information how I can look for the update schedule of the 2025 year for sales cloud and eloqua I appreciate any h…
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AR customer creation in Oracle ERP Cloud via APIsSummary: Creation of AR customers in Oracle ERP cloud involves using the CRM Rest APIs for Contacts & Accounts or Hub Persons & Hub Organizations and the CRM SOAP web se…
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How to remove create account button for Specific rolesWe have requirement to hide the Create Account button for specific roles We have followed the below document , but still it doesn't help
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What is the full list of valid values for Delimiter attribute of importActivities REST API?Summary: I am calling the importActivities REST API to load a delimited file into Sales Cloud. However, the file is pipe (|) delimited. What is the value that I should p…
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Retire ore Reject - Sales Lead Mass ActionHello community, Mass Remove and Reject Leads records are required. In the classic view it was possible, but when using workspace the options do not appear when selectin… -
How to search by “item number” in product sectionSummary: Search by “item number” in product section Content (please ensure you mask any confidential information): How can I search in the search bar of the “Products” s… -
how to merge custom field values during account merge?Summary: how to merge custom field values during account merge? Content (please ensure you mask any confidential information): Client has few custom multiselect DCL fiel… -
How to enable add product functionality while creating deal in redwood sales?Hi All, How to enable Add Product functionality to deal while creating deal reg and not after deal reg creation in Redwood Sales? Thanks, Anuj
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How to disable email notifications related to deal(e.g. action required email) for deal approvers?Summary: How to disable email notifications related to deal(e.g. action required email) for deal approvers? Thanks, Anuj
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Setting Quota Targets for ProductsSummary: We would like to confirm if it is possible to set quota targets on products within the system. This is a key requirement for our client, and we need to understa… -
Visual Builder multiple projectSummary: we are 3 devs , each dev have their own project, each dev deals with different objects. the problem that we encounter, when some dev tried to publish their chan…
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query to get address number via SourceSystem and SourceSystemReferenceValue (address).Summary: query to get address number via SourceSystem and SourceSystemReferenceValue (address). Looking for table_name to get the values of SourceSystem and SourceSystem…
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Can we update multiselect field through groovy when we are merging accountsSummary: When merging accounts, we need to update the multi-select custom field for the survivor account using Groovy scripting to store the values from both the merging…
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Unable to update and primary address if it is a primary flag is true using rest APIHeader: Upsert-Mode : true Rest API: https://xxxx-test.fa.us1.oraclecloud.com/crmRestApi/resources/11.13.18.05/contacts/1148115/child/Address/ Payload: { "SourceSystem":…
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AR Customer is not appearing in CXSummary: AR Customer is not appearing in CX Content (please ensure you mask any confidential information): AR Customer is not appearing in CX. We have run "Synchronize F…
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Contact duplicate check always showing 20 existing contactsSummary: Hi @John Vakoc-Oracle In Redwood, while creating contact when we enter the same email address again, it is always showing there are 20 existing contacts with th…
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About Approval for Sales OrdersHi I would like to set conditions for switching the approval workflow based on the sales order type. Condition 1 •If the order type is A, a user with role B must approve…
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How to Increase Session Timeout in Oracle Fusion?Summary: The session timeout seems to be triggered prematurely, which disrupts long-running processes. I want to know if there is a way to increase the session timeout d…
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CDM Merge Request got rejected due to open orders against the master account ?Hello, I'm using CDM to deduplicate some accounts, I'm currently merging 2 accounts 1 customer and 1 prospect, I'm selecting the Customer account as master, but my merge…
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How to run a routine that is scheduled yearly on specific dateWe have a requirement where we need to run the routine on 1st of October every year, but when scheduling routines the start date is not present how do we acheive this
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How to upload bulk customer data through soap payload into fusionSummary: 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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Retrieving Schedule Frequency Details for ESS Jobs Scheduled via REST APIAfter scheduling an ESS job using the REST API, we need to obtain the schedule frequency details for that particular job. We can utilize the "Get Job Request Information…
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Not able to add tables in Mobile UI.Summary: We have Sales information tab in Account Object, where it displays reports based on the list selected I need to show the reports in Mobile UI but now I'm not ab…