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Sales
Discussion List
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How to Track Exports from Workspace in Oracle Fusion Sales Cloud?Hi all, I’m trying to determine if there is a way to track or log export activities performed directly from the Workspace in Oracle Fusion Sales Cloud. I’m aware of the … -
why field event listener is not working on Action bar Update Status fieldSummary: Hi Team , I have created one custom win loss reason field on Opportunity and created a value map relationship with status category when Status Code gets changed… -
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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Granting guest user access to a folder in catalogueSummary: Hi Team, I want to provide guest user access to one folder in catalogue so that user can access the BIP report in that folder without logging in into CX. I trie…
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Generate Win Story EmailHi, When I look for Generate Win Story smart action I am getting pop-up as below and if I click Generate Win Story to whom does this email goes to Why this window is not… -
Hard delete of activitiesHi, we have already checked the truth of this statement: when you delete an activity, that activity is permanently deleted from the database. However, our customer need …
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Express report to fetch all leads created by meSummary: Hi Team, I want to create Express report to show all the leads created by me. But I am not able to see any condition to filter leads created by me. Could you pl…
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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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Redwood : How to default UOM on Opportunity RevenueSummary: We have multiple UOMs. On classic, OOTB, the UOM are set automatically based on the selected product on the Opportunity Revenue. But in Redwood, users are suppo…
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RSSP Change in User Interface in upcoming quaterly updates(25A onwards)Summary: Our Customers has got the notification We strongly encourage you to transition to the News feed layout now using the following steps: Login as a user with Admin…
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Generate Win StoryHi, I have create in Sandbox enabling Yes for both Generate Account Description and Generate Win Story and published . In Accounts I am able to find the Send Email actio…
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Export all the files uploaded on Photo field of Contact and Account entitySummary: Hi Community! I need to export all the files uploaded to the Photo field of the Contact and Account entities. I tried to use the native export of Contact object… -
Purge of recordsHi, our customer needs a formal confirmation by Oracle regarding the following aspect of data management and deletion in the system: when a record (available objects: Se…
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Purge of objects' attachmentHi, our customer needs a formal confirmation by Oracle regarding the following aspects of data management and deletion in the system: Once an account is deleted, all ass…
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Geocoding Clarification on ReferenceHi Team, Wanted to know how geocoding job populates latitude and longitude in the backend. We have seen this during our review that geocoding is populating latitude and …
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CDM 25A Patch Upgrade clarificationSummary: As per the CDM Release notes we don't see any updates under CDM section. Release notes: https://docs.oracle.com/en/cloud/saas/readiness/sales/25a/scdm-25a/25A-c…
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How to turn off warning message on Opportunity and Service Request Page?The warning message pops up when user removes Account on Opportunity and Service Request page. How can this be turned off as this is not of use.
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cx-srt-visualization fragment in custom pages in VBSSummary: I created a custom page (Dashboard Landing Page template) and attempted to add visual configurations using the cx-srt-visualization component. I passed the foll…
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How to create a contact during lead to Opportunity Conversion without creating OpportunitySummary: HI Team, How to create a contact during lead to Opportunity Conversion without creating Opportunity. As when I am converting the lead to opty i need to avoid cr…
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How can we add Opportunity smart action under lead in oracle redwood salesSummary: Hi Team, I want to add the "Add Opportunity" action under Leads in Oracle Redwood Sales. I have created a REST-based Smart Action, but nothing is appearing in t…
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Message template is not visible for sales manager role?Summary: Content (please ensure you mask any confidential information): we have Message Templates used in Opportunity, sales reps are able to access it but not Sales man…
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Mass end date of members within the Resource RoleSummary: We have to end date all the members within the specific Resource Roles. However, I couldn't find any documentation related on how to mass end-date them. Could y… -
Why does my application composer does not load?Summary: My application composer does not show anything. I tried to clear cache and different browsers. Also, i restart and shut down my machine but still shows nothing.…
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Need a user Task/Activity report for all the actions like Create/Update done in CX-Outlook.Summary: We need a report to track all activities done via CX-Outlook in cx objects. Business requirement - This is required form the Auditing team as a Compliance requi…
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Can we use partner contacts as Customer Contacts in CX sales?Please let us know if contacts created as partner contacts can be used as a customer contact or not.
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How to Merge Organization Party manually in CDM.Summary: Unable to Merge Organization Party manually in CDM. Content (please ensure you mask any confidential information): Version (include the version you are using, i…
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How to import hierarchies from DnB into CX through the Oracle DnB Account enrichment service?Summary: How to import hierarchies from DnB into CX through the Oracle DnB Account enrichment service? Content (please ensure you mask any confidential information): Cli…
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Add Contact button on an Oracle Service Request (SR) not showingSummary: Content (please ensure you mask any confidential information): Hi all, I logged an SR ticket through the Oracle Service Request portal and this morning I was ab…
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Where I can View the record name of a custom objectSummary: 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 auto-calculate # of Activities per lead?Hi Team, I have already tried groovy and it is calculating the number of activities on an update on lead. But the ask is, for a existing lead, when the user adds an acti…