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Sales
Discussion List
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How to purge data from HZ_IMP_ERRORS table in Oracle fusion Customer ImportSummary: We are able to purge the customer upload interface table using 'Purge Interface Tables' ESS job by passing the load request id and Import Process as 'Import Tra… -
How to update Reporting Manager in Users & RolesSummary: In Person Management, the manager change is already completed. However, in Users & Roles, under the Resource Information, the reporting manager is still showing…
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Video: Checkbox (Boolean) FieldsCheckbox (Boolean) Fields: Make your checkbox field render as a...checkbox! From the Implementing Redwood Sales video series -
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 add a field in the workflow when I want to create a taskContent (please ensure you mask any confidential information): I am using the workflow functionality to create tasks. However, in the "task details" section, not all the… -
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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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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We have a requirement to store email addresses in the Global or Context DFF with email validationSummary: We have a requirement to store email addresses in the Global or Context DFF. Could you please guide us on how to implement email validation, such as ensuring th…
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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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Validation rule in Opportunity Revenue Displays Error For All CasesWe are writing a validation rule to indicate that Quantity cannot be in decimal and Unit Price cannot be below Zero while adding a product. The script is written in Oppo…
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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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REST APIs for Field Change History in Redwood Sales Activity PanelSummary: In Redwood Sales » Opportunity » Activities Panel shows the field changes of the record. do we have APIs separately for Redwood Sales Change history? we have th…
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Video - Deploying the Extension to the -TEST EnvironmentDeploying the Extension to the -TEST Environment: Package and deploy the extension to all users of the -TEST environment From the Implementing Redwood Sales video series
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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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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… -
Video - Troubleshooting your Redwood Sales ExtensionTroubleshooting your Redwood Sales Extension: When all doesn't go as planned, where can you look for clues? This shows some of the troubleshooting options you'll need to…
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Video: Saving to Source ControlSummary: Introducing GIT: to commit, push, reset… oh my! From the Implementing Redwood Sales video series
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Activity NotificationSummary: Hello, I am trying to figure out to add a field in the notification i'm receiving when an activity is created. I want to add 2 fields that are populated on the …
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Data Import - Customer Profile not in List of Supported EntitySummary Data Import to load customers no option for the customer profile to be loaded from the templateContent Using Data Import to load customers for Open AR invoice lo…
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Redwood/VBS - how to query by date?Summary: Hello! I am attempting to query by date inside a template using the query function on my fragment. I've tried all of the date formats that I can think of, with …
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is there a tool to convert classic UI layout to Redwood UI?Summary: we are trying to utilized the redwood UI and we are customizing its layout based on the current classic UI layout, right now we are re-creating the layout in VB…
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SLA APIs time response Oracle CX Sales & ServicesSummary: I need to know the SLA for API calls to the Oracle CX Sales & Services Content (please ensure you mask any confidential information): The architecture team is e…
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How to create Foldout panel and subview on Standard Object with M2M relationship with Custom ObjectSummary: Hi, We need to set up a foldout and subview on the Account object, establishing a many-to-many relationship with a Custom Object. However, we're unable to find …
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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 …
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Add Custom Fields in "Search and Add Customers" screen under Coverage tab in Territories.Summary: Navigation/Steps Sales > Territories > Classic UI 1) Create a Proposal 2)Add Territory to Proposal 3) Navigate to Coverage tab 4) Select + Button on Included Cu…
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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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CX Sales - Redirection of delete action (from contact/account edit pages)Hello, When we are on the contact/account edit pages and use the delete button from the "Actions" dropdown menu - the record gets deleted and the next record is automati…Justine BONDIL - Oracle-Oracle 31 views 4 comments 0 points Most recent by Justine BONDIL - Oracle-Oracle
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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… -
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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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…