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Sales
Discussion List
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Does Trigger works when i import the data through Import managementSummary: We have a custom logic written for Customer Status field at organization level which will set the child level attribute value according to the customer status v… -
oracle fusion cx cloud accounts and contacts restrict records based on a fieldHello, I would like to inquire if its possible to restrict access to records for certain roles, for example, let's say i created an account and i have a custom field on …
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How to filter a DCL by a FCL valueSummary: Use Case: Select a value from the FCL and filter options on DCL FCL Name: Club DCL: Account picker Select a Club (Aspen) and filter the Account list to show onl…
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How to master location in oracle cx sales?We need to understand how Oracle handles location master data. Foe example, in Informatica, we can create an address and add a relationship to a new party with a mastere…
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Redwood - Delete a repository from the projectSummary: We accidentally created a repository in a development project in VBS. How can we delete it ? Content (please ensure you mask any confidential information): Vers…
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opportunities assessmentSummary: 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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New Feature: Email & Phone Verification in CX SalesSummary Beginning in 21B, we are introducing added email and phone verification capabilities to...Content Beginning in 21B, we are introducing added email and phone veri… -
Unable to edit account even after providing access from Access GroupsSummary: Created a new custom role and provided Read/update access to all accounts using Access groups, we are able to see all the accounts with the new role but unable …
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Features Sales Intelligence in Enterprise versionSummary: We want to take advantage of Sales Intelligence functions, e.g. Adaptative Intelligence: Recommended actions, Artificial Intelligence (AI) Lead Score, and other…
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How to master location in oracle cx sales?We need to understand how Oracle handles location master data. Foe example, in Informatica, we can create an address and add a relationship to a new party with a mastere…
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Visual Builder Studio, can fields from 2 containers be made dependent on same page extensions (RSSP)Summary: Can one field lets say "Requisition Type" (from container 2) be selected based on value on a field "budgetary control" (from container 1) . PFB the screenshots …
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The value of the attribute Sales Stage isn't valid.Summary: Every time I complete out the opportunity creation page and then click "Save & Continue," I receive an error message that says "The value of the attributes sale…
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How to call Stream REST API using postman?Summary: We have a requirement to call Stream REST API from Application Composer using Groovy Script. Content (please ensure you mask any confidential information): Vers…
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Lead Qualification ApprovalSummary: 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 edit create layouts for contact relationship related objectsSummary: I am trying to configure the Create Relationship foldout panel but I am not able to find where to do that. I created the Smart Action and a dynamic table which …
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How to manipulate access to update owner of opportunity as Sales Manager?Summary: We want limit the access to update the opportunity owner on below condition as Sales Manager. If they are opportunity owner If the opportunity is part of brand …
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Is it possible for an API to pull different results from a landing page ?Hi, We are looking for a method to automatically extract data from a landing page of custom object. We have several Advanced Search queries saved for a specific user, we…
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Using % versus * search operator in Opportunity Object Landing PageWe are getting inconsistent results when using a % versus * operator when searching for Opportunities by name on the object landing page. The % pulls additional opportun…
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Unable to add advanced Expressions for field in Rule Sets in Visual Builder Studio for AccountsSummary: Hi, I'm extending the Redwood Sales Account Object's Edit Page layout, We have requirement to hide the field based on other field value in Rule Sets. I am able …
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How to display any pop-up or warning if the location is not enabledWhile using CX sale mobile app, How to display any pop-up or warning if the location is not enabled.
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Requesting more information on the AI Lead ScoreSummary: I'm currently working on enabling the Lead (Artificial intelligence) score in the EXOT environment. I have been able to follow the steps and set up the lead sco…
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how to fix error showing in screenshot which are coming while creating Subscription?Summary: how to fix error showing in screenshot which are coming while creating Subscription? Content (please ensure you mask any confidential information): Version (inc… -
Does Oracle provide out-of-box integration from Subscription Management to RMCS?Summary: Does Oracle provide out-of-box integration from Subscription Management to RMCS? If yes, what steps are required to enable this? Content (please ensure you mask…
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How to get/enable Oracle Sales Cloud Sales Predictor in CX Sales ?Summary: We would like to use the Oracle Sales Cloud Sales Predictor in our CX Sales instance to get the top recommendations (Product recommendations for the customers) … -
Quotas Setup - Included in Configuration Set Migration file?Does Quotas Setup/configuration in Setup and Maintenance will be Included in Configuration Set Migration file? Every setup from the following: Setup and Maintenance > Sa…
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How to add attachment that was returned from API using groovySummary: Hi folks, We have a groovy script in opportunity, that calls an external API to get a file, and we need to attach this file to the opportunity. How could this b… -
difference between digital sales and redwood sales oracle fusionSummary: What is the difference between digital sales and redwood sales oracle fusion as I see both available on my springboard? Content (please ensure you mask any conf…
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What does 'Run Trading Community Data Quality Batch Match Sub-Process' do and please navigate meSummary: What does 'Run Trading Community Data Quality Batch Match Sub-Process' do in CDM . Please guide me through the process with navigations. Content (please ensure …
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Deactivate contact and location recordsSummary: currently We have the ability to delete contact and location records directly from the system through the Action button. However, our requirement is to deactiva…
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customer’s informationSummary Customer’s information from the form to set up the relevant party & account in the ERP . The customer does not have an account in the CRM.Now user wants to creat…