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Sales
Discussion List
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Can you please let us know the Purge process on audit backend tablesSummary: Hello Team, We enabled few attributes for auditing using 'Manage Audit Policies' task. Now in the Audit tables we can see that history is been stored for all th…Harshini Amancha 53 views 3 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle -
Modify the BPM Notification EmailWe have setup a simple BPM Approval for the Lead Object in Oracle CX Sales, we have a requirement to modify the content of the notification delivered to the users
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How to make Recurring revenue editable if Recurring quantity cannot be edited and vice versa?When I enter the Recurring Quantity on the Opportunity Line Item, the Recurring Revenue field should no longer be editable. When I enter the Recurring Revenue on the Opp…
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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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Can we trace the API calls happening in CX considering both Inbound and OutboundSummary: Can we trace all the API calls happening in CX (both Inbound and Outbound), including the past dated invocations. We understand that the currently we can trace …
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Save and Continue not available when creating a record from subtabSummary: We noticed save and continue is not an available button if you try to create a record through a sub tab. Is this something we can enable? See screenshot, you ha…
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How to create a Quick Action to open the Create Record for a Custom ObjectSummary: We created a Custom Object called "Milestones" and we are looking to create a quick action so users can quickly create a milestone object directly from the home…
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Setting Up Sales ForecastingSummary: An overview of setting up Sales Forecasting in Redwood User Experience. Content: Please watch the following video for an overview of setting up sales forecastin… -
Related Links showing blank for BPM Notification emailWe have configured a Business Process flow levergaing BPM Approval Groups via Object Workflows for Sales Lead Object However the Related Links is showing blank for the n…
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Is it possible to select items from PIM to CX sales catalog when it synced with job?Summary: I set the schedule to run the job "Import Sales Products from PIM Data Hub". However, is it possible to select which items are imported from PIM? Content (pleas…
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Active User Permissions and Roles ReportHello Please we need to obtain a list of the active users that exist in Engagement: https://ccxe.login.us6.oraclecloud.com/ and what permissions or roles each one has, w…
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View "My Accounts" on a Map in Redwood SalesSummary: Is there a way to view the "My Accounts" saved search on a Map? Currently you can click on an address and it will pull up on a map. User's would like to be able… -
Partner contacts can we have filter to show only contacts which are activeSummary: Partner contacts we want to have filter to show only contacts matching crtieria, Content (please ensure you mask any confidential information): Version (include…
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Create a trigger based on resource person typeHi, We need to create a trigger based on the PersonType attribute of the Resource object. The logic should be as follows: if(PersonType='EMP'){ setAttribute(newField_c,'…
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Partner DCL on territory headerSummary: What is the purpose and functionality of the Partner DCL on territory Header? Does it drive partner territory assignment to accounts and opps in any way? Conten… -
How can we access the Manage Daily Rates in groovy scriptHello Team, We have a requirement in our current implementation like we need to convert the a currency value to different currency based on the Manage Daily Rates stored…
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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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Snippet Field Not in Adaptive Search ConfigurationIs the Snippet field available in Adaptive Search Configuration? Can it be disabled? If so, do you know the name of the field in the Adaptive Search Configuration?
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REMINDER: CX Solution Overview Demos this Week!Register today for our CX Solution Engineering led Solution Overview Demos this week on February 19th & 20th across our Marketing & Sales Unification, Revenue Transforma… -
Get ResourceUsers data via groovy scriptWe need to create a trigger that, when a Resource User is created, sets a custom field with specific values. How can we retrieve data from ResourceUsers in a Groovy scri…
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You can't publish your sandbox now because you haven't yet made any changes in it.Summary: Hello, Has anyone got this issue already? You create a sandbox, go to App Composer and made a few changes (in my case, I changed few scripts, created a webservi… -
Why include in forecast field we are not able to see in Configure adaptive searchSummary: Hi Team, In opportunity we have one standard field Include in Forecast it is not available in configure adaptive search . because in redwood opportunity dcl fil… -
Is there any way we can extend the maximum limit of DCL'sHello Team, We have reached maximum limit of DCL's in a custom object but we have a requirement of creating a DCL's field to be created in the same object. So wanted to …
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Which API should we call to retrieve the department of a resource user?Summary: Which API should we call to retrieve the department of a resource user? Content (please ensure you mask any confidential information): https://****.oraclecloud.…
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HZ_LOCATIONS_ Audit table is not storing the cleansed address after loqate jobHello team, After running the loqate job the cleansed address is stored in HZ_LOCATIONS table but the same updates are not reflecting in HZ_LOCATIONS_ table even after e…
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Functioning of the Interviews DefinitiosHello community, nice to greet you I need help in understanding how interviews definitions work, I have been looking for documentation about it, but I can't find it, as … -
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 …
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How get all contacts linked to Account in groovy scriptSummary: In Accounts groovy script I want to get all the Contact's those are linked to it. Content (please ensure you mask any confidential information): Version (includ…
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In Oracle CX Sales how to lock access to the environmentSummary: We are looking to freeze access to the environment for non admin users. This is necessary to perform push some new implementations. I am looking to 'Lock' the s…
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Dynamic Default value for Fixed Choice ListSummary: In Fusion CX sales, I have created a Fixed Choice List field in that I want to default the value based on the roles of the user. For Example:- Field Name Accoun…