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Sales
Discussion List
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possibility of a user being in two business units at the same timeWe would like to know if there is the possibility of a user being part of two business units. -
Delete geographies issueSummary: Hi, Our admin custom role should be able to manage geographies, therefore we have assigned "Manage Geographies", "Manage Geography Hierarchy" & "Geographies Adm…
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Workflow Approval Process before Merging a record in CDMHi, We have a use case in our project - when a user initiates a Merge requested for two parties in CDM , then this should trigger an email to Data Governance team and up…Harshini Amancha 91 views 10 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle
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how to restrict sales object like lead, opty using Business unit?I have created organization(xyz) and assigned multiple BU's and assigned sales user with (xyz). but i am not able to see restrict based on BU's on Lead object & Opportun…
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How could we fix the missing layout on custom panel of AccountSummary:I am currently migrating custom object and add it as panel in Account Object. I was able to make the 1st panel worked without any issue but I am encountering an …
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How to display USD value amount separately for the non USD(Currency) Opportunity recordSummary: Opportunity will be created using "INR" currency and Amount value will be displayed based on this currency setup. We have a requirement to display USD Amount va…Tamizharasi Murugan 21 views 2 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle
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Query limit in groovySummary: Currently engaged in a customization project within Oracle Sales Cloud utilizing Groovy scripting. I am aware that the default limit for fetching records at one… -
How do i specify a value for location source system reference when loading addresses?Summary: I'm using Import Management to mass import contact addresses. I notice that after a load, the value I put in SourceSystemReference ends up in the ORIG_SYSTEM_RE…
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How to search opportunities with accounts in my territory?Summary: Customer is searching opportunities using the Record set "My territory membership hierarchy". However, when an opportunity is on its early stages and doesn't ha… -
Looking for Table Name where the Address Purposes are stored.Hi All, I am looking for the table name where the below value is stored, i looked at the below tables and didn't find any data there. Search Customer, click on Site, scr… -
Is there a plan to sunset CX Quota Management?Summary: Recently came across a thread on Community where a user mentioned that there is a plan to deprecate CX Quota Management, and rather fulfill Quota Management req… -
Is there a way to export sales account hierarchy using SOAP/REST API?Summary: I'm trying to export all the existing sales account hierarchies in oracle fusion at one go. However I'm not able to do that. I used this REST API - /crmRestApi/…
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Sales Revenue Workflow:Unable to Restrict Email Alerts by Opportunity Business UnitSummary: We are configuring an email notification workflow in Application Composer under the Opportunity Revenue object. The goal is to send email alerts only when Reven…
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Raise your game with the Oracle Cloud Applications skills challengeNow through May 15, join the Raise Your Game skills challenge to access free training and certifications on the latest in Oracle Fusion Cloud HCM, ERP, SCM, and CX. Buil… -
Calling object function in visual builderSummary: We have an object function that will calculate the country region based on the selected country, and we would like to trigger it every time that the country fie…
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Activity Pickers - Create a RecordSummary: It appears that the Account and Contact pickers include the Create Action on every object except activity. Account Picker on Opportunity Account Picker on Activ…
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how can I hide inactive users in the account owner picklist without removing them completelyCurrently, have a question from the business I am struggling with. It seems that I cannot use 'dynamic filtering' on the standard 'Owner' field on the Account object. My…
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How to get the extended attributes of product from PIM to Sales cloudSummary: We are looking to get the products from PIM to Sales which includes the extended custom attributes. We are aware of the schedule process to run to get data from…
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How to adjust display length in landingpage tabelsSummary: In the classic UI I need to adjust the display length to show correctly on most screens. Content (please ensure you mask any confidential information): Version …
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Customer related document sequencesSummary: Can't find where the cache value of customer related document sequences is using in the system. Content (please ensure you mask any confidential information): F…
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Have You Read This Latest Redwood UX Story: A Customer's Journey with Sales Redwood UX?Emser Tile's Journey: A Story of Success with Oracle Sales Redwood UX. Discover how a leading tile distributor streamlined its sales operations and enhanced collaboratio… -
Creating Mashup url in page container via VBS with dynamic parameterSummary: we have Eloqua profiler embedded in our contact object as sub tab in the classic UI as we adopting the redwood UI we would like to make this tab available in Co…
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How Can we Create the Business Plan Panel Under Account Object of RedWoodUISummary: We know that Business Plan will be available soon but we are implementing RedWoodUI for most of the CX Sales object within the next 1-3 months. Account object i…
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Redwood CX CPQSummary: We currently have CX/CPQ integration working great in non-Redwood. We are migrating Sales over to Redwood. The Quotes show up and work correctly in the Quote Pa…
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How to integrate teams using delegate optionSummary: Hi, How could we integrate Sales Opportunity and Teams, using "Delegated Permissions" instead of "Application Permissions"? The reason for that, is that "Applic…
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Is it possible do make the default Phone Country Code empty?Hello, Is it possible to set the default Phone Country Code to empty for Contacts and Accounts? Currently, the default is set to Switzerland (+41), which means that ever…
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Country name in the different languagesSummary: Hi Our user has a requirement where to change the country name from North Macedonia to Republic of North Macedonia. So we have changed it from Manage Territorie…
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Redwood Sales VBS Page Designer blank when editing the DashboardFor some reason when I logged into VBS to edit a page I am getting a blank page in Page Designer. There is a message that "This area will be replaced by the flow content… -
Filter by age of Lead record in RedwoodSummary: We're trying to add a visualization on our landing page dashboard in Redwood (My Open Leads) that is based on how old the lead is. We tried to use a Group by fi…
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Fix broken email links to tasks and opportunitiesSummary: When email notifications are sent out that an Opportunity or Task has been created, the link to said Opportunity or Task is broken. Only part of the link is cli…