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Sales
Discussion List
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Is there a way we can add custom attachments in the email template?Summary: Requirement: Add a custom attachment file in the email notification. NOTE: The attachment contains a section where we must retrieve a value from a field; other … -
How to setup territory assignment with more than 3 dimensions?Summary: The ootb functionality of dimensions, for territory assignment, have 3 custom dimensions. We are using 2 of then, without any problem. But we have more than one…
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How to enable editing the values of a component using Page Composer?Summary: I was trying to edit a Page/Tab using a Page Composer. I was not enabled to edit the values of the components that were inside the Page. How to enable editing t…
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Redwood outlook addin - share email layout missing informationHello Team, i'm configuring the new CRM addin for outlook and i have a few iussues - if maybe you can assist - 1. when i open the addin from email - (and i use a contact…
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The opportunity owner is displayed incorrectly.Summary: The opportunity owner is displayed incorrectly, while the actual owner is different Content (please ensure you mask any confidential information): Version (incl…
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Unable to fetch Sales Order details from App composer trigger on Install Based AssetSummary: Unable to fetch Sales Order details from App composer trigger on Install Based Asset Content (please ensure you mask any confidential information): We are unabl…
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CX Sales Redwood - Customizations and ExtensionsSummary: CX Service Redwood Customization/Extension deployed to PROD. Next phase is to implement CX Sales Customization. Issue with Extension Id change Content (please e…
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Error when adding relationship to a contact through Redwood UI in 24D releaseSummary: Add Relationship becomes available in 24D, However, it is not working as expected as we experienced in the Classic UI Content (please ensure you mask any confid…
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After creating task or appointment in activities the page(drawer) is getting redirect to list pageSummary: Redwood - After creating task or appointment in activities the page(drawer) is getting redirect to list page instead we want to get edit page open as we don't h…
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How to add button on activities Create or Edit in redwood to call smart actionSummary: I want to call smart action on button on create or edit page as there is no overview section on Activities Content (please ensure you mask any confidential info…
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Can we transfer only records in open states?In the mass transfer module, all data is transferred from one user to another, but we only want to transfer records with an open status to the user.
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When a DCL is created that is linked to the Address object, the Address Site Number is showingSummary: When a DCL is created and linked to the Address object, the Address Site Number is displayed in the input box instead of the actual Address. The requirement is …
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How to make 2 fixed choice list dependent in oracle fusion sales.Summary: How to make 2 fixed choice list dependent. For e.g. if there are 2 FCL A(a,b,c) and B(1,2,3) then (i)if in FCL A, I select 'a' then in FCL B, 1 should get selec…
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How to make some values of Fixed choice list system selectable but not user selectable.Summary: How to make some values of Fixed choice list system selectable but not user selectable. For e.g. if a choice list have values 0, 1, 10, 50, 100 then 0 and 100 s…
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Contact details not showing in Lead, Opportunities, Account etc after instance refresh.After customer refreshed the instance, we are facing issue in contact details not showing in Lead, Opportunities, Account etc. Can anyone advise how to fix this issue?.
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Why CDM Page is throwing 'You Cannot Lock this record because it has already been deleted'?Summary: Hello Team, Can you please let us know what does this error message mean? Thanks, Harshini Content (please ensure you mask any confidential information): Versio…
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We want password to be set to never expire, though at the org level the password expiry is 90 daysSummary: We want user id password to be set to never expire, though at the organization level the password expiry is 90 days. At user category we have only option to set…saurabh.srivastav 22 views 3 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle
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Multiple Business Units are not showing in Business field in Opportunity PageSummary: Hi Team, We have enabled the 'Multiple BU's' option as 'Yes' in Setup and Maintenance, but we are only able to see one defaulted Business Unit on the Opportunit… -
New Fiscal Year Sales Forecasting UpdatingSummary: January is our new Fiscal year and our forecasting period for 2024 has ended. What is the process for updating the forecast for a new fiscal year Content (pleas…
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24D EDLC download location?Summary: We are preparing to have the Oracle CX Sales 24D upgrade applied to our non production environments shortly. With each upgrade we typically download and install…
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Activity Notifications / Custom From AddressHello, Our customer requires to use a generic - common email address for all out-of-the box email notifications(Task email notification/Appointment email notification) t…
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How to fetch contact email and phone number before the contact is deleted using REST API in GroovyHi Team, We have a requirement to store contact email/phone number whenever the contact is deleted. We are able to capture details if the contact is deleted using Delete…
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In custom subviews template properties enable In line update is not workingSummary: Hi Team, I have created a custom subview template. In the properties, there is an 'Enable In line Update' field for updating the line, but we are unable to set …
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Request for Reference Video on Sales Territory and Sales QuotaSummary: We are planning to use sales territories and sales quotas in our project. Could someone please share a reference video to help us understand these concepts Who …
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Is there a way to bulk import Person as resources?Summary: I would like to update existing Person as Resources with the tool Import management, is this possible? Content (please ensure you mask any confidential informat…
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Is it possible to add custom fields to Sales Territory Quota and Sales Resource Quota objectsSummary: We have some requeriments to add information to territory and resource quota objects. The idea es to capture those information later in OTBI and present the use…
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Blank Owner Field for Account in Workspace UI, but User Set as Owner Under Team SubtabThe Account Owner field is blank in the Workspace UI but shows an owner after drilling down into the Account Team subtab. The user was disabled and then re-enabled, but …
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CX Sales integration for Outlook with Microsoft Exchange On-PremSummary: Oracle supports integration of CX Sales & Outlook if the customer uses Microsoft Online Exchange (MS365). However, our customer uses Microsoft On-Prem Exchange.… -
How to enable mass update and manage columns functionalities for sub view in redwood salesSummary: Hi Team, We want to have a mass update and manage columns in a sub view layout as we have in a list page for Account, contact and other Objects. Content (please…
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Create a Note under Contact/Account object using custom field from custom object in CXHi Team, Summary:-Our requirement is to create a notes under Contact/Account object using custom field from custom object in cx. Detailed Explanation:- We have "Remark" …