To ensure that questions get required attention from community members and are NOT left unanswered, it’s important for the author to indicate (by selecting “Yes” or “No” when prompted) whether the question was answered. (newly added) Please note that it is also important to respond to EACH comment your question receives. Your Yes or No response ensures an accurate status for your question.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
Sales
Discussion List
-
Can Opportunity Revenue Lines default sorting of rows be customized in the UI?Summary: We need to customize how the Opportunity Revenue Lines are displayed in the UI by default like based on Name for example. Content (please ensure you mask any co… -
Remove "Add" button of Growth Program and Agreement Tabs in Account RecordSummary: How to remove/hide the "Add" button on the account page (Growth Program and Agreements page)? See attached. Navigation: On a standard UI > Go to Sales > Account…
-
Video: Single Field Update Conditionally Required Dependent FieldSingle Field Update: Conditionally Required Dependent Field This is a specialized implementation of single field update dependencies, for use when the dependency is cond… -
How to Access Child Records (e.g., Revenue) of an Object in CX Sales Mobile Using Custom Scripts ?Hi All, I’m currently customizing Oracle CX Sales Mobile using custom scripts as outlined in the official documentation. I’m looking to access child records of a parent …
-
How to get territory team members added to account team?Summary: If a territory is assigned to an account or a opportunity in CX, by default the territory owner or team members are not added to account team. Is there a settin… -
CX Sales - Change Field Label on Redwood Contact List PageSummary: I would like to change the field label for a field on the Contact List View page. Specifically, I'd like "Employee name" to show up as "Contact Name" instead. T…
-
Retaining certain values post merge in CDMHi Team, Consider we have two supplier's - A1 and A2 . For A1 supplier the 'Supplier Status' field is Active. For A2 supplier the 'Supplier Status' field is Inactive. Ou…
-
What is the recommended frequency to schedule this ESS job?Is there a recommended frequency to schedule the ESS job 'Synchronize Financials Accounts and Contacts with CX Sales'?
-
How to restrict access to parent accounts while using sales territoriesSummary: Currently using Sales Territories with combination of Sales accounts hierarchies to give access to users based on territory membership The sales accounts are co…
-
Best practise to be followed during CSMSummary: Best practise to be followed during CSM Content (please ensure you mask any confidential information): We wanted to follow CSM for all custom object migrations …
-
Field trigger is not working in Redwood UISummary: we have a lot of field trigger functions used in our system and unfortunately it is not working properly in redwood. example we have field 1 and field 2, when u…
-
Business Events for Customer Accounts, Vendor / Supplier, Sites, PartnerSummary: We want to integrate our custom application with Oracle ERP product. As part of integration we ingest master data like Customer Accounts, Vendor / Supplier, Sit…
-
Currency Field not editable in test environmentSummary: We created a Currency field in a Sandbox in our Test environment, and the intention is to make it conditionally editable and conditionally hide it on the page l…Shirley.Q.Motiv 11 views 3 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle
-
Is there a way to bulk add/update business unit values associated to a resource org?Summary: Is there a way to bulk update business unit values associated to a resource org? Content (please ensure you mask any confidential information): Version (include…
-
Total Size of ImplementationHello, We are looking for information on the total size of our CX Sales implementation. This includes but is not limited to objects such as Contacts, Accounts, Opportuni…
-
How to find all the relationship between contact and contact/account?Summary: Hi, How To get a report about the Contact/Account Relationships details with other contact/Accounts? can we get any SQL or subject area that can be used to fetc…
-
How to find all the available Team members in contact object?Hi, How to get a report based on BI Analytics or SQL to get the list of all the contacts/Accounts and their associated Team members? can I get any SQL or subject area th…
-
How to display product group alongside of product item in product picker?Summary: In Product Picker, Need to display product Items Along side of its Product Group. In order to achieve this which field should be added in product picker Layout?…
-
Drill-down link for bell notifications be updated to Redwood pages instead of SUI/Classic pages?Can we update the drill-down link for BPM worklist bell notifications to route users to Redwood pages instead of SUI/Classic pages?
-
Can the "Lead Details" field on the BPM worklist be changed to navigate to Redwood pagesHi We have an approval workflow for the Lead object. On the BPM worklist's Approve/Reject page, there is "Lead Details". Is it possible to change this so it navigates to…
-
How to create Call report or Appointment in Activity related subtabSummary: I have created a relationship between the Business plan object and the Activity object in order to connect existing activities to Business Plans. This functiona…
-
Show in Smart Action Confirmation Message in Redwood data from Rest Service responseSummary: For a UI Smart action calling a rest service we need to show the user data from the service response Content (please ensure you mask any confidential informatio…
-
How to extract resource/user LDAP data?Summary: is there a way we can extract resource/user information from LDAP? as shown in the list below we encounter an issue similar to below question as a solution we n…
-
unable to load address format using import/export (FBDI) funactionalityHi , We are trying to edit the address formats of multiple countries so that we can see the address 3 and 4 under manage customer pageand we are trying through import ex…
-
What are the criteria for custom roles to be displayed in Object Rules in Sales Access ManagementHello, We are trying to use custom Roles for Object Rules in the Module Sales and Service Access Management. We can see the custom Roles in the tab Manage Data Policies:…
-
how can we restrict territory visibility to territory team members/OwnersSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
-
Timeout to activate opportunity sales orderSummary: We have one specific opportunity which users are not able to activate a quote (sales order). Content (please ensure you mask any confidential information): When… -
How to get user who last updated an OTBI analysis?Summary: Hi, Some custom analysis are shared in a shared folder so that other users has access to it. Some users can only view the analysis, but some others may have per…
-
Oracle Additional Address Attribute ClarificationHi Team, We have a business requirement to load Community data meaning (Autonomous communities data: Andalusia, Aragon, Asturias, the Balearic Islands, the Basque Countr…
-
Issue with Custom Date Field Changing to Yesterday after SavingHi all, There is an issue with a custom date field on the Activity object. Upon saving, the date automatically changes to yesterday's date. I’ve been trying to replicate…