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Sales
Discussion List
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Deals multi level ApprovalSummary: We have usecase where we want Deal to be sent for Multi Level Approver. meaning once deal is submitted for approval first it should go to approver1 once approve… -
In Redwood sales (NGS) : How to add dialog box for opportunities > ChildRevenue?Summary: Need to display a pop up with "Continue" Or "Cancel", when on of the field is changed under Child Revenue. Since "call component" is not available under action …
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Block API access for the custom sales job rolesSummary: We created custom sales job roles (e.g. sale rep, sales mgr, sales vp) by copying the OOTB job roles. We'd like to disable REST API access for these custom job … -
Remove Account Team members bulk through ImportWe need to remove members from the Account in bulk using import. I've tried entering the Party Number (Account object) and resource ID (Account member object), but ended…
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We need a solution on how to configure the duplicate identification batch.Summary: 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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Bulk/Multi Edit Pages For Sales Objects In Oracle Fusion CX Sales CloudSummary: Hi All, Is there any way to customize bulk/multi edit pages for sales object? We have requirement that we need to enable couple of fields, additional to the fie…
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How to configure Add Smart action for objects having 1:M relationship?Summary: Add client is a UI based smart action on account object. Account and client having 1:M relationship. When We hit Add client in layout we have enable client id f…
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Pending activities show a count on the Activity Panel but no details or option to edit displaySummary: When we create new activities (not started/in progress), the count of pending activities displays on the Activity display panel, but the activities do not show …
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do we have sample Quick Import Macros Files(Doc ID 2229503.1) for Custom object?Summary: 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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Parent Account WorkspaceIs there a way to add the Parent Account column in the Account Workspace. The field is available in the standard Account Object Landing page, but I don't a way to add it…
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How to Number Records in landing page list ?Summary: would it be possible to add row numbers in front + number of total items that have come out of the search/number of opportunities on a certain landing page ? Co…
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How to inactive Partner UserSummary: We need to inactive Partner User. Do we have import template? Content (please ensure you mask any confidential information): Version (include the version you ar…
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CX Sales Mobile Session TimeoutSummary: We are using 3rd-party identity service instead of Identity Cloud Service for SSO. One issue we have is that user needs to sign-in again and again once in a whi…
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Redwood - Can we have different sub view layouts depending upon different Parent objectSummary: Can we have different sub view layouts for different parent objects: For Example - Opportunity Sub VIew Layout displays differently for: Contact Screens Account…
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Oracle HCM Cloud - Schedule BIP Report without Credentials in PayloadSummary scheduleReport operation in the ScheduleService wsdl requires username and password to be sent to schedule a bip report in oracle hcm. Is there a way we can avoi…
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When Changing the Assign To the Lead Owner is changing by defaultSummary: Hi When i Change the assign To the Lead Owner is also changing. Also in Teams this Resource is default Owner. Can we restrict that when we change the Assign To …
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Quick Import Macros Files (32 and 64 Bit versions of Excel )Summary Quick Import MacrosContent The macros are a learning tool and not meant to be used for day to day transactional imports or the import of large volumes of data. T… -
Remove "Contains" Search Operator from a Custom Field in Advanced SearchContent We are updating our Saved Searches for Leads, and we have a custom field that we want to include in the Advanced Search as a search criterion. In the dropdown, i…
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Can we create our own Record Set and create our own criteria for records that can be searched?Summary: We have a requirement to only see CRM specific contacts when searching on CRM Objects (Account, Opportunity and Campaigns). Is there a way for us to filter thos…
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Can we merge records with Resource/HR Employee usage and custom party usage?Summary: Merge records with two different party usages. (Resource/HR Employee and Custom) Content (please ensure you mask any confidential information): Hi, We have a re… -
To Restrict User to add a 'Contact' to an Account if its already associated with some accountContent Hi, We have a requirement wherein we want to restrict the user to add a Contact to an Account if its already associated with some other account. Is there any way…
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Account drill down from LeadSummary Account drill down from LeadContent Is there a way to add an account drill down field to a lead? For example, once I convert a lead I want to be able to view the…
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Use <BillToSiteVO> as Related Object in Dynamic Choice ListSummary: In App Composer, the 'BillToSite' field on the 'Subscription' Standard Object uses as the Related Object on the Dynamic Choice List. I would like to use this s…
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NGS - How to remove related object data from object which is having one to many relationship?Summary: We are extending Oracle sales application using oracle visual builder. We have client foldout panel and subview so we when we have some records of client associ…Pratibha AdhavLTIMindtree 21 views 3 comments 0 points Most recent by Ravindra Sirigiri-Support-Oracle
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Feature Friday: Smart DataContent The Smart Data feature in CX Sales enables sales reps to add accounts and contacts into CX Sales with little to no manual data entry. At record creation, sales r… -
Export all dashboard pages from UISummary: Is there any option available to export all dashboard pages at once in UI Content (required): Version (include the version you are using, if applicable): Code S…
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Sales stage history report - count if revert to a single sales stage twice.Summary: Sales stage history report - count if revert to a single sales stage twice. Content (required): I am trying to create a report showing the number of opportuniti…