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Sales
Discussion List
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Feasibility on Access through Account hierarchy.Summary: Scenario: A user owns a parent account that has multiple child accounts, but the user is not assigned to those child accounts. We need all opportunities—includi… -
Can we change the name of Oracle cx sales mobile applicationSummary: Rename the Oracle Cx sales mobile application name Content (please ensure you mask any confidential information): Hello Experts, Is there a way to modify/rename…
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Accounts and contacts cannot be updated on an email interaction.Accounts and contacts cannot be updated on an email interaction when the flow of creating email interaction is initiated from an account. When we create an email interac… -
How we can maintain the custom fields in view resource detailsWe need to maintain a custom field at the Resource level in Oracle Fusion CX, and it should be editable and visible on the “View Resource Details” page. The Resource Det…
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Record Saved Successfully but Not Displayed in Account or Contact ObjectSummary: When I create a record on the Account or Contact object and save it, the record is saved successfully, but it does not appear after saving. What could be the re…
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how to include custom child object in lead to opportunity copy mapsWe have created a custom child object called as Appliance in both lead and opportunity object, we will add the appliances when the lead is created and when the lead conv…
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Is there any way to hide/restrict conditionally single select update smart action from Action bar.Summary: Is there any way to hide/restrict conditionally single select update smart action from Action bar of custom object. We need to hide all single select update sma…
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Note Email Template removes HTML formatting after Save in Oracle Sales CloudHello, We are experiencing a different behavior between Email Templates on Note entity versus Activity / Opportunity in Oracle Sales Cloud. In Activity and Opportunity E…
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Is there a way to allow all users to see all activities on all accounts?I need to allow all users all roles to see all activities on all accounts. -
How to incorporate an extra attribute into Data Verification Selection CriteriaHello, We wanted to include an extra attribute in the data verification batch job. I checked out the "Manage Standard look up task" and while I was looking for the below…
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Can the outbound email sender address have logged in user emailSummary: Can the outbound email sent from Sales cloud use from email address as logged in user of the Lead or Opportunity Content (please ensure you mask any confidentia…
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Is it possible to Implement Territory Management security in Account ReceivablesSummary: We have Enterprise Data set setup and our Account Receivables Customer accounts are shared across BUs. In this scenario, We need to control visibility of Person…
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Asset Subview Showing Incorrect Custom Warranty Expiration Date for Mountain Time ZoneSummary: Asset Subview Showing Incorrect Custom Warranty Expiration Date for Mountain Time Zone In Oracle Sales Cloud, the custom Warranty Expiration Date in the Account…
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Merge request queue expiring/auto-rejecting and should not.Summary: I had to purge the Contact Merge request queue. I started to put the requests back after fixing a data issue, but now it seems that the merge requests expire an…
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Mash up content not working in RedwoodI have implemented all the steps as mentioned in Add a Mashup to a Page to add Mashup to Redwood Page, but it's not loading. Kindly see the attached screenshots.
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How to enable custom fields in manage address formats in sales cloudHi All, We want to enable the custom fields under manage address formats to add it the address section of all the objects in oracle sales cloud. Can some one help us to …
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Which Person Party is marked as Primary when an Org Party is converted to Sales AccountWhen converting an Org Party (A1) with multiple Person Parties (P1, P2, P3, P4) to a Sales Account in Sales Cx, one Person Party is marked as Primary—even if there’s no …
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Hide/restrict the 'Show Audit' smart action for certain usersSummary: Need to hide the 'Show Audit' smart action for certain users in redwood Content (please ensure you mask any confidential information): We have enabled the Audit…
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Activity sorting not working in sales mobileSorting in activities object is not happening as per expected behaviour in Sales mobile UI. On sorting activities, it pops a 'No Result Found' page.
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Not getting values in history table of ContactsSummary: Hello I am trying to build a data model to get the change history records for the out of box Contacts object which is present under Sales Tab. Used below query …
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Import management not showing the count of data loaded and number of records importedSummary: We have imported the data using Import Management, and the import was successful. However, the record counts for “Loaded Successfully” and “Read from File” are …
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Audit policy for Sales Competitors?Summary: Is there audit policy for Sales Competitors? Content (please ensure you mask any confidential information): To enable audit log for Sales Competitor record chan…
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VBS - Custom Field Validation Using CodeSummary: Hi, I want to create a custom validator for one of the fields on the Leads object. I know that there are some pre-defined validators in VBS, but there's an opti… -
How to show/hide an attribute when another attribute is changed anytime in Oracle Redwood SalesSummary: In classic UI we have used a groovy condition of isAttributeChange ("field1_c") to show/hide another attribute (field 2) on Contact layout expression. We want t…
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How to create a custom field for a new classification category?Summary: How to create a custom field for a new classification category? Content (please ensure you mask any confidential information): Created a new classification cate…
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while converting leads, any profile option to default Address type to Bill To, Sell To?Summary: While converting a simplified lead , the account created should have its address purpose type defaulted to Bill To, Sell To . Is there any profile option availa…
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Is it possible to enable Audit policy for the Resource object?Is it possible to enable audit policy for Resource? So that there's audit log when changes are made to a custom field in the Resource.
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$fields Values Not Resolving in VBSSummary: Hello, I am trying to create a deep link on the Account object using a field template. I have added the oj-vb-fragment element like below and I am trynig to pas…
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FCL lookup value blank on the details layout in 'Contact' object edit layoutSummary: FCL lookup value blank on the details layout in 'Contact' object edit layout Content (please ensure you mask any confidential information): We have created a cu…