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Sales
Discussion List
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Custom Partner Portal similar to DCS for ServiceSummary: Does Oracle offer a separate Partner Portal for Fusion Sales, similar to the DCS portal for Fusion Service, rather than having partners access the Fusion Portal… -
What is the correct sequence of migrating customer records from EBS to Oracle Fusion using FBDI?Summary: Customer records: around 350,000. Customer master from legacy system involves locations, parties, party sites, accounts, account sites, account site uses, custo… -
How to pass dynamically filter criteria to a picker in fusion RedwoodSummary: Have a picker B whose filter criteria is based on picker A value(selected from list), how to achieve this in picker B? Content (please ensure you mask any confi…
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REDWOOD – Error During Business Plan CreationHello, We have business plan enabled for our application. However, we are facing an error while creating the business plans for Accounts. a. The error - Row validation m…
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How to update the legal entity of a Sales Resource userSummary Unable to update the Legal Entity of a sales resourceContent Hi, I tried to update the legal entity of a sales resource through file based approach and webservic… -
Redwood: Unable to remove the Account Filter in Lead Conversion PageSummary: We have a requirement where a Lead should be converted to an existing Opportunity. We enabled the profile option ORA_MKL_LEAD_CONVERT_TO_EXISTING_OPTY and set i…
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"Lifecycle - Handling Times"."Total Handling Time (Work Minutes)" fact Ignores CoveragesSummary: The custom analysis using the fact "Lifecycle - Handling Times"."Total Handling Time (Work Minutes)" from the Service - CRM Service Request Lifecycle subject ar…
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Address field(SiteNumber) not displayed in Audit page in Redwood UISummary: Address field(SiteNumber) not displayed in Audit page in redwood Content (please ensure you mask any confidential information): Version (include the version you…
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VBS - Creating a Country Dropdown using Field Templates/Virtual FieldsSummary: Hello, We have a custom object and we have created a UI for it using CX Extension Generator. There's a custom text field for storing the country on the object b… -
You must enter a valid organization ID. (QSC-375047)Summary: ERROR WHILE ADDING PRODUCTS TO PRODUCT GROUP Content (please ensure you mask any confidential information): Version (include the version you are using, if appli…
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CX Sales / Eloqua Integration App - Notifications triggered for large exportsHello, We receive a CX Sales email notification with the subject "The GCSCHEMA_XXXXXXX_**** file export activity has completed with Completed status." whenever an export…Justine BONDIL - Oracle-Oracle 25 views 1 comment 0 points Most recent by Florin Musatoiu - Support-Oracle
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How does creating appointments from Sales Cloud to Outlook work?Summary: How do appointments created in Sales Cloud behave when they are synchronized with Outlook? Content (please ensure you mask any confidential information): I'm ex… -
Microsoft teams Web conference integration problem in Oracle CX salesSummary: While creating an appointment of type Web Conference in CX Sales, the following error message is displayed: "Creating Microsoft Teams web conferences from Sales…
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Redwood UX Duplicate checker is not showingWith the release of 26B, we were trying to test out the Duplicate checker functionality for Redwood UX. In the documentation it said there was no setup required (see tex…
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how to add 'activitySubType' to express report as a columnSummary: In the predefined 'activity' report type template, provided by Oracle, we see that there is no 'activtySubtype' column to add in our express reports. I believe …
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how to bulk update the resource role in person recordAs part of employee conversion, we have created person record using hcm load. where we didnt get any option to input resource role for users. So after employee load how …
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Video: SynonymsSynonyms: Adding synonyms to actions in the Action Bar From the Implementing Redwood Sales video series -
Sample code for cx-actions-menu component to view activity smart actions in account roll page-tableSummary: Hi @John Vakoc-Oracle I want to add ActionsMenu in the Account-Contacts Rollup page as shown in the screenshot below. When I add OOB ActionsMenu field in the la…
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Video: Audit Change History in Redwood Sales Detail Record PageAudit Change History in Redwood Sales Detail Record Page Learn how to add a new subview on the detail page, to display the change history of field values (audit trail). …
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Video: Dynamic Links - a deep-link standard that works with both Redwood and Classic UI for CX SalesDynamic Links - a deep-link standard that works with both Redwood and Classic UI for CX Sales With 25B, a new dynamic link URI/API format is available to deep link into …
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Video: CX Picker - Using Adaptive Search with DCL Field TemplatesCX Picker - Using Adaptive Search with DCL Field Templates: For Dynamic Choice List fields, that are in Adaptive Search (aka Workspace), you can use a powerful CX search…
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Custom Font Not Rendering in BI Publisher PDFSummary: Problem Statement: I have uploaded a custom SABIC font and am using it in my BI Publisher RTF template. The report renders correctly in HTML, but when generated…
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Is there a supported approach to display only the date (without the timestamp) in the Infolet DetailSummary: Problem Statement I have created an OTBI report in Oracle Sales Cloud where the Creation Date column is formatted as MM/DD/YYYY without a timestamp. When I run …
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How to Display Follow-Up Activities Created via "Create Follow-Up Tasks" in a Subtab in classic UISummary: Hi all, In Oracle Sales Cloud, users can create follow-up activities using the "Create Follow-Up Tasks" action from within an existing activity. I'd like to dis…
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Product Type - Default on OpportunitySummary: How to set the 'Type' as Product by default on a Revenue line in Opportunity? Content (please ensure you mask any confidential information): Hi, I need to set t…
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Not able to add member as Sales ManagerContent Hi, In the manage resources when I add another user with Sales Manager role I receive the error attached in the screenshot. " An active manager with an overlappi… -
How to hide a field using Page composer base on a certain condition?Summary: I am trying to hide a field (Sourcing mechanism) via page composer base on the Intent condition. Enter an expression to test the returned value- when I say Inte…
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How to add customer notes using Import Management option?Summary: We have a requirement to add the customer notes using import management options at customer level. I went through the below link but I received the error messag…
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Integrating the Outlook Redwood Plugin with our CRM application.Hello Team, We are integrating the Outlook Redwood Plugin with our CRM application. From our CRM application, a sales representative can send an email using the "Send Em…
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Can a Redwood Opportunity DCL field be auto-populated based on another DCL?Summary: Requirement to auto-populate a DCL field on Opportunities which is from Territory. The value is derived from the combination of Account object DCL field and an …