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Sales
Discussion List
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How can I use Source System as a filter column in Export Management?Summary: Using the export management framework, I want to export Person object data based on their Source System. When creating the filter, however, I cannot see the Sou… -
Does Customer Relations come with Oracle Fusion Core ERP license or is a part of CDM licenseSummary: 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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How to convert JSON Format REST API Payload (Request Body) into Groovy format for the below PayloadSummary: The below Payload is working fine with the POSTMAN (The attachment element with multiple IDs with comma separated values in the Body Request) {"to" : "to_email@… -
How to get primary contact details of Partner in SQLSummary: Hi, I am working on partner object to get primary contact details of partner. not possible to get in SQL. Need to get 1.primary Contact Name 2. primary contact …
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Updating Canadian Postal CodesOur Sales team continue to complain about Postal Codes in CA that are either associated w/ incorrect towns in CX or they're not listed in ORACLE all together. How can we…
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Making Product Selection mandatory on Lead Creation Pages in CX Mobile applicationSummary: In CX Mobile application, we want to make the product selection mandatory while creating a Lead. We do not want this to be mandatory for Web application users, …
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Visual Builder : How to migrate changes from one environment to anotherSummary: I'm just new in this Visual Basic Studio. we have 4 CX environments (Dev, QA, UAT and Prod), we are doing our change in Dev environment, just wondering how we c…
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Create Dynamic Choice list based on Opportunity Line Item ProductsSummary: Can we create a dynamic choice list to show a list of products that are on the opportunity line items for a custom object related to the opportunity object. Con…
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Appearance/theme/ font changes in CX Redwood PagesSummary: Appearance/theme/ font changes in CX Redwood Pages Content (please ensure you mask any confidential information): Is there any way we can change the appearance/…
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How to mark Account as Primary for a Contact in Contact Object in Oracle Redwood SalesSummary: In Oracle Redwood Sales in the Contact Landing Page there is a field called "Primary Account", and we are looking for ways to have this field populated as on Co…
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Connecting Activities to Business PlanSummary: Is it possible to connect an existing Activity to an existing Business Plan? I know you can connect existing Opportunities and Leads to Business plans, but for …
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Does Customer Relations come with Oracle Fusion Core ERP license or is a part of CDM licenseDoes Customer Relations come with Oracle Fusion Core ERP license or is a part of CDM license
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About displaying reports from Inforet in Sales CloudI have created a link to a report by setting the path to an existing report in the inforette on the Sales Cloud home page. When viewing the report, is it possible to hav…
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Is there a limit to number of customers that can be added to a territories inclusion?Summary: Our current project has a need to define few territories with around 13k-15K inclusions customers. Is there a limit or general guidance as in how many inclusion… -
What is the category Name for Partner User? Sales CloudWhen Partner user are created what should be the Category name it can be tagged to?
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How to Delete a Custom Action under Action and Links?How to delete a custom action under action and links?
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Redwood : How to default UOM on Opportunity RevenueSummary: We have multiple UOMs. On classic, OOTB, the UOM are set automatically based on the selected product on the Opportunity Revenue. But in Redwood, users are suppo…
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What is the payload send to the rest Notification endpoint for Export Activity?Summary: I'm creating an export activity via Export Management. One of the options is to specify a Notification endpoint. I would like to call an OIC integration upon co…
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Video: Control the Panels Views and Display OrderControl the Panels Views and Display Order: Show, hide and change the order of panels in the foldout detail view From the Implementing Redwood Sales video series -
Privilege to access data in Manage usersSummary: Which privilege enables access data in manage users? We need to create a custom role to enable data access in Manage users task (Users and Roles) We understand …
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Automate Bid Review Process in Oracle Fusion CX SalesSummary: Requesting support to automate the bid review process by implementing: Approval workflows based on project range. Conditional routing based on product type. Not…
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Moved: Selection list modification auditThis discussion has been moved. -
How can I create rules to merge prospects and customers using CDM?Summary: How to combine rules to merge customers type ZCA_CUSTOMER or ZCA_PROSPECT Content (please ensure you mask any confidential information): I have two scenarios fo…
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WhatsApp Integration - CX SalesSummary WhatsApp Integration - CX SalesContent Hi all, Is there a native integration between WhatsApp and Oracle CX Sales v20C? I need to integrate them for the automati… -
Audit trail for Custom Object in Sales applicatonSummary: Hello Can we enable audit trail for custom objects ? I dont the see custom object in list of Objects in 'Manage Audit Policies' Content (please ensure you mask …
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Groovy to query only Contacts but not user recordsHi All, I have actually written a code to query the Contact object based on email. But the query is also searching for user records with that email and returning the res… -
Deeplink for Activities in RedwoodBasically we are sending email notification to users about the activities being assigned to them, from email we want to bring them directly to this particular activity i…
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Is it possible to restrict the CDM Custom fields being accessible from Manage Customers page?Summary: After implemented CDM , we were able to view and update the CDM Custom fields from the Manage Customers page and Manage Supplier's page. Is there any possible s…
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You can't create, update, or delete the home address because you don't have permission. (HZ-120789)Hello community, Some users are experiencing this error, they cannot create addresses within contacts. The Geography Validation Level for Country option was reviewed and… -
CX Sales add-in for Microsoft Outlook 365 QuestionsSummary: We have a couple questions/potential bugs pertaining to the functionality of CX Sales add-in for Microsoft Outlook 365. Since Support usually requires us to mak…