Sales
Discussion List
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how to create a lead from outlook email attachment - [ Excel ] in Oracle Fusion Sales Cloud?Need to evaluate the feasibility of creating a lead from an auto-generated email attachment for Oracle Fusion Sales Cloud. The attachment is an Excel file containing all… -
Products not showing in Sales Lead Product ItemContent Not all Products Items are showing complete list in Sales Lead from the Product Object. (product item.jpg) But you can see in Products Object I have more Product…
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Disable 'Create Opportunity' action from Opportunity list page action menu in Redwood Sales.Hi, We have a requirement that opportunity can only be created with a lead conversion. We have disabled all smart actions 'Create Opportunity', still we able to see 'Cre… -
Personalized Field is not workingSummary: Hi All, kindly help on below requirement. We are not able to configure the Personalized Name in My Client group —> Sales—> Opportunities. we can see the changes… -
Bell Notifications "Dismiss All" Don't Fully Clear in CX Saleswhen opening the bell notifications and selecting "Show All", the "Dismiss All" button clears 500 notifications at a time but doesn't seem to fully clear anything under …
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Can we add system date on custom date field in create Page of opportunity in redwood salesSummary: Can we add system date on custom date field in create Page of opportunity in redwood sales Content (please ensure you mask any confidential information): Versio…
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[NGS] Is there a next gen sales feature that will allow users to dismiss all bell notificationsSummary: Is there a next gen sales feature that will allow users to dismiss all bell notifications on CX mobile Content (please ensure you mask any confidential informat…Sasidhar Ponnapalli 11 views 1 comment 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle
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Why are Suppliers in the CDM Organizations Customer Accounts MasterSummary: We use the CDM Organizations area for our Customer accounts. We see that there are also Suppliers - Why would they use that area for Payables? Content (please e…
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How to filter dcl fields based on end date is current date in Redwood salesSummary: How to filter dcl fields based on end date is current date in Redwood Content (please ensure you mask any confidential information): Version (include the versio…
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Add a URL in the web application field from the tool structureSummary: how to add a URL in the web application field Content (please ensure you mask any confidential information): I want to embed Fusion Analytics in our fusion envi…
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CX Cloud - DSPs to allow Import of OpportunitiesI want to allow a data steward role, with limited administrator permissions (no sandbox or scheduled processes) the ability to import opportunities. So far the only way …
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How to validate the address duplication in accountSummary: How to validate the address duplication in account, We have to validate the duplicate address creation details in account object, please suggest the way to addr…
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Load data in CDM in BulkSummary: We are trying to load the data in CDM for customers in bulk as Attachments. Content (please ensure you mask any confidential information): We want to load the d…
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Custom Smart Action for Activities is not available in Next Gen Service layouts, how to fix that?Summary: Hi, I have created a custom smart action for object function called 'Create Lead' for both Sales and Service applications. I am able to access the smart action …
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Enable SSO for a certain group of userSummary: Is there a way we can enable SSO just for a group of users in Fusion Sales? I think SSO is a security setting, and I don't see a quick way to enable SSO for use…
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How the “Status” field in the opportunity is being populatedWe would like to know how the “Status” field in the opportunity is being populated. Was it tied via update to the “Sales Stage” of an Opportunity or to the “Status” of t…
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Mass upload of contact and contacts points for an existing customerSummary: Mass upload of contact and contacts points for an existing customer Content (please ensure you mask any confidential information): We have many customers in the… -
The “Interactios History” tab does not appear in the accounts.Summary: The “Interactios History” tab does not appear in the accounts. Content (please ensure you mask any confidential information): I added the “Interactios History” …
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Update Opportunity Status to Close automatically on Systemdate = close dateSummary: We have created an opportunity and close date is populated 1 Dec 2024. Now till 30 Nov 2024, it will be in OPEN Status but on 1 Dec 2024 it should be updated wi…
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How to find system notifications after dismissalHI team, We've employed custom Groovy scripts for Approvals for one of the Clients in Object Triggers in CX. This script sends a bell icon notification to the recipient'…
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API authentication Key generation processHello Team We are starting the process of integrating Fresh Marketing with OSC and ERP to OSC data updates, among other applications.Is it possible to share the API toke…
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How to setup Marketing Fund Approval Based on TerritoryMarketing fund request approval is going for Partner owner. Is there any possibility to setup approval based base the territory. Based on the defined territory , System …
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Industry field in Account is not showing codes in Redwood UI, It is showing properly in Classic UiWhen we click on Industry field in Classic UI we are able to see Account and thier codes both while selecting Industry, But In Redwood UI we are getting as a FCL where w…
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How to add a filter on dcl field for end date = today's date d using CX picker in redwood salesSummary: How to add a filter on dcl field for end date = today's date d using CX picker in redwood sales Content (please ensure you mask any confidential information): V…
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How to create CDM read only User role ?Summary: Hi, I tried to create CDM read-only role. I added all the privileges related to the inquiry/search/View privileges to that role. Still, I can't able to view Org…
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How to populate the attributes like BU and Legal Entity while creating Lead/Opportunity recordsSummary: How to populate the user attributes such as BU Id and Legal Entity while creating Lead or Opportunity record Content (please ensure you mask any confidential in…
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How to populate the opportunity sales method name on create page of appointment in Redwood salesSummary: How to populate the opportunity sales method name on create page of appointment in Redwood sales as text formula field is working in edit page only Content (ple…
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How to send only one email notification to manager for leads unqualified for 30 daysSummary: We have a requirement to send email notification to manager if lead remains in unqualified status for 30 days after creation. We have tried using Routines and o…
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Groovy script to invoke a custom Function by means a Soap Web ServiceSummary: Define a Groovy script to invoke a custom Function defined on a Child Object (of AssetVO) via Soap Web Service. Content (please ensure you mask any confidential…
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How to search records by entering Record Id on list page in Redwood?Summary: We have one custom object, and we want to search record by using Record ID on list page. I looked in adaptive search and Record ID is not available to enable. C…