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Sales
Discussion List
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How we can set default search as All Product under asset mass record updateSummary: We have to set the Product search by default as a All product under the Asset Tab in mass update action. Navigation → Sales → Assets → Select multiple Asset → U… -
Groovy to copy account industry to opportunity custom FCLSummary: Is it possible to use groovy script to copy the industry to opportunity's account to a custom FCL industry field in Opportunity ? Content (please ensure you mas…
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CX Picker: help with returning only Active users within the Resource objectHello, I'm currently attempting to configure the CX Picker 'OwnerPickerTemplate', so that it only returns 'Active' system users from the Resource object. However, I'm st…
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Is there a way to obtain the following information how is the Parent Account field "structured"?Summary: Is there a way to obtain the following information: how is the Parent Account field "structured"? How is the parent-child relationship established in Account? I… -
CX Sales Mobile opportunity products recurrency shows as multiple productsSummary: In Sales Mobile, the product recurrency shows up as multiple products instead of one product with a recurrency. How can we have a view similar to SUI, where use… -
Allow non-Admin roles to edit Account Profile fields (Granular Field Security)Summary: I am facing a challenge regarding Role-Based Access Control (RBAC) and field editability on the Account/Customer Profile page in CX Sales, and I would like to k…
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Can we add custom fields in Email share page for outlook add-inSummary: Content (please ensure you mask any confidential information): How to add custom fields in Email share page for Microsoft 365 outlook add-in Version (include th…
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We need to set the Site Name on the SR create page based on Address SourceSummary: We have a requirement to populate the Site Name on the Service Request create layout based on the Address Source field. However, the Address ID is not available…
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Sorting records in opportunity subview layoutSummary: How can we sort opportunities in an opportunity subview layout(on account) by default in redwood. We have the below requirement: Requirement: Display open oppor…
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Microsoft Teams Web Conference Integration Issues in Oracle Fusion SalesHi Team, We have completed the Microsoft Teams integration setup on both the Azure side and within the Oracle Fusion Sales application as per the Oracle documentation be…
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Video: Call an Groovy Server Side Object Function from Redwood Sales UI TierCall an Groovy Server Side Object Function from Redwood Sales UI Tier There are times when you want to perform some service side logic in a groovy object function, typic… -
Sales representative are not able too whole dashboard.Summary: Sales rep's are not able to see full dashboard even after configuring the whole dashboard. but when i logged back in with sales manager i am able to see full da…
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Video: Enable the ... Action Menu for Records in the Panel ListsEnable the ... Action Menu for Records in the Panel Lists: Show the available smart actions for the record in the panel list, on the detail fold out view. https://videoh…
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NullSummary Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets th…
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why is lead assignment not triggering on the first frequency (hourly)In our CX Sales environment, we're seeing that leads are not being assigned at the frequency increment we set. Our frequency is now set to 'hourly', so we expect (and ha…
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Video: Adding Top Level Object Records and Child Records at the Same TimeAdding Top Level Object Records and Child Records at the Same Time Learn how to add a child record table to the create form for creating a top level object record. In th…
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REST API to Retrieve info from Manage Geography Hierarchy (HZ_GEOGRAPHIES,HZ_GEOGRAPHY_IDENTIFIERS)Summary: We are looking for a supported REST API to retrieve Country, State details from the Manage Geography Hierarchy in Oracle Fusion. Currently, geography-related da…
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How can we enable validation for Address Line1 on the Account in Redwood UISummary: We have a requirement to validate Address Line 1 for an Account Address in Redwood UI. Currently, by enabling Manage Geography Validation, the State/County/City…
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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. -
Can Opportunity Summary generated by AI appearing unrequested in foldout view after 26A be disabled?Summary: I am aware that the Opportunity Summary (and other summaries generated by AI) can be opened in a view by calling a Show request in the Action Bar, but with 26A …
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In Redwood activity feed is it possible to delete an email interaction?Summary: A user has accidentally sent a blank email to her customer which shows up in her activity feed in Redwood. It has no subject line and no content. The sys admin …
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Restricting Sales Method LOV Based on Opportunity Type in Redwood UI (VBS)Hello , I have a requirement from a client to restrict the Sales Method LOV based on a custom field called Opportunity Type in Redwood UI. Summary: If Opportunity Type =…
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Child Object of Account - Subview is blankSummary: Created a child object under Accounts called Fleet Information, and used CX Extension Generator to create the new pages. I was aware of the slash that needed to…
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Why Are Recurring Appointments Not Getting Created Within The Specified Date Range?Let's say I create an appointment on an account such that the start date and end date have a gap of 1 day between them, with the recurrence type set as "Daily", having n…
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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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Need to inactive Products created in Sales. We dont have PIM enabledSummary: We have implemented Sales and the Products are created directly in Sales with Sales/Service attributes enabled. We need to Inactivate these products, so that th…
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P2T for Fusion Sales cloudSummary: Hi Team, Our customer is looking for a P2T in 1st week of April for the fusion sales cloud application followed by CPQ. We would like to know if there are any p…Aditya Varma Gadiraju-Oracle 1 view 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle
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OTBI Analysis - Create Action Link for Workspace Activity SubtabSummary: Hi All, In Oracle Sales Cloud we have a workspace tab and we have a Activities subtab. I have an analysis report from OTBI where there is an Activity Title fiel…
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Account Audit is not showing under accountsSummary: We did all the configuration related to account audit and opportunity audit, audit is coming up under opportunity but not in account. Even in custom object we e…
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Default “Source” (FCL) Field to “Email” for Leads and Opportunities Created via Outlook Add-inWe have a field named Source on both the Lead and Opportunity objects, configured as an FCL field. Our requirement is that whenever a Lead or Opportunity is created thro…