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Sales
Discussion List
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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… -
"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 22 views 1 comment 0 points Most recent by Florin Musatoiu - Support-Oracle
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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 … -
Help Hint Definition,Tooltip or Field Help Supported inoracle fusion CX salesSummary: I have a few questions: Is Help Hint Definition supported for in Oracle Fusion CX Sales Redwood 26B? Can a Tooltip be implemented for standard fields such as Ta…
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Unable to add Audit history under Opportunity ObjectSummary: Hi, We are trying to add the Audit History component to the Opportunity Detail page by following Oracle documentation. However, the Code tab is not available fo…
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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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CX Translation of labels going forwardSummary: Considering As Classic UI is being deprecated. We have a custom field named Legal Entity and have updated its Label Hint in VB Studio to display as "CX Legal En…
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A 500 error occurred on VBS, and deployment failedSummary: To migrate SFA to Redwood, I imported the page layouts generated by the CX Extension Generator. However, the deployment failed due to a 500 error. Content (plea…
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how to extend Oracle CX Sales express report historical view timeframeIn Oracle CX Sales Redwood's Express Reports, our users have asked for a bigger time frame to query data. As of now, it seems we are stuck to a year at most. Is there an…