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Sales
Discussion List
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PRM - All Approval Notifications Opening in SUISummary: Hi, We are implementing Partner Relationship Management and have configured a few approvals: Partner Approval Deal Approval MDF Approval However, all of the not… -
Displaying Validation Errors in Mobile App via Smart ActionWe are experiencing a critical issue in Oracle Sales Cloud concerning the Mobile App and Smart Action(Object function-based action): We have created a Smart Action that … -
How to create a Sales guide to use in orchestrationsGreetings! We are adopting orchestrations for our current implementation, and we would like to use the Sales Guide feature. I'll explain: While creating a task inside a …
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Redwood: Custom object Create triggerSummary: In Custom object on record creation I want to copy the RecordID in RecordName. Which page and event I can use for above to work. I have tried via groovy script …
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Wrote an object validation on Account and Address under CRM and now these validations are enforcedSummary: Hi for my customer's business requirement, I Wrote an object validation on Account and Address under CRM and now these validations are enforced even in Customer…
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Retrieve ParentAccountPartyId from Oracle CX tablesHi, I need a query that extracts data from hz_organization_profiles, and among the fields I need is ParentAccountPartyId. This field is available in the endpoint: /crmRe…
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What are the CX Sales application limitation on sending number of email notifications per day?Summary: We are implementing Oracle CX Sales module as part of a Fusion global single instance. and trying to gain following confirmed info applicable to our instance. C…
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Hide Hierarchy representation in relationship sub Tab of Partner EntityIn the Relation tab when the user enter in the page see the Hierarchy representation, We don't want to use the Hierarchy representation , we want to see only the Relatio…
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Can we create a field on Work Order Object which can hold a URL link and works as a hyperlinkSummary: Basically, we want to have a field in B2B Work Order page where that field can hold a URL Link in it and works as a Hyperlink. Content (please ensure you mask a…
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Audit table details for the Sales Business Object details in Oracle fusionSummary: Hi Team, There is a business requirement actually they have created some wrong records in Sales account. They wanted to check the same for which we are trying t…
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Activity panel is not showing any data in RedwoodSummary: We’ve followed all the steps in the document, but we’re still not seeing any data on the panel File: How do I enable the list of activities in each record in Or…
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Cancelled tasks in activites are showing under pending tasksCanceled Tasks are showing as pending in Activity Feed panel under Account, Lead or Opportunities.
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How to hook to the action menu in a panel for custom action chain?Summary: Hello, I'm trying to hook up a customization to the "Remove" option in this panel. This is the out of box relationships panel on the contact detail page. For ot…
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Import Account hierarchies with Import ManagementSummary I need to structure an Account hierarchy import using Import Management but cannot find clarity in the documentationContent Hi, I have unsuccessfully tried to bu… -
The Comment Field on Edit Page is showing with HTML TagsSummary: In Opportunity, when we use the SmartAction generate win story, it populates the field comment with AI generated comment. When we save on that Layout it looks f…
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unable to find customer data management cloud user and implementation guidesSummary: 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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Deleting Appointment in outlook will delete same in the oracle sales cloud activity?Outlook is integrated with oracle sales cloud application, and we are facing some sync issues like. Repeating invites showing as shared in outlook but not visible in sal…Satyavani Gundumogula-Oracle 2 views 2 comments 0 points Most recent by Satyavani Gundumogula-Oracle
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Make Opportunity Revenue Fields as read-onlySummary: Is there a way to make opportunity revenue fields read-only on Page Level? I've tried Page composer but Read-only checkbox is disabled. See attached files. Cont…
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REDWOOD: How to Display Attachments In Business PlanSummary: Attachment is one of the key content of our Business Plans setup. How can we display this using the Show Attachment smart action on details page. On other objec…
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REDWOOD: How can we copy Account Plan (Business Plan) in RedwoodSummary: One of the available actions of Business Plan object is the 'Copy'. I can't see this option in Redwood. Would this be available in the upcoming releases? We are…
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What happened to sales implementation guides?Summary: Hi, I'm trying to find some information that used to be on the classic guides (implementation guide, reference guide, getting started….), but now they're gone. … -
CCC Linked In Sales Navigator Integration with CX SalesAs part of the 25C feature, we are looking to enable the LinkedIn Sales Navigator integration within our Oracle CX Sales instance. However, the documentation provided la…
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Can we display the SWOT Analysis in Business PlanSummary: Need to display the SWOT analysis tab in Redwood UI. How can we do it? Content (please ensure you mask any confidential information): Version (include the versi…
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Restricting SR Updates to Assigned Queue MembersSummary: We have observed an access control issue in Service Requests (SRs): Observed Behavior: Even after an SR is assigned to a specific Queue, users outside that Queu…
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CX Sales Mobile Quote ProposalIs this the complete guide to make "Quote Proposal" button to work on CX Sales Mobile App? https://docs.oracle.com/en/cloud/saas/sales/fasqa/how-do-i-get-sales-quotes-to…
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Documentation for the parameters and supported values for cx fragmentsSummary: Do we have a documentation for the parameters and supported values for all cx fragments along with some examples. Content (please ensure you mask any confidenti… -
Multiple Select Option for Sales Assessment (Opportunity)Summary: I am using Interview Definition to create a Sales Assessment in Opportunity. Reference: https://docs.oracle.com/en/cloud/saas/sales/fasqa/how-do-i-perform-asses… -
Redwood: Empty Header when adding new fieldSummary: Why does the Header of Account Plan (Business Plan) turned to be empty when adding field? I am trying to add StatusCode field on the custom header but when doin…
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Manage AI taskSummary: We are not able to access manage AI task. Content (please ensure you mask any confidential information): Version (include the version you are using, if applicab…
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Oracle CX Sales plugin in Microsoft outlook is inactiveDear all, We are trying to implement the Oracle CX Sales for Microsoft outlook. After referring to the below documentation and following all necessary steps, it was obse…