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Sales
Discussion List
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Error on Workspace Full PublishSummary: As part of the post-upgrade activity, we are conducting a full workspace publish on all of our environments. The upgrade was done on the Weekend and I am doing … -
Rename the 'Revenue Items' headingSummary: Rename the 'Revenue Items' heading Content (please ensure you mask any confidential information): As part of adding products on the Create Opportunity layout, w…
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Can not find ‘Parties’under Customer Data ManagementHi we want to default ship to on party level. I have added role:Data Steward Manager, run job:Retrieve Latest LDAP Changes But still can not see 'Parties' option in navi…
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How to add new customer account flex fields using FBDIHow to add new customer account flex fields using FBDI. Please find the screenshot reference and let us know which sheet and column should be used to add the flex field …
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unable to load address format using import/export (FBDI) funactionalityHi , We are trying to edit the address formats of multiple countries so that we can see the address 3 and 4 under manage customer pageand we are trying through import ex…
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Sales Account 'Prospect' to 'Customer' auto-conversionSummary: Here is my use case - I create a sales account with customer type 'ZCA_PROSPECT' in Sales, then I query this account in AR Manage Customer UI and add billing ac… -
Can we maintain documents in folders for lead and opportunitySummary: Basically, we want a functionality like when the lead or Opportunity is created, some specific folders should be automatically created where we can store the do…
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Send Email from CX Sales Redwood - Different FROM addressesSummary: We'd like to configure different FROM addresses and Reply-to addresses when an Email is send from within Oracle Sales Cloud Redwood UI. Content (please ensure y…
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How to make Long Text field visible in Adaptive Search ?Summary: 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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Video: Defining a Custom Smart Action to Open A Drawer Containing Your Own Custom ContentDefining a Custom Smart Action to Open A Drawer Containing Your Own Custom Content From Redwood Sales list pages or record detail pages, your smart action can open a dra… -
How to Remove the Opportunities Section in Busineess Plan Details of Redwood UISummary: We are not using the opportunity object for Business Plan. Is there a way we can remove this feature in the UI? Content (please ensure you mask any confidential…
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Determine all aggregated fields in Oracle Sales / Fusion CloudSummary: With Update 24B, the classic Aggregates in Adaptive Search will be replaced and made available as predefined Rollups in the Rollups framework. https://docs.orac…Christian Gerald Patacsil 62 views 5 comments 0 points Most recent by Praveen Desetty - Support-Oracle
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How to adjust the Business Plan Period Start and End dateSummary: in creating business plan their is a field name period in which you can choice the period type, (Quarterly, Yearly , Period) we notice that the start year is al…
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Resizing Columns in OracleSummary: I'm trying to edit the sizing of my columns but the system reverts back to its own sizing after multiple attempts. I've even tried to save after eachadjustment …
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Can we change the OOTB email template for appointmentsSummary: We are trying to create appointment and adding a contact and clicking on create button, appointment is getting created and Contact is getting the email, but we …
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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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Do updates made through Import Management trigger business events in Oracle Integration Cloud (OIC)?Summary: Do updates made through Import Management trigger business events in Oracle Integration Cloud (OIC)? -
how do i access implementation guide of CX SalesSummary: how do i access implementation guide of CX Sales Content (please ensure you mask any confidential information): Version (include the version you are using, if a…
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In what table in CRM can I find the equivalent field of PreferredContactFlag?Summary: I need to query the primary contact in Oracle Sales Cloud-CRM but cannot find the field PreferredContactFlag. It is visible in REST API.
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How to get opportunity number after record got created in events of oracle VBCS event listenersSummary: 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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Another user lock happens while setting the custom object DCL value in the activities custom DCLAnother user lock happens while setting the custom object DCL value in the activities custom DCL field. We have a Custom object ,while creating the activity we are setti…
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while updating multiple records on workspace getting errorSummary: While updating record on worksapce getting bellow error RO-000139:Applying List binding FK_LOV_For_Technician_c with given set of values leads to no matching ro…
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Is it possible to merge the customer and supplier into a single party ID or accounts with sites?Summary: We have a single organization created twice as two different parties (Party IDs) as a supplier and a customer. Is there a method to merge the supplier Party ID …
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Oracle Sales Cloud - Custom button on cx mobile appSummary: i would like to add a custom button in the Task entity in our mobile app. I would like the button to call a groovy script. Just to mention that this button is a…
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HTML tags are displayed when copying text from the email body to Activity DescriptionSummary: When creating an Activity, we often copy content from the email body into the Activity Description field. However, doing so causes HTML tags to appear in the de…
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Oracle recruiting cloud - Microsoft 365 integration to multiple M365 accountsSummary: Hi Team, My client is maintain the multiple M365 accounts each per agency, as we know we can integrate one M365 account to ORC for Interview calendar integratio…
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Replacing the existing master geography data with revised Oracle-Licensed geography dataSummary: Has anyone tried to follow the steps provided in the below article to refresh the geography data with the new version? We are looking for some guidelines and le…
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How do I update organization and site descriptive flexfields?Summary: We need to upload customers into Fusion and we need to add descriptive flexfield information on the party level and site level. Is there a way to do this via RE…
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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 automate the file import process for administrator profile values?Summary: How to automate the file import process for administrator profile values? Content (please ensure you mask any confidential information): How to automate the fil…