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Sales
Discussion List
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We need dropdown for province field when country is CanadaSummary: When we are selecting country as Canada, right now we only see text field in UI for province. We need to make that field as dropdown. Content (please ensure you…
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About code values for custom-created Sales Methods and Sales StagesContent (please ensure you mask any confidential information): I'm thinking of importing an opportunity. At that time, custom Sales Methods and Sales Stages need to be i…
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Transposing Configuration XML files from SandboxSummary Transposing Configuration XML files from SandboxContent Hi, Good day. Is there a way to transpose the sandbox configuration xml files into a more comprehensive r…
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Custom TCA tree structureSummary Trading Community Tree StructureContent Hi All, I am trying to create a custom tree structure to source data from both hz_parties/hz_organization_profiles and HZ…
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CX – Oracle Engagement Cloud Sales Performance Management Overview,Content Submit your questions for the CX – Oracle Engagement Cloud Sales Performance Management Overview session to have them answered during the live event. Post your q…
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Advice about implementation with subscription modelContent We have a client whose business model is based on B2C subscriptions. Which entity should be used for them? Some ideas we have: - An account holding subscription …
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User Accounts - Audit/Track metricsSummary User Accounts - Audit/Track metricsContent Hi all, I want to know if I can to track and monitor the following in OSC about Users Accounts: * Add, Delete, Lock Ac…
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Feature Friday: Workspace InfoletsContent Workspace Infolets are new (with 20D), configurable mini-workspaces that provide UX continuity between the Workspace and Infolets on the Task-based Home UX. Thes…
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Sales – Innovation Hour: Workspace and Adaptive Search, 16 February 2021, 9 a.m PT - Submit QuestionContent Submit your questions for the Sales – Innovation Hour: Workspace and Adaptive Search session to have them answered during the live event. Post your questions by …
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Unable to Modify Account Detail Page in Redwood using Visual BuilderHi team, I am currently working on modifying the account detail page in Redwood using Visual Builder. However, I have encountered an issue where the account-edit page is…
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Make opportunities and activities non-deletableContent (please ensure you mask any confidential information): I would like to implement settings that will prevent users with certain roles from deleting opportunities …
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How to grant record access for Account Team Members without using TerritoriesSummary: We have a requirement where any resource added to the Account Team should be able to view/edit all associated records. Currently, we are setup for only Ownershi…
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I have a question about follow-up when data is deleted by mistake.Content (please ensure you mask any confidential information): I have a question about follow-up when record is deleted by mistake. 1.Restore deleted records 2. Take bac…
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What is the recommended approach for new fields migration from UAT to PROD?**This post was created as part of a How to Service Request (SR) Release: 11.13.22.10.0 Summary of the question: Customer have a scenario where they are planning to adop…
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Whale editing properties in steps getting unexpected error - Sales OrchestartionSummary: We have created sales orchestration for opportunity object based on sales stage. Content (please ensure you mask any confidential information): at stage 1 - Qua…
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Deals multi level ApprovalSummary: We have usecase where we want Deal to be sent for Multi Level Approver. meaning once deal is submitted for approval first it should go to approver1 once approve…
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In Redwood sales (NGS) : How to add dialog box for opportunities > ChildRevenue?Summary: Need to display a pop up with "Continue" Or "Cancel", when on of the field is changed under Child Revenue. Since "call component" is not available under action …
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Block API access for the custom sales job rolesSummary: We created custom sales job roles (e.g. sale rep, sales mgr, sales vp) by copying the OOTB job roles. We'd like to disable REST API access for these custom job …
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Remove Account Team members bulk through ImportWe need to remove members from the Account in bulk using import. I've tried entering the Party Number (Account object) and resource ID (Account member object), but ended…
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We need a solution on how to configure the duplicate identification batch.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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Bulk/Multi Edit Pages For Sales Objects In Oracle Fusion CX Sales CloudSummary: Hi All, Is there any way to customize bulk/multi edit pages for sales object? We have requirement that we need to enable couple of fields, additional to the fie…
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How to configure Add Smart action for objects having 1:M relationship?Summary: Add client is a UI based smart action on account object. Account and client having 1:M relationship. When We hit Add client in layout we have enable client id f…
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Pending activities show a count on the Activity Panel but no details or option to edit displaySummary: When we create new activities (not started/in progress), the count of pending activities displays on the Activity display panel, but the activities do not show …
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do we have sample Quick Import Macros Files(Doc ID 2229503.1) for Custom object?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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Parent Account WorkspaceIs there a way to add the Parent Account column in the Account Workspace. The field is available in the standard Account Object Landing page, but I don't a way to add it…
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How to Number Records in landing page list ?Summary: would it be possible to add row numbers in front + number of total items that have come out of the search/number of opportunities on a certain landing page ? Co…
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How to inactive Partner UserSummary: We need to inactive Partner User. Do we have import template? Content (please ensure you mask any confidential information): Version (include the version you ar…
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CX Sales Mobile Session TimeoutSummary: We are using 3rd-party identity service instead of Identity Cloud Service for SSO. One issue we have is that user needs to sign-in again and again once in a whi…