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Sales
Discussion List
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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… -
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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Is it possible to change the summary text in panel view for Redwood UIFor context, we have some custom objects under the Accounts page (specifically the Customer Form custom object as shown in screenshot below). When there are no Customer …
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Is it possible to remove unwanted filter and manage column options from Redwood UiHello Team, As we are transitioning from Sales Classic to Redwood, our group noticed that the filter lists in the sales objects include a lot of options users don’t real…
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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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Configure LOVs for Channel Type field in outlookSummary: Need to configure the LOVs for the Channel Type field in CX Sales Outlook plug-in Content (please ensure you mask any confidential information): Whenever we sch…
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Can we able to call the Object function of Application Composer's custom object in postmanSummary: Hi Developers, Is there any way to call the Object function or Object trigger in postman, my aim is to create the data in the Application composer's custom obje… -
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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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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Activity not showing in account details redwoodUISummary: Hi, We have copied the customer role for Sales Representative, activities under associated to account is showing in Classic UI. We have enabled redwood UI for o…
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How to automatically change account owner temporarily when owner is on vacation?Summary: When the owner of account is on vacation, he wants to assign another user as owner, for a fixed duration, after that duration is over then owner will be reverte…
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Clarification on Oracle’s Definition of Configuration vs. Configuration Extension in RedwoodSummary: Is duplicating a Redwood layout to reorder fields considered configuration or configuration extension? Does Oracle recommend duplicating the layout for all impl…
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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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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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Is there a view object for fetching incentive calendar in server script trigger using groovy script?We want to access period first date of incentive calendar using groovy scripting. Is there a view object for that that we can query to get the first date of a specified …
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Is there a way to delete log a call entries?Summary: Is there a way to delete Log a call entries from SVC_INTERACTIONS? Content (please ensure you mask any confidential information): Version (include the version y…
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Error while creating Lead in redwood salesSummary: While creating lead from Redwood sales page, Getting error related to binding LOV_BuId. Content (please ensure you mask any confidential information): Applying …
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Create Quote Smart Action Redirects to Blank Screen and CRM Login Instead of CPQIn Oracle CRM, when using the Create Quote smart action from an Opportunity, the system does not directly redirect to the CPQ page as expected. Instead, it first display…
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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…
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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… -
In Redwood is it possible to make a custom picker template that defaults to a different search listSummary: On opportunity when you click in the Redwood picker template to select a primary contact the first things that default are: + Create Contact Related Contacts De…
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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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service contract under account details layout in redwood UISummary: Hi, We have service contracts associated to account and want them to expose to account details layout as a panel in Redwood UI. How can we achieve it? Also, in …
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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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Redwood Sales - Activity and Interaction access controlSummary: What's the access control for Activity and Interaction? Are they treated like master data (visible to all) or do they inherit the visibility based on the parent…
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when create a "create" smart action for custoom object > it appears as "Header.Create..."Summary: When creating a "create" smart action for a custom object, it appears as "Header.Create..." How can I remove the "header." from the button?
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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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CDM to Procurement process flowInitially, we loaded a few suppliers into CDM as organization records, using the custom usage COOK_SUPPLIER. Currently, using Supplier FBDI, we are using the Registry ID…
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What is the official documentation to configure SAML SSO between Sales Cloud and Microsoft ADFS?Hello, As part of our SSO implementation planning, we would like to align with Oracle on the recommended approach to configure SAML-based Single Sign-On (SSO) between Or…
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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…