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Sales
Discussion List
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Sample code for cx-actions-menu component to view activity smart actions in edit pageSummary: Hi I have added cx-actions-menu fragment in a field template in activity Redwood edit page and would like to get the smart actions of the activity record in thi… -
Is it possible to add the sales team section to the opportunity creation pages?Content (please ensure you mask any confidential information): I want to add the "Sales Team" section to the creation page. This is so I can add team members from the op… -
Lead Run assignment REST API from VBS on CreateHi Everyone, We have a use case to run assignment(automatically) before the lead is converted. We identified the REST API for running lead assignment, but we are unable …
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Attachment data from Account Advisor AI AgentSummary: Does Account Advisor AI Agent pull information from the attachment under sales account? we have tried to ask the information which is in the attachment, but did…
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Redwood UI - Embed content on Account/Contact/Opportunity edit layoutSummary: Is it possible to embed static content like images/documents or BIP reports on Account/Contact/Opportunity edit layout ? This is useful for cases where customer…
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While adding cities under geography hierarchies cities not availableSummary: As per our client requirement there are few cities which needs to be added in geography hierarchies in recruitment but while searching for them within the count…
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automatically set the value of a custom field based on the value selected on the sales methodWe have a requirement to automatically set the value of a custom field based on the value selected in the Sales Method field in oracle cx sales app. This functionality i…
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When opening the quote from CX Sales opportunity is not workingAccessing the CPQ quotes from CX sales Opportunity is not working. Here are the steps. Created quote from CX sales Opporunity Added details on quote and approved Return …
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Selecting multiple contacts on Appointment Edit page in redwoodSummary: Is there a way to select multiple contacts at a time on the Appointment Edit Page (In the contacts section) in the Redwood UI. There is a plus icon to add one b…
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REDWOOD – Error During Business Plan CreationHello, We have business plan enabled for our application. However, we are facing an error while creating the business plans for Accounts. a. The error - Row validation m…
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How can I create OTBI report using unionSummary: I am trying to create report using 2 subject areas using union all operator. I want to add columns from both the subject areas in result tab but not getting an …
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Direct Page Links for CX Sales in UI RedwoodSummary: Hello, we are migrating to Redwood. I would like to know what URL we could use to direct a user to the details of the sales opportunity they receive in the emai…
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We have a functionality where selecting a value in one DCL field should dynamically filter for otherSummary: We have a functionality in Oracle CX Sales where selecting a value in one DCLfield should dynamically filter the values in a dependent DCL field. Content (pleas…
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Has anyone designed a renewal opportunity creation from oracle fusion CXHas anyone designed a renewal opportunity creation from oracle fusion CX that will allow sales users to manually create a renewal opportunity from a source opportunity? … -
Sales Orchestration Content Best PracticesWhite paper: Sales Orchestration Content Best Practices Key learnings from Oracle's own implementation of Sales Orchestration, specific to the context and content layers… -
REDWOOD – Error During Business Plan CreationHello, We have business plan enabled for our application. However, we are facing an error while creating the business plans for Accounts. a. The error - Row validation m…
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Unable to schedule Lead Processing Activities to run for every 5 minutesUnable to schedule Lead Processing Activities to run for every 5 minutes using schedule option. The least value we can enter is 1 hour. We have a requirement to run this…
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configure adaptive search for Account to allow search for any linked custom objectSummary: In CX Sales, our standard object 'Account' is linked with another custom object through a field. We want user to be search in 'Account' landing page for any fie…
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How to show multiple addresses in 'Account' edit page in CX Sales Redwood?For standard object 'Account', we have enabled Redwood Pages. Now in Edit page, we are able to add the fields as per our classic page layout. Now in classic page, if an …
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What kind of custom role (with which privileges and roles) to be created to achieve the below?Hi Everyone, We have a requirement to restrict a user who can only access the below modules. Can anyone know if this can be achieved by manually creating custom roles an…
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Guidelines to upload the renewed SAML Signing Certificate into Oracle Sales Cloud ApplicationSummary: We are uploading the new signing certificate through the SSO Sign On Configuration Tab in the Security Console, however the said tab is no longer available in t…
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how to update "due date" field format while using it in RoutinesSummary: Hi Team, We have created a Routines for ACTIVITIES and using "DUE DATE" field on the SUBJECT of email. When email is triggered, with date, Time is also seen on …
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CX Sales - Organization / HZ Party Record Accidently DeletedI have a record that was accidently deleted and needs restored. The record is showing as Status = 'I' and needs to be marked back to Active or somehow merged to a new re…
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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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Unable to create account,lead, opportunity and contact after migrating to 26b in redwoodHi Team, After migrating to 26B, we are unable to create records across multiple objects, including Account, Contact, Lead, and Opportunity. I also created a new project…
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Impact of P2T on CX Mobile Application and Post-P2T TasksHi team, We are planning a P2T (Production-to-Test) refresh soon and would like to know if there are any specific impacts on the CX Mobile application. Could anyone shar… -
Object Workflow – Email Notification not showing Custom Role / How to send to dynamic userSummary: Object Workflow Email Notification not displaying Custom Role / Need to send notification to a dynamic user instead of a static user Content (please ensure you …
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Video: Enable "Save and Continue" Equivalent in Redwood SalesIn 26B, you can enable the ability to Save a record on the edit page, and stay on the edit page to continue to make additional changes to the record. This is the equival… -
FBDI Import- Customer Import- Not visible in Oracle Sales UIWe loaded 13000 contact persons through Customer FBDI using HZ_IMP_PARTIES_T, HZ_IMP_CONTACTPTS_T, HZ_IMP_CONTACTS_T, HZ_IMP_RELATIONSHIPS_T. The contacts exist in HZ_PA…
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I'm getting this errorI'm getting this error while updating opportunity "There's no currency conversion rate for the USD to INR currencies for the corporate rate type. Contact your help desk …