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Sales
Discussion List
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Audit policy for Sales Competitors?Summary: Is there audit policy for Sales Competitors? Content (please ensure you mask any confidential information): To enable audit log for Sales Competitor record chan…
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VBS - Custom Field Validation Using CodeSummary: Hi, I want to create a custom validator for one of the fields on the Leads object. I know that there are some pre-defined validators in VBS, but there's an opti… -
How to show/hide an attribute when another attribute is changed anytime in Oracle Redwood SalesSummary: In classic UI we have used a groovy condition of isAttributeChange ("field1_c") to show/hide another attribute (field 2) on Contact layout expression. We want t…
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How to create a custom field for a new classification category?Summary: How to create a custom field for a new classification category? Content (please ensure you mask any confidential information): Created a new classification cate…
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while converting leads, any profile option to default Address type to Bill To, Sell To?Summary: While converting a simplified lead , the account created should have its address purpose type defaulted to Bill To, Sell To . Is there any profile option availa…
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Is it possible to enable Audit policy for the Resource object?Is it possible to enable audit policy for Resource? So that there's audit log when changes are made to a custom field in the Resource.
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$fields Values Not Resolving in VBSSummary: Hello, I am trying to create a deep link on the Account object using a field template. I have added the oj-vb-fragment element like below and I am trynig to pas…
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FCL lookup value blank on the details layout in 'Contact' object edit layoutSummary: FCL lookup value blank on the details layout in 'Contact' object edit layout Content (please ensure you mask any confidential information): We have created a cu…
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hyperlink field in foldout panel of contactHi , How to configure a field as a hyperlink in the foldout panel which redirects the user to the external page outside oracle fusion sales? Please let us know if there …
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Redwood hide Delete option from account address ActionsMenu based on address TypeSummary: We need to hide the delete option from the account address actionsmenu to ensure addresses with address type Bill to and Ship to (which are created by ERP users…
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How to resolve this issue while creating a custom object "“An object named **** already exists.”?Summary: I was working on creating custom objects in a sandbox. However, due to an error, I had to delete the sandbox. After creating a new sandbox to recreate those obj…
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How to make field mandatory for opty and lead competitor object in Mobile App?To make a field required in the Oracle CX sales Mobile App, the objects "Opportunity Competitor" and "Sales Lead Competitor" must be available under the child objects of…
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Notify Opportunity Owner for Incoming EmailWe have a requirement to send Bell Notification to Opportunity Owner, when an incoming email is received for an email which was sent using "Send Email" smart action in R…
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Best Practices for Implementing Oracle Fusion CX Sales Cloud Directly on Redwood UIHello everyone, I’m starting a new implementation project for Oracle Fusion CX Sales Cloud, and the client would like to implement directly using the Redwood UI, without…
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Perform Object Sharing Rule Assignment Processing ErrorSummary: Perform Object Sharing Rule Assignment Processing Error on Sales Leads. Content (please ensure you mask any confidential information): The Object sharing rules …
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Migrating Test to Production: SalesSummary: We are currently migrating from the Test environment to Production and have identified discrepancies in both configuration and API field names between the two e…
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How to delete custom objects in Oracle Fusion CRM?Hi everyone, I'm trying to look for any option to delete the custom objects. If anyone has an idea related to it please answer this post.
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Transfer Pending Activities from Lead to Opportunity Using Copy MapsHi Everyone, As per the standard procedure, when a Lead is converted to an Opportunity, all associated activities are transferred by default, regardless of their status.…
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Filter Contacts in Contacts Panel under Accounts Based on Contact Owner RoleHello, We are working in Oracle Sales Cloud (Redwood UI) and would like to filter the Contacts shown under an Account so that only Contacts whose Owner has a specific ro…
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API or SOAP to create the contact address under the customer.Summary: Navigated to manage customer--> we wants to update the contact address. There are two address on customer profile. one is customer address and other is contact … -
How to Use Customer/Organization as Identification Criteria in Manage Enterprise Data Quality JobsIn Oracle Fusion CDM, we are configuring Manage Enterprise Data Quality Jobs for Contacts and would like to use Email + Customer/Organization as the identification crite…
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Any profile options to store email Id's to use in object workflows?Summary: Is there any profile option or any way through which we can store email Id's and use it in object workflows for sending email. Content (please ensure you mask a…
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How to skip the verification of open orders when merging customers?Summary: In the system setup, we have set only two main order statuses: processing and reference. After invoicing, it does not trigger the order header status to change …
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How to display data based on FSCM REST API in a custom Panel on Redwood Account Detail foldout pageSummary: I created a new service connection using fscmRestAPI with a GET call and want to display the response data on the CX Account Detail foldout page. I added a new … -
How to export all sales leads and opportunities created by all usersSummary: We have different BU's and want to export all sales leads and opportunities created by all users in cx sales along with business unit name from 01-Jan-2025 can …
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I am not able to open Mobile app in various devices and with multiple usersSummary: I am trying to log in to mobile app of fusion sales cloud but the application is not loading. I tried in both IOS & Android still the application showing blank …
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Displaying accounts (party) registered in ERP in SFAContent (please ensure you mask any confidential information): I have the following questions. Receivables→Billing→Create Customer I have registered an account and site …
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How to make address fields not required for all countries?Summary: Define address fields as not required for all countries? Content (please ensure you mask any confidential information): We want to make address fields as not re… -
What's the subject area for Opportunity recurring revenue?Summary: What's the subject area to use for OTBI analysis on Opportunity with recurring revenue (schedules)? Content (please ensure you mask any confidential information…