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Sales
Discussion List
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How can I see the Territory that was created from my Resource Hierarchy?Summary: How can I see the Territory that was created by the Refresh Territories from Resources process and that is said to mirror my resource hierarchy Content (please … -
Territory assignment when the territories are based on the Resource Hierarchy.Summary: I want to do Opportunity Territory assignment when the territories are based on the Resource Hierarchy. My Resource Hierarchy is built, and My territories are g…
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How to enable in-line editing in Fusion Sales Workspace?Summary: How to enable in-line editing in Fusion Sales Workspace? Content (please ensure you mask any confidential information): Version (include the version you are usi… -
How to do I set up and enable Mobile Scan function for CX Sales Redwood?I am migrating CX Sales from traditional UI to Redwood. I would like to enable the Mobile Scan function. It there a guide for it please? Thank you in advance for your he…
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How to do channel integration in account object foldout in redwoodSummary: Hi we have social foldout panel on account object. We have to channel integration for communication. Content (please ensure you mask any confidential informatio…
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Partner Contact User Creation not checking for existing user accountSummary: When creating a partner contact user, if a user account with same username already exists, it errors out instead of using the existing user account Content (req…
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Add smart action showing default layout, how configure Add client smart action in account object?Summary: We have client object which is having one to many relationship with account object. we have configured add client smart action on account. but it is showing dea…
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Deal to opportunity duplicate checkSummary: Deal once Approved by Channel Sales Manager converts into Opportunity. we want to stop this process when ever duplicate opportunity Exists. Content (please ensu…
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Add smart action showing default layout, how configure Add client smart action in account object?Summary: We have client object which is having one to many relationship with account object. we have configured add client smart action on account. but it is showing dea…
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How to change color of badge item in cx-cardSummary: How to change color of badge item in cx-card in Next gen sales. Content (please ensure you mask any confidential information): We have custom object brand relat…
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View the Hierarchy of contacts at a customerSummary: We are looking at how we can create relationships within an account to display a manager to Individual contributor relationship. Content (please ensure you mask…
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Couldn't find API to update a particular DFF during creating customer through SOAP web services.Summary: We were creating customer through OIC and there was one DFF named GST Number, we want to update that field at the time of creation but unable to find anything r…
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How to set up "Fuzzy" matching SearchContent (required): With adaptive search, you can set the level of ambiguity search, but when you perform a "contains" search on various record search screens, it seems …
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SSO using O365 app, need to know API to be taken from IDCS cloud or from Cx cloudSummary: We are enabling single sign on using O365 app, need clarification on API whether to be taken from IDCS or from Cx cloud, https://docs.oracle.com/en/cloud/paas/i…
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NGS -How to add Address Map/Google map for Address Hyperlink on Account Overview page?Summary: We are extending Oracle sales application using fragments. In classic UI we have manage address navigation through manage geography but not working same in redw…
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how to reset password for bulk user using Rest APISummary: Hi, We have some 300 users & we are loading user by using import. Now we need to reset password for those 300 users. Please let me know how to reset password fo…
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Business Card Scanning FeatureSummary Is it possible to make the Oracle Engagement Cloud Mobile App supports scan & recognize business card?Content Just asking if Oracle Engagement Cloud will support…
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Has anyone had success adding 3rd party UI/UX analytics tools to CX Sales?Summary: I'm interested to see if anyone has had luck connecting any 3rd party UI/UX analytics tools into CX Sales, such as Adobe Analytics or Mixpanel. I need to unders…
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How to know previous version of oracle_cx_salesUI in vb-extension.json file?Summary: How to know previous version of oracle_cx_salesUI in vb-extension.json file? Content (please ensure you mask any confidential information): In UAT and Dev we go…
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WhatsApp Integration - CX SalesSummary WhatsApp Integration - CX SalesContent Hi all, Is there a native integration between WhatsApp and Oracle CX Sales v20C? I need to integrate them for the automati… -
How to show a success message in SFAHi experts. I am developing a functionality in groovy script to syncronize a record from a custom object created in Oracle Sales, this action is invoked from an action i… -
Email Template for BPM workflowsContent Hi Members, I would need to explore options for modifying OOTB email template options for BPM approval. As of now we can just provide inputs as Title 1, Title 2.… -
Export Bulk dataContent Hello, I am trying to export bulk data. I want to build a scheduled process that runs every day and in case of an error, the next run will include all the data s…
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Share Emails with Oracle sales cloud from OutlookSummary Share Emails with Oracle sales cloud from OutlookContent Hi All, We are looking the process of synching emails as activities from sales cloud outlook to CRM. We …
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Performance benchmark document for CX Sales?Content Is there any published performance benchmark for CX Sales OOTB, using general set of parameters? Version 21B
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Can I import activity record with attachment in one import?Summary: Can I import activity record with attachment in one import? is it 1st we need to import activity record and then add attachment to it in a separate import? whic…
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Territory re assignment to opportynitiesSummary Territory re assignment or re allignment when the primary partner changes in opportunityContent Hi All, We have territory assignment to opportunities with both p…
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Combination field UniqueHi, As per our business requirements, we have 2 fields (Ex: AccountId, ContactId) stored the other object Id values. We are inserting the records from external systems. … -
BPM object workflow always getting set to Rejected approval statusSummary: BPM object workflow always getting set to Rejected approval status Content (required): Hi All, For one of my customer requirement, we have created a BPM object …
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What security policy or privilege does a user need to see workspace in OSC?Summary: We have two custom roles created, one for admin and one for a non-admin user. The admin user is able to see 10 objects activated in workspace while the non-admi…