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Sales
Discussion List
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I want to refer to the owner's department on the opportunity details screenContent (please ensure you mask any confidential information): I would like to see the owner's department on the opportunity details screen. I tried verifying it with th… -
Re: Need to update the Sales Lead custom Date Field from Activity Last update Date FieldSummary: Hi, We have a requirement to fetch the earliest "Last Activity update date" from the Activity Object and post in to the Lead Object custom date field called "Le… -
CX Cloud - DSPs to allow Import of OpportunitiesI want to allow a data steward role, with limited administrator permissions (no sandbox or scheduled processes) the ability to import opportunities. So far the only way …
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Delete Attributes, Delete Price Tag, Run Purge Obsoleted Smart Action Records, Use Generative AI FeaSummary:Could you please help us understand the functionality and navigation of the below privileges and provide us with any reference documents for testing ? Delete Att…
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How to make a Choice list as Read only field once the value is populuated?Hello, How can we make a Choice list type as Read Only field in the CDM UI? Consider, this Choice List has two values as 'YES' or 'NO'. If a user selects this value as "…
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How to access the standard stage field in Lead Module of CX SalesIn the Lead Module of CX Sales we have Stage as field with API name SalesTargetLeadStage, when we are trying to select any Value from the field and click on Save, It is …
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Can we add picture capability in oracle sales cloud?Summary: Hi, We have requirement from customer to add Add pictures capabilities in custom object is it possible to show picture in detail page of custom object. Content …
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Custom component setup after converting to RedwoodSummary: Do we have to setup the custom components again after converting to Redwood UI setup? Content (please ensure you mask any confidential information): We are plan…
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Party to Account RelationshipSummary: We have enabled AR module to have Party -Account available to use, We have business scenario to relate An Account to another Party to with some kind of relation…
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How to add field to Create Opportunity pageSummary: We are working to update the requirements for when we create opportunities in Redwood Sales. Struggling to find where we can make edits to the fields we want in… -
CX Sales Redwood - Can I remove access to add attachments, but keep the option of adding links?Summary: In CX Sales Redwood, can I remove the ability add File Attachments to a record, but retain the ability to add URLs through the Attachments Panel and Subview? Ou…
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How to enable Partner Portal for Fusion salesSummary: We are trying to demo Partner portal that is shown on the demo slides of Oracle. Not able to find how to enable that . Can someone help. Content (please ensure …
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CDM dedup - how to merge any open orders or ARsSummary: CDM dedup - how to merge any open orders or ARs Content (please ensure you mask any confidential information): In Fusion CX, if there are 2 accounts that have d… -
How do you edit/remove the buttons at bottom of Redwood Sales UIHello! We are implementing Redwood Sales and are looking to see if we can edit/remove these buttons at the bottom of the Dashboard and other screens. We won't need Leads…
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Rename or remove show action in Redwood UIHi, We are implementing Redwood UI and would like to know if it is possible to change the names of actions in the action bar menu. For example, we have a custom object c…
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Dynamic link in email template for Leads and OpportunityHi team, We have employed Object Workflows to send email notification during an Approval Process. We've referred to the below mentioned document to send dynamic link (De…
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How can I reliably identify foreign key fields and related objects with the REST API metadataSummary: I'm trying to reliably identify foreign-key fields and lookup fields from the REST 'describe' object metadata. Content (required): It appears I can find FCL and… -
Territory Precedence/Territory Function multi selectSummary: We checked the oracle documentation https://docs.oracle.com/en/cloud/saas/sales/oasal/steps-to-implement-territories.html#s20063731 and tried to make Territory …
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Groovy - Copy Product custom field value to Opportunity revenue fieldSummary: How to copy a Product custom field's value to an Opportunity Revenue line item field? Content (required): Hi, I have a custom field ABC on Product table. When t… -
CDM - How to enable 'Merge' option on redwood Accounts landing pageIn Classic UI, it is possible to expose an action 'Merge' on the Accounts landing page, so sales users can use it and send merge requests by selecting 2 or more records.… -
We could not find the table for Log a Call functionalitySummary: We could not find the table for Log a Call on Activity and Notes Table where the details are available on NGS Smart Action. Can you please help us to identify t…
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Account to Account Relation beyound Bill-to and Ship-toWe have enabled AR module to have Party -Account available to use, We have to establish relationship between two accounts for example Partner-End Customer, Is there a wa…
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Eloqua Closed loop reportingSummary: Is it possible to use the standard report of Closed loop Reporting with CX Sales data but using OIC instead of CX sales integration app?
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How can I add address line 3 and 4 on the address column in workspace listview?How can I add address line 3 and 4 on the address column in workspace listview? Currently, the one's showing is address line 1 and 2. I've updated the the Manage Address…
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export management with csv in service/filtersSummary: export management with csv in service/filters Content (please ensure you mask any confidential information): Dear, please help me export data from a REST servic…
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Is there a way to unconvert a lead?Summary: We have an unusual request from a user who wants to know if it is possible to "un-convert" a lead once it is converted to an opportunity. To the best of my know…
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Not able to create dispatcher rule for redwood pageSummary: Hi, I'm trying to create a new dispatcher rule, to redirect the navigation from lead list page to another page. I'm following this doc: Change Navigation to Pag… -
Make custom object read-onlyContent Hi, Once all the information in the custom object is saved it should be read-only for other users. How can this be achieved ? Thanks -
How to configure Activity Stream Panel content for different user roles?Summary: Hi, In SUI, the change history subtab for Sales Objects and Service Request Object can be exposed in layouts and layout visibility can be configured for user ro… -
Request for Alternative Role Assignment for Express Reports AccessSummary: For express reports, you need Sales Administrator Role, however I cannot assign that role to my user as they will have access to all Business Unit data, and we …