To ensure that questions get required attention from community members and are NOT left unanswered, it’s important for the author to indicate (by selecting “Yes” or “No” when prompted) whether the question was answered. (newly added) Please note that it is also important to respond to EACH comment your question receives. Your Yes or No response ensures an accurate status for your question.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
Sales
Discussion List
-
Orchestration Error: The value of the attribute Field Update JSON isn't valid.HI team, We've tried to create an Orchestration for the Sales leads. While we're trying to Validate, we're receiving the following error. We've not used Field Update as … -
How to Set Up Automated Round-Robin Assignment Based on Fields in Oracle Sales?Summary: How to Set Up Automated Round-Robin Assignment Based on Fields in Oracle Sales? Content (please ensure you mask any confidential information): Hello everyone, W… -
How to Change the From Email Address (not the display name) to its Corresponding EnvironmentRecently, we had a P2T refresh and one thing that we found out that our email notification "from email address" is not pointing to its corresponding environment. This is… -
Oppurtunity not created when Sales lead is converted through OrchestrationOpportunity not created when Sales lead is converted through Orchestration. We are moving Lead to converted using the next stage step on the Orchestration when previous …
-
How to bulk import salespersons?Summary: We've requirement to bulk upload salesperson Content (please ensure you mask any confidential information): We've requirement to bulk upload salesperson Version…
-
Quotes And Orders Tab Missing for OpportunitiesHello, Why the Quotes and Orders subtab are not visible in Opportunity, despite exposing it from the application composer
-
proposal generation in OSC and getting customer signatureSummary: Hi, My customer is looking for a solution of generating proposals from the Account and Opty data and capture signature from customer. They want all this to be e…
-
Inquiry about "Item Change History" in Oracle CX SalesSummary: I am looking for information on which "subject area" I can find the "Item Change History" within Oracle CX Sales. I would appreciate any guidance on specific ar…
-
*Find* Field - instead of Partner name is any option to look by custom fields?Summary: HI, In landing page of partner object, we have *Find* Field to search partner based on name. instead of Partner name is any option to look by custom fields. Reg…
-
Unable to export Address Cleansing results in Oracle Cloud CDMUnable to export Address Cleansing results in Oracle Cloud CDM
-
How can we Assign Lead Automatically on basis of "Source" After Assignment Rules are Configured ?New Leads are generated from Eloqua automatically in Sales Lead. In all that Lead "Source" is configured as "Eloqua" and we have also configured that if Source is "Eloqu… -
How to migrate Redwood Sales Dashboard across instances ?Summary: We've built some custom Redwood Sales Dashboard Pages. (Metric, Contents Container) using Express Reports as well as Visualization Configuration. As Visualizati…
-
Making the Activity Start Date and Activity End Date fields non editableHi team, We have a requirement wherein, we want to make the Activity Start Date and Activity End Date fields non editable at the layout level. These fields will be autom…
-
How to remove "create Appointment" action from Workspace from Activity object.Hi Team, I want to remove "Create Appointment" action from workspace. Can you please me to achieve this requirement. Below is the screenshot of the same.
-
In Opportunity Object Activity Panel is showing as UnauthorizedSummary: Hi Team , In Redwood sales , Opportunity Object I have created activity but in Activity Panel it is showing as Unauthorized . How to fix this ? Content (please … -
How to edit the Single Field Update Layout?Summary: In the Opportunity Details page, there is an "Update Status" option in the search bar. After selecting this and updating the status to "Won" or "Lost," a form w…
-
24D/25A Fusion Menu Setup - Using Households in Redwood SalesIn 24D, we released the Household object type in Redwood Sales, enabling customers that use this type of account to enjoy the additional benefits of the new Redwood envi…
-
How do I change the resource organization hierarchy name?Summary: I am trying to rename some of my organization but unable to find where to do so. Content (please ensure you mask any confidential information): Version (include…
-
How to identify all the deleted customer accounts executing an sql command in Oracle CX SalesSummary:What is the query to use to identify all the deleted customer accounts between a specific period Content (please ensure you mask any confidential information): V… -
how to restore a deleted customer accountSummary:How to identify an recently deleted customer account in CRM Sales CX Content (please ensure you mask any confidential information): Version (include the version …
-
Branching in Sales OrchestrationSummary: Hi, Is it possible to create branching conditions in the Sales Orchestration process? For example: Let's say we have 4 Sales Stages: Initialize Analyze Design C… -
Need to know how value populates on a custom fieldHi Experts, We have a custom field named 'EXTERNAL_CUST_ACCOUNT_ID' in Partner object in CRM application. We don't find this custom field used in any of the application …
-
Raise a predefined or custom message (Multipart Validation Message) via Groovy in CX SalesIn the CX Sales application we can create new messages, or see predefined messages via Setup and Maintenance → Manage Messages task. Their Translations can be managed vi…
-
Lookup Supplier Data in Oracle SalesSummary: We have requirement to Create a DCL (lookup) field in Sales Opportunity. This field can lookup/search suppliers' data from Oracle Procurement. On selection of s…
-
How to link dashboard prompts for custom AnalysisSummary: Hi Team, We have created two analysis. 1.To fetch the headcount of promotions w.r.t. their department 2.To fetch the data of drilldown includes 'Current Assignm…
-
How to include new field in the PIM to Sales cloud product integrationSummary: We are planning to introduce new field in PIM to hold additional info related to product. We would like to know how to include new field in the PIM to Sales clo…
-
Rest API To Get Country, State, City From Geography HeirarchyIs there any update to this Rest API To Get Country, State, City From Geography (Doc ID 2727310.1) if anyone is aware of this? -
How to load 20 million party records in Sales cloudSummary: We have close to 20 million party records and other data elements in for Customer data management also in millions. Content (please ensure you mask any confiden… -
Is it possible to have an email notification when we add News & Partner AnnouncementsSummary: Is it possible to send an email notification to partners or any users when we add News & partner Announcements Content (please ensure you mask any confidential …
-
How to enable group by for Visualization Configuration ?Hi team, We want to create a table using Visualization Configuration from OTBI analysis, where we need column 1 as Estimator(Owner) Name and column 2 as Number of Submit…