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Sales
Discussion List
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Have a field for a Customer Signature in CX Sales Mobile AppContent Hi, did anyone have a similar requirement, where the customer wants a field in CX Sales Mobile App to be used on tuoch-based devices for the signature via touch … -
How can we prevent removal of Contact Point/How can we run a script when a Contact Point is removed?Summary: How can we prevent removal of Contact Point/How can we run a script when a Contact Point is removed? Content (please ensure you mask any confidential informatio… -
Are you able to assign a resource the Contract Administrator role for multiple Contract OrganizationSummary: I am receiving the error "An active role for this resource already exists in an overlapping date range, either in this organization or in a different organizati…
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All users are unable to open Accounts since upgrade occurredSummary When a user tries to access an account via any page user will recieve an error: ADF_FACES-60097Content as part of an SR the below has been checked to help diagno… -
to restrict data access in an App Composer PageWe have developed an App composer page with details like trx_number, BU Name, Doc Sequence Value, etc. Our requirement is that a user belonging to BU Saudi Arabian Minin…
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Error Pop Up - ADF_FACES-60097 Server Exception During PPR #4Summary Error Pop Up - ADF_FACES-60097 Server Exception During PPR #4Content Hi All, When user clicking on the property from the Opportunity object an error was throwing…
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How to send email notification to resource when an Activity is assigned to that resourceSummary: Hi All, We have a requirement to send email to user to whom a new Task(activity) is assigned. Content (please ensure you mask any confidential information): The… -
Not able to filter subview data for the cx-panel in Redwood SalesSummary: We have created a panel using the fragment cx-panel in Account object with the resource as 'serviceRequests'. Now the issue is when we click View All standard a… -
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…
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Force shutdown the CX Sales API ServicesCan we somehow turn off the API services of the CX Sales? One of our integration team requires a server downtown simulation for their implementation. Is there a way to a…
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How to Remove Checkboxes on Account and Contact object List View PagesSummary: I am looking for a way to remove these checkboxes on the List View Pages of Accounts and Contacts, etc.
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How to default the adaptive picker of products as all products?Summary:I’m working with the lead creation layout in Oracle Sales Cloud, and I've noticed that the default adaptive picker for products is set to "Filter by Territory." …
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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.
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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…
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Groovy Scripting : Set Attribute of Custom Field Based on the Value of Standard FieldIn relation to my previous inquiry Groovy Scripting: Split / Trim, I have made it work. However, since formula text field cannot be displayed to OTBI analysis report, I …
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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…
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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…
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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…
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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… -
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…
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Need Creation Date with timestamp in Application composer pageSummary: Hi, We have created Custom Application pages using Application Composer. We have added Standard field Creation Date in Application Landing Page The date format …
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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 …
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What is the View Object to use for creating new Lookup Code for Standard Lookups, via Groovy Script?Summary: I need to programmatically create a Lookup Code for an existing Standard Lookup Type via Groovy Script. I have found some sample scripts from Oracle documents, …
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Is there a way to change decimal precision value for amount fields?Summary: Is there a way to change decimal precision value for amount fields? Content (please ensure you mask any confidential information): Hi All, We have a requirement…
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How can we display Record Name on Editing page header of custom Objects on Redwood UISummary: On Redwood UI For standard objects we can see Record Name in editing or detail header but for custom objects instead of record name we are getting Layout name. …
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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 …
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Any tool to automate migration of customizations to Redwood?Summary: Is there any tool that can help to migrate customizations e.g. pages/layouts to Redwood without developing from scratch? Content (please ensure you mask any con…
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Create Lead through Outlook Plugin for Fusion CX SalesWe are investigating the possibility of allowing users to create lead from Outlook. Here's the flow that we are looking for: 1. a user checks their outlook inbox 2. they…
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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…
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Customer Data Management - Oracle fusion CX Sales Contacts - Guidance for best practiceSummary: We are planning to implement Customer Data Management (CDM) for Contacts and are seeking best practices for selecting the master record. Could you please assist…