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Sales
Discussion List
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How to add a filter on dcl field for end date = today's date d using CX picker in redwood salesSummary: How to add a filter on dcl field for end date = today's date d using CX picker in redwood sales Content (please ensure you mask any confidential information): V… -
DCL filter not working with advanced filter and expressionSummary: DCL filter not working with advanced filter and expression Content (please ensure you mask any confidential information): Filter applied on DCL on custom object…
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Issue with Orchestraction ActivationSummary: I have activated the orchestration after creating it, Added the orchestration Layout(cx-orchestration catalog) on the Opportunity Details Page but unable to vie…
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Import Geography Data is DisabledSummary: We're trying to import Loqate Brazil data into Fusion Sales. Nevertheless, the Import Geography Data in disabled. Is it because we've created a Demo BR structur…
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Activities cannot be searched using search box on App UIWe cannot search using the search box in Activities. Even if I am the owner, I cannot use it to search my own activities. For example, when we are trying to search in se…
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Best Practice Advice on Account Management data accessSummary: Hi all, I needed some best practice advice for a BFSI customer on how can we deliver the following use-case in the most standardized way within Oracle CX Sales … -
How to Add Revenue fields in opportunity landing PageSummary: Hi, we are not able to add Revenue fields in opportunity landing Page. please help Content (please ensure you mask any confidential information): Version (inclu…
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I want to add OTBI reports to the Sales Dashboard of Redwood Sales.Content (please ensure you mask any confidential information): I want to add OTBI reports to the Sales Dashboard of Redwood Sales. The manual below explains how to add O…
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CPQ - How to default From Name in Email?Summary: How to default From Name in Email ? Please find the screenshot for reference, shown From Name marked in red. Content (please ensure you mask any confidential in…
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In Redwood,facing issues with OrchestrationSummary: In redwood sales, While testing the orchestration, under the Success Criteria , unable to select any option in "Next step to Success" or "Next step to Failure" …
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Access Group View Only access to Accounts / ContactsDear community, we need to give view only access (read only view) for all Accounts in Oracle Sales Cloud. We have created 2 custom access groups and performed the below …
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Field enabled for adaptive search is not availableSummary: As a part of some enhancement , I created one custom field on opportunity object. That field I enabled on adaptive search. After that , I did partial publish Th…
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How to restrict account records based on Business Unit ?Summary: Hi Everyone, We have one custom field in Account object called "Business Unit", It stores account owner's Business unit. Now one user logged in and he can able …
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Lead qualification for Next Gen SalesSummary: How and where do we set Lead qualification questionnaire for Next Gen Sales (Digital Sales) Content (please ensure you mask any confidential information): We ha…
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CRM Sites are not syncing to Receivables customer sitesScenario Explanation: When an account is created in the CRM with associated account site information, Only Party (Account- Organization) information syncs to Receivables…
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Access all the ESS logs/Files submitted by other usersSummary: Hi, Everyone. Is there a setting/Profile Value to enable in Oracle Sales Fusion / CRM. where all the users with ESS Monitor Role can access all the ESS logs/Fil…
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Video: Expanding the Edit Page to 3 or 4 ColumnsExpanding the Edit Page to 3 or 4 Columns Adjust the number of columns on the edit page behind the details button to responsively show more that the standard 2 columns. … -
Get User Status in CX Sales CloudHello Team, I am interested in obtaining the user status, whether it's Active or Suspended, from the resource directory using a Groovy script. Is there a feasible method…
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Can the fusion sales application login screen be customized?Would like to achieve the following 2 scenario, Want to replace the Oracle sign in text which shows on fusion application login screen with customer company name(Shown i…
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How to generate auto sequence on standard field in Opportunity page Fusion Sales CloudIn Oracle Fusion Sales Cloud, In Opportunity page …..When we create a new Opportunity and while adding the Products, we have added a New Field for S.NO. The requirement …
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Oracle sales cloud |Enable search option city,state,postal code in single UISummary: Enable search option city,state,postal code in single UI In Oracle Sales Cloud’s address creation, we currently have separate UIs for searching city, state, and…
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Display Details as hyperlink on header layout of custom objectSummary: How can we display opportunity link in Custom Object header layout? Content (please ensure you mask any confidential information): We need to display opportunit…
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Table which stores Contact phone number and Contact created by detailsSummary: Table which stores Contact phone number and Contact created by details Content (please ensure you mask any confidential information): Hi, We are looking to fetc…
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Multi-Select Fields in CX Sales MobileHi Everyone, Not sure what the issue is or if it has to do with my iPhone model (iPhone 14 pro Max), but I am unable to save any entries I input into a multi-select fiel… -
How can to restrict quota view by business unit?Summary: I need to ensure that users can only see quotas relevant to their specific business unit. Please provide steps to configure.
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sample groovy script to create a record in custom Object using BIP report outputSummary: We have created custom object 'Plant_c' We have created a bip report that fetches the Plant report. Based on this we need to create record in Custom object. nee…
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A field should be editable only if logged in user is admin or ownerSummary: In Redwood, how to make a field editable to the logged in user, only if that user is either admin or owner of that record Content (please ensure you mask any co…
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Sorry, I'm experiencing some technical difficulty on my end. Please try again in a bitSummary: When trying to enable sales assistant on Ms teams It is showing this Error. "Sorry, I'm experiencing some technical difficulty on my end. Please try again in a …
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Custom Business Event for Customer HoldSummary: Hi All, I have gotten requirement to have the custom Callback Business event on customer hold changes as standard not there. Can anyone help if i can create cus…
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How to edit relationship subtabSummary: I want to edit the actions in the relationship subtab, I can not access these using application composer Content (please ensure you mask any confidential inform…