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Sales
Discussion List
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DeleteSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t… -
Customer Contact- Person Audit TableSummary: Dear Experts, We are seeking your valuable inputs to identify the Audit Tables that store information related to updates made to Customer -> Account -> Contacts…
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Make Read Only a Custom Attribute CX SalesA custom field is there 'Digital Priority' ( Fixed Choice LOV TYpe) Client wants to make it Read Only and also want to update weekely via bulk import using CSV File Impo…
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How do I add the correct Edit Layout to the Action Menu for a Custom Child object in Redwood?Summary: The Edit Action for Custom Child objects doesn't display the correct page layout. How do I correct this? Per the documentation for 24D, I need to move the code …
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Can linkedin Navigator be made available in redwood account, lead and contacts page?Summary: Can linkedin Navigator be made available in redwood account, lead and contacts page? Content (please ensure you mask any confidential information): Can linkedin… -
Will the currency conversion rate get updated in lost and won opportunities?Summary: I have updated the currency rates for November month and see open opportunities updated as expected, but rates are not being updated in lost and won opportuniti…
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Display the Customer Billing Account in SalesHi All, I have few questions on the customer Is there any way to bring the Customer Billing accounts in CX Sales, so sales users can see all billing information ? Can yo…
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Hide "Lead Summary" tab from Account Hierarchy SubviewSummary: Is there a way to remove the "Lead Summary" section from the Account Hierarchy Subview? Our client is not using the Lead object at this time, and would like to …
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Redwood - Address DCL on OpportunitySummary: Create a new template for Address DCL on Opportunity in Redwood Content (please ensure you mask any confidential information): Regarding the below document, Fac…
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Is there a table where we could query/retrieve the match configuration rule attributes for CDM?Summary: We've a requirement to create a report showing the match rule and the rule attributes. We can use ZCH_MERGE_DETAILS_B to get the match rule name for merged reco…
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How to change name of automatically created "Show" smart action for a custom subview in VBCSI have created a custom subview with title as "Client Tiering" with Intelligent Advisor interview component and while accessing it through show action, It is displayed a…
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How to remove Create Sales lead button in redwoodSummary: How to remove Create Sales lead button and +Create sales lead from the lead workspace list please suggest which functional privileges to be removed/added for th…
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Add Field Labels to Foldout PanelsSummary: Is there a way to add Field Labels to Foldout panels for Standard or Custom objects? In our instance, the Field Labels are displayed on custom child object pane…
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Redwood Sales and Closed Loop Reporting (from Eloqua)Hello, I wanted to ask if Redwood Sales is compatible with Closed Loop Reporting from Eloqua? The documentation and all the videos are based on the classic UI. I checked…
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A database constraint was violated while storing the changes in the database.Summary: Getting Error while creating Opportunity ORA-00001: unique constraint (FUSION.MOO_OPTY_U3) violated Content (please ensure you mask any confidential information…
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Object validation for intersection objectWe have an intersection object between a custom object and account object. We have exposed this intersection object as a subtab on the custom object and we can add accou…
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What are the alternatives if a field is not queriable in REST API?Summary: We need to query SourceSystemReferenceValue from Contact Point Object because that's the only identifier from our source of data but, it is not queriable. We al…
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Is the Enrich Account CDM options available in Redwood?Summary: Is the Enrich Account CDM options available in Redwood? Content (please ensure you mask any confidential information): Is the Enrich Account CDM options availab… -
Advanced filter on DCL with end date as inputSummary: In Advanced filter, I will like to filter as shown below: PartySiteUse.EndDate Created a DCL to only show active…
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How to get the user resource roles using Groovy ScriptSummary: Hi, We want to send email notification to manager when partner contact is created in Partner object. but how to get resource role of user in groovy to check in …
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Unable to query Product Group Hierarchy from ProductGroup Object using groovy.Summary: We are trying to display the product group hierarchy in a text field within the adaptive picker. While querying the data using groovy, we are unable to get the …
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In Oracle CX Sales how to lock access to the environmentSummary: We are looking to freeze access to the environment for non admin users. This is necessary to perform push some new implementations. I am looking to 'Lock' the s…
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document categorySummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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Way to exclude records from Duplicate IdentificationHello, We have a requirement here where we want to exclude matches for those two records which are having a particular source_system. Meaning in a duplicate Set lets say…
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How to get Audit Report of a Custom Object using Rest APISummary: To get Audit Report of a Custom Object using Rest API Content (please ensure you mask any confidential information): I want to get the Audit Report of a Custom …
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How to restrict product groups based on multiple Business UnitSummary: Hi , How can we restrict Products and Product Groups based on multiple business Unit . Content (please ensure you mask any confidential information): Version (i… -
Relationship between 1 or more fields in Sales Opportunities sectionWhen I try to change the BU (Business Unit) on an Opportunity already configured previously, the system automatically updates, bringing to the lowest value, 2 fields pre… -
How to remove or change color of banner in redwood foldout view?Summary: There is an ask to recolor or remove this banner attached from redwood views (List & Foldout) Content (please ensure you mask any confidential information): In …
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Ability to Mass update the Owner FieldSummary: Owner field is not available to enable mass update. Content (please ensure you mask any confidential information): When enabling mass udpate to all fields from …
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Deep Link for Change History Subtab in AccountWorking Link - https://Cloud URL//fndSetup/faces/deeplink?objType=ORGANIZATION&objKey=AccountPartyId=300000450909892&action=EDIT When we are using the above link for nav…