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
-
-
How to export all sales leads and opportunities created by all usersSummary: We have different BU's and want to export all sales leads and opportunities created by all users in cx sales along with business unit name from 01-Jan-2025 can … -
Business Object Tool for Opportunity in Agent AI StudioSummary: I have created new business object in AI Agent Studio for Opportunity. I have also created the Business Object tool (GetOpportunity) to fetch oppty information … -
Mash up content not working in RedwoodI have implemented all the steps as mentioned in Add a Mashup to a Page to add Mashup to Redwood Page, but it's not loading. Kindly see the attached screenshots.
-
Sales person field in OTBISummary:Salesperson Field Missing in Subscription Real-Time Subject Area Content (please ensure you mask any confidential information): Hi Everyone, I’m facing an issue …
-
After Publishing the Custom object from Visual Builder no icon appears in the instanceSummary: Following the link: Create a New Application Using the CX Extension Generator I exported the custom object from the CX extension from the sandbox and then impor…
-
Can we change the name of Oracle cx sales mobile applicationSummary: Rename the Oracle Cx sales mobile application name Content (please ensure you mask any confidential information): Hello Experts, Is there a way to modify/rename…
-
How to configure the Activity panel and subview to show only activities excluding historical data?Summary: In the Activities panel and its subview, the system is currently displaying all historical activity records and notes. We want the panel and subview to display …
-
Error in Manage Adaptive Search After Deleting Lookup in Setup and MaintainI recently deleted a lookup from Setup and Maintain, but now when I access Manage Adaptive Search, I encounter the following error: And we cannot create same lookup agai…
-
Record Saved Successfully but Not Displayed in Account or Contact ObjectSummary: When I create a record on the Account or Contact object and save it, the record is saved successfully, but it does not appear after saving. What could be the re…
-
How we can maintain the custom fields in view resource detailsWe need to maintain a custom field at the Resource level in Oracle Fusion CX, and it should be editable and visible on the “View Resource Details” page. The Resource Det…
-
How to enable custom fields in manage address formats in sales cloudHi All, We want to enable the custom fields under manage address formats to add it the address section of all the objects in oracle sales cloud. Can some one help us to …
-
Hide/restrict the 'Show Audit' smart action for certain usersSummary: Need to hide the 'Show Audit' smart action for certain users in redwood Content (please ensure you mask any confidential information): We have enabled the Audit…
-
Video: Modify Data Before SavingModify Data Before Saving: Programmatically modify the data on a form before saving in the database https://videohub.oracle.com/embed/secure/iframe/entryId/1_i9k4sz4b/ui… -
Can the outbound email sender address have logged in user emailSummary: Can the outbound email sent from Sales cloud use from email address as logged in user of the Lead or Opportunity Content (please ensure you mask any confidentia…
-
Territories using Standard FCL as DimensionSummary: Using Business Unit Custom FCL to assign territories Content (please ensure you mask any confidential information): Hello, We have a new implementation on terri…
-
Asset Subview Showing Incorrect Custom Warranty Expiration Date for Mountain Time ZoneSummary: Asset Subview Showing Incorrect Custom Warranty Expiration Date for Mountain Time Zone In Oracle Sales Cloud, the custom Warranty Expiration Date in the Account…
-
Accounts and contacts cannot be updated on an email interaction.Accounts and contacts cannot be updated on an email interaction when the flow of creating email interaction is initiated from an account. When we create an email interac… -
VBS - Custom Field Validation Using CodeSummary: Hi, I want to create a custom validator for one of the fields on the Leads object. I know that there are some pre-defined validators in VBS, but there's an opti… -
Is there any way to hide/restrict conditionally single select update smart action from Action bar.Summary: Is there any way to hide/restrict conditionally single select update smart action from Action bar of custom object. We need to hide all single select update sma…
-
How to add "Add Products" as section in Create Lead Redwood PageHi Everyone, We have a requirement to expose “Add Products” as a section on the Lead Create page in Oracle Fusion Sales, including product details such as Quantity, Unit…
-
Note Email Template removes HTML formatting after Save in Oracle Sales CloudHello, We are experiencing a different behavior between Email Templates on Note entity versus Activity / Opportunity in Oracle Sales Cloud. In Activity and Opportunity E…
-
Merge request queue expiring/auto-rejecting and should not.Summary: I had to purge the Contact Merge request queue. I started to put the requests back after fixing a data issue, but now it seems that the merge requests expire an…
-
If User forgets clicking on Update Sales button when creating a quote from an opportunitySummary: If User forgets clicking on Update Sales button when creating a quote from an opportunity. He has gone through all the work of adding lines and other details an…
-
User should Not allow to Delete AddressSummary: Can we write validation to restrict deleting of Address for partner object Content (required): Version (include the version you are using, if applicable): Code …
-
How to incorporate an extra attribute into Data Verification Selection CriteriaHello, We wanted to include an extra attribute in the data verification batch job. I checked out the "Manage Standard look up task" and while I was looking for the below…
-
Is it possible to Implement Territory Management security in Account ReceivablesSummary: We have Enterprise Data set setup and our Account Receivables Customer accounts are shared across BUs. In this scenario, We need to control visibility of Person…
-
How to add sites to an existing Customer AccountSummary: How to add sites to an existing Customer Account Content (required): How to add sites to an existing Customer Account Version (include the version you are using…
-
Best Practices for Implementing Oracle Fusion CX Sales Cloud Directly on Redwood UIHello everyone, I’m starting a new implementation project for Oracle Fusion CX Sales Cloud, and the client would like to implement directly using the Redwood UI, without…
-
Import management not showing the count of data loaded and number of records importedSummary: We have imported the data using Import Management, and the import was successful. However, the record counts for “Loaded Successfully” and “Read from File” are …