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Sales
Discussion List
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How to convert leads in bulk using import managementSummary: We are looking for inputs on converting bulk of leads using import management Content (please ensure you mask any confidential information): Version (include th… -
TypeError: Cannot read properties of undefined (reading 'length') Creating Contact from Lead RedwoodSummary: I am encountering a UI error while creating a Contact from the Lead object in Oracle Sales Redwood UI. The error displayed on the Create Contact page is: “TypeE…
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Lead Retire Reason – Newly added lookup values not reflecting in Lead UISummary: We have a standard Lead field Retire Reason which uses the lookup code MKL_RETIRE_REASON_CD. Originally, the LOV had only two values. We have added additional l…
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Your meeting has started, would you like to take notes Popup in Outlook pluginSummary: Your meeting has started, would you like to take notes Popup in Outlook plugin - this is redirecting to new interaction page. Is this expected? Content (please …
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How to expose the Group By in Redwood landing page?Summary: How do I expose or enable the Group By selection in Account landing page? Content (please ensure you mask any confidential information): Sample screenshot taken…
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If we are using in the same Ocloud instance with CRM and ERP, what do we to the crm-account in ARSummary: If we are using in the same Ocloud instance with CRM and ERP, should we use the CustomerAccountService (SOAP) or CRM REST APIs , to see the CRM-Account in ERP-A…
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Feasibile to migrate the "Schedule Custom Groovy Object Functions" schedule job to routineSummary: Is it possible to migrate the "Schedule Custom Groovy Object Functions" schedule job to routine? Content (please ensure you mask any confidential information): …
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In Redwood Time zone field On activity Create page is showing as a text field.Summary: On SUI of Activity create and edit page we have Time Zone field which is showing as Fixed choice list with List of Values. But when we tried to arrange similar …
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Audit add contact, delete/remove contact or any updates made on the contact sub view in accountSummary: We have requirement to audit add contact, delete/remove contact or any updates made on the contact sub view (Changing the primary contact) in the account object…
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how to include custom child object in lead to opportunity copy mapsWe have created a custom child object called as Appliance in both lead and opportunity object, we will add the appliances when the lead is created and when the lead conv…
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Can we rename the category "Shared with oracle" in Outlook pluginSummary: Rename the outlook plugin category - Shared with Oracle Content (please ensure you mask any confidential information): Hello Experts, Is there a way to modify/r…
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Feasibility on Access through Account hierarchy.Summary: Scenario: A user owns a parent account that has multiple child accounts, but the user is not assigned to those child accounts. We need all opportunities—includi…
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How to re-order the columns in Redwood landing page?Summary: How to re-order columns in the Accounts landing page and save the layout? Is this possible? Content (please ensure you mask any confidential information): Is it…
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AR customer creation in Oracle ERP Cloud via APIsSummary: Creation of AR customers in Oracle ERP cloud involves using the CRM Rest APIs for Contacts & Accounts or Hub Persons & Hub Organizations and the CRM SOAP web se…
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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.
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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 …
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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…
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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…
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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…
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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…
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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…
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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 …
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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…
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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…
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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…
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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…