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Sales
Discussion List
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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… -
Need to only copy configuration from one instance to another while doing environment refreshSummary: Hi, We have current environment wherein we have configured the system and also imported many data of Opty, customer, Contact etc. Now we are opting for a new en… -
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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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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[Data Security Policy] Can a new primary key for data set be created?Hi. Customer requires a role to give access to data of specific participants. Exploring Data Security Policies I found the screen attached. If we could set the Primary K…
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Displaying Multiple Scoring Gauges in Lead Qualification Template in Oracle CX SalesHello Oracle Community, I have a requirement for my client regarding the Lead Qualification Template in Oracle CX Sales. Requirement: Scoring Gauges: Showcase five diffe…
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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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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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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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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… -
Can we open the Deep Link for Qoute (CPQ) as separate window not within the frame of CX App?Summary: Currently, we are using the Deep Link for Quote based on this document "https://docs.oracle.com/en/cloud/saas/sales/oasal/configure-deep-links-for-workspace.htm…
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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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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… -
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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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 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… -
How to remove Assignee, Contacts, Notes from Edit Task Layout in Activity object from redwood salesIn our current project, we do not assign a Contact to an Activity, and the Notes section is also not being used. As part of streamlining the user experience, we would li…
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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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Video: Adding Top Level Object Records and Child Records at the Same TimeAdding Top Level Object Records and Child Records at the Same Time Learn how to add a child record table to the create form for creating a top level object record. In th… -
Where can I find the 2025 release schedule for Oracle Sales CloudSummary: This isn't a technical question. I have been asked to provide the 2025 quarterly release schedule for Sales Cloud and I am unable to find it. Content (please en…
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Redwood - All Smart Actions generating error - Error Response during RestActionSummary: Clicking on any Smart Actions within App Composer generates error: Error response during RestAction We believe this issue started as a result of the implementat…
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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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How to change default saved search of Service request subtab in contact objectHi , We are trying to change default saved search of service request subtab in Contact details pages. We want to default the value of SR Status to "ALL" in SR subtab in …
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Re: Need to update the Sales Lead custom Date Field from Activity Last update Date FieldSummary: Hi, We have a requirement to fetch the earliest "Last Activity update date" from the Activity Object and post in to the Lead Object custom date field called "Le… -
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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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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custom business logic not working while we Import using importActivities rest endpointSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t… -
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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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…