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Sales
Discussion List
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Update the Generate Win story Layout with custom layoutSummary: When we generate a win story it gets saved in comments fields and length of comments field is 2000 characters. As per the doc "https://docs.oracle.com/en/cloud/… -
MFA interfering with REST API Calls?Summary: We just noticed Oracle is pushing all authentication of fusion platforms to its single sign on page, and starting to use MFA. We also noticed it is interfering …
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Attachment Limitations and Visibility Control on Account ObjectSummary: Hi everyone, We are expanding the use of the Attachments field in the Account object within Oracle CX Sales, integrating it more deeply into our internal suppor…
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How to remove Related Activities and Interactions in Create and Create ActivitySummary: We need to remove the section 'Related Activities and Interactions' in Activity object. How can we achieve this? Content (please ensure you mask any confidentia…
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Can we remove contact option from workspace and show contacts only from global searchSummary: Hi Team, As per the requirement, we have to disable contacts from Workspace and provide contact access only from global search. means if user search for the con…
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Workspace issue where child accounts are not reflected but is already in hierarchy of ParentSummary: When trying to extract accounts on workspace which is under a certain account manager, the total number of accounts is 133 but when filtering on workspace it on…
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Restrict the user access based on the solution assigned on the opportunity revenue lineSummary: Requirement: Field-Based Edit Restriction on Opportunity Revenue Lines We have created a custom field named "Solution" at the Opportunity Revenue Line level in …
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Show Activity Summary Generative AI action does not give any outputSummary: As part of AI features enabled the Show Activity Summary action but it is not giving any outputs even though there activities associated to the Opportunity/ Acc…
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Attachment subobject on Contact Detail LayoutSummary: Attachment as a field/subobject does not show up on the detail layout when the field is added to the Contact Detail Layout through Redwood UI Content (please en…
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How to change the submission user for the Adaptive Search periodic refresh task?Hello, The user who was previously executing the periodic refresh for Adaptive Search has had their email and name changed. As a result, we are no longer able to maintai…
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How to use sales call guide authoring featureSummary: Sales call guide authoring Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snipp…
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I a unable to see reports under Sale under CRM analyticsSummary: What setup is used to view sales reports in CRM Analytics? Content (please ensure you mask any confidential information): Version (include the version you are u…
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Support for Four-Part Name Structure in Customer Creation (Person Type)Summary: When we try to create a new customer with type Person in Oracle Fusion (Receivables / Customer Data Management), the current configuration only supports the sta…
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How to create custom object attachment record based on UCM fileI am creating a new integration in Oracle Integration Cloud (OIC). The purpose of this integration is to construct a zip file and then upload that file as an attachment …
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[Redwood] Issue on Page reloading after DCL field change and displays previous value after reloadSummary: I have an edit layout with DCL field and Field Groups which are conditionally visible. When DCL is change (ex. Apple ⇒ Banana) a variable is set to true that tr…
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unable to find customer data management cloud user and implementation guidesSummary: 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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About search list settingsI set up a search list common to all users on the activity page in SalesCloud's PageCompoer. Although I set it to display by default, it does not appear in the default l… -
Video: Adding a Notes Panel to Standard Sales ObjectsAdding a Notes Panel to Standard Sales Objects: By default, viewing notes on a standard object in the Redwood sales experience is done via the Show Notes action in a sub… -
Does Redwood Sales support Guided JourneysSummary: We are looking to embed Guided Journeys into Redwood Sales for our go-live. Is this possible, without Express Mode? Content (please ensure you mask any confiden… -
Add Group of Team members on Opportunity directlySummary: We are trying to implement the solution for adding the group team members directly on the lead and opportunity instead of adding single team member in lead or o…
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Can we disable ORA_HZ_PHONE_TYPE standard lookup values?Summary: We have a requirement to disable specific lookup values (Work, Fax, Land) under the ORA_HZ_PHONE_TYPE lookup. However, in the 'Manage Standard Lookups' setup, w… -
Can we enable the actions menu for reports created by analytics?Summary: We have reports created using Visualization configuration based on OTBI analysis and embedded in Sales Dashboard. The ask is to add actions option through which…
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Groovy's BeforeUpdate does not workThe BeforeUpdate script does not run when I add an attachment to a Opportunity. Please tell me how to run a script when adding an attachment.
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How to add Create Service Request on Opportunity PageSummary: The customer requirement is to have Create Service Request button under Action on the Opportunity page or in summary somewhere the option should be available. C…
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Can we leverage custom fields for Sales Forecasting in Redwood?Summary: We have set up Sales Forecasting in Redwood on the basis of Organization Hierarchy. Territory Management has not been implemented on our project. With regards t… -
I want to check the file name of Opportunity attachments using Groovy.I want to generate an error when saving if there is an apostrophe in the file name of an Opportunity attachment. When I implemented this in the BeforeUpdate trigger, if …
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Quick Actions for Redwood SalesHi folks, Kindly advise if there is an ETA for release of Quick Actions feature in Redwood Sales. Currently it is available for Service and Sales in Simplified UI.
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Account Change HistoryHi team, It is requested that we need to add one field to object Account (organization) change history. We have created a new field called Sales Strategy, and this field…
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How to make a fields non-updatable in CX Sales Mobile AppHi, I want to make some fields non-updatable in CX Sales Mobile App when a user opens it. There is no change happening that we can write in the script to make it non =-u…
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How to make saved search based on a DCL fieldHi, We have a custom object used and there is one DCL field created in the object to assign a record to a particular user. I want to create a saved search based on that …