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Sales
Discussion List
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How to make a field editable based on another field value in VBCSHi team, We have a requirement wherein, a field Sector - Other (Text Box) must become editable if another field Sector (Fixed Choice List) is updated with value OTHER. F… -
How to change default filter in DCL fields in redwoodSummary: Hi, In Redwood, the default filter on DCL field sometime does not make sense. For example, on create lead page from lead list view, contact DCL is filtered with… -
Is it possible to merge the customer and supplier into a single party ID or accounts with sites?Summary: We have a single organization created twice as two different parties (Party IDs) as a supplier and a customer. Is there a method to merge the supplier Party ID …
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sample groovy script to create a record in custom Object using BIP report outputSummary: We have created custom object 'Plant_c' We have created a bip report that fetches the Plant report. Based on this we need to create record in Custom object. nee…
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Video: Expanding the Edit Page to 3 or 4 ColumnsExpanding the Edit Page to 3 or 4 Columns Adjust the number of columns on the edit page behind the details button to responsively show more that the standard 2 columns. … -
Access Group View Only access to Accounts / ContactsDear community, we need to give view only access (read only view) for all Accounts in Oracle Sales Cloud. We have created 2 custom access groups and performed the below …
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Oracle sales cloud |Enable search option city,state,postal code in single UISummary: Enable search option city,state,postal code in single UI In Oracle Sales Cloud’s address creation, we currently have separate UIs for searching city, state, and…
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Is there a way to change decimal precision value for amount fields?Summary: Is there a way to change decimal precision value for amount fields? Content (please ensure you mask any confidential information): Hi All, We have a requirement…
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Can the fusion sales application login screen be customized?Would like to achieve the following 2 scenario, Want to replace the Oracle sign in text which shows on fusion application login screen with customer company name(Shown i…
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Not able to filter subview data for the cx-panel in Redwood SalesSummary: We have created a panel using the fragment cx-panel in Account object with the resource as 'serviceRequests'. Now the issue is when we click View All standard a… -
How to expose MS Teams in Redwood Opportunity Page?Summary: Hi, I read in the A-Team's blog post that Redwood supports MS Teams Integration for the opportunity object. But I couldn't find any guide on implementing it for… -
Custom Business Event for Customer HoldSummary: Hi All, I have gotten requirement to have the custom Callback Business event on customer hold changes as standard not there. Can anyone help if i can create cus…
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How to edit relationship subtabSummary: I want to edit the actions in the relationship subtab, I can not access these using application composer Content (please ensure you mask any confidential inform…
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Adding Multiple Filters to Visualization Graph in Redwood Sales DashboardI want to add multiple filters to the visualization graph in the Redwood Sales Dashboard. Currently, we are only able to add one filter to the report. Please suggest how…
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Issue with Product Group Adaptive Picker LayoutIn Opportunities, we are trying to add products. For the Product Group DCL field, we have an adaptive picker, and we have added more fields in the picker layout for prod…
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Groovy Scripting: Split / TrimIs there a way to split / trim a string? For example: sampleAddress@email.com I only want to display sampleAddress and remove the @email.com.
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How to get all the values for a custom field using groovy script?Summary: Hi Team, I have an Object 'Contact' where Sequence is Custom field of type 'Number'. Can you please let me know - In groovy script how can i get all the list of…
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Not finding default ruleset on Visual builder studioSummary: We trying to build a POC for embedding fusion analytics into fusion applications following the attached blog, we are unable to access the default rule set which… -
How to increase field display width for address fields in Redwood Sales UISummary: Hi, In Redwood Sales Lead, Contact and Account Object layouts, we have used 'FormattedAddress_address' to display address fields in redwood layouts.. This field…
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Multi-Select Fields in CX Sales MobileHi Everyone, Not sure what the issue is or if it has to do with my iPhone model (iPhone 14 pro Max), but I am unable to save any entries I input into a multi-select fiel… -
How can we prevent removal of Contact Point/How can we run a script when a Contact Point is removed?Summary: How can we prevent removal of Contact Point/How can we run a script when a Contact Point is removed? Content (please ensure you mask any confidential informatio…
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Why doesn't Products appear in Opportunity?Why don't Products appear in Opportunity? Products are in product group and added in price book but don't appear in opportunity. -
What is the View Object to use for creating new Lookup Code for Standard Lookups, via Groovy Script?Summary: I need to programmatically create a Lookup Code for an existing Standard Lookup Type via Groovy Script. I have found some sample scripts from Oracle documents, …
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Sorry, I'm experiencing some technical difficulty on my end. Please try again in a bitSummary: When trying to enable sales assistant on Ms teams It is showing this Error. "Sorry, I'm experiencing some technical difficulty on my end. Please try again in a …
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Sales Assistant is not working on mobile appSummary: I have been following the documentation for enabling the CX Mobile app https://docs.oracle.com/en/cloud/saas/sales/fadsi/enable-sales-assistant-in-the-mobile-ap…
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Is there is any option to put fixed text in the custom object pageSummary: if we need to put fixed text in the page, I know the Group heading we can put. Is there is any other option Content (please ensure you mask any confidential inf…
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Access all the ESS logs/Files submitted by other usersSummary: Hi, Everyone. Is there a setting/Profile Value to enable in Oracle Sales Fusion / CRM. where all the users with ESS Monitor Role can access all the ESS logs/Fil…
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Want to enable Sales Forecasting by Opportunity Revenue rolling up the Territory Hierarchy in 24C?Summary: Here are some tips and tricks on getting the Sales Forecasting in Redwood type, Forecasting by Opportunity Revenue rolling up the territory hierarchy working Co… -
A field should be editable only if logged in user is admin or ownerSummary: In Redwood, how to make a field editable to the logged in user, only if that user is either admin or owner of that record Content (please ensure you mask any co…
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Get User Status in CX Sales CloudHello Team, I am interested in obtaining the user status, whether it's Active or Suspended, from the resource directory using a Groovy script. Is there a feasible method…