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Sales
Discussion List
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Oracle Sales Cloud - Custom button on cx mobile appSummary: i would like to add a custom button in the Task entity in our mobile app. I would like the button to call a groovy script. Just to mention that this button is a… -
Send Email from CX Sales Redwood - Different FROM addressesSummary: We'd like to configure different FROM addresses and Reply-to addresses when an Email is send from within Oracle Sales Cloud Redwood UI. Content (please ensure y…
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are attachments shared with Redwood UX add-inSummary: are attachments shared with Redwood UX add-in and UI Content (please ensure you mask any confidential information): Version (include the version you are using, …
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Not able to create Intersection object record from smart actionSummary: Target object record getting created using custom smart action from the Opportunity/Account object. But the Intersection object record not getting created with …
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Documentation for Enabling Sales AI FeatureSummary: We are working to enable the available Sales AI features and capabilities, but we are having trouble finding documentation for some of them: Pricing and discoun… -
Opportunity - remove mandatory product revenue when closed/lostHi, The revenue in opportunity in our CRM system was set as mandatory for all sales stages. We want to update the constraint so its not mandatory when sales stage is clo…
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Redwood UI: Change Header Text on Contact Create PageSummary: We have a requirement to change the header text on the Contact Create page in Redwood UI. Specifically, we want to rename "Create Contact" to "Create Client Rec… -
Redwood UI: How to Replace Toggle Button with Dropdown (Yes/No) ?Summary: We have a requirement to replace a toggle button (checkbox) field with a dropdown list containing Yes/No values on Redwood UI pages. Is there any supported way …
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can we have different VBS repository per group of custom objects?Summary: we have 2 teams Team 1 works in CX sales and custom object intended for CX Team 2 works on Custom Object intended for Hotel though its under CX sales module but…
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Auxilliary DImensionsSummary: 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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Video: Enable/Disable Feed Filters in the Ask Oracle Action BarEnable/Disable Feed Filters in teh Ask Oracle Action Bar: On the Sales objects: Account, Contact, Lead and Opportunity (those object which can use the Activity Feed), op… -
Can we change the OOTB email template for appointmentsSummary: We are trying to create appointment and adding a contact and clicking on create button, appointment is getting created and Contact is getting the email, but we …
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Provide Approval from emailUse Case: Our VPs need to approve or reject requests, sent from Lead object. They need to take action directly from their email without logging into the CX application. …
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Reporting capabilitieHi Team, Posting this on behalf of Customer. We have a business requirement to generate a monthly SET Score Card for each Sales Representative, capturing performance met…
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which role is required in fusion to create ESS jobSummary: 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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Sales performance metrics availability ootb in CX SalesHi Team, Creating this on behalf of the customer to re-verify We have a requirement from the customer to implement the following solutions: SCOT: A custom object under A…
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how to enable search based on custom DCL fields in adaptive searchWe can see there is already a question raised for it, We have enabled custom DCL for search in configure adaptive search but the field is still not showing in search…
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can I purge all CDM sales account data?Summary: I am looking to remove all sales account data from Oracle Fusion Customer Data Management (active and inactive). I want to reset all the account data but leave …
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User Text Interface does not differentiate label from different objectsSummary: Hi, I need to change a label for a standard field "Primary Contact", only for Opportunity object, in PT-BR, so I though I could use UIT to do that. The problem … -
Why does this code not updating the Contract (Recordname) FieldSummary: I am trying to update a field called Conract (RecordName) via the onFieldValueChangeCallbackChain. The RecordName sets a new value as per console logs but it is…
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How to deactivate partner users once enrollment is expiredHi, How can we deactivate partner users associated with an partner account for which partner enrollment is set as expired ? Do we have any Out of the box options ?
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What is the exact expected behavior of Adding a postal code or other geographic data into the hierar1. Will this user entered data get removed with each quarterly update? 2. If we create a zipcode that eventually comes with a future release from loqate, will it create …
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Scheduling a Process on Business Days OnlyHi, We have a requirement from the client to schedule the process "Schedule Custom Groovy Object Functions" only on business days. Is there a way to do this? Thank you, …
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How to remove some section in Appointment Edit pageSummary: We notice that there are some section in Appointment Edit page, but some of them are not necessary., how we can remove that, also is there away we can add in th…
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Sales Intelligence Feature Enablement – Data Thresholds and Data SufficiencyHi I’m currently in the process of enabling Sales Intelligence features in Oracle Fusion Sales, and I’ve run into a bit of a challenge. Out of the 11 available features,…
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Why there is no Events for Custom Objects in Visual Builder StudioSummary: We imported our custom objects to VBS but I notice that there were NO Events included. Only Action Chain are present. Do they have the same purpose? I tried to …
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Issue when trying to add same competitor twice to an OpportunitySummary: We have defined Line Of business(FCL) at competitor level and in many occurences one competitor is associated to multiple line of business. And when we select t…
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Role / Privilege for Deleting Accounts in Redwood UIHello I have created a custom role that should be able to create, edit and delete accounts in redwood sales. The creation and editing works fine, however the deletion do…
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Not able to set revenue line revenue currency from opty header using groovySummary: Need to convert the Opportunity Revenue lines currency values based on the Currency change on the Opportunity header. Content (please ensure you mask any confid…
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Deploying Extension from different environmentSummary: We have 2 development environments (dev1 and dev2), 1 test and 1 prod. We have VBS Sales redwood change in dev1, and we also have VBS SCM redwood change in dev2…