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Sales
Discussion List
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Cannot make standard Task fields (etc.Due Date,Status) read-only via Layout or Page ComposerHello, In Oracle Sales Cloud, I need to restrict editing of some standard Task fields (etc. Subject, Due Date, StatusCode). In Page Layouts, I don’t see any option to ma… -
Redwood How to know the name of the Layout rendered in RedwoodSummary: We have multiple layouts on Opportunities. Is there a way we can figure out which layout is rendered at runtime. It could be via console logs as well. Content (…
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How to add Sales Order Panel in Opportunity detail page in RedwoodSummary: We have a requirement to show Sales Orders related to Opportunity in the Panel view Content (please ensure you mask any confidential information): Client wants …
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What is the right query using sql to get the right status of an account (Customer)i need to create a report using data model, in my requirement i need to select only active accounts in analysis it only shows active account but in sql it show all, even…
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How to add records in a custom 1:M relationship in Redwood?Summary: Hello, For one of the requirements, we created a 1:M relationship between Opportunity and Account (One opty can have many accounts of a certain sub-type). Addin… -
How to update on mass sales account profile org typeSummary: I would like to be able to extract all organizations where the org type on the account profile is x and update to y on mass. Content (please ensure you mask any…
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LOQATE for address validationSummary: Will LOQATE validate address line 1 & 2 and will it give prompt as USPS does to select the correct address? Is there a license fee involved to get this feature …
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Groovy Script View Criteria – IS NULL Condition Not WorkingHello Experts, I’m working on a Groovy script in Oracle Sales Cloud where I need to query a custom object (CreditCategory_c) using multiple conditions. Specifically, I w…
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Looking for a Best Practices Guide for Working on Visual Builder Studio with Multiple UsersSummary: Hello, Not sure if this has been asked before, but is there a list or a guide for the best practices to be followed when working on VBS when multiple people are…
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Dispatcher Rule is not working on Opportunity Creation from Account Detail PageI have requirement to stop navigation to Opportunity detail page while creating opportunity from Account Detail Page. I have created dispacher rule to stay on same page … -
Need to filter only those Customer Org records which have AccountsSummary: We have extract Customer Org and Customer Account through BICC; we need to filter only those Customer records which have Accounts and ignore the rest. Can you p…
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How can we migrate an Application Composer Custom object to another instanceSummary: I see we can migrate data for the custom Application Composer, how can we migrate an Application Composer Custom object to another instance? Content (please ens… -
is it possible export all addresses using BULK API without a parent Account ?Summary: is it possible export all addresses using BULK API without a parent Account ? Content (please ensure you mask any confidential information): Version (include th…
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Microsoft Outlook Add Mismatching UsersSummary: I logged into the add-in with credentials that don't have access to the Add-in. I click OK and I am redirected to the add-in showing a 'connect' button. However…
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Need to apply a filter via URL in CX SalesHello, I need to create a filter based on a REST URL, or alternatively via SOAP in OIC. The issue is that I am trying to create it using a custom field. The field is cal…
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Using access group to hide certain accounts/activities to other roleSummary: We want to restrict access to certain Account records based on the value of the NationalAccounts__c field, but these accounts are still visible to all user role…
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Is there a way to Summarize Email within the Fusion CRM instance.(Not via Outlook Plugin)We want to enable the Summarize Email and Reply with AI features within our CRM instance, similar to the functionality available in the Outlook Add-in. Is there a way to…
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Will Standardized Event Handling be coming to Redwood Sales?Summary: Read about this feature for Service Center in 25C: https://docs.oracle.com/en/cloud/saas/readiness/service/25c/bsvc-25c/25C-b2b-service-wn-f36608.htm#Steps-to-E…
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Is it possible to create Record Set for custom objects (Search and Select Dialog page)?Summary: I'd like to display Record Set for a custom object search page. Is that possible? Content (please ensure you mask any confidential information): We have a custo… -
Asset data is not appearing in the Asset Picker under the Service Request objectSummary: Asset data is not appearing in the Asset Picker under the Service Request object We have asset data in system, and we can see under asset and IB asset object. B…
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Can we create a field on Work Order Object which can hold a URL link and works as a hyperlinkSummary: Basically, we want to have a field in B2B Work Order page where that field can hold a URL Link in it and works as a Hyperlink. Content (please ensure you mask a…
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Why is Import Management faster than REST API insertSummary: We would like to know the reasons why File Import via File Management is faster than via REST API insert. Can you please provide us comparison of each, in terms…
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The Comment Field on Edit Page is showing with HTML TagsSummary: In Opportunity, when we use the SmartAction generate win story, it populates the field comment with AI generated comment. When we save on that Layout it looks f…
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Account-Contact Option in OOTB Contact DCL on OpportunitySummary: When I go to any Opportunity through redwood sales. I go to the overview page. Under SmartActions I type 'Add Contact'. There comes a drawer with a Contact DCL.…
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PRM - All Approval Notifications Opening in SUISummary: Hi, We are implementing Partner Relationship Management and have configured a few approvals: Partner Approval Deal Approval MDF Approval However, all of the not…
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How to fetch field from adaptive search in cx-picker?Summary: As cx-picker configuration is dependent on query if it should go to adaptive or REST. We are keeping our Partner picker as we have ootb but when we are adding C…
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What are the CX Sales application limitation on sending number of email notifications per day?Summary: We are implementing Oracle CX Sales module as part of a Fusion global single instance. and trying to gain following confirmed info applicable to our instance. C…
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Redwood - Layout issue - Create Top Level custom object record and child record in same formSummary: We have Implemented this pattern in a Top level Custom object related to opportunity but we are facing the below issue. Our Parent Custom Object record Create L… -
Deleting Appointment in outlook will delete same in the oracle sales cloud activity?Outlook is integrated with oracle sales cloud application, and we are facing some sync issues like. Repeating invites showing as shared in outlook but not visible in sal…
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How to hook to the action menu in a panel for custom action chain?Summary: Hello, I'm trying to hook up a customization to the "Remove" option in this panel. This is the out of box relationships panel on the contact detail page. For ot…