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Sales
Discussion List
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How to remove create action in custom objects list page on redwood UISummary: How to remove create action in custom objects list page on redwood UI Content (please ensure you mask any confidential information): Version (include the versio… -
Need to populate all the details of account on approval notification in CDMSummary: In the current object workflow configuration, Only object type and object name are viewed on approval notification in CDM. I was wondering if there is a way to …
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Remove Account Team members bulk through ImportSummary: We need to remove members from the Account in bulk using import. I have tried via Import Management. Object: Sales Team Member Import Mode: Delete Records Mappi…
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Review Calls To Log on Sales MobileSummary: Hi, Quick question - I noticed that we can only use OOTB search 'My Calls to log' for this mobile card 'Review Calls To Log'. Is this hard coded in Mobile? Can … -
Sales Forecasting in Redwood - Using and Implementing VideosSummary: Collection of videos and resources to learn more about Sales Forecasting in Redwood. Content: Sales Forecasting in Redwood user experience allows sales managers… -
Sales Forecasting in Sales DashboardSummary: An overview of the Sales Forecasting BI based reports in the Sales Dashboard. Content: The following video provides an overview of Sales Forecasting BI reports …
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Disabling Activity Email Notification when doing data import using import management tool.Hello, We have a requirement where we will be doing mass data import for activities. We will be updating a new field value but whenever a activity is updated or created …
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Can you access display labels of fields programmatically in CX Sales Mobile scripts?Summary: In the definition of a CX Sales Mobile script, I would like to programmatically access the display label of a field. Content (please ensure you mask any confide…Maximilian Winkler 26 views 2 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle
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Efficiently Loading 30 Million Records into a Custom Object in Oracle Sales CloudHello, I'm working on a project to import approximately 30 million records from CSV files into a custom object in Oracle Sales Cloud. The CSV files contain sales data. I…
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24C Object Function "Type" fieldHi All, When we are trying to create a new object function we see a new field "Type" that is appearing in 24C application version. This Type field is having 2 values. 1.… -
Unable to find roles to assign to Custom layouts.Hello, We're wanting to assign a custom layout to users having particular role. But we're unable to select the role in VBCS, i.e., the role name is not appearing. Any sy…
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How to restrict Account with Business Unit in Oracle CX SalesSummary: I want to restrict every account by business unit so that only accounts associated with a specific business unit are visible to the Account Manager. Content (pl…
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How to rename an OOTB panel in RedwoodSummary: I want to rename the 'Products' panel on opportunities to 'Revenue Lines', but because it is OOTB/standard I cannot rename it, like you can with custom ones, an…
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Default Date Filter for Change History SubtabSummary: With Oracle Social Network being retired in 24C, our organization is recommending that users leverage the change history subtab to view an audit trail of object… -
Video: Sales Forecasting BI ReportsSummary: An overview of the Sales Forecasting BI reporting and subject areas for forecasting by opportunity. Content: The following video provides an overview of Sales F…
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Video: Extending Sales ForecastingSummary: An overview of extending Sales Forecasting. Content: The following video provides an overview of the available options for extending Sales Forecasting. This vid…
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Video: Sales Forecasting ProcessesSummary: An overview of the Sales Forecasting processes, the default schedule and additional processes to run after enabling Sales Forecasting. Content: The following vi…
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Video: Sales Forecasting Rollup by TerritorySummary: An overview of using Sales Forecasting by opportunity revenue rolling up the territory hierarchy. Content: The following video provides an overview of using Sal…
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Video: Sales Forecasting Tips and ConsiderationsSummary: Sales Forecasting tips and considerations Content: The following video provides tips and considerations on Sales Forecasting in Redwood such as: Using forecast …
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How to configure competitor object fields ??Summary: If using sandbox>Application Composer > Sales competitor object > Desktop Pages - ONLY Limited fields are seen in available and selected fields table. Still the… -
how to change object and Structure change in Partner's Login ?when partner logins the account, we want that some objects and visibility should be restricted. Can anyone suggest how to do that ?? Currently Sales Partner are seeing l…
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Opportunity owner is unable to see their forecast in sales forecastHello Oracle Support, We are experiencing an issue where an opportunity owner is unable to view their forecast in the Sales Forecast module. We have verified that the op…
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CX Sales Mobile: Display for appointment spanning multiple daysSummary: Hi, For appointment spanning multiple days, it's displayed correctly on Web UI but not on Mobile. Can you advise if this is expected behavior and if we can fix …
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Video: Enable the ... Action Menu for Records in the Panel ListsEnable the ... Action Menu for Records in the Panel Lists: Show the available smart actions for the record in the panel list, on the detail fold out view. https://videoh… -
Unable to Edit Geography Type for Cities in Geography HierarchySummary: Hello, I’m currently working on setting up the geography hierarchy in Oracle for Pakistan, and I’ve encountered an issue that I need some help with. Issue:I not…
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Redwood - How to design sales dashboard ?Summary: Hi @John Vakoc-Oracle Can you pls share the document to design Redwood Sales Dashboard. like how to configure metric card to show details based on saved searche…
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Redwood- How to hide create button from Account list page?Summary: Hi @John Vakoc-Oracle We have create button on Account List page. Please guide us how to hide this create account button. Content (please ensure you mask any co…
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Redwood- How to hide create button from Account list page?Summary: Hi @ https://community.oracle.com/customerconnect/discussion/comment/1086994#Comment_1086994 Content (please ensure you mask any confidential information): Vers…Pratibha AdhavLTIMindtree 25 views 2 comments 0 points Most recent by Madhuri Cheruku-Support-Oracle
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Add Field Names to CX Sales Mobile List and Summary ViewsSummary: Hi, Is it possible to add field display label for List and Summary Views in Sales Mobile? Thanks, Adam Content (please ensure you mask any confidential informat…
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Opportunity Territory Assignment is not workingSummary: I have done these steps to enable the option the run assignment, but it does not work. 1. Create a new sandbox and activate it. 2. Set MOO_OPTY_ENABLE_AUTO_ASGN…