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Sales
Discussion List
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Is it possible to purge Address data?Addresses were inactive and we can't change the status of the addresses to active again. We need to reimport the address with the same SourceSystemReferenceValue, howeve… -
Refresh Sales Forecast Dimensions process erroring outSummary: Hello, Refresh Sales Forecast Dimensions process is erroring out even after running "Generate Sales Forecast Metrics process" first. the error log says - You mu…
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Will Outlook events sync to the Oracle Sales Cloud Web Calendar via Oracle Sales for Outlook?I’d like to confirm the behavior of calendar events created in Outlook when using Oracle Sales for Outlook (our Appointment functionality is in Redwood). If I create a c…
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How can I change the title or highlight field for Asset edit page in Oracle Sales Cloud?Summary: How can I change the title or highlight field for Asset edit page in Oracle Sales Cloud? I want to change the highlight field instead of the Name field on the A…
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How do we make layout changes on Mobile UISummary: In the mobile layout, we currently have two standard column sections (left and right). A custom field, Quote ID, is aligned in the left column, while the corres…
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How Do I Add Validation (LOV) to City in Address FormatSummary: I have a requirement that City should be picked from LOV of Specific Countty - how can it be Done ? This is For Logistic Locations Content (please ensure you ma… -
How can we disable the display of matching contacts based on email on the CX Sales Contact create.We are currently using the masked email address field on the Contacts list page, and we would like to disable the functionality that displays potential duplicate contact…
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Automatically generated sequence scenario for custom objectSummary: We are in a unique situation for generating the sequence for custom object in a specific format. Content (please ensure you mask any confidential information): …
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How to enable drill-down for BIP reports.Summary: Need to enable drill-down feature for BIP report in oracle fusion cloud. Content (please ensure you mask any confidential information): We have created one regi…
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Unable to Add Filter Based on Custom Field for Contact Subpanel under Account Object?Summary: Unable to Add Filter Based on Custom Field for Contact Subpanel under Account Object? Content (please ensure you mask any confidential information): My client w…
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Does Routine support bell notification?Summary: Does Routine support bell notification? Content (please ensure you mask any confidential information): I want to create a routine to send in-app notification to…
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why is lead assignment not triggering on the first frequency (hourly)In our CX Sales environment, we're seeing that leads are not being assigned at the frequency increment we set. Our frequency is now set to 'hourly', so we expect (and ha…
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Is Product Recommendations available for Account?Summary: Is Product Recommendations feature available for Account? Content (please ensure you mask any confidential information): If yes, how to enable it? Version (incl…
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Can I use expression in Routine Field Update action?Summary: Can I use expression in Routine Field Update action? Content (please ensure you mask any confidential information): I want to create a Routine schedule to updat…
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Custom duplicated panel card layout appearing blank on RedwoodSummary: On the Account object, we are currently using the standard Opportunity template along with the standard panel card layout, which displays four fields. To add a …
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Lead Custom Panel Layout is not getting mapped to the Lead panel template on Opportunity on RedwoodSummary: I'm working with the standard Lead Panel Card layout on the Account object and wanted to replicate a similar experience for the Opportunity object. However, the…
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Advance Search Attributes are not removable on new custom object createdSummary: We have created a custom object named 'Cremation Target' and by default automatically there are some fields came on Advanced Search as you can see in below scre…
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I need to add a custom button on the Account Edit page.Hi, I need to add a custom button on the Account Edit page. Thanks, Babasaheb Pandhare
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I need to add a custom button on the Account detail page.Hi, I need to add a custom button on the Account detail page. Thanks, Babasaheb Pandhare
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Account Plans RedwoodSummary: I have been going through the Readiness document for the 25D release and I do not see anything about the Account Plans feature for Redwood or I am complete over…
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How to add a custom field in the Contact subpanel under the Account object?Summary: How to add a custom field in the Contact subpanel under the Account object? Content (please ensure you mask any confidential information): I have created a cust…
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I want to show more than 5 records list on standard panel where currently only 5 records are thereSummary: I have 9 records on child object and the panel of that child object only showing 5 records on the panel and i want to show the minimum of 15 record's on panel. …
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Translation for OrchestrationSummary: How to have Sales Orchestration in multiple languages Content (please ensure you mask any confidential information): We have configured Sales Orchestration for …
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Access Group Conditions: Select Opportunities of a branch where the user is a resource ofI need to display only the opportunities belonging to a branch the user is a part of. We made a custom object called "LinkBranchResource" which links custom Object Branc…
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What is the Privilege to create/update Opportunity and Service Request using REST API?What is the Privilege to create/update Opportunity and Service Request using REST API? We cannot use the standard role that will give a UI access to the user. Could you …
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What is the retention period of deleted opportunities?Summary: We are using the restAPI below to retrieve deleted opportunities in the system and would like to know the retention period. crmRestApi/resources/11.13.18.05/del…
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How to increase the number of records displayed in the Subpanel?Summary: How to increase the number of records displayed in the Subpanel? Content (please ensure you mask any confidential information): Our client is using high resolut…
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Activity Stream showing "Yesterday" for an attribute I just modifiedSummary: Activity Stream showing "Yesterday" for an attribute I just modified Content (please ensure you mask any confidential information): I just modified an account's…
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Is Business Unit required for Opportunity in Redwood Sales?Summary: Is Business Unit required for Opportunity in Redwood Sales? Content (please ensure you mask any confidential information): In Redwood Sales, is Business Unit no…
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Team Member Access Full vs EditSummary: What's the difference between Full and Edit? Content (please ensure you mask any confidential information): What's the difference between the Full and Edit acce…