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Sales
Discussion List
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Create a routine and run itSummary: Create a routine and run it Content (required): Hi, I have created a routine and would like to run it. How can I do this? Thank you. Version (include the versio… -
Customer Relationship Management Application Administrator job roleSummary: Why does the Customer Relationship Management Application Administrator job role able to access the Setup menu of other Offerings? Content (please ensure you ma…
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Configuration for ‘Restrict All’ Access for Accounts and ContactsSummary: Questions about the steps in the document: Configuration for ‘Restrict All’ Access for Accounts and Contacts for New and Existing Environments on Update 22B (Do…
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You can make the Qualifications in Leads non-editable, for the Sales representative roleThe client wants to make the lead qualifications for some roles non-editable. This is possible?
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REST API to create resourceSummary /crmRestApi/resources/11.13.18.05/resourcesContent Hi, Like the standard Manage Resources task, we'd like to create resource with person party of 'employee', and… -
Can we create an org chart of contacts in Oracle Sales B2B?Summary: We have a requirement to create an org chart of our contacts that are added into our CRM. Our sales team found another tool that can do this, but we need to do …
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How to delete a territory dimensionSummary: I need to delete the "Sales Channel" dimension but I don't see the option enabled. How can I delete this dimension? Content (please ensure you mask any confiden…
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Usage of processCSResourceSummary: Usage of processCSResource Content (required): I found the method processCSResource in the following document: https://docs.oracle.com/en/cloud/saas/sales/oesws…
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Control access to the Workspace module so that a role/user cannot delete opportunitiesSummary: It is possible to control the access to the Workspace module as it is evident that a user can delete opportunities. How can we control the actions button in the…
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Looking for clarification on having sales people be listed as contacts vs only being resourcesSummary: We have our sales people created as Contacts in CRM. They are also Resources. When we are using the latest Outlook plugin and it is having an issue with some of…
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Under what parameters do the AI Lead scoring and Opportunity Win Probability work?Summary: We have implemented some Sales Intelligence functionalities such as: AI Lead scoring, Opportunity Win Probability. However, we are not clear about the reason fo…
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How to change Accept to Accepted LOV in Appointments CX Sales Mobile?Summary: When a user is invited to an appointment and views that appointment on their mobile app, the appointment response labels can cause confusion. For example, while…
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Can we open a Quote Screen from CX DashboardSummary: We build a dashboard for quotes using standard subject area in analytics , there we have a information of Opportunity and Quotes. If we want to navigate to Quot…
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How to import in Import Management without triggering the required attributesSummary: I'm trying to update historical data but the required attributes are being triggered during import Content (please ensure you mask any confidential information)… -
Data Extraction Tools and optionsSummary: Hi, I'm looking for an information that any tools or approach on how to extract the data like transactional, configuration and master data from Oracle cloud acr… -
Attachment Validation Not workingSummary: I am written attachment validation. Like user should not allow to delete attachment in custom object. below is my code def allattach = Attachment while(allattac…
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How to fetch OSC attachments using deep link in reportSummary: We have requirement where we need to navigate to pdf document which is attached in custom object when we click on Report. It should open directly in new window …
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Best practice to re-assign a sales team when the sales leader leavesSummary: The current sales leader is no longer with the organization. What is the best practice to put in a new sales leader so the Hierarchy, Territories, Quotas, etc a…
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How to rename My Favorite Accounts, My List for Accounts in the workspace search listSummary: How to rename My Favorite Accounts, My List for Accounts in the workspace search list Content (required): How to rename My Favorite Accounts, My List for Accoun…
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How To Map A Custom Object Field in CDM to pull Credit Limit from AR using Application ComposerSummary: Can we map field in a Custom Object to pull the Customer Credit Limit from AR using Application Composer Content (required): Can we map field in a Custom Object…
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[NGS - CX Sales] How to configure the Automatic Send Email Navigation upon clicking an Email id.Summary: Use Case: In the Account Team Member panel, when clicking on the "Resource Email" field, a "Send Email" dialog pops up. We observed that the "Resource Email" fi…
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Address Page Layouts IssueSummary: We have created custom address layout and added few custom fields . This layout should be visible only for OSC Accounts. How to restrict from partner address. C…
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Unknown Contacts Locking RecordsH,i opened an SR but was told to post in CCC, Main Question: Is it possible to unlock a record from another contact that dosent exist in the system anymore? We are occas… -
Confirmation Needed: Object Trigger and Object WorkflowSummary: Hi, I need your help to confirm the following behavior for Object Trigger and Object Workflow. If I create/update CX object data from ERP UI, object trigger and…
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[NGS - CX Sales] How to configure the Navigation Link on Header/Panel Layouts in Redwood.Summary: Use Case: In the Account's Header section, the "Website" field provides a link that allows direct navigation to the website. Similarly, the "Website" field is a…
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How to add new report/infolets into redwood sales dashboard using visual builder studioSummary: We have new sales method created in CX sales, so in current sales dashboard of pipeline is blank, so we need to embed to report in redwood sales dashboard Conte…
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How to set custom object data visibility based on security roles (CX SALES)?Summary: I need to filter data in a custom object by using an SQL filter inserted into a security role Content (required): I want to filter the data in a custom object b…
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Does the reference code allow double-byte characters?Content (required): 1.Enter the sandbox and start Application Composer 2.Select any object and create a Choice List (Fixed). 3.Create a Lookup Type. When creating a choi…
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Is there a way to update HZ_PHONE_COUNTRY_CODES in UI?Summary: Is there a way to update HZ_PHONE_COUNTRY_CODES in UI? Content (required): Hi community, There is a Kosovo country code missing. So I am curious if there is a w… -
How to differentiate landing page based on lov valuesSummary: We are using standard opportunity object as a copy and created two other modules(Procurement and Job Authorization). As per the attached oracle community docume…