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Sales
Discussion List
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How to call Stream REST API using postman?Summary: We have a requirement to call Stream REST API from Application Composer using Groovy Script. Content (please ensure you mask any confidential information): Vers…
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Lead Qualification ApprovalSummary: 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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How to edit create layouts for contact relationship related objectsSummary: I am trying to configure the Create Relationship foldout panel but I am not able to find where to do that. I created the Smart Action and a dynamic table which …
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How to manipulate access to update owner of opportunity as Sales Manager?Summary: We want limit the access to update the opportunity owner on below condition as Sales Manager. If they are opportunity owner If the opportunity is part of brand …
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Is it possible for an API to pull different results from a landing page ?Hi, We are looking for a method to automatically extract data from a landing page of custom object. We have several Advanced Search queries saved for a specific user, we…
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Using % versus * search operator in Opportunity Object Landing PageWe are getting inconsistent results when using a % versus * operator when searching for Opportunities by name on the object landing page. The % pulls additional opportun…
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Unable to add advanced Expressions for field in Rule Sets in Visual Builder Studio for AccountsSummary: Hi, I'm extending the Redwood Sales Account Object's Edit Page layout, We have requirement to hide the field based on other field value in Rule Sets. I am able …
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How to display any pop-up or warning if the location is not enabledWhile using CX sale mobile app, How to display any pop-up or warning if the location is not enabled.
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Requesting more information on the AI Lead ScoreSummary: I'm currently working on enabling the Lead (Artificial intelligence) score in the EXOT environment. I have been able to follow the steps and set up the lead sco…
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how to fix error showing in screenshot which are coming while creating Subscription?Summary: how to fix error showing in screenshot which are coming while creating Subscription? Content (please ensure you mask any confidential information): Version (inc…
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Does Oracle provide out-of-box integration from Subscription Management to RMCS?Summary: Does Oracle provide out-of-box integration from Subscription Management to RMCS? If yes, what steps are required to enable this? Content (please ensure you mask…
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How to get/enable Oracle Sales Cloud Sales Predictor in CX Sales ?Summary: We would like to use the Oracle Sales Cloud Sales Predictor in our CX Sales instance to get the top recommendations (Product recommendations for the customers) …
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Quotas Setup - Included in Configuration Set Migration file?Does Quotas Setup/configuration in Setup and Maintenance will be Included in Configuration Set Migration file? Every setup from the following: Setup and Maintenance > Sa…
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How to add attachment that was returned from API using groovySummary: Hi folks, We have a groovy script in opportunity, that calls an external API to get a file, and we need to attach this file to the opportunity. How could this b…
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difference between digital sales and redwood sales oracle fusionSummary: What is the difference between digital sales and redwood sales oracle fusion as I see both available on my springboard? Content (please ensure you mask any conf…
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What does 'Run Trading Community Data Quality Batch Match Sub-Process' do and please navigate meSummary: What does 'Run Trading Community Data Quality Batch Match Sub-Process' do in CDM . Please guide me through the process with navigations. Content (please ensure …
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Deactivate contact and location recordsSummary: currently We have the ability to delete contact and location records directly from the system through the Action button. However, our requirement is to deactiva…
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customer’s informationSummary Customer’s information from the form to set up the relevant party & account in the ERP . The customer does not have an account in the CRM.Now user wants to creat…
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Can we use AVCS for address migration?Summary: Hi, We migrate address/party site with Customer FBDI. Can AVCS be invoked during FBDI run? Or do we have to use AVCS via API/UI after FBDI run? Thanks, Adam Con…
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Not able to view results of 'View Gaps' and 'View Overlays' in TerritorySummary: Hi, We have configured territories and for few territories at same level, we have given same dimensions. We tried to view overlays and view gaps, but we are get…
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Retrieve soft deleted (Status = "I") records via the REST APIIs it possible to retrieve soft deleted (Status = "I") records via the REST API? After deactivating a record by updating the status column to inactive, I am no longer ab…
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Country ISO Format used by Oracle CX CloudSummary: Which is the currently ISO Format version for Country used by Oracle CX Sales Cloud. Is it automatically updated by Oracle if new version comes in . What is the…
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How to export all user profile optionSummary: We want to export all user preference for currency - we tried searching with profile option code 'FND_CURRENCY' and got serach result also with all user currenc…
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How to PartnerPartyId in groovySummary: We need to get partner Party id in the custom object. I created formula field in custom object & try to fetch in groovy. Content (please ensure you mask any con…
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Can we bring opportunity assessment questionnaire inputs to the opportunity landing page?Is there any possibility to bring /reflect opportunity assessment questionnaire inputs to the opportunity landing page?
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How to calculate number of days based on start date and end date?Summary: When start date and End date is given, Number of Days should be populated in the field automatically. Content (please ensure you mask any confidential informati…
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Change "From Address" in Workflow of EntitySummary: We need to change the default email that appear when using the Workflow Email Notification and use a custom one. Ive been watching the documentation about this …
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CX Sales referencing quote number without version numberCurrently CX Sales is only referencing a quote number (without the version number) and so when a quote is versioned it is causing an error when syncing to CX sales becau…
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Information Required related to Eloqua, CRM and Redwood UI.Summary: Can Oracle CX Cloud be integrated with Lotus Notes? Does enabling Accounts (Corporate Data) in Eloqua come with a cost?, Can send time report in Eloqua show dat…
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Can ORACLE Fusion (CX Sales) integrate an external system using protocol POP3 or IMAP or MAPI ?Summary: We are required to verify CX sales customer emails with an external email verification system using the POP3 or IMAP or MAPI protocols. Content (please ensure y…