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Sales
Discussion List
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Sorry, I'm experiencing some technical difficulty on my end. Please try again in a bitSummary: When trying to enable sales assistant on Ms teams It is showing this Error. "Sorry, I'm experiencing some technical difficulty on my end. Please try again in a … -
Sales Assistant is not working on mobile appSummary: I have been following the documentation for enabling the CX Mobile app https://docs.oracle.com/en/cloud/saas/sales/fadsi/enable-sales-assistant-in-the-mobile-ap…
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Is there is any option to put fixed text in the custom object pageSummary: if we need to put fixed text in the page, I know the Group heading we can put. Is there is any other option Content (please ensure you mask any confidential inf…
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Access all the ESS logs/Files submitted by other usersSummary: Hi, Everyone. Is there a setting/Profile Value to enable in Oracle Sales Fusion / CRM. where all the users with ESS Monitor Role can access all the ESS logs/Fil…
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Want to enable Sales Forecasting by Opportunity Revenue rolling up the Territory Hierarchy in 24C?Summary: Here are some tips and tricks on getting the Sales Forecasting in Redwood type, Forecasting by Opportunity Revenue rolling up the territory hierarchy working Co… -
A field should be editable only if logged in user is admin or ownerSummary: In Redwood, how to make a field editable to the logged in user, only if that user is either admin or owner of that record Content (please ensure you mask any co…
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Get User Status in CX Sales CloudHello Team, I am interested in obtaining the user status, whether it's Active or Suspended, from the resource directory using a Groovy script. Is there a feasible method…
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Generate Sales Forecast Metrics ErrorSummary: I want to enable redwood sales forecasting, following the procedure mentioned in attached pdf, but i keep on getting scheduled process error on "Generate Sales …
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Is it possible to create custom field view colors on Account overview tap ?Summary: Hi, Is it possible to add custom field with data type (Formula) on Account page and make it preview certain colors depending on other field value ? For example …
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to restrict data access in an App Composer PageWe have developed an App composer page with details like trx_number, BU Name, Doc Sequence Value, etc. Our requirement is that a user belonging to BU Saudi Arabian Minin…
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How to limit global search results for specific Party usages - Sales CloudSummary: Limit global search results for specific Party usage records Content (please ensure you mask any confidential information): Hi, We have a requirement to not lis… -
Generating a Sequence number for a custom field in CDM?Summary: Hello Team, We need a Custom field which will be a sequence number. For example the highest value = A1000000 and it should start with A0000001. Can you please l…
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What is the REST API Limit for the Opportunities Object in Sales Cloud (Engagement Cloud)Summary: What is the REST return limit for the Opportunities Object in Sales? Looks to be defaulted to 25, but I would like to increase it to 500. Content (please ensure…
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How to default the adaptive picker of products as all products?Summary:I’m working with the lead creation layout in Oracle Sales Cloud, and I've noticed that the default adaptive picker for products is set to "Filter by Territory." …
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How can we Diasble an OOTB Relationship type?In Setup and Maintenance, there is an task named "Manage Relationship Lookups" where we can enable or disable lookup codes of relationships. For Custom Relationship Type…
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How to update Reporting Manager in Users & RolesSummary: In Person Management, the manager change is already completed. However, in Users & Roles, under the Resource Information, the reporting manager is still showing…
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how to create hyperlink field in oracle cx mobile application.Hi Team, We are trying to expose hyperlink field in mobile cx application. To achieve this requirement , we have created text formula field in respective object and expo…
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Oracle CX Sales Redwood - Remove a Contact from an OpportunitySummary: I am trying to add an option to the Actions menu for removing the association between a Contact and an Opportunity. This option exists for other Standard object…
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how to check geographiesLOV data in fusion using geographiesLOV APISummary: Hi We're trying to get data using API : /crmRestApi/resources/11.13.18.05/geographiesLOV Response is count 0 { "items": [], "count": 0, "hasMore": false, "limit…
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Is it possible to activate the microphone within a mapshup for a sales window?Hello community My team is trying to implement a mapshup content to create a chat type window, we have a problem when sending audios When we create the functionality to … -
Can we please have API Names of Opportunity ObjectsSummary: Can we please have API Names of Opportunity Objects for below object: Content (please ensure you mask any confidential information): Can we please have API Name… -
Can we restrict Message templates visibility according to roles?Summary: We have requirement to implement message templates and show those on opportunity based on roles. Content (please ensure you mask any confidential information): …
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Ability to add BI report from custom object either using smart action or any related optionsSummary:Ability to add BI report from custom object either using smart action or any related options Content (please ensure you mask any confidential information): Hi Te…
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Do we have an option to Data mask the records in Customer Data Management Outside of the PII fields?Summary: Currently, 'Oracle Data Masking for Fusion Applications Environment Management' provides masking for PII fields only. We have a requirement to Data mask based o…
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How can we configure the Sales Dashboard as the default landing page for users when they log in?Summary: How can we configure the Sales Dashboard in Redwood as the default landing page for users when they log in to the system? Content (please ensure you mask any co…
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Fetch all OTBI Reports custom adhoc & scheduledSummary: Would it be possible to generate a OTBI report that includes all system-generated of adhoc and recurring reports/views ? I have tried to use OTBI Usage Real Tim…
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About the automatic setting of Sales StageContent (please ensure you mask any confidential information): When setting up an opportunity, I think the Sales Stage of the Sales Method is set as follows by default. …
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Smart action for create contact, create lead, create account and create opportunitySummary: I want to show the Create contact/lead/account/opportunity button on their list page in Redwood Sales. Smart action for this doesn't seem to be available. How c… -
how to remove create option from Redwood landing pageSummary: We have a requirement to remove or disable Create Account button on Redwood landing page. Content (please ensure you mask any confidential information): Version…
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we need to know where the content that fills the fieldsSummary: We need to know which fields and in which module or screen in our client's environment we need to fill in so that the fields EXTN_ATTRIBUTE_CHAR009, EXTN_ATTRIB…