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For more information, please refer to this announcement explaining best practices for getting answers to questions.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
Sales
Discussion List
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How can we display Record Name on Editing page header of custom Objects on Redwood UISummary: On Redwood UI For standard objects we can see Record Name in editing or detail header but for custom objects instead of record name we are getting Layout name. … -
Is it possible to have an email notification when we add News & Partner AnnouncementsSummary: Is it possible to send an email notification to partners or any users when we add News & partner Announcements Content (please ensure you mask any confidential …
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Any tool to automate migration of customizations to Redwood?Summary: Is there any tool that can help to migrate customizations e.g. pages/layouts to Redwood without developing from scratch? Content (please ensure you mask any con…
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Create Lead through Outlook Plugin for Fusion CX SalesWe are investigating the possibility of allowing users to create lead from Outlook. Here's the flow that we are looking for: 1. a user checks their outlook inbox 2. they…
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How to enable group by for Visualization Configuration ?Hi team, We want to create a table using Visualization Configuration from OTBI analysis, where we need column 1 as Estimator(Owner) Name and column 2 as Number of Submit…
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Customer Data Management - Oracle fusion CX Sales Contacts - Guidance for best practiceSummary: We are planning to implement Customer Data Management (CDM) for Contacts and are seeking best practices for selecting the master record. Could you please assist…
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How to add a filter on dcl field for end date = today's date d using CX picker in redwood salesSummary: How to add a filter on dcl field for end date = today's date d using CX picker in redwood sales Content (please ensure you mask any confidential information): V…
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DCL filter not working with advanced filter and expressionSummary: DCL filter not working with advanced filter and expression Content (please ensure you mask any confidential information): Filter applied on DCL on custom object…
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Issue with Orchestraction ActivationSummary: I have activated the orchestration after creating it, Added the orchestration Layout(cx-orchestration catalog) on the Opportunity Details Page but unable to vie…
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Import Geography Data is DisabledSummary: We're trying to import Loqate Brazil data into Fusion Sales. Nevertheless, the Import Geography Data in disabled. Is it because we've created a Demo BR structur…
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Activities cannot be searched using search box on App UIWe cannot search using the search box in Activities. Even if I am the owner, I cannot use it to search my own activities. For example, when we are trying to search in se…
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Best Practice Advice on Account Management data accessSummary: Hi all, I needed some best practice advice for a BFSI customer on how can we deliver the following use-case in the most standardized way within Oracle CX Sales … -
How to Add Revenue fields in opportunity landing PageSummary: Hi, we are not able to add Revenue fields in opportunity landing Page. please help Content (please ensure you mask any confidential information): Version (inclu…
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CPQ - How to default From Name in Email?Summary: How to default From Name in Email ? Please find the screenshot for reference, shown From Name marked in red. Content (please ensure you mask any confidential in…
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In Redwood,facing issues with OrchestrationSummary: In redwood sales, While testing the orchestration, under the Success Criteria , unable to select any option in "Next step to Success" or "Next step to Failure" …
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Access Group View Only access to Accounts / ContactsDear community, we need to give view only access (read only view) for all Accounts in Oracle Sales Cloud. We have created 2 custom access groups and performed the below …
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Field enabled for adaptive search is not availableSummary: As a part of some enhancement , I created one custom field on opportunity object. That field I enabled on adaptive search. After that , I did partial publish Th…
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How to restrict account records based on Business Unit ?Summary: Hi Everyone, We have one custom field in Account object called "Business Unit", It stores account owner's Business unit. Now one user logged in and he can able …
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Lead qualification for Next Gen SalesSummary: How and where do we set Lead qualification questionnaire for Next Gen Sales (Digital Sales) Content (please ensure you mask any confidential information): We ha…
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CRM Sites are not syncing to Receivables customer sitesScenario Explanation: When an account is created in the CRM with associated account site information, Only Party (Account- Organization) information syncs to Receivables…
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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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Video: Expanding the Edit Page to 3 or 4 ColumnsExpanding the Edit Page to 3 or 4 Columns Adjust the number of columns on the edit page behind the details button to responsively show more that the standard 2 columns. … -
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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Can the fusion sales application login screen be customized?Would like to achieve the following 2 scenario, Want to replace the Oracle sign in text which shows on fusion application login screen with customer company name(Shown i…
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How to generate auto sequence on standard field in Opportunity page Fusion Sales CloudIn Oracle Fusion Sales Cloud, In Opportunity page …..When we create a new Opportunity and while adding the Products, we have added a New Field for S.NO. The requirement …
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Oracle sales cloud |Enable search option city,state,postal code in single UISummary: Enable search option city,state,postal code in single UI In Oracle Sales Cloud’s address creation, we currently have separate UIs for searching city, state, and…
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Display Details as hyperlink on header layout of custom objectSummary: How can we display opportunity link in Custom Object header layout? Content (please ensure you mask any confidential information): We need to display opportunit…
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Table which stores Contact phone number and Contact created by detailsSummary: Table which stores Contact phone number and Contact created by details Content (please ensure you mask any confidential information): Hi, We are looking to fetc…
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Multi-Select Fields in CX Sales MobileHi Everyone, Not sure what the issue is or if it has to do with my iPhone model (iPhone 14 pro Max), but I am unable to save any entries I input into a multi-select fiel… -
How can to restrict quota view by business unit?Summary: I need to ensure that users can only see quotas relevant to their specific business unit. Please provide steps to configure.