Sales
Discussion List
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Can we add unique constraint to a custom field in a custom object which is already created?Summary: Hi, We want to add unique constraint to a custom field in a custom object which is already created. We enabled the indexed check box for the custom field , stil… -
Display Relationship Under the Contact Foldout PanelSummary: We are trying to show the relationship tab under the contact foldout panel. Reviewing the setup we understand the relationship is a child object under contact. …
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Redwood- How to hide create button from Account list page?Summary: Hi @ Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snipp…Pratibha AdhavLTIMindtree 24 views 2 comments 0 points Most recent by Madhuri Cheruku-Support-Oracle
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How to configure competitor object fields ??Summary: If using sandbox>Application Composer > Sales competitor object > Desktop Pages - ONLY Limited fields are seen in available and selected fields table. Still the… -
Disabling Activity Email Notification when doing data import using import management tool.Hello, We have a requirement where we will be doing mass data import for activities. We will be updating a new field value but whenever a activity is updated or created …
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Sales Forecasting in Sales DashboardSummary: An overview of the Sales Forecasting BI based reports in the Sales Dashboard. Content: The following video provides an overview of Sales Forecasting BI reports … -
how to change object and Structure change in Partner's Login ?when partner logins the account, we want that some objects and visibility should be restricted. Can anyone suggest how to do that ?? Currently Sales Partner are seeing l…
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Redwood - How to design sales dashboard ?Summary: Hi @John Vakoc-Oracle Can you pls share the document to design Redwood Sales Dashboard. like how to configure metric card to show details based on saved searche…
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Email Validation Status Backend Field Not PopulatingSummary: Fields visible in UI and Backend for Email Validation Status and Date Not Populating even though in UI it has a value. This is OOTB field in which we haven't ma…
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How to rename an OOTB panel in RedwoodSummary: I want to rename the 'Products' panel on opportunities to 'Revenue Lines', but because it is OOTB/standard I cannot rename it, like you can with custom ones, an…
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Remove Customer Site Address Purposes via APISummary: I would like to remove an Address Purpose from a Customer Site via the WebService API Content (please ensure you mask any confidential information): I can pull …
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Default Date Filter for Change History SubtabSummary: With Oracle Social Network being retired in 24C, our organization is recommending that users leverage the change history subtab to view an audit trail of object… -
Unable to Edit Geography Type for Cities in Geography HierarchySummary: Hello, I’m currently working on setting up the geography hierarchy in Oracle for Pakistan, and I’ve encountered an issue that I need some help with. Issue:I not…
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Difference in Geography data between instanceWe have loaded country geography data (from loqate) but we're seeing some discrepancy in the fusion instances. Example: For a country one of the city 'ABC' present in on… -
How to remove create product smart action from product list page on redwood UISummary: In Redwood we can see create product on product list page. We want to disable it but, couldn't find that in smart actions. How to disable it. Content (please en…
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24C Object Function "Type" fieldHi All, When we are trying to create a new object function we see a new field "Type" that is appearing in 24C application version. This Type field is having 2 values. 1.… -
Unable to find roles to assign to Custom layouts.Hello, We're wanting to assign a custom layout to users having particular role. But we're unable to select the role in VBCS, i.e., the role name is not appearing. Any sy…
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Opportunity Territory Assignment is not workingSummary: I have done these steps to enable the option the run assignment, but it does not work. 1. Create a new sandbox and activate it. 2. Set MOO_OPTY_ENABLE_AUTO_ASGN…
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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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Video: Sales Forecasting BI ReportsSummary: An overview of the Sales Forecasting BI reporting and subject areas for forecasting by opportunity. Content: The following video provides an overview of Sales F…
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Video: Extending Sales ForecastingSummary: An overview of extending Sales Forecasting. Content: The following video provides an overview of the available options for extending Sales Forecasting. This vid…
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Video: Sales Forecasting ProcessesSummary: An overview of the Sales Forecasting processes, the default schedule and additional processes to run after enabling Sales Forecasting. Content: The following vi…
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Video: Sales Forecasting Rollup by TerritorySummary: An overview of using Sales Forecasting by opportunity revenue rolling up the territory hierarchy. Content: The following video provides an overview of using Sal…
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Video: Sales Forecasting Tips and ConsiderationsSummary: Sales Forecasting tips and considerations Content: The following video provides tips and considerations on Sales Forecasting in Redwood such as: Using forecast …
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Video: CX Sales Add-in for Microsoft OutlookCX Sales Add-in for Microsoft Outlook: Introducing the CX Sales add-in for Microsoft Outlook 365, bringing the power of CX Sales into the Outlook user experience -
CX Sales Mobile: Display for appointment spanning multiple daysSummary: Hi, For appointment spanning multiple days, it's displayed correctly on Web UI but not on Mobile. Can you advise if this is expected behavior and if we can fix … -
Video: Enable the ... Action Menu for Records in the Panel ListsEnable the ... Action Menu for Records in the Panel Lists: Show the available smart actions for the record in the panel list, on the detail fold out view.
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Redwood- How to hide create button from Account list page?Summary: Hi @John Vakoc-Oracle We have create button on Account List page. Please guide us how to hide this create account button. Content (please ensure you mask any co…
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Add Field Names to CX Sales Mobile List and Summary ViewsSummary: Hi, Is it possible to add field display label for List and Summary Views in Sales Mobile? Thanks, Adam Content (please ensure you mask any confidential informat…
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Oracle Database Schema Service-Fusion CRM Transformation Project (Export Sales, CPQ Data)Hello Team, Please can you advise if fusion have - Oracle Database Schema Service to export Sales and CPQ Data from Fusion? If we have the same SQL Developer (with Oracl…