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Sales
Discussion List
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Import management not showing the count of data loaded and number of records importedSummary: We have imported the data using Import Management, and the import was successful. However, the record counts for “Loaded Successfully” and “Read from File” are … -
Not getting values in history table of ContactsSummary: Hello I am trying to build a data model to get the change history records for the out of box Contacts object which is present under Sales Tab. Used below query …
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Which Person Party is marked as Primary when an Org Party is converted to Sales AccountWhen converting an Org Party (A1) with multiple Person Parties (P1, P2, P3, P4) to a Sales Account in Sales Cx, one Person Party is marked as Primary—even if there’s no …
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How to add custom fields in resource pageSummary: Is it possible to add custom fields to the Resource page? Content (required): I want to add some fields to the resource page, where the employee information is … -
Historical activities are not showing in Redwood and classic Sales UIHi All, We are facing an issue where a user is unable to view old/historical activities in both redwood and Classic UI. Only a limited number of recent activities are vi…
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Is there any way to manage Federated Lists in Oracle Sales Cloud?Summary:We have a client who already has an application that hosts the value lists used by all their applications, ensuring they all use the same values. This client is …
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How to make field mandatory for opty and lead competitor object in Mobile App?To make a field required in the Oracle CX sales Mobile App, the objects "Opportunity Competitor" and "Sales Lead Competitor" must be available under the child objects of…
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[Redwood]: Adding Products under lead in details page itself.Summary: We have implemented redwood for the customer, and as part of the UAT feedback, users are asking a provision to add the products from the lead detail screen itse…
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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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In custom subviews template properties enable In line update is not workingSummary: Hi Team, I have created a custom subview template. In the properties, there is an 'Enable In line Update' field for updating the line, but we are unable to set … -
Audit policy for Sales Competitors?Summary: Is there audit policy for Sales Competitors? Content (please ensure you mask any confidential information): To enable audit log for Sales Competitor record chan…
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FCL lookup value blank on the details layout in 'Contact' object edit layoutSummary: FCL lookup value blank on the details layout in 'Contact' object edit layout Content (please ensure you mask any confidential information): We have created a cu…
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hyperlink field in foldout panel of contactHi , How to configure a field as a hyperlink in the foldout panel which redirects the user to the external page outside oracle fusion sales? Please let us know if there …
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I am trying to query HZ_ORGANIZATION_PROFILES by attribute1 using Web Service or Rest APIHi, Do we have a web service or rest API that I can use to query HZ_ORGANIZATION_PROFILES
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$fields Values Not Resolving in VBSSummary: Hello, I am trying to create a deep link on the Account object using a field template. I have added the oj-vb-fragment element like below and I am trynig to pas… -
Video: MashupsMashups: Creating a UI Mashup with an external system, including the assistant based navigation. https://videohub.oracle.com/embed/secure/iframe/entryId/1_fgngmohn/uiCon… -
I want to add OTBI reports to the Sales Dashboard of Redwood Sales.Content (please ensure you mask any confidential information): I want to add OTBI reports to the Sales Dashboard of Redwood Sales. The manual below explains how to add O…
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Products Not Loading in Redwood Sales but Visible in Classic SalesSummary: We are experiencing an issue where products are not being loaded in Redwood Sales, though they are visible in Classic Sales. Content (please ensure you mask any…
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while converting leads, any profile option to default Address type to Bill To, Sell To?Summary: While converting a simplified lead , the account created should have its address purpose type defaulted to Bill To, Sell To . Is there any profile option availa…
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How to create a custom field for a new classification category?Summary: How to create a custom field for a new classification category? Content (please ensure you mask any confidential information): Created a new classification cate…
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Is it possible to enable Audit policy for the Resource object?Is it possible to enable audit policy for Resource? So that there's audit log when changes are made to a custom field in the Resource.
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January Interactive Demo Hours: Unified Marketing and SalesIt's that time again. Starting off the new year strong! In this one hour showcase, you’ll see Oracle’s complete suite for Unified Marketing & Sales including our custome…
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Available Today: Out of the Box Reports for Subscription ManagementSummary: Out of the Box Reports for Subscription Management - available today in Oracle Sales. Content (required): Out of the Box Reports for Subscription Management - a… -
Video: Accelerate Your Redwood Sales ImplementationHot off the press: A new tool has been releases to help you migrate your classic UI sales implementation to the Redwood Sales. Watch the replay of the webinar announcing…
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How to resolve this issue while creating a custom object "“An object named **** already exists.”?Summary: I was working on creating custom objects in a sandbox. However, due to an error, I had to delete the sandbox. After creating a new sandbox to recreate those obj…
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Address Type field in Sales Object Redwood UI Layouts - How to enable a drop down field?Summary: Hi, In Account/Contact Object Create/edit layouts in Redwood Sales "FormattedAddress_address" field is available to show the address fields. The address field i… -
Sales offering Opt-In Features for AISummary: Confusing Sales opt in features for AI Content (please ensure you mask any confidential information): Why are there two "Use Generative AI Features in Sales" in…
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Redwood hide Delete option from account address ActionsMenu based on address TypeSummary: We need to hide the delete option from the account address actionsmenu to ensure addresses with address type Bill to and Ship to (which are created by ERP users…
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Migrating Test to Production: SalesSummary: We are currently migrating from the Test environment to Production and have identified discrepancies in both configuration and API field names between the two e…
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Notify Opportunity Owner for Incoming EmailWe have a requirement to send Bell Notification to Opportunity Owner, when an incoming email is received for an email which was sent using "Send Email" smart action in R…