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Sales
Discussion List
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How long does the history data gets stored in the CDM Audit tables?Can you please let us know how long does the data will be available in the audit tables. for example in HZ_ORGANIZATION_PROFILES_ how long history is stored ? Does data …Harshini Amancha 31 views 5 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle -
Modify the BPM Notification EmailWe have setup a simple BPM Approval for the Lead Object in Oracle CX Sales, we have a requirement to modify the content of the notification delivered to the users
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Updating the Party Name in resource fileSummary: Hello, We have a situation where several users were initially set up with extra spaces between their first and last name. It looks like the issue has been corre…
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How to make Recurring revenue editable if Recurring quantity cannot be edited and vice versa?When I enter the Recurring Quantity on the Opportunity Line Item, the Recurring Revenue field should no longer be editable. When I enter the Recurring Revenue on the Opp…
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In Opportunity Object Activity Panel is showing as UnauthorizedSummary: Hi Team , In Redwood sales , Opportunity Object I have created activity but in Activity Panel it is showing as Unauthorized . How to fix this ? Content (please … -
Saved Search to display leads created by me but not owned by meSummary: Hi Team, Our requirement is to create a saved search to display list of leads created by me but not owned by me. While creating saved search, we don't see any o…
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Can we trace the API calls happening in CX considering both Inbound and OutboundSummary: Can we trace all the API calls happening in CX (both Inbound and Outbound), including the past dated invocations. We understand that the currently we can trace …
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Save and Continue not available when creating a record from subtabSummary: We noticed save and continue is not an available button if you try to create a record through a sub tab. Is this something we can enable? See screenshot, you ha…
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How to create a Quick Action to open the Create Record for a Custom ObjectSummary: We created a Custom Object called "Milestones" and we are looking to create a quick action so users can quickly create a milestone object directly from the home…
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Should I need to have Sales Catalog to run Import Sales Products from PIM Data Hub?Summary: I set the job "Import Sales Products from PIM Data Hub" When we use this job, should I implement Sales Catalog? Content (please ensure you mask any confidential…
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Not able to add tables in Mobile UI.Summary: We have Sales information tab in Account Object, where it displays reports based on the list selected I need to show the reports in Mobile UI but now I'm not ab…
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Related Links showing blank for BPM Notification emailWe have configured a Business Process flow levergaing BPM Approval Groups via Object Workflows for Sales Lead Object However the Related Links is showing blank for the n…
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Is it possible to select items from PIM to CX sales catalog when it synced with job?Summary: I set the schedule to run the job "Import Sales Products from PIM Data Hub". However, is it possible to select which items are imported from PIM? Content (pleas…
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Active User Permissions and Roles ReportHello Please we need to obtain a list of the active users that exist in Engagement: https://ccxe.login.us6.oraclecloud.com/ and what permissions or roles each one has, w…
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View "My Accounts" on a Map in Redwood SalesSummary: Is there a way to view the "My Accounts" saved search on a Map? Currently you can click on an address and it will pull up on a map. User's would like to be able… -
Partner contacts can we have filter to show only contacts which are activeSummary: Partner contacts we want to have filter to show only contacts matching crtieria, Content (please ensure you mask any confidential information): Version (include…
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Create a trigger based on resource person typeHi, We need to create a trigger based on the PersonType attribute of the Resource object. The logic should be as follows: if(PersonType='EMP'){ setAttribute(newField_c,'…
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Queue Concept for deal registration ObjectSummary: For the deal registration object, can we have the same queue concept as Service Request object. Requirement: The requirement is to assign the deal registrations…
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Partner DCL on territory headerSummary: What is the purpose and functionality of the Partner DCL on territory Header? Does it drive partner territory assignment to accounts and opps in any way? Conten… -
How can we access the Manage Daily Rates in groovy scriptHello Team, We have a requirement in our current implementation like we need to convert the a currency value to different currency based on the Manage Daily Rates stored…
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AR Customer is not appearing in CXSummary: AR Customer is not appearing in CX Content (please ensure you mask any confidential information): AR Customer is not appearing in CX. We have run "Synchronize F…
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Snippet Field Not in Adaptive Search ConfigurationIs the Snippet field available in Adaptive Search Configuration? Can it be disabled? If so, do you know the name of the field in the Adaptive Search Configuration?
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REMINDER: CX Solution Overview Demos this Week!Register today for our CX Solution Engineering led Solution Overview Demos this week on February 19th & 20th across our Marketing & Sales Unification, Revenue Transforma… -
Get ResourceUsers data via groovy scriptWe need to create a trigger that, when a Resource User is created, sets a custom field with specific values. How can we retrieve data from ResourceUsers in a Groovy scri…
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You can't publish your sandbox now because you haven't yet made any changes in it.Summary: Hello, Has anyone got this issue already? You create a sandbox, go to App Composer and made a few changes (in my case, I changed few scripts, created a webservi… -
Why include in forecast field we are not able to see in Configure adaptive searchSummary: Hi Team, In opportunity we have one standard field Include in Forecast it is not available in configure adaptive search . because in redwood opportunity dcl fil…
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How to enable redwood in SFA/CPQHello dears, I need to know how I can enable reewod in SFA(24D) and CPQ (24D Patch 4). If the process is massive or can be done per screen or user. Whether it affects th…
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Is there any way we can extend the maximum limit of DCL'sHello Team, We have reached maximum limit of DCL's in a custom object but we have a requirement of creating a DCL's field to be created in the same object. So wanted to …
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How to transfer null value from CDM to FA through OICSummary: Hi, I have an integration from CDM to Fusion Application through OIC. But, I've found out that null or '' values can not be sent to FA. For example current valu…
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Which API should we call to retrieve the department of a resource user?Summary: Which API should we call to retrieve the department of a resource user? Content (please ensure you mask any confidential information): https://****.oraclecloud.…