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Sales
Discussion List
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At least one Product need to select in the oracle Sales Lead during conversion in oracle sales cloudHi, We have added product in oracle sales lead. but at least one Product need to select in the Sales Lead during conversion. if not product selected then it should not g… -
How do I remove a value from a custom lookupSummary: I added a value that was incorrect in a Custom Lookup Value and want to delete it. I haven't used the value anywhere so there are no dependencies. Where do I go…
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How to include new field in the PIM to Sales cloud product integrationSummary: We are planning to introduce new field in PIM to hold additional info related to product. We would like to know how to include new field in the PIM to Sales clo…
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Customer in AR not appearing in CXExperts please help me - Customer in AR not appearing in CX.. Is any process to be run ? -
Making the Activity Start Date and Activity End Date fields non editableHi team, We have a requirement wherein, we want to make the Activity Start Date and Activity End Date fields non editable at the layout level. These fields will be autom…
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How to edit the Single Field Update Layout?Summary: In the Opportunity Details page, there is an "Update Status" option in the search bar. After selecting this and updating the status to "Won" or "Lost," a form w…
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How to grant account access, when the account has two different sites belong different territoryHi Team, Based on the attached we have implemented restricts all accounts and access groups.. Now we have requirement to implement to below scenario, If Account has two … -
How to Set Up Automated Round-Robin Assignment Based on Fields in Oracle Sales?Summary: How to Set Up Automated Round-Robin Assignment Based on Fields in Oracle Sales? Content (please ensure you mask any confidential information): Hello everyone, W… -
How to expose MS Teams in Redwood Opportunity Page?Summary: Hi, I read in the A-Team's blog post that Redwood supports MS Teams Integration for the opportunity object. But I couldn't find any guide on implementing it for… -
How to migrate Redwood Sales Dashboard across instances ?Summary: We've built some custom Redwood Sales Dashboard Pages. (Metric, Contents Container) using Express Reports as well as Visualization Configuration. As Visualizati…
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How can I access fusion OTBI report via restSummary: I am looking to be able to access an OTBI report from Fusion Sales via REST. Where is there documentation on how to do that? Content (please ensure you mask any…
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Unable to export Address Cleansing results in Oracle Cloud CDMUnable to export Address Cleansing results in Oracle Cloud CDM
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Which privileges are needed to view Redwood in CX Sales?Summary: Which specific privileges or roles do I need to add to a user to allow them to view Redwood objects in CX Sales?
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How to make a field editable based on another field value in VBCSHi team, We have a requirement wherein, a field Sector - Other (Text Box) must become editable if another field Sector (Fixed Choice List) is updated with value OTHER. F…
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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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Associate multiple contacts to same partner or account address ?Summary: We have a requirement that an account address can have multiple contacts associated to it. When we check standard implementation we can find only 1-1 mapping be… -
Oppurtunity not created when Sales lead is converted through OrchestrationOpportunity not created when Sales lead is converted through Orchestration. We are moving Lead to converted using the next stage step on the Orchestration when previous …
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Branching in Sales OrchestrationSummary: Hi, Is it possible to create branching conditions in the Sales Orchestration process? For example: Let's say we have 4 Sales Stages: Initialize Analyze Design C…
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Quotes And Orders Tab Missing for OpportunitiesHello, Why the Quotes and Orders subtab are not visible in Opportunity, despite exposing it from the application composer
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Have a field for a Customer Signature in CX Sales Mobile AppContent Hi, did anyone have a similar requirement, where the customer wants a field in CX Sales Mobile App to be used on tuoch-based devices for the signature via touch … -
How can we prevent removal of Contact Point/How can we run a script when a Contact Point is removed?Summary: How can we prevent removal of Contact Point/How can we run a script when a Contact Point is removed? Content (please ensure you mask any confidential informatio…
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All users are unable to open Accounts since upgrade occurredSummary When a user tries to access an account via any page user will recieve an error: ADF_FACES-60097Content as part of an SR the below has been checked to help diagno… -
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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Error Pop Up - ADF_FACES-60097 Server Exception During PPR #4Summary Error Pop Up - ADF_FACES-60097 Server Exception During PPR #4Content Hi All, When user clicking on the property from the Opportunity object an error was throwing…
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How to send email notification to resource when an Activity is assigned to that resourceSummary: Hi All, We have a requirement to send email to user to whom a new Task(activity) is assigned. Content (please ensure you mask any confidential information): The… -
Not able to filter subview data for the cx-panel in Redwood SalesSummary: We have created a panel using the fragment cx-panel in Account object with the resource as 'serviceRequests'. Now the issue is when we click View All standard a… -
Inquiry about "Item Change History" in Oracle CX SalesSummary: I am looking for information on which "subject area" I can find the "Item Change History" within Oracle CX Sales. I would appreciate any guidance on specific ar…
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Force shutdown the CX Sales API ServicesCan we somehow turn off the API services of the CX Sales? One of our integration team requires a server downtown simulation for their implementation. Is there a way to a…
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How to Remove Checkboxes on Account and Contact object List View PagesSummary: I am looking for a way to remove these checkboxes on the List View Pages of Accounts and Contacts, etc.
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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." …