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Sales
Discussion List
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unable to load address format using import/export (FBDI) funactionalityHi , We are trying to edit the address formats of multiple countries so that we can see the address 3 and 4 under manage customer pageand we are trying through import ex… -
What are the criteria for custom roles to be displayed in Object Rules in Sales Access ManagementHello, We are trying to use custom Roles for Object Rules in the Module Sales and Service Access Management. We can see the custom Roles in the tab Manage Data Policies:…
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how can we restrict territory visibility to territory team members/OwnersSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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Timeout to activate opportunity sales orderSummary: We have one specific opportunity which users are not able to activate a quote (sales order). Content (please ensure you mask any confidential information): When… -
How to get user who last updated an OTBI analysis?Summary: Hi, Some custom analysis are shared in a shared folder so that other users has access to it. Some users can only view the analysis, but some others may have per…
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Oracle Additional Address Attribute ClarificationHi Team, We have a business requirement to load Community data meaning (Autonomous communities data: Andalusia, Aragon, Asturias, the Balearic Islands, the Basque Countr…
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Issue with Custom Date Field Changing to Yesterday after SavingHi all, There is an issue with a custom date field on the Activity object. Upon saving, the date automatically changes to yesterday's date. I’ve been trying to replicate…
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Roles and AccessSummary: We would like to check if there is a way to grant read-only access to the Account object while allowing the user to update only the Contact. Content (please ens…
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bulk registration for salesperson elements in [Manage Resources]Hi, Anyway to bulk registration for salesperson elements in [Manage Resources] ? The way besides manual registration is SOAP API which is described in the knowledge belo…
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Oracle CX Account Address Approval ProcessWe are implementing PRM for our customer and once we do that , our system will be exposed to many more users. We do not want them to add junk address against customers. …
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How to hide sales territories for a specific roleSummary: I wanted to hide sales territories and show them only to their respective owner (I'm using a custom role of Partner Admin) I tried using the Sales/Service acces…
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oracle.jbo.script.ExprResourceException: JBO-25171Summary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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How to display custom button only for specific subtabSummary: We need to create a custom button, that will be used only for specific subtab (child object) of the parent custom object. Is there a way that we can achieve thi…
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How to set additional filters for sales forecast based on opportunity rollupSummary: How to set additional filters for sales forecast based on opportunity rollup Content (please ensure you mask any confidential information): Hi Team, We are tryi…
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The sales forecast based on opportunity rollup is not reflecting correctlyHi Team, When we adjusted the sales forecast committed value ,it is not reflecting on opportunity rollup . Also we are unable to understand why graph is displaying indiv…
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Sales representative are not able too whole dashboard.Summary: Sales rep's are not able to see full dashboard even after configuring the whole dashboard. but when i logged back in with sales manager i am able to see full da…
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Links to dashboards placed in the Sales InfoletsSummary: We have a link to the dashboard in the Sales Infolets, and when the link is pressed, the dashboard is displayed within the home page. Is it possible to open it … -
i have custom object in fusion an i cant call its web serviceSummary: iam trying to call custom web service related to fusion custom object and it gives an error like that screenshot the credentials may be need to be updated how c…
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Why Currency code field displaying the Currency NameSummary: We are using the Currency Code field on the Account Layout and I am expecting the correct value which is the code only like it what is currently happening in Cl…
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AddressTypeList defaultSummary: In classic UI, default address type is already setup once we clicked the 'Create Account' button of Account Object. This is not the case for RedWood UI since th…
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Data Loader-How to import contact team member and ownerSummary: Hi Team, I want to create an import template to import contact team members and contact owner. Could you please guide me on how to achieve Thanks Anjanah
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How to add photo to redwood contactsSummary: Our client would like to add customer photos to Redwood Contact Edit layout. I have found instructions for doing this in the classic version, but wondered if th…Carol Schiffler 41 views 2 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle
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Important Reminder: Transition to the Redwood UX add-in for Microsoft 365 prior to 25BDue to changes Microsoft is making to their APIs, anyone using the older versions of the Oracle Sales add-in for Outlook must transition to the latest version of the add… -
How to add Revenue Table or Product section with Browse Catalog button in Lead creation page?Summary: We are planning to add the revenue table or the product section in lead creation page in order for our user to select product during lead creation. Is this poss… -
How to Fetch Large Volumes of Data from Oracle CDM CloudSummary: I am running a query using BI Publisher to fetch data from Oracle CDM Cloud, but due to the size of the data, I am unable to generate the report even after addi…
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Is it possible to import the bulk postal code in oracle CX sales.Summary: Is it possible to import the bulk postal code in oracle CX sales. Content (please ensure you mask any confidential information): Version (include the version yo…
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Why does the Address Type filter is not showing in Workspace but is enabled in the Adaptive Search?Summary: Hi, We have a scenario where in the Address Type field is ticked and enabled in the Adaptive Search but we can't search it in the filters in Workspace. Content …
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When Adding Team Members in the Teams, Option My Organization is not workingSummary: we notice that there is other option when adding team members in redwoodUI, My Organization just wondering how it works? because when i select it, it show nothi…
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Redwood addin for outlook - deactivate auto sync appointmentsSummary: In the Redwood add-in for Outlook, there is a functionality that automatically syncs all appointments that include a contact that exists in Oracle Sales Cloud. …
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Standard field startdateactive in Address Object cannot be updated even the updateable is checkSummary: Standard field startdateactive in Address Object cannot be updated even the updateable is check Content (please ensure you mask any confidential information): W…