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Sales
Discussion List
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Generating dynamic link in Leads and OpportunityHello, We've referred to the mentioned document and tried to incorporate dynamic link for Leads and Opportunity Approvals. Whenever the Object Workflow is triggered, the… -
In Redwood, for searching an Account, we would like to capture the search keyword to embed into URLWe have a business Requirement to capture the Keyword entered in the Account Adaptive search to be used in a url 'Create an Order'. Currently we have created Finder chil…
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How can I add fields in existing form of redwood AccountSummary: I want to add custom fields in Redwood Account Form. I am New in Redwood. please guide me step by step, how can I achieve this. Content (please ensure you mask …
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assign team memberSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t… -
In Redwood,facing issues with OrchestrationSummary: In redwood sales, While testing the orchestration, under the Success Criteria , unable to select any option in "Next step to Success" or "Next step to Failure" …
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Duplicate United States Entries and Missing Geography Type in Manage GeographiesSummary: I'm encountering issues when trying to add the US and UK in the Manage Territory Geographies task. Duplicate entries are appearing, and the Geography Type field…
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How do we remove a mapped field from a smart action (NGS)Summary: We are using NGS and have created a custom smart action for converting leads. We have one field in the map that does not need to be there and may be causing an …
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User License AuditSummary: Would like to understand how to Audit and review User LIcense in Fusion Sales Content (please ensure you mask any confidential information): We are going throug…
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User License AuditSummary: Would like to understand how to Audit and review User LIcense in Fusion Sales Content (please ensure you mask any confidential information): We are going throug…
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Uploading tool NULL date valuesWhen making an uploading with CSV in excel, I need to clear a date field and set it to NULL or empty. When I do the upload, I leave the cell blank and after upload, the …
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How to remove create action in custom objects list page on redwood UISummary: How to remove create action in custom objects list page on redwood UI Content (please ensure you mask any confidential information): Version (include the versio…
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Need to populate all the details of account on approval notification in CDMSummary: In the current object workflow configuration, Only object type and object name are viewed on approval notification in CDM. I was wondering if there is a way to …
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Remove Account Team members bulk through ImportSummary: We need to remove members from the Account in bulk using import. I have tried via Import Management. Object: Sales Team Member Import Mode: Delete Records Mappi…
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Review Calls To Log on Sales MobileSummary: Hi, Quick question - I noticed that we can only use OOTB search 'My Calls to log' for this mobile card 'Review Calls To Log'. Is this hard coded in Mobile? Can … -
Sales Forecasting in Redwood - Using and Implementing VideosSummary: Collection of videos and resources to learn more about Sales Forecasting in Redwood. Content: Sales Forecasting in Redwood user experience allows sales managers… -
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 …
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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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Can you access display labels of fields programmatically in CX Sales Mobile scripts?Summary: In the definition of a CX Sales Mobile script, I would like to programmatically access the display label of a field. Content (please ensure you mask any confide…Maximilian Winkler 21 views 2 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle
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Efficiently Loading 30 Million Records into a Custom Object in Oracle Sales CloudHello, I'm working on a project to import approximately 30 million records from CSV files into a custom object in Oracle Sales Cloud. The CSV files contain sales data. I…
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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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How to restrict Account with Business Unit in Oracle CX SalesSummary: I want to restrict every account by business unit so that only accounts associated with a specific business unit are visible to the Account Manager. Content (pl…
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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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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… -
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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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…