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Sales
Discussion List
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Reporting on opportunity assessment questions and answersSummary: I'm trying to generate a report for one of my customers with the following data: Opportunity Name, Contact Name, Assessment Score, Assessment Date, Question, An…Cristian Rogelio Velasco Gutiérrez 21 views 1 comment 0 points Most recent by Ravindra Sirigiri-Support-Oracle -
Remove CX Sales app QR from Home pageSummary: How can we remove the CX Sales App QR Code from Home page on News and Announcements Section? Content (please ensure you mask any confidential information): Hi E…
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How to manage daily rates using API?Summary: How to manage daily rates using API? Where can I get more information about API for daily rates? Is it REST or SOAP? Version (include the version you are using,… -
Oracle CX Sales Integration app does not allow exporting Form RecordsWe need to create Leads in Oracle CX using records entered in Elqoua forms. However, the Oracle CX Sales Integration app connector, although it allows you to create Lead… -
Geographies for serbia,morocco and MontenegroHello, We are currently working on tax configuration using Vertex and have noticed that the geographies for Serbia, Morocco, and Montenegro are not offered by Vertex , l… -
SalesProfileStatusSummary: Can I use the standard 'SalesProfileStatus' field on the Account object to mark accounts as Active or Inactive? My goal is to prevent any new records—such as Op…
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Bulk Operation for updateCustomerAccountHi Team, I found a note "https://docs.oracle.com/en/cloud/saas/sales/oesws/Perform-Batch-Soap-Operations.html" which says that there is a bulk operation for createAccoun…
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API to create csustomer profile at Party LevelSummary: I'm looking for a webservice to create a customer profile at Party Level. There may be cases where I won't be having any account/ customer account id hence I ne…
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Error while creating CustomerProfile Attribute PartyId in view object OrganizationParty can't be setSummary: I'm trying to create Customer Profile using SOAP webservice. I'm getting Error while creating CustomerProfile 'JBO-27008: Attribute PartyId in view object Organ…
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Can we include a search filter for addresses with CX-ContactsSummary: We need a search filter where highlighted. We have many Contacts that have high quantity of addresses - some even have over 500 which will not appear in the lis…
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What roles are necessary for manage daily rates?Summary: Hi, Which role is necessary for the user to be able to create daily rates in spreadsheet? The user that will be updating the daily rates is NOT a setup user, bu…
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Redwood Visual builder Studio - Set product data on Browse catalog when inserting productsHi, our customer need to set data on Revenue items for opportunities when selecting products using the catalog smart action "Browse Catalog" in Redwood UI. For the Reven…
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How to perform cascade delete of Inactive accounts in Oracle cx salesSummary: I want to delete the inactive accounts and all the related child items should get deleted with that. Content (please ensure you mask any confidential informatio…
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Help Creating Event Listeners and Action ChainWe are looking to create an Even Listener and Action Chain so that when we change an Opportunity Type it automatically changes to a specific Sales Stage. The documentati… -
How to determine the value for ResourceParentOrganizationName when uploading resource role?We have created a template to import the Resource role for employees on the system. We have referred to the the following document to create the template: https://docs.o… -
How can i use the same list of values from a ERP DFF and in CX custom field?Summary: we have a DFF in ERP that has a value set. I want to use the same list for my CX implementation, in a custom field (fixed choice list). Content (please ensure y… -
How to update a resource record field for a partner user through file import?Summary: How to update a resource record field for a partner user through file import? we have a use case to update a custom field on Resource record. We were able to up… -
how to expose contact information in the ERP within Contacts in CX SalesSummary: I need to expose information that the contact has in the ERP within the Sales accounts module. Content (please ensure you mask any confidential information): Th… -
Export and import saved searchs using rest APISummary: Hi, we are trying to export saved search using rest api to be able to import them in other environments. This is needed to mantain the same UID across different…
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can custom groovy script written behind create quote buttonSummary: We have a business need, where customer wants that user's should be able to create quote only on certain type of Account. For example consider we have Account t…
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CX Sales Mobile: Automatically open Summary Layout after Record creationSummary: If you create a record (e.g. Contact) in CX Sales Mobile, can you configure the app to automatically navigate to the Summary Layout of the newly created object?…Maximilian Winkler 21 views 8 comments 0 points Most recent by Mullamuri Mallikharjuna Rao-Support-Oracle
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Redwood: Unexpected Behaviour of Read only property in fields of RevenueSummary: Hi Team, When I go to Redwood Opportunity > Show products and then edit one of the products, a custom Revenue Edit Layout is rendered. This is a copy of standar…
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Redwood: Revenue Schedule is not having Grand Total for quantity and Amount like Classic UISummary: 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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Error while updating Sales Order it doesn't include a value for the BillToContactPointId or invalidSummary: While invoking below Fusion REST API to update a Sales Order in OIC integration curl --verbose -X PATCH «Fusion HOST»/fscmRestApi/resources/latest/salesOrdersFo…
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Why am I not able to find users to update the name in assignee field for Object workflowSummary: We have created an Object workflow with Business process flow to define the approval process of Organization(Accounts) in Customer Data Management. In the workf…
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Do we have the option to schedule CDM internal jobs via OIC?We need to execute the Address Verification and D&B Enrichment processes for all organizations(accounts), followed by running the Match and Merge job for all newly creat…
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How to make default as All Activities in Activity sub tab on Contact edit pageSummary: In Contact details page, Activities sub tab, how can it be defaulted to always show "All Activities" in search Content (please ensure you mask any confidential …
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Account Name Update RestrictionSummary: For certain roles, the customer wants the Account Name field to be non-updatable. In the Test instance, we tried using a field-level script in the Updatable con…
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We need a Dashboard for all Scheduled Job in CX Sales and Service ProductSummary: We have around 15 Scheduled Jobs running in our instance and also 12 Agents (report agents). Business wants a dashboard or workarea where we can see status of a…
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Can we create a custom Scheduled Process in CX Sales and Service Fusion ?Summary: We want to create a custom Scheduled Process Job with our own condition and logic so is it achievable in CX Sales and Service Product ? Content (please ensure y…