To ensure that questions get required attention from community members and are NOT left unanswered, it’s important for the author to indicate (by selecting “Yes” or “No” when prompted) whether the question was answered. (newly added) Please note that it is also important to respond to EACH comment your question receives. Your Yes or No response ensures an accurate status for your question.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
Sales
Discussion List
-
Best Practice Advice on Account Management data accessSummary: Hi all, I needed some best practice advice for a BFSI customer on how can we deliver the following use-case in the most standardized way within Oracle CX Sales … -
CPQ - How to default From Name in Email?Summary: How to default From Name in Email ? Please find the screenshot for reference, shown From Name marked in red. Content (please ensure you mask any confidential in… -
Issue with Orchestraction ActivationSummary: I have activated the orchestration after creating it, Added the orchestration Layout(cx-orchestration catalog) on the Opportunity Details Page but unable to vie…
-
Create Lead through Outlook Plugin for Fusion CX SalesWe are investigating the possibility of allowing users to create lead from Outlook. Here's the flow that we are looking for: 1. a user checks their outlook inbox 2. they…
-
Activities cannot be searched using search box on App UIWe cannot search using the search box in Activities. Even if I am the owner, I cannot use it to search my own activities. For example, when we are trying to search in se…
-
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…
-
Field enabled for adaptive search is not availableSummary: As a part of some enhancement , I created one custom field on opportunity object. That field I enabled on adaptive search. After that , I did partial publish Th…
-
How to Add Revenue fields in opportunity landing PageSummary: Hi, we are not able to add Revenue fields in opportunity landing Page. please help Content (please ensure you mask any confidential information): Version (inclu…
-
Table which stores Contact phone number and Contact created by detailsSummary: Table which stores Contact phone number and Contact created by details Content (please ensure you mask any confidential information): Hi, We are looking to fetc…
-
customer hierarchy not reflecting.Summary: Hi, We have created one customer Hierarchy where once customer is parent and another is child. We have created transactions for both but when we run the report …
-
Groovy Scripting : Set Attribute of Custom Field Based on the Value of Standard FieldIn relation to my previous inquiry Groovy Scripting: Split / Trim, I have made it work. However, since formula text field cannot be displayed to OTBI analysis report, I …
-
Display Details as hyperlink on header layout of custom objectSummary: How can we display opportunity link in Custom Object header layout? Content (please ensure you mask any confidential information): We need to display opportunit…
-
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…
-
How to change default filter in DCL fields in redwoodSummary: Hi, In Redwood, the default filter on DCL field sometime does not make sense. For example, on create lead page from lead list view, contact DCL is filtered with… -
Is it possible to merge the customer and supplier into a single party ID or accounts with sites?Summary: We have a single organization created twice as two different parties (Party IDs) as a supplier and a customer. Is there a method to merge the supplier Party ID …
-
sample groovy script to create a record in custom Object using BIP report outputSummary: We have created custom object 'Plant_c' We have created a bip report that fetches the Plant report. Based on this we need to create record in Custom object. nee…
-
Video: Expanding the Edit Page to 3 or 4 ColumnsExpanding the Edit Page to 3 or 4 Columns Adjust the number of columns on the edit page behind the details button to responsively show more that the standard 2 columns. … -
Access Group View Only access to Accounts / ContactsDear community, we need to give view only access (read only view) for all Accounts in Oracle Sales Cloud. We have created 2 custom access groups and performed the below …
-
Oracle sales cloud |Enable search option city,state,postal code in single UISummary: Enable search option city,state,postal code in single UI In Oracle Sales Cloud’s address creation, we currently have separate UIs for searching city, state, and…
-
Is there a way to change decimal precision value for amount fields?Summary: Is there a way to change decimal precision value for amount fields? Content (please ensure you mask any confidential information): Hi All, We have a requirement…
-
Can the fusion sales application login screen be customized?Would like to achieve the following 2 scenario, Want to replace the Oracle sign in text which shows on fusion application login screen with customer company name(Shown i…
-
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… -
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… -
Custom Business Event for Customer HoldSummary: Hi All, I have gotten requirement to have the custom Callback Business event on customer hold changes as standard not there. Can anyone help if i can create cus…
-
How to edit relationship subtabSummary: I want to edit the actions in the relationship subtab, I can not access these using application composer Content (please ensure you mask any confidential inform…
-
Adding Multiple Filters to Visualization Graph in Redwood Sales DashboardI want to add multiple filters to the visualization graph in the Redwood Sales Dashboard. Currently, we are only able to add one filter to the report. Please suggest how…
-
Issue with Product Group Adaptive Picker LayoutIn Opportunities, we are trying to add products. For the Product Group DCL field, we have an adaptive picker, and we have added more fields in the picker layout for prod…
-
Groovy Scripting: Split / TrimIs there a way to split / trim a string? For example: sampleAddress@email.com I only want to display sampleAddress and remove the @email.com.
-
How to get all the values for a custom field using groovy script?Summary: Hi Team, I have an Object 'Contact' where Sequence is Custom field of type 'Number'. Can you please let me know - In groovy script how can i get all the list of…
-
Not finding default ruleset on Visual builder studioSummary: We trying to build a POC for embedding fusion analytics into fusion applications following the attached blog, we are unable to access the default rule set which…