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Sales
Discussion List
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Video: CX Sales and the Microsoft Outlook Add-inVideo: CX Sales and the Microsoft Outlook Add-in Discover how Oracle Sales Generative AI in Outlook Add-In revolutionizes the sales process by bringing AI-powered insigh… -
Configuration Report/Global Search Capability in RedwoodSummary: Configuration Report/Global Search Capability in Redwood Content (please ensure you mask any confidential information): Hi, Is there a way to search across code… -
Is possible to do Mass update of record with particular date range in redwood on list page?Summary: Is possible scenario like Mass update of record with particular date range in redwood? list page? User can update record based on date range provided. Content (…
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Get Opportunity Attachments / Get a FileContentshello! We need to get all attachments from opportunity entity from Oracle Sales Cloud. We used the api https://docs.oracle.com/en/cloud/saas/sales/faaps/op-opportunities…
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How to Ensure Accuracy of Generative AI Account Descriptions in Oracle Fusion Sales Cloud?Company: Innovacx Tech Labs Pvt Ltd. Summary: We're using the Generative AI Account Description feature in Oracle Fusion Sales Cloud and are noticing inaccurate or fabri…
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UI and workflow changes forced in 25B?Hi all, I'm trying to understand how much the workflow, views, & general navigation will change when 25B drops for OSC/CX. I paged through the "Design Thinking Workbook"…
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Is there a way to mass assign products from a catalog to a price listSummary: I used the spreadsheet import option and imported 70 products. I was then able to add these to our catalog by selecting all of them and publishing the catalog. …
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On the Redwood Lead convert page, how can we default a DCL fieldSummary: We have custom DCL field on Lead object which will be defaulted using groovy script in Standard UI. The same script is not working on Redwood pages. So, we woul…
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Is Partner Relationship Management Inclusive of CX Sales or requires any additional licensing.Summary: We want to implemented Partner Relationship Management within CX Sales. We want to understand if this will require us to further acquire any licenses. We may ev…
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How delete Sales Lead in BulkSummary: I want to delete all the Sales Leads in bulk, in the test environment I first exported all the Leads and with the import activity I deleted them with the Lead I…
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Best Practice to Refresh/List-view Data in Redwood FragmentsSummary: List View Data Update isn't rendering after executing a Smart Action ( without a page refresh ). I tried leveraging the Event Listener: accountsOnAfterSmartActi…
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Error when making another partner contact as 'Head of Hierarchy'Summary: The business scenario is, when a partner contact who is 'Head of Hierarchy', is no longer associated with the partner organization or responsible, then the func…
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How to modify the List Page Columns of Custom Object Extension in Visual BuilderSummary: We have custom object in Fusion Sales and we used the Extension Generator to generate and export the .zip file to import into Visual Builder. Once imported into…
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Using Application Composer -ExtnBusinessProcessComposite for Group ApprovalSummary: We’ve created a custom business object to capture additional user input, and we want to incorporate group approval within the Extensions Process Composite. Whil…
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Role or privileges required to access SOAP - /crmService/FoundationPartiesLocationServiceSummary: I'm unable to run SOAP service - /crmService/FoundationPartiesLocationService to find location for service account user. Any specific roles or privileges requir…
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2 Different CPQ commerce and 2 different sync Integration for CPQ to CXSummary: We are already using one commerce process and using SOAP Integration for CPQ to CX Quote header and Revenue line sync. But Now business is implementing new Proc…
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Error on RoutinesSummary: In Application Composer » Routines We have routine for Sales Leads got into paused state when try to activate the routines there was an ERROR. Content (please e…
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Is there any way to upload Resource Team Membership section by REST/SOAPWe are looking for API to update Resource team under Teams>Team Membership section
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Custom Extension in Visual Builder - List page rule set not loadingSummary: We have a custom object called ProjectTender. We ran the Extension Generator which created the required .zip file that we imported into Visual Builder: https://…
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Can we create custom DCL for Country?Summary: Can we create dynamic choice list for Country? Content (please ensure you mask any confidential information): We want to create a dynamic choice list field for …
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How to filter a standard chil panel and subviews based on one field valueSummary: Hi Team , In Opportunity we have on panel Opportunity Team and subview we want to filter it based on Type but not able to filter it out. Please help me to resol… -
SQL to report territories dataSummary: I am looking for a SQL that will join the Oracle Fusion CX Sales territories table, to rules and coverage, (or a flattened view) so we can report the territorie… -
Why does autocomplete search results show deleted accounts ?Summary: A user types first few letters of an account name, the autocomplete search offers deleted account in results pop up. Why, how can we cancel this ? Content (plea…
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SR Due date calculation is delayedSummary: We have a requirement from client, where on the click of the button on the Service Request, the due date of service request needs to be copied from the SR to al…
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Issue on tracking REST API Usage for User-Level - 4-0000656412Summary: Team, We are encountering issues with monitoring REST API usage on a per-user basis. Currently, in OEC, we do not have an option to monitor REST API usage on a … -
Open CPQ Quotes in new page, from CRM RedwoodCan we open the CPQ Quote in a new page
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Seeing Service Request Icon in Redwood Sales SectionHi Team, We are seeing the below icon, in CRM Module, anyone knows the purpose of this icon and how can we remove for CRM Modules Regards, Rohan
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How to configure Vanity URLs for fusion sales cloud instancesSummary: How to configure Vanity URLs for fusion sales instances Content (please ensure you mask any confidential information): Version (include the version you are usin…
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How to Change the Name of a new Outlook Add-inSummary: While deploying the manifest for a new Outlook Add-in in Microsoft Azure, we initially used a different name for the ribbon. We've since updated the name both i…
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About record set of the search list for a OpportunityDoes “I am on thr team” in the record set of the search list for a Opportunity mean that I am on the team Opportunity?