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
-
communication feature within CX sales.Is there a plan to create a feature within oracle CX Sales to enable communication within objects between resources? Similar to what salesforce has with chatter. -
Oracle Cloud Groovy Script - How to convert Accented letters to normal lettersOracle Cloud Groovy Script - How to convert Accented letters to normal letters Example: Convert Armação to Armacao
-
Products Not Loading in Redwood Sales but Visible in Classic SalesSummary: We are experiencing an issue where products are not being loaded in Redwood Sales, though they are visible in Classic Sales. Content (please ensure you mask any…
-
How to update Resource Role on User RecordSummary: How to update Resource Role on User Record Content (please ensure you mask any confidential information): Hi Team, Greetings! This is about the update to the fi… -
We could not find the table for Log a Call functionalitySummary: We could not find the table for Log a Call on Activity and Notes Table where the details are available on NGS Smart Action. Can you please help us to identify t…
-
How to assign several Business Unit to employees so it can be shown on Opportunities (CX)?I have created users and assigned them as employees but the system only allow you to assign a single BU to a user. Our requirement is to filter the shown values on Busin…
-
Scheduling a schedule processes job with date field being dynamicSummary: Hi All, We want to schedule few seeded processes through scheduled processes page, for scheduling this, we need to have the date parameter as dynamic i.e. refle…
-
How to change root user in sales HierarchySummary: Hi All, We have a requirement of changing root user in the hierarchy, Existing root user has to come under this new user. How can we do that. is it possible to …
-
Groovy script to invoke a custom Function by means a Soap Web ServiceSummary: Define a Groovy script to invoke a custom Function defined on a Child Object (of AssetVO) via Soap Web Service. Content (please ensure you mask any confidential…
-
What are the steps for Deal Registration Approval Process in Oracle Fusion CX SalesSummary: I need When Deal Is up to 50M then approval goes to CEO other than under 50M then goes to Business Unit Head. Content (please ensure you mask any confidential i…
-
customer hierarchy for ERP customersSummary: Can the customers that have licensed ERP (FIN and PPM) create customer hierarchy without buying license for CDM? They dont need to use the other capabilities of…
-
Anyway to add an unique validation for specify field in Oracle fusionHi All, I am trying to check make some field unique(eg. D-U-N-S number about customer). Is there any way to add such validation? Thanks in advance! Version 24B -
Adaptive Search Audit TableSummary: Hi, Do we have audit table for Adaptive Search Setups? I'd like to check the changes made with setup task 'Configure Adaptive Search'. Thanks, Adam Content (ple… -
How to Display Product Recommendations on Opportunity Detail PageSummary: I have been following the below documentation: https://docs.oracle.com/en/cloud/saas/sales/fadsi/view-product-recommendations-for-opportunity.html#u30248561 and…
-
Cx-Is there any possibility where list of Leads can be associated with calendar.Is there any possibility where list of Events(Leads) can be associated with calendar, such that the question 'Business Development Availability' in the qualification can…
-
-
Field Search not workingSummary: We have a DCL search page , in that we have DCL fields and all are working except one DCL. Though we are giving the value in it , it is not considering it for s…
-
Where is opportunity custom sub-tab data storedSummary: I have created a custom sub-tab on the opportunity screen, which is a table of new custom data rows. I need to query this data joined to the opportunity. Does a…
-
VAT update in runtimeSummary: Whenever I update the VAT, it doesn't update the amount in real-time. Content (please ensure you mask any confidential information): Version (include the versio…
-
Fields Not getting Loaded in Creation LayoutSummary: We have created a custom object using CXX generator, and this custom object is related to Accounts. We have also created a layout for the custom object and a 'C…
-
Restrict Activity Access to specific user(s)We've used access groups to allow our organizations users visibility into all records (Accounts, Contacts, Activities, etc.) so that any user can assist a customer. Howe…
-
Process to view All Accounts/OpportunitiesHi, Application Name: Oracle Fusion CX Sales Cloud Service Users are able to see only the Accounts/Opportunities which they have created. To give them access to view all…
-
Is it possible to map ERP DFFs to CDM?Summary: We have two DFFs on the ERP side, located in the HZ_CUST_ACCOUNTS table. The requirement is to use the two DFFs in a groovy script-based AccountSetMaster rule. …
-
What is the right way to show supplier data in Sales CloudSummary: We have Oracle Sales CLoud and Oracle Procurement implemented. What is the right way to show the supplier data in Sales Cloud which is also account in Oracle sa…
-
Activities cannot be searchedActivities cannot be search on normal ADF UI, but can be searched on workspace. These activities have been created via import. What is the possible cause and solution of…
-
What is a "Setup User" in Oracle Engagement Cloud? (to set up Redwood version of OEC Outlook plugin)Summary: We're attempting to follow instructions from Oracle to upgrade to a newer version of an Oracle plugin in Outlook that creates contacts in Oracle Engagement Clou… -
Adding a custom field to the Lead Convert Page LayoutI am looking to add a custom field that is associated to an opportunity to the lead convert page layout, the one to create an opportunity from a lead, but it is not avai…
-
Unable to Import Customer hierarchy for CDM using Import managementSummary: I am trying to import Customer Data, To create Parent and child relationships in CDM module in DNB hierarchy Using Import management Hierarchy Member. While imp…
-
BI Publisher - Roles to Cancel Scheduled Job ReportWe are trying to cancel/delete an active scheduled job report. What are the roles we need to have the privilege to cancel the report job?
-
Tabular layout in sub tabsHi, In the opportunity page I have created custom fields and created new custom sub tab. Next is I would like to know how to have these custom fields to be displayed in …