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Sales
Discussion List
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How can we configure the Sales Dashboard as the default landing page for users when they log in?Summary: How can we configure the Sales Dashboard in Redwood as the default landing page for users when they log in to the system? Content (please ensure you mask any co… -
Fetch all OTBI Reports custom adhoc & scheduledSummary: Would it be possible to generate a OTBI report that includes all system-generated of adhoc and recurring reports/views ? I have tried to use OTBI Usage Real Tim…
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About the automatic setting of Sales StageContent (please ensure you mask any confidential information): When setting up an opportunity, I think the Sales Stage of the Sales Method is set as follows by default. …
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Smart action for create contact, create lead, create account and create opportunitySummary: I want to show the Create contact/lead/account/opportunity button on their list page in Redwood Sales. Smart action for this doesn't seem to be available. How c… -
how to remove create option from Redwood landing pageSummary: We have a requirement to remove or disable Create Account button on Redwood landing page. Content (please ensure you mask any confidential information): Version…
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we need to know where the content that fills the fieldsSummary: We need to know which fields and in which module or screen in our client's environment we need to fill in so that the fields EXTN_ATTRIBUTE_CHAR009, EXTN_ATTRIB…
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how to add approval workflow to lead orchestrationTrying to add approval workflow to lead orchestration in redwood sales. or can I include workflow in groovy so that I can invoke the object workflow using groovy script
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Opportunity page Lost/ Win field issueSummary: Hi, The issue described below. The status is wrongly updating. Kindly share the working solution for this. @madugulagopi Content (please ensure you mask any con… -
How to find the existing aggregate field in CX sales?Summary: 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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[NGS] Is there a next gen sales feature that will allow users to dismiss all bell notificationsSummary: Is there a next gen sales feature that will allow users to dismiss all bell notifications on CX mobile Content (please ensure you mask any confidential informat…Sasidhar Ponnapalli 12 views 1 comment 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle
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Bell Notifications "Dismiss All" Don't Fully Clear in CX Saleswhen opening the bell notifications and selecting "Show All", the "Dismiss All" button clears 500 notifications at a time but doesn't seem to fully clear anything under …
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CRM Sites are not syncing to Receivables customer sitesScenario Explanation: When an account is created in the CRM with associated account site information, Only Party (Account- Organization) information syncs to Receivables…
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How can to restrict quota view by business unit?Summary: I need to ensure that users can only see quotas relevant to their specific business unit. Please provide steps to configure.
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Disable 'Create Opportunity' action from Opportunity list page action menu in Redwood Sales.Hi, We have a requirement that opportunity can only be created with a lead conversion. We have disabled all smart actions 'Create Opportunity', still we able to see 'Cre… -
CX Cloud - DSPs to allow Import of OpportunitiesI want to allow a data steward role, with limited administrator permissions (no sandbox or scheduled processes) the ability to import opportunities. So far the only way …
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How to validate the address duplication in accountSummary: How to validate the address duplication in account, We have to validate the duplicate address creation details in account object, please suggest the way to addr…
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API authentication Key for sales objectsWe are starting the process of integrating Fresh Marketing with OSC and ERP to OSC data updates, among other applications. Is it possible to share the API token to acces…
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Update Opportunity Status to Close automatically on Systemdate = close dateSummary: We have created an opportunity and close date is populated 1 Dec 2024. Now till 30 Nov 2024, it will be in OPEN Status but on 1 Dec 2024 it should be updated wi…
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Enable SSO for a certain group of userSummary: Is there a way we can enable SSO just for a group of users in Fusion Sales? I think SSO is a security setting, and I don't see a quick way to enable SSO for use…
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Mass upload of contact and contacts points for an existing customerSummary: Mass upload of contact and contacts points for an existing customer Content (please ensure you mask any confidential information): We have many customers in the… -
Load data in CDM in BulkSummary: We are trying to load the data in CDM for customers in bulk as Attachments. Content (please ensure you mask any confidential information): We want to load the d…
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how to create a lead from outlook email attachment - [ Excel ] in Oracle Fusion Sales Cloud?Need to evaluate the feasibility of creating a lead from an auto-generated email attachment for Oracle Fusion Sales Cloud. The attachment is an Excel file containing all…
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Forecast Territory in Revenue LinesSummary: No data shown in Redwood Sales Forecasting/ Forecast Territory in Revenue Lines Content (please ensure you mask any confidential information): We are tying to s…
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API authentication Key generation processHello Team We are starting the process of integrating Fresh Marketing with OSC and ERP to OSC data updates, among other applications.Is it possible to share the API toke…
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Personalized Field is not workingSummary: Hi All, kindly help on below requirement. We are not able to configure the Personalized Name in My Client group —> Sales—> Opportunities. we can see the changes…
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Redwood theme impact in PRMSummary: Hi Team, The redwood theme is going to be implement, Can you please tell me is there any impact in PRM custom pages (warranty, contractor, product registration)… -
How to setup Marketing Fund Approval Based on TerritoryMarketing fund request approval is going for Partner owner. Is there any possibility to setup approval based base the territory. Based on the defined territory , System …
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Does Oracle provide any OOTB Language lookup?Summary: Hello Team, Does Oracle Provide any Out of the box Language lookup where it contain all the list of languages? Thanks, Harshini Content (please ensure you mask …
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Industry field in Account is not showing codes in Redwood UI, It is showing properly in Classic UiWhen we click on Industry field in Classic UI we are able to see Account and thier codes both while selecting Industry, But In Redwood UI we are getting as a FCL where w…
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How to find system notifications after dismissalHI team, We've employed custom Groovy scripts for Approvals for one of the Clients in Object Triggers in CX. This script sends a bell icon notification to the recipient'…