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Sales
Discussion List
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How to use Call REST response in Javascript Action Chain?Summary: can someone show it here how we can consume REST response, I'm currently using the Call REST in action chain, and I need to get the a value of the specific fiel… -
How to delete DoNotUse/retired custom fields on 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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Customer Data Migration from a Third-Party Application to Oracle Fusion Sales CloudI’m currently working on a project involving the migration of customer data from a third-party application into Oracle Fusion Sales Cloud, and I’d appreciate some guidan… -
how to find the logs of DSummary: I tried enriching a handful of records from Oracle CX on'Review' mode. It completed successfully and matched records. Upon downloading it shows only few columns… -
Feasibility to add contact in account hierarchySummary: Hi Team , The customer is interested in the possibility of adding a contact to the account hierarchy. They would like to include a contact record as a child of …
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Displaying Contacts of Account in an Account's Child ObjectHi all, I have created a new custom object under Account. I want to create a field where the choice are only the contacts of that specific account. Is it possible to add…
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Can Opportunity Revenue Lines default sorting of rows be customized in the UI?Summary: We need to customize how the Opportunity Revenue Lines are displayed in the UI by default like based on Name for example. Content (please ensure you mask any co…
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Remove "Add" button of Growth Program and Agreement Tabs in Account RecordSummary: How to remove/hide the "Add" button on the account page (Growth Program and Agreements page)? See attached. Navigation: On a standard UI > Go to Sales > Account…
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How to Access Child Records (e.g., Revenue) of an Object in CX Sales Mobile Using Custom Scripts ?Hi All, I’m currently customizing Oracle CX Sales Mobile using custom scripts as outlined in the official documentation. I’m looking to access child records of a parent …
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How to get territory team members added to account team?Summary: If a territory is assigned to an account or a opportunity in CX, by default the territory owner or team members are not added to account team. Is there a settin…
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CX Sales - Change Field Label on Redwood Contact List PageSummary: I would like to change the field label for a field on the Contact List View page. Specifically, I'd like "Employee name" to show up as "Contact Name" instead. T…
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Retaining certain values post merge in CDMHi Team, Consider we have two supplier's - A1 and A2 . For A1 supplier the 'Supplier Status' field is Active. For A2 supplier the 'Supplier Status' field is Inactive. Ou…
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What is the recommended frequency to schedule this ESS job?Is there a recommended frequency to schedule the ESS job 'Synchronize Financials Accounts and Contacts with CX Sales'?
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How to restrict access to parent accounts while using sales territoriesSummary: Currently using Sales Territories with combination of Sales accounts hierarchies to give access to users based on territory membership The sales accounts are co…
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Best practise to be followed during CSMSummary: Best practise to be followed during CSM Content (please ensure you mask any confidential information): We wanted to follow CSM for all custom object migrations …
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Field trigger is not working in Redwood UISummary: we have a lot of field trigger functions used in our system and unfortunately it is not working properly in redwood. example we have field 1 and field 2, when u…
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Business Events for Customer Accounts, Vendor / Supplier, Sites, PartnerSummary: We want to integrate our custom application with Oracle ERP product. As part of integration we ingest master data like Customer Accounts, Vendor / Supplier, Sit…
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Currency Field not editable in test environmentSummary: We created a Currency field in a Sandbox in our Test environment, and the intention is to make it conditionally editable and conditionally hide it on the page l…Shirley.Q.Motiv 11 views 3 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle
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Is there a way to bulk add/update business unit values associated to a resource org?Summary: Is there a way to bulk update business unit values associated to a resource org? Content (please ensure you mask any confidential information): Version (include…
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Total Size of ImplementationHello, We are looking for information on the total size of our CX Sales implementation. This includes but is not limited to objects such as Contacts, Accounts, Opportuni…
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How to find all the relationship between contact and contact/account?Summary: Hi, How To get a report about the Contact/Account Relationships details with other contact/Accounts? can we get any SQL or subject area that can be used to fetc…
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How to find all the available Team members in contact object?Hi, How to get a report based on BI Analytics or SQL to get the list of all the contacts/Accounts and their associated Team members? can I get any SQL or subject area th…
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How to display product group alongside of product item in product picker?Summary: In Product Picker, Need to display product Items Along side of its Product Group. In order to achieve this which field should be added in product picker Layout?…
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Can the "Lead Details" field on the BPM worklist be changed to navigate to Redwood pagesHi We have an approval workflow for the Lead object. On the BPM worklist's Approve/Reject page, there is "Lead Details". Is it possible to change this so it navigates to…
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How to create Call report or Appointment in Activity related subtabSummary: I have created a relationship between the Business plan object and the Activity object in order to connect existing activities to Business Plans. This functiona…
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Show in Smart Action Confirmation Message in Redwood data from Rest Service responseSummary: For a UI Smart action calling a rest service we need to show the user data from the service response Content (please ensure you mask any confidential informatio…
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How to extract resource/user LDAP data?Summary: is there a way we can extract resource/user information from LDAP? as shown in the list below we encounter an issue similar to below question https://community.…
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unable to load address format using import/export (FBDI) funactionalityHi , We are trying to edit the address formats of multiple countries so that we can see the address 3 and 4 under manage customer pageand we are trying through import ex…
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What are the criteria for custom roles to be displayed in Object Rules in Sales Access ManagementHello, We are trying to use custom Roles for Object Rules in the Module Sales and Service Access Management. We can see the custom Roles in the tab Manage Data Policies:…
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how can we restrict territory visibility to territory team members/OwnersSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…