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Sales
Discussion List
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Video: Oracle Sales Cloud IntroductionOracle Sales Cloud Introduction: Introducing the Redwood and next generation sales experience. From the Implementing Redwood Sales video series. -
Video: Consumer Grade +Consumer Grade *: An overview of the Redwood User Experience and the philosophy behind it. From the Implementing Redwood Sales video series
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Can we add unique constraint to a custom field in a custom object which is already created?Summary: Hi, We want to add unique constraint to a custom field in a custom object which is already created. We enabled the indexed check box for the custom field , stil… -
How to display standard address fields on custom object layoutSummary: We have a custom object and we would like to use the standard Address fields on the custom object layout. But the Address is not available on the list of fields…
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Are there any database tables that store error codes and messages sent as responses by SOAP APIsHi, Are there any database tables that store error codes and messages sent as responses by SOAP APIs For example, while creating account site using following SOAP WSDL, … -
demo data for Redwood digital sales and CX salesSummary: Hi, any idea where can we find the dummy data for digital sales and CX Sales that are available in TEST instance VBS? During trainings there appear data in crmA…
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Video: Configure Forecasting by OpportunitySummary: A step by step guide to configuring Sales Forecasting in Redwood User Experience to forecast by opportunity. Content: Is your sales forecasting process based on… -
Redwood ThemeHi, The customer has only custom object created in Sales Cloud is there way to change the page layout to adapt the Redwood theme. Thanks -
Digital Assistant for Custom ObjectHi, Is there functionality to implement digital assistant to custom object. Thanks
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Oracle Database Schema Service-Fusion CRM Transformation Project (Export Sales, CPQ Data)Hello Team, Please can you advise if fusion have - Oracle Database Schema Service to export Sales and CPQ Data from Fusion? If we have the same SQL Developer (with Oracl…
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Can I disable a column but still able to use it as a filter in Workspace(Adaptive Search)?Is it possible to disable a field to be added as a column in Workspace UI but still able to add it as a filter? I've looked up documentation but I am unable to find an a…
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How to delete product groups in bulk and set free the reference numbersSummary: Hello, how are you doing? We have a product catalog today, that has many structural problems. So we are going to create a new one. The important thing, is that …
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What is best way to setup Resource Hierarchy when a user has two direct managers?Summary: The scenario is: There is the Department, in this dep users (Account manager) report to their Line manager, but this line manager may report to one or another m…
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How to create survivorship rule to select the most recently updated record as master?Summary: We have a requirement to select the contact with the most recently updated date as the master. We have created this rule which works when there is only 1 record…
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Display Relationship Under the Contact Foldout PanelSummary: We are trying to show the relationship tab under the contact foldout panel. Reviewing the setup we understand the relationship is a child object under contact. …
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How to configure smart action triggered create screenSummary: We are trying to use Smart Action to call for Create Relationship Under the Contact Object. It was able to trigger the create layout. However, the layout is not…
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Custom Opportunity Panel Cannot show in Redwood under Contact Foldout pageSummary: Hi There, we need to separate out the opportunity records into two panels based on sales method, and are trying to do it under contact foldout page. We are tryi…
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Get data from Oracle CRM to PowerBIHow to get data from Oracle CRM to PowerBI? Additional info: We are trying to get data via Web. We are using this URL: http://servername.fa.us2.oraclecloud.com/crmRestAp…
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What access/privilege(s) is/are needed for CRM REST APIs?Summary: Access/privilege(s) is/are needed for CRM REST APIs Content (please ensure you mask any confidential information): Hi, We need privileges to run the below APIs.… -
CX - Email template must contain accept or reject button, triggered by Object WorkflowWe have employed Object Workflow to trigger emails to Approver whenever a lead or opportunity is submitted for approval (Submit For Approval button which is a custom che…
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how to delete resource centric territorySummary: I have deleted the Resource-Centric Territory by these steps, In order to delete the resource-based territories from the Territories list, please resubmit the "…
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Remove Customer Site Address Purposes via APISummary: I would like to remove an Address Purpose from a Customer Site via the WebService API Content (please ensure you mask any confidential information): I can pull …
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CX Routines - Time Zone in emails taking standard +00 TZ.Hello, We have configured routines for one of the Client, wherein an email will be triggered to owner if Original Date (Custom DateTime field) is within next 7 days. Now…
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Notes : Adaptive Search via RESTIs there a way to search Notes via Adaptive Search REST?
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Sales Quota allocation by salesperson and productSummary: Idea is declined, with suggestion to look at EPM Quota Planning instead. Content (please ensure you mask any confidential information): Referring to suggestion …
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Add a URL in the web application field from the tool structureSummary: how to add a URL in the web application field Content (please ensure you mask any confidential information): I want to embed Fusion Analytics in our fusion envi… -
Attachment FieldHi, Please let me know how to create field of type attachment in custom object. Thanks
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Enterprise Structure SetupSummary: We have rolled out the setup for CX sales and in progress of configuring the products for CX service. Service module require Products setup, this process expect…
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Update the Create RElationship for COntacts layout using smart actionSummary: We are trying to use Smart Action to call for Create Relationship Under the Contact Object. It was able to trigger the create layout. However, the layout is not…
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How to show the left pannel into opportunitiesIn the demos there is a left panel with 3 tabs: Analytics, Pipeline, Opportunity Kanban. How to enable this in our environment?