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Sales
Discussion List
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How to get a dump of records from Oracle Fusion CX CloudHi Team, We need to extract a complete dump of all Contacts and Accounts from CX, including all available fields (full record details). Since most of these records were … -
Utilize the CX rollup functionality to do cross pillar rollups with ARCan anyone of you please confirm if there is a way to utilize the CX rollup functionality to do cross pillar rollups with AR. The business use case is to pull the AR acc…
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Sales Cloud to CPQ integration - Custom objectsSummary: Can I leverage the out-of-the-box integration from Sales Cloud to CPQ to send data from Custom Objects (Either top level or child)? Couldnt find any documentati…
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Unable to Restrict Interaction Visibility and Configure Access Groups for Role-Based AccessHello Team, We are seeking guidance on restricting Log an Interaction / Call Report data visibility based on user roles (role matrix) in Oracle Sales Cloud. Current Unde…
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Custom object deleted dataSummary: We want to bulk delete the data from Custom object. Does the delete of custom object data does the Purge too or is there any scheduled job we need to run. Conte…
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OTBI Analysis - Create Action Link for Workspace Activity SubtabSummary: Hi All, In Oracle Sales Cloud we have a workspace tab and we have a Activities subtab. I have an analysis report from OTBI where there is an Activity Title fiel…
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How to Apply Work Phone Field Template to Home Phone On Contact - Redwood SalesSummary: How to Apply Work Phone Field Template to Home Phone On Contact Content (please ensure you mask any confidential information): We don't have a Field Template fo…
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How to increase the number of records displayed in object's panel?Summary: Content (please ensure you mask any confidential information): In Account object, we need to increase the number of records displayed in Opportunity's panel fro…
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Is there any API to get AR Account details and display it in CX Accounts?Summary: Any available API to get AR Account details and display in CX Account details? I am attaching the details of the AR Account details that needs to be posted in A…
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Obtain a list of Smart Action keys that need to be enabled in the Redwood UI for each objectSummary: We require a complete list of Smart Action keys that must be enabled in the Redwood UI for each object to fully utilize the standard Redwood functionalities. An… -
What's the sync interval from Fusion to IDCS for VBS access?Summary: How to check what's the sync interval from Fusion to IDCS for VBS access? Content (please ensure you mask any confidential information): I added the Application…
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Approval BPM Not Triggering on Opportunity Sales Stage Change (Redwood UI)Summary: Hi Everyone, I am facing an issue while configuring an approval cycle for the Opportunity object in Redwood UI, and I would appreciate your guidance. What I hav…
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Groovy to copy account industry to opportunity custom FCLSummary: Is it possible to use groovy script to copy the industry to opportunity's account to a custom FCL industry field in Opportunity ? Content (please ensure you mas…
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Some fields cannot be set to read-only on the mobile UI for Opportunities.Summary: Some fields like Creation Date, Created By, Last Updated Date and Last Updated by cannot be set to read-only on the mobile UI for Opportunities even after confi…
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Can we add custom fields in Email share page for outlook add-inSummary: Content (please ensure you mask any confidential information): How to add custom fields in Email share page for Microsoft 365 outlook add-in Version (include th…
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i need to populate the SIC description and Naics description in accounts detail pageSummary: Content (please ensure you mask any confidential information): We have a requirement to populate the SIC Description and NAICS Description on the Account Detail…
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Lead Conversion to Existing Opportunity-Manage Saved search functionalityHi Everyone, We have Lead Conversion to existing Opportunity feature where we can see Manage saved search edit button during conversion. When we click on it, it navigate… -
Lead Conversion to Existing Opportunity-what criteria is used to fetch the existing Opportunity?Hi Everyone, We have Lead Conversion to existing Opportunity feature. In Classic UI it this feature allows us to select all the Opportunities. But in Redwood when we try…
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Is it possible to hide seeded Save Searches in Redwood landing page?Summary: As a Sales Administrator, I want to replace the seeded saved searches with customized save searches in Accounts landing page (Redwood) for everyone. Content (pl…
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Is it possible to have dynamic layout in Resource Details page?Summary: Can the Resource details page/layout be personalized similar to other Sales objects like Opportunity, for example different roles accessing different layouts? C…
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How to convert leads in bulk using import managementSummary: We are looking for inputs on converting bulk of leads using import management Content (please ensure you mask any confidential information): Version (include th…
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Lead Retire Reason – Newly added lookup values not reflecting in Lead UISummary: We have a standard Lead field Retire Reason which uses the lookup code MKL_RETIRE_REASON_CD. Originally, the LOV had only two values. We have added additional l…
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Your meeting has started, would you like to take notes Popup in Outlook pluginSummary: Your meeting has started, would you like to take notes Popup in Outlook plugin - this is redirecting to new interaction page. Is this expected? Content (please …
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If we are using in the same Ocloud instance with CRM and ERP, what do we to the crm-account in ARSummary: If we are using in the same Ocloud instance with CRM and ERP, should we use the CustomerAccountService (SOAP) or CRM REST APIs , to see the CRM-Account in ERP-A…
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Feasibile to migrate the "Schedule Custom Groovy Object Functions" schedule job to routineSummary: Is it possible to migrate the "Schedule Custom Groovy Object Functions" schedule job to routine? Content (please ensure you mask any confidential information): …
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Microsoft Teams Web Conference Integration Issues in Oracle Fusion SalesHi Team, We have completed the Microsoft Teams integration setup on both the Azure side and within the Oracle Fusion Sales application as per the Oracle documentation be…
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Redwood: Can the standard Invoice Panel be displayed in English when user preference are in HebrewSummary: In Account screen on CX, Invoice Panel supports only English. the panel shows no data when the user preferences are in a different language (for example: Hebrew…
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Can we rename the category "Shared with oracle" in Outlook pluginSummary: Rename the outlook plugin category - Shared with Oracle Content (please ensure you mask any confidential information): Hello Experts, Is there a way to modify/r…
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Global Actions to Launch AI Agents from the Sales Dashboard not workingSummary: Content (please ensure you mask any confidential information): Hello, I have setup a Global action to launch AI Agent from the Sales Dashboard by following: Set…
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Allow non-Admin roles to edit Account Profile fields (Granular Field Security)Summary: I am facing a challenge regarding Role-Based Access Control (RBAC) and field editability on the Account/Customer Profile page in CX Sales, and I would like to k…