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Sales
Discussion List
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documentation supports accepting plan document is compliant in oracle fusion incentive compensationSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t… -
how we can add the product in two different product groups under the product catalogWe want to maintain the same product in multiple product groups in sales catalog and products in CRM fusion. Like there is a root catalog, under there are 5-6 product gr…
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May Interactive Demo Hours: Unified Marketing and SalesIn this one hour showcase, you’ll see Oracle’s complete suite for Unified Marketing & Sales including our customer data platform, marketing automation platform, sales au…Kayleigh Halko - Oracle-Oracle 3 views 0 comments 0 points Started by Kayleigh Halko - Oracle-Oracle
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Is there a REST API or SOAP Web Service to Create Account Site Reference AccountsSummary: Is there a REST API or SOAP Web Service to Create Account Site Reference Accounts The Requirement is that Customer Account Site Reference create/update via REST…
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While creating a opportunity getting error in redwoodWhen creating an opportunity getting error "The value of the attribute Template ID isn't valid" where the Sales Method is "Standard Sales Process" but when creating the …
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How do you know when the Activities Purge scheduled process has completed ?I am specifically looking for the Activities Purge Scheduled Process mentioned in this article from when this feature became available with the 25A release. https://docs… -
Redwood How to add task creation buttons, appointments, and interactions within opportunitiesSummary: We want to add creation buttons so that it's not just about having to type in the record search. Content (please ensure you mask any confidential information): … -
Is changing icon for standard actions like log a call for mobile UI possible ?Summary: We are unable to change the icon for the "Log an Interaction" action (previously known as "Log a Call") in the Oracle CX Sales Mobile app. We attempted this usi…
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Is renaming saved search on mobile possible ?Summary: We want to rename the seeded saved search from "My Calls to Log" to "Interactions to Log" for better alignment with the new terminology. The Mobile UI does not …
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How to make a URL field clickable on Contact object (Classic UI)Hello, We are using Oracle Sales Cloud – Classic UI. On the Contact object, we need a custom text field called “Contact URL”, where users enter a web link (for example: …
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How to fetch Business Unit ID in groovy script?There are two Business Units in our system. We had a script to invoke one REST API depending on BU ID. So, we need to fetch the BU IDs from the instance into groovy scri…
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Visibility of Sales Motion and Sales Play for Sales UsersSummary: Sales Motion and Sales Play are new features introduced in the 26B release. However, I’m unable to find any documentation for them. Could someone please confirm…
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Data Table for Activity Streams in RedwoodSummary: Hi, Are there any data tables or subject areas available for the Activity Stream in Redwood? We would like to create some reports on them. https://docs.oracle.c… -
Is it possible to exceed 10 parallel imports when using Oracle Sales Cloud - Import Management?We want to know if it is possible to exceed 10 parallel imports having 500k records each import (Accounts) when using Oracle Sales Cloud - Import Management. If Yes, How?
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How to enable sales forecasting for Partner Sales Reps and Partner Sales Managers?Summary: Hi, As the title says, is there any OOTB way to enable forecasting for partner users and have them use it like normal sales users? It seems the OOTB Partner rol…
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After Merging Accounts want to remove merged account from accounts list viewSummary: We are merging accounts in customer data management tab. Once the 2 accounts are merged in one master account still we are seeing second account in accounts lis…
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We could not see the table for Email Communication functionalitySummary: We could not see the table for Email Communication functionality for Activities, we would like to seek assistance on locating the backend table for this. Conten…
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what is a good way to remove hardcoding in a groovy script?Summary: We want to remove the hard code and want to use lookups/any other way to remove the hardcode, what is the best method? how can we attain this requirement in the…
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How to Edit the Redwood Partner Dashboard?Hi @John Vakoc-Oracle , We need to edit the following Partner Dashboard in VBS. But if we click "Edit Page in VBS", it's showing the default Sales Dashboard in the VBS P…
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Does Oracle Fusion CX Sales cloud supports Microsoft teams as CTI Telephony tool?We want to know if Oracle Fusion CX Sales cloud supports Microsoft teams as CTI Telephony tool. https://docs.oracle.com/en/cloud/saas/fusion-service/facti/what-is-cti.ht… -
We don't want to update parties via the losing source systemBusiness requirement- After merging two parties, both the parties source system references are retained in the master party. Current case- We get updates from losing as …
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logout screen points to Oracle linksSummary: User is logged-out of the instance after some inactivity. Content (please ensure you mask any confidential information): Whenever there is some inactivity and t…
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Opportunity Subview under account doesn't let us search for records using Sales StageSummary: Under Oracle CX Sales Cloud Redwood version Account Page we have Opportunity Subview. Since Account has a lot of opportunities, we're trying to search Opportuni…
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Adjust column width in My Forecasts Redwood UISummary: Is it possible to adjust the column width in Redwood Sales > My Forecasts UI? Content (please ensure you mask any confidential information): Name column is too …
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Encryption Capabilities in CDMSummary: Hello Team, We have a business requirement to store certain person-related NPI and license numbers under Additional Identifiers. Our client requires these ident…
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How to embed Data Model report with filter based on the opened record?Summary: How to embed Data Model report with filter based on the opened record? We have created a BIP Report due to it's flexibility over OTBI and would like to embed it…
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PRM - Need Document for Configuring Partner Registration Approval FlowsSummary: Hi, As the title says, I am looking for a document which can help me to configure the Partner Registration Approvals for Channel Operation Managers in PRM. Can …
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Redwood: How to disable smart actions like update product in Service RequestSummary: Some of the smart actions are not needed on Service Request Object like Update Product, Update Asset and so on. How can we disable those smart actions? Content …
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In a sales order that contains both a service item and a product itemThe new item I created is a service item. Therefore, I created a separate rule for the service item in Manage Process Assignment Rules for Sales Order and assigned it to…
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How to create audit report using SQL statement where in similar result to history tabSummary: in history tab of each record, we can see the changes of each auditable fields. like for example: field1, we can see in the list the before and after change. i …