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Sales
Discussion List
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Video - Account Link Sets - Connecting Financial and Sales AccountsAccount Link Sets - Connecting Financial and Sales Accounts: Get a quick understanding of the powerful account link sets solution where you can link multiple accounts (i… -
How to pass dynamically filter criteria to a picker in fusion RedwoodSummary: Have a picker B whose filter criteria is based on picker A value(selected from list), how to achieve this in picker B? Content (please ensure you mask any confi… -
How to Get the properties of objectSummary: I have obtained details by using the describe webservice of the object, however it doesn't show when the field was created and by which user. crmRestApi/resourc…
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Redwood Plugin Microsoft Authorization ErrorHello @all We have implemented the Outlook Redwood plugin for but we face an issue upon logging. Once the user tries to login to the plugin receives the error below: "Mi…
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How to get custom field value for the logged in user in RedwoodSummary: We have a custom field on Resource object. We need the data of this custom field in Action chain for the Logged in user and set it to another custom field in Op…
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need REST endpoints to get and update customer details like address etcSummary: 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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How to Modify Assignee, Contacts section in Edit Tasks Layout in Activities object for Redwood SalesSummary: For Tasks and Appointments that we create in the Activities object in Redwood Sales, we enter the Assignees and Contacts. However, when viewing these Assignees …
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Sales Stage ChevronSummary: Looking for various ways to implement Sales Stage Chevron on Opportunity Content (please ensure you mask any confidential information): User would like to see a…
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How will loading another third party vendor geography data interact with Loqate dataSummary: Loading third party geography data other than Loqate and its impact on existing Loqate data Content (please ensure you mask any confidential information): If a … -
CX Sales Mobile: Is it possible to show a custom message after a record has been saved?In CX Sales Mobile, I would like to show a custom confirmation message AFTER a record has been successfully created. I was not able to do that using the AfterSave hook a…
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how to make opportunity record editable for all users without team restrictionSummary: Hi, we have a requirement to make opportunity record editable for all the users. Currently if you are a member of the opportunity team you can edit the opportun…
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REST API to fetch Customer Account level Relationships.Summary: Is there any REST API available to fetch Customer Account level Relationships with Customer Account Number as query parameter? Able to fetch the details using S…
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update customer dff at party levelSummary: DFF defined at customer party level. We need to update the value to Yes Content (please ensure you mask any confidential information): Hi Team We don't find any…
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We are using CX modules both OSC and CPQ. We are looking for actions in mobile applications ?Summary: We are currently using CX modules specifically OSC and CPQ and are looking for enabling actions through mobile applications. For example: 1) In OSC: Creating ap…
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Do we have Gmail integration with Oracle Sales Redwood?Summary: In 25B, Can we integrate Gmail with Oracle Sales Redwood. If not in 25B, is it planned in any future releases? In documentation, we could not find any reference…
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Migrate Sales Territory to another Environment (Dev to Prod)Summary: Is there a way to export Migrate Sales Territory to another Environment (Dev to Prod) Is this through Export Management > FILE > Import Management File Type (XM…Christian Gerald Patacsil 31 views 5 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle
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Saved Search role restriction for external usersHello Team, When we go to any object and select "Manage Saved Searches," there's an option under the workspace list called "Shared With." Here, we can choose specific ro…
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Industry Delete restrictionSummary: There is a customer requirement for the Industry field, where they want to ensure that it remains non-editable. Since making the field non-editable directly is …
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Assigning Group Instead of Individual Users on Team Members Tab in Oracle CXSummary: Hello, I am currently facing a limitation when assigning Team Members on the Lead and Opportunity pages in Oracle CX. Requirement: Our client would like the abi…
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Make the territory owner the account ownerSummary: As sales team members have changed, we now have accounts that have multiple team members but they are not supposed to be team members anymore. We implemented te…
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Unable to secure the Party usage from the Organization Page.Summary: Navigation path: Navigator > Customer Data Management > Organization > Party Usage (field) Expected Results: Only the values Customer, Prospect, Supplier, and P…Ravi Prakash Reddy M 31 views 3 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle
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Vertex or GBG Loqate License InformationSummary: Client is implementing Oracle Cloud Global Human Resources in 11 Countries including the United States. Client will use Oracle Cloud Global Payroll in 10 of tho… -
Opportunity RevenueSummary: is it possible to add another field to the revneu lines layout Can we add a new custom field to the table if possible How can add Content (please ensure you mas…
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Navigate to application action is not working as expected in redwoodSummary: if I navigate to a leads details page using navigate to application action , smart actions are not working and Details page is alo not opening when we click on …
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Custom Objects Not Visible in "Perform Object Sharing Rule Assignment Processing"Hi, We are experiencing an issue with the "Perform Object Sharing Rule Assignment Processing" process. We are no longer able to see our custom objects in the selection l…Martina Di Battista 22 views 2 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle
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Restricting the Create access for Certain role in WorkspaceSummary: Hi Team, We need help with the Workspace. In the Account workspace, we see a Create option, and we’d like to restrict it for certain roles. Instead of removing …
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Adaptive Search Query: No Data Displayed for ListOfContactsHi All, I am trying to fetch data via adaptive search query. Despite enabling the field, I have noticed that no data is being displayed for ListOfContacts. Could you ple…
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Sales Manager role can't update opportunitiesSummary: Our Sales Manager cannot update Opportunities and re-assign them to another sales rep if the prior Sales Manager is the owner. What role do I need to add to ena…
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Asset Redwood edit drawer buttonSummary: Hi, I am working on configuring the Asset in Redwood, for the drawer of edit asset page, there is a button between Create and Save with no text showing and no d…
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Tracking Trends and Changes in Your ForecastSummary: Tracking Trends and Changes in Your Forecast using the Changes Since filter Content: Please watch the following video for an overview of Sales Forecasting trend…