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Sales
Discussion List
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New Fiscal Year Sales Forecasting UpdatingSummary: January is our new Fiscal year and our forecasting period for 2024 has ended. What is the process for updating the forecast for a new fiscal year Content (pleas… -
24D EDLC download location?Summary: We are preparing to have the Oracle CX Sales 24D upgrade applied to our non production environments shortly. With each upgrade we typically download and install…
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Activity Notifications / Custom From AddressHello, Our customer requires to use a generic - common email address for all out-of-the box email notifications(Task email notification/Appointment email notification) t…
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How to fetch contact email and phone number before the contact is deleted using REST API in GroovyHi Team, We have a requirement to store contact email/phone number whenever the contact is deleted. We are able to capture details if the contact is deleted using Delete…
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In custom subviews template properties enable In line update is not workingSummary: Hi Team, I have created a custom subview template. In the properties, there is an 'Enable In line Update' field for updating the line, but we are unable to set … -
Request for Reference Video on Sales Territory and Sales QuotaSummary: We are planning to use sales territories and sales quotas in our project. Could someone please share a reference video to help us understand these concepts Who …
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Is there a way to bulk import Person as resources?Summary: I would like to update existing Person as Resources with the tool Import management, is this possible? Content (please ensure you mask any confidential informat…
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Is it possible to add custom fields to Sales Territory Quota and Sales Resource Quota objectsSummary: We have some requeriments to add information to territory and resource quota objects. The idea es to capture those information later in OTBI and present the use…
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Blank Owner Field for Account in Workspace UI, but User Set as Owner Under Team SubtabThe Account Owner field is blank in the Workspace UI but shows an owner after drilling down into the Account Team subtab. The user was disabled and then re-enabled, but …
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CX Sales integration for Outlook with Microsoft Exchange On-PremSummary: Oracle supports integration of CX Sales & Outlook if the customer uses Microsoft Online Exchange (MS365). However, our customer uses Microsoft On-Prem Exchange.… -
How to enable mass update and manage columns functionalities for sub view in redwood salesSummary: Hi Team, We want to have a mass update and manage columns in a sub view layout as we have in a list page for Account, contact and other Objects. Content (please…
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Create a Note under Contact/Account object using custom field from custom object in CXHi Team, Summary:-Our requirement is to create a notes under Contact/Account object using custom field from custom object in cx. Detailed Explanation:- We have "Remark" …
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Redwood 24D - Work Order Search not working in Brazilian Portuguese LanguageSummary: Work Order Search not working in Brazilian Portuguese Content (please ensure you mask any confidential information): When performing Work Order searches through… -
Unable to insert field in footer of the page using in RTF templetSummary: Hi, I am creating RTF templet using BI publisher. but unable to insert field in footer section. please help Content (please ensure you mask any confidential inf…
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Redwood-How to remove "Create appointment" button from list page of activity object.Hi Team, Could you please let us know how we can remove "Create appointment" button from list page of activity in redwood.
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Redwood-How to customize "Log a call" screen.Hi Team, We are trying to remove some fields from Log a Call screen. Can you please help us to customize this screen in redwood.
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How to display a lead's territory team membersSummary: How to display a lead's territory team members Content (please ensure you mask any confidential information): I want the people of the territory to appear in th… -
java.lang.NullPointerException : Cannot invoke method GET() on null objectSummary: we are trying to call a webservice in groovy and we are getting the error message as Cannot invoke method GET() on null object for below code. if(ibRow?.SerialN…
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CX Sales - Redirection of delete action (from contact/account edit pages)Hello, When we are on the contact/account edit pages and use the delete button from the "Actions" dropdown menu - the record gets deleted and the next record is automati…Justine BONDIL - Oracle-Oracle 31 views 4 comments 0 points Most recent by Justine BONDIL - Oracle-Oracle
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how to make field required only in Sales CloudSummary: We have a requirement where one of the fields (Industry) needs to be made mandatory in the Sales application but should remain optional in ERP. We tried the fol…
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Bell Notification not clickable on Sales Account Resource ObjectWe implemented a bell notification on Sales Account Resource object. Whenever a new resource is added to Account team, the user should be notified via bell notification.…
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Update Customer Account Site Properties via APISummary: Looking to update a field called "Demand Class" via API in Oracle Cloud. This field exists under the Account Site Content (please ensure you mask any confidenti…
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Is there a way to add Account Address set to Sales Lead?Summary: The Sales Lead Object allows us to show/hide the Contact Address set, but we have a client who wants to replace that Contact Address set with the Account Addres…
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Assessments not showing up on Accounts, Leads, Opty on Redwood UISummary: Assessment is not seen as a Panel or subtab for Accounts, Leads and Opportunities on Redwood UI Content (please ensure you mask any confidential information): O…
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Stand alone Quota Management implementationSummary: Hi, One of my customer is planning to implement Stand alone Quota Management application. They are not planning to implement Territory Management. They have Sal…
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Groovy Script To Notify user Using Bell Notifications when user is added to Account TeamWe are unable to implement bell notification on Sales Account Resource which is child object of Sales Account. We have triggered it on after create event. Please find be…
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How to show Activities Panel in Redwood for Custom ObjectsSummary: I wanted to show the audit logs for Custom Objects in redwood, but activities panel is not available as OOTB. How can I show the activities panel or the audit l…
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Contact Creation Audit LogsHi I have configured the Activities Panel in Redwood UI for contact but I am getting the logs only for the updated values, but I am not getting the creation logs for the…
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Microsoft will end support for its Windows 10 operating systemSummary: Email received from Oracle : Microsoft will end support for its Windows 10 operating system Content (please ensure you mask any confidential information): We re…
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Redwood Migration MS 365Summary: We are in the process of migrating our current sales environment into redwood. We want to check on some things and need these two questions answered: About the …