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Sales
Discussion List
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Notes : Adaptive Search via RESTIs there a way to search Notes via Adaptive Search REST? -
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 -
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?
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Lead Conversion: Can AddressType be set on new contact address in lead to contact copy mapSummary: We have a business requirement to set the AddressType to 'GENERAL_MAIL_TO' on the address that is copied from the lead to contact during lead conversion. Settin…
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Bell Notifications not displayingSummary: Hi, We have written some groovy script to trigger bell notifications following the documentation but nothing is being shown when it is triggered. And in runtime…
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How can I enable the 'Set Schedule' button within the Opportunity Products Revenue Line section? PI am encountering an issue with the Oracle Fusion CX Sales application where the 'Set Schedule' button is not appearing, which should open the Set Schedule Page, within …
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How to make Revenue line Item Amount as read only or not-updatable conditionally?Summary: When the revenue line is CloseWon, we do not want the Revenue Line amount to be changed. A new data field, Opportunity Revenue - Fields - Amount (API SplitParen…
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AttachmentsHi, In the custom object I created field for attaching documents Please let me know is there any size limit for the file to attach and will this support multiple attachm…
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How can we export state codes of a country in CDM?Summary: We need to extract and export the State Codes of specific countries in CDM so we can create a transformation mapping in our middleware. How can we extract/expor…
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How to rename a panel in redwood?Summary: In Redwood, How can we rename a custom panel which has M2M relationship. Content (please ensure you mask any confidential information): Version (include the ver…
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Configuring Fields in Application ComposerSummary: We are looking at the possibility to change the LOV associated with a Fixed Choice List Field that is already published with a Sandbox and are looking for ways …
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Unable to Create Microsoft Team for Opportunity RecordHi Everyone, Our organization has been trying to enable the Microsoft Teams integration to enable the creation of Microsoft Teams from an opportunity record. When using … -
Need a confirmation pop up message while clicking the delete button in Opportunity screensSummary: Hello, do we have the ability to add a confirmation popup message on click of delete button in Opportunity screen? Content (please ensure you mask any confident…
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Creating a new opportunity form and process, without effecting the current one.Summary: We would like to build from scratch a new opportunity form and process without effecting the existing one. Content (please ensure you mask any confidential info…
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create a new opportunity form in parallel to the existing oneSummary: 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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Not able to translate Custom Sales Stages in OpportunitySummary: We are having some custom Sales Stages as per our requirement. But we are not able to find an option to translate those Sales Stage values. We are trying to tra… -
Authentication problem into CX from Microsoft 365 for Redwood UX add-inSummary: If the incorrect login details are entered for CX Sales when logging in from Outlook using the new Microsoft 365 for Redwood UX add-in, after two failed attempt…
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Adjust workspace object display sequenceSummary: Hi All, Is it possible to change the display sequence for the enabled objects in workspace? For example, we'd like to move Contacts to the top of the list. Than… -
Business event/trigger/WF not working when product is imported from PIMSummary: Hi, Our products come from CPQ to PIM, and then we use scheduled process "Import sales products from PIM" to display the products in Sales Products UI. In this … -
Add the ability to add a Contact to an Appointment on the Appointment Create screen in RedwoodSummary: Is there any way to add the ability to associate a Contact to an Appointment on the Appointment Create layout in Redwood? Content (please ensure you mask any co… -
Using CustomerAccountService for Bulk dataIssue: oracle fusion sends AR invoice to all the contacts who has BILL TO role responsibility under the customer account. which is not needed as our business function, s…
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How we can enable BPM approval worflow for Cutom object.Summary: We want to enable BPM approval workflow for Custom Object. Is it doable to not.? Supported or not. to support Approval features Content (please ensure you mask …
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How to have Category Options in attachment field on sales account ?Summary: We have a request to collect specific documents on attachment field on sales account object. Like list of document to open a Account Oracle does not give this f… -
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How to create survivorship rule to set Master record based on last update dateSummary: Hi, How can we create survivorship rule to set the most recently updated Person as the Master Record? We have created the below survivorship rule but it does no…
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what is process behind revenue, Gap and pipeline display in oracle cx salesSummary: how should revenue, Gap and pipeline data display in oracle cx sales. Content (please ensure you mask any confidential information): Version (include the versio…