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Sales
Discussion List
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Making Product Selection mandatory on Lead Creation Pages in CX Mobile applicationSummary: In CX Mobile application, we want to make the product selection mandatory while creating a Lead. We do not want this to be mandatory for Web application users, … -
Groovy to query only Contacts but not user recordsHi All, I have actually written a code to query the Contact object based on email. But the query is also searching for user records with that email and returning the res… -
How can end user reset personalization?Summary: How can the end user reset personalization changes themselves? Content (please ensure you mask any confidential information): Referring to the Sales Implementat…
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Save and Continue not available when creating a record from subtabSummary: We noticed save and continue is not an available button if you try to create a record through a sub tab. Is this something we can enable? See screenshot, you ha…
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How to create a Quick Action to open the Create Record for a Custom ObjectSummary: We created a Custom Object called "Milestones" and we are looking to create a quick action so users can quickly create a milestone object directly from the home…
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Updating the Party Name in resource fileSummary: Hello, We have a situation where several users were initially set up with extra spaces between their first and last name. It looks like the issue has been corre…
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Are there any Table that stores load errors and messagesHi Team, We want to know that, are there any tables in Oracle that stores load errors and messages. Any insights or suggestions would be greatly appreciated. Thanks, Anu…
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Is it possible to restrict the CDM Custom fields being accessible from Manage Customers page?Summary: After implemented CDM , we were able to view and update the CDM Custom fields from the Manage Customers page and Manage Supplier's page. Is there any possible s…
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Need Duplication identification User Batches Created for Action table details in Oracle CDMNeed Duplication identification User Batches Created for Action table details in Oracle CDM
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Should I need to have Sales Catalog to run Import Sales Products from PIM Data Hub?Summary: I set the job "Import Sales Products from PIM Data Hub" When we use this job, should I implement Sales Catalog? Content (please ensure you mask any confidential…
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Active User Permissions and Roles ReportHello Please we need to obtain a list of the active users that exist in Engagement: https://ccxe.login.us6.oraclecloud.com/ and what permissions or roles each one has, w…
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Create Dynamic Choice list based on Opportunity Line Item ProductsSummary: Can we create a dynamic choice list to show a list of products that are on the opportunity line items for a custom object related to the opportunity object. Con…
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Is it possible to select items from PIM to CX sales catalog when it synced with job?Summary: I set the schedule to run the job "Import Sales Products from PIM Data Hub". However, is it possible to select which items are imported from PIM? Content (pleas…
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Queue Concept for deal registration ObjectSummary: For the deal registration object, can we have the same queue concept as Service Request object. Requirement: The requirement is to assign the deal registrations…
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Rejected - Error on table HZ_IMP_RELSHIPS_T, column START_DATESummary: We have Dev and Test environments. I am loading the same file in both environments. In Dev I am getting below error: Rejected - Error on table HZ_IMP_RELSHIPS_T…
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REMINDER: CX Solution Overview Demos this Week!Register today for our CX Solution Engineering led Solution Overview Demos this week on February 19th & 20th across our Marketing & Sales Unification, Revenue Transforma… -
Snippet Field Not in Adaptive Search ConfigurationIs the Snippet field available in Adaptive Search Configuration? Can it be disabled? If so, do you know the name of the field in the Adaptive Search Configuration?
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How to make Recurring revenue editable if Recurring quantity cannot be edited and vice versa?When I enter the Recurring Quantity on the Opportunity Line Item, the Recurring Revenue field should no longer be editable. When I enter the Recurring Revenue on the Opp…
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fetch product image in RTF Template BIP ReportSummary: How to fetch and show the product image in RTF template Content (please ensure you mask any confidential information): We are trying to fetch the product image …
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Modify the BPM Notification EmailWe have setup a simple BPM Approval for the Lead Object in Oracle CX Sales, we have a requirement to modify the content of the notification delivered to the users
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How can we access the Manage Daily Rates in groovy scriptHello Team, We have a requirement in our current implementation like we need to convert the a currency value to different currency based on the Manage Daily Rates stored…
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Privilege to access data in Manage usersSummary: Which privilege enables access data in manage users? We need to create a custom role to enable data access in Manage users task (Users and Roles) We understand …
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How to set the Revenue territory copying it from the related account?Summary: We would like to use redwood forecast based on territory and opportunity amount. Unluckily it is not possible, so as a workaround, we are developping a groovy s…
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View "My Accounts" on a Map in Redwood SalesSummary: Is there a way to view the "My Accounts" saved search on a Map? Currently you can click on an address and it will pull up on a map. User's would like to be able… -
Get ResourceUsers data via groovy scriptWe need to create a trigger that, when a Resource User is created, sets a custom field with specific values. How can we retrieve data from ResourceUsers in a Groovy scri…
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Create a trigger based on resource person typeHi, We need to create a trigger based on the PersonType attribute of the Resource object. The logic should be as follows: if(PersonType='EMP'){ setAttribute(newField_c,'…
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Can we trace the API calls happening in CX considering both Inbound and OutboundSummary: Can we trace all the API calls happening in CX (both Inbound and Outbound), including the past dated invocations. We understand that the currently we can trace …
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Which API should we call to retrieve the department of a resource user?Summary: Which API should we call to retrieve the department of a resource user? Content (please ensure you mask any confidential information): https://****.oraclecloud.…
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Unable to access Manage Task Configurations for Customer Relationship ManagementWe are unable to access/open the Task 'Manage Task Configurations for Customer Relationship Management'. Whenever we click the Task, a new browser tab is redirected. But…
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How are "Log a Call" records Stored in RedwoodSummary: We're migrating to Redwood UI and can "Log a Call" from Opportunity or Contact and see the records in the Activities panel. However, when we go to Activities ob…