To ensure that questions get required attention from community members and are NOT left unanswered, it’s important for the author to indicate (by selecting “Yes” or “No” when prompted) whether the question was answered. (newly added) Please note that it is also important to respond to EACH comment your question receives. Your Yes or No response ensures an accurate status for your question.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
Sales
Discussion List
-
Does Data Steward Manager have access to 'Manage Party Center Source System References' ?Summary: Does Data Steward Manager Role have access to 'Manage Party Center Source System References' ? if yes can you please navigate me through the steps Content (plea… -
how to create an integration using Oracle Integration and Oracle Content Management.Summary: To Learn About Creating a Document Approval Process in Oracle sales cloud, how can we create integration using Oracle Integration and Oracle Content Management.… -
Integration with SailPoint for IAMSummary: We are in the process of Integrating the sales cloud with SailPoint for IAM. We have looked at the REST APIs documentation but we have some gaps that we hope yo… -
Whale editing properties in steps getting unexpected error - Sales OrchestartionSummary: We have created sales orchestration for opportunity object based on sales stage. Content (please ensure you mask any confidential information): at stage 1 - Qua…
-
Make opportunities and activities non-deletableContent (please ensure you mask any confidential information): I would like to implement settings that will prevent users with certain roles from deleting opportunities …
-
I have a question about follow-up when data is deleted by mistake.Content (please ensure you mask any confidential information): I have a question about follow-up when record is deleted by mistake. 1.Restore deleted records 2. Take bac…
-
Deactivate contact and location recordsSummary: currently We have the ability to delete contact and location records directly from the system through the Action button. However, our requirement is to deactiva…
-
Need to display pop up message under Attachments in Mobile -> On click of Record Audio/VideoHi, We have a requirement to display a popup message or a hard stop on Attachment field in Mobile for Record Audio/Video. Could someone share if that can be done, we don…
-
Pending activities show a count on the Activity Panel but no details or option to edit displaySummary: When we create new activities (not started/in progress), the count of pending activities displays on the Activity display panel, but the activities do not show …
-
How to create Foldout panel and subview on Standard Object with M2M relationship with Custom ObjectSummary: Hi, We need to set up a foldout and subview on the Account object, establishing a many-to-many relationship with a Custom Object. However, we're unable to find …
-
Block API access for the custom sales job rolesSummary: We created custom sales job roles (e.g. sale rep, sales mgr, sales vp) by copying the OOTB job roles. We'd like to disable REST API access for these custom job … -
do we have sample Quick Import Macros Files(Doc ID 2229503.1) for Custom object?Summary: 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 to inactive Partner UserSummary: We need to inactive Partner User. Do we have import template? Content (please ensure you mask any confidential information): Version (include the version you ar…
-
Bulk/Multi Edit Pages For Sales Objects In Oracle Fusion CX Sales CloudSummary: Hi All, Is there any way to customize bulk/multi edit pages for sales object? We have requirement that we need to enable couple of fields, additional to the fie…
-
In Redwood sales (NGS) : How to add dialog box for opportunities > ChildRevenue?Summary: Need to display a pop up with "Continue" Or "Cancel", when on of the field is changed under Child Revenue. Since "call component" is not available under action …
-
Deals multi level ApprovalSummary: We have usecase where we want Deal to be sent for Multi Level Approver. meaning once deal is submitted for approval first it should go to approver1 once approve…
-
How to Number Records in landing page list ?Summary: would it be possible to add row numbers in front + number of total items that have come out of the search/number of opportunities on a certain landing page ? Co…
-
Remove Account Team members bulk through ImportWe need to remove members from the Account in bulk using import. I've tried entering the Party Number (Account object) and resource ID (Account member object), but ended…
-
We are looking to have a Sales Quota plan where the Sales Manager also has a quota, how do we do itSummary: We are looking to have a Sales Quota plan where the Sales Manager also has a quota, how do we do that so the sales manager has a personal quota that is included…
-
When Changing the Assign To the Lead Owner is changing by defaultSummary: Hi When i Change the assign To the Lead Owner is also changing. Also in Teams this Resource is default Owner. Can we restrict that when we change the Assign To …
-
Can we create our own Record Set and create our own criteria for records that can be searched?Summary: We have a requirement to only see CRM specific contacts when searching on CRM Objects (Account, Opportunity and Campaigns). Is there a way for us to filter thos…
-
Redwood - Can we have different sub view layouts depending upon different Parent objectSummary: Can we have different sub view layouts for different parent objects: For Example - Opportunity Sub VIew Layout displays differently for: Contact Screens Account…
-
Redwood - Can CX-Picker component refer to a service endpoint which is not a CX ObjectSummary: We have requirement to store country and state as a separate field on a custom object. How can we refer the geography that we define for using " Manage Geograph…
-
Can we merge records with Resource/HR Employee usage and custom party usage?Summary: Merge records with two different party usages. (Resource/HR Employee and Custom) Content (please ensure you mask any confidential information): Hi, We have a re… -
Use <BillToSiteVO> as Related Object in Dynamic Choice ListSummary: In App Composer, the 'BillToSite' field on the 'Subscription' Standard Object uses as the Related Object on the Dynamic Choice List. I would like to use this s…
-
How to configure sales coach in next gen sales in opportunities?Summary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
-
NGS - How to remove related object data from object which is having one to many relationship?Summary: We are extending Oracle sales application using oracle visual builder. We have client foldout panel and subview so we when we have some records of client associ…Pratibha AdhavLTIMindtree 21 views 3 comments 0 points Most recent by Ravindra Sirigiri-Support-Oracle
-
-
-
