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Sales
Discussion List
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CX Sales referencing quote number without version numberCurrently CX Sales is only referencing a quote number (without the version number) and so when a quote is versioned it is causing an error when syncing to CX sales becau… -
Information Required related to Eloqua, CRM and Redwood UI.Summary: Can Oracle CX Cloud be integrated with Lotus Notes? Does enabling Accounts (Corporate Data) in Eloqua come with a cost?, Can send time report in Eloqua show dat…
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Need end to end flow for sales <> HCM <> FinanceSummary: We need end to end flow from Oracle HCM to Oracle Sales and Service and back to Oracle Finance flow. Kindly share details. Content (please ensure you mask any c…
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How to manipulate access to update owner of opportunity as Sales Manager?Summary: We want limit the access to update the opportunity owner on below condition as Sales Manager. If they are opportunity owner If the opportunity is part of brand …
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How to PartnerPartyId in groovySummary: We need to get partner Party id in the custom object. I created formula field in custom object & try to fetch in groovy. Content (please ensure you mask any con…
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How to get workflow error in case Dynamic SQL Query Using Database Query FunctionSummary: The BPM workflow participants are created with Dynamic SQL Query Using Database Query Function in AP Invoice workflow. When the query does not return the value,…
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How to export all user profile optionSummary: We want to export all user preference for currency - we tried searching with profile option code 'FND_CURRENCY' and got serach result also with all user currenc…
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Not able to view results of 'View Gaps' and 'View Overlays' in TerritorySummary: Hi, We have configured territories and for few territories at same level, we have given same dimensions. We tried to view overlays and view gaps, but we are get… -
Access Group : Activity Object Rule Not WorkingWe created an access group for specific group of users and added an Activity object rule so that they will not see other group of users' activities. However, when we are…
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How to edit create layouts for contact relationship related objectsSummary: I am trying to configure the Create Relationship foldout panel but I am not able to find where to do that. I created the Smart Action and a dynamic table which …
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How can I add the same LOV from account owner to a 'Secondary' account owner field?Summary: I have been trying to find the Lookup type used by the 'Account'-owner field. I have found the following 'SALES_ACCOUNT_OWNER' but this one results in a picklis…
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How to display any pop-up or warning if the location is not enabledWhile using CX sale mobile app, How to display any pop-up or warning if the location is not enabled.
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Country ISO Format used by Oracle CX CloudSummary: Which is the currently ISO Format version for Country used by Oracle CX Sales Cloud. Is it automatically updated by Oracle if new version comes in . What is the…
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How can I make a field a hyperlink in RedwoodSummary: I want to be able to add the URL to a person's LinkedIn profile in SalesCloud - not querying for Sales Navigator as it is too expensive for the team. Content (p…
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LookupHelperSummary: 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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Batch address cleansingSummary: as per this article we have the option of batch address cleansing in Oracle sales and CDM applications. I tried to do the same but I am seeing the option/icon o…
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Impact Of Resource Directory >> Teams Subtab, on Opportunity Resource.Summary: Hi Team, We have created a new Team under an Organization and added a Resource to that team and Provided manager access. But we did not see any impact on Opport…
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Connect to API in SandboxIs it possible to connect to a specific sandbox with REST calls? I couldn't find a clear description in the documentation. So for example we have sandbox A which sends a…
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Is there any possibility that, Accounts created in CX should not reflect in Account Receivables?Accounts created in CX should not reflect in Account Receivables.
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How can we disable / remove the 'Delete Note' Action from Note Object and Edit of the Note RecordSummary: We do not want to allow the user to delete the created notes and also once the note create should not allow to edit the record , how can we achieve this. Conten…
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How can I schedule the Lead Assignment Process based on Custom Field?Summary: I'm looking to tailor the Create Lead Processing Activity page to suit our needs. Specifically, I need to configure it to schedule the lead assignment process b… -
Is it possible to have a full copy between environments from different tenants?Summary: Hi, Our customer is renewing his contract with Oracle, and is getting a new tenant with fresh environments. He needs to migrate everything from his old producti… -
Validations on the create order buttonSummary: Validations on the create order button Content (please ensure you mask any confidential information): Good day, I want to perform a validation on the "Create Qu…
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What is the data security access for read only role for accounts, contacts and service requests?Hello all, We created a custom Roll that sees only Accounts, Contacts, Service Requests and Activities. The role is only for Sales/CX-Users only and it has only read onl…
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Visual Builder Studio, can fields from 2 containers be made dependent on same page extensions (RSSP)Summary: Can one field lets say "Requisition Type" (from container 2) be selected based on value on a field "budgetary control" (from container 1) . PFB the screenshots …
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Not able to share custom filters in WORKSPACE.Summary: HI Team, I am not getting an option to share the filter that I have created with others. It is disabled. Do you know which role is required to enable that optio… -
Not able to access another partner account for userSummary: Hi, I need to have view access for another partner accounts. EX Daniel is user for 17-1505 Partner account, but he should get access for other all below partner…
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Retrieve soft deleted (Status = "I") records via the REST APIIs it possible to retrieve soft deleted (Status = "I") records via the REST API? After deactivating a record by updating the status column to inactive, I am no longer ab…
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Number field in Sales mobile app does not show commaThe number field in Sales Mobile App does not show comma, where as in Desktop UI it shows the value separated with comma. Is this a mobile app limitation, can someone co…
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How to add conditions to fields in CX Sales Mobile AppSummary: In the CX Sales Mobile App I want to hide a Picklist when a Checkbox is not True. Content (please ensure you mask any confidential information): I tried to ente…