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Sales
Discussion List
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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… -
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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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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Automatically open newly created recordsSummary: In the Redwood UI users use the Action Bar to create new records. When creating a new opportunity from a contact, the user is taken to the Opportunity Create Pa…
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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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Do we have any way that we can hide View all drilldown from cx-panel?Summary: We have requirement to only show panel not the subview. Do we have any way that we can hide the View all drill down? Content (please ensure you mask any confide…
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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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Integration between projects and cx ?Summary: I would like to know weather there is possibility of integration between Cx and Projects module. Content (please ensure you mask any confidential information): …
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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… -
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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Custom Redwood/NGS Pages don't recognize the "Open in New tab" built-in function.All our Custom Redwood/NGS Pages (e.g. fscmUI/redwood/custom-objects/quotes) links from those pages can only be opened from the same tab when trying to use the "Open in …
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Unable to update Product, Quantity or Sales Price when Deal id Pending ApprovalSummary Unable to update Product, Quantity or Sales Price when Deal id Pending ApprovalContent Unable to update Product, Quantity or Sales Price when Deal id Pending App…User_2025-02-04-17-55-30-920 25 views 1 comment 0 points Most recent by Ravindra Sirigiri-Support-Oracle -
CX Cloud Mobile - Sales territories objectSummary Is it in the work path to add sales territories on CX Cloud mobile application?Content Hello everybody, We've customized some of our business objects with sales … -
Sales – 20A CX Sales Updates: SPM, 16 January 2020, 9 a.m. PT - Submit QuestionsContent Submit your questions for the Sales – 20A CX Sales Updates: SPM session to have them answered during the live event. Post your questions by posting a new comment… -
Incentive Compensation ReportsContent Overview Oracle provides a number of reports. In addition to out of the box reports, we also provide reports that are easily downloadable and can be imported int… -
Managing attachments - Client profileSummary Maintain attachments - all versions - which support a client profileContent Greetings, We are currently implementing ERP and Sales Cloud; and our customer is que…
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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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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… -
DFF migration (segment & valueset)Summary DFF migration (segment & valueset)Content Quick question - If we want to migrate deployed DFF (segment & valueset) from one pod to another, can we use FSM (to in… -
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…
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Can you provide the mandatory fields of countries for Contact and AccountSummary: Hi Team , We need a mandatory fields of Countries for Contacts and Accounts that is available in our Oracle CX . Kindly help us. Content (please ensure you mask…
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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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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… -
Replicate Redwood Send Mail functionality in Workspace/Simplified UISummary: How to Replicate Redwood 'Send Mail Functionality in Workspace/Simplified UI Content (please ensure you mask any confidential information): In Redwood, From any…
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Integrating Teros ERP with Oracle Sales CloudHi everyone, I am hoping to integrate Teros ERP with Oracle Sales Cloud. I have been searching for documentation on how to do this, but I have not been able to find anyt… -
CX – Oracle CX for Financial Industry, March 15, 14, 2018 @ 9:00 a.m. PT - Submit QuestionsContent Submit your questions for the CX – Oracle CX for Financial Industry session to have them answered during the live event. Post your questions by posting a new com…
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How to add lead creator in the opportunity record in oracles sales cloudSummary: How to add creator of lead in opportunity? Consider a scenario where one user creates a lead and assigns this to another user and subsequently the assigned user…
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User data validation error file may not be outputContent (please ensure you mask any confidential information): 1.Start import management 2.Import has been executed (number of records is 1) 3.The result is Completed Wi…
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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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Need to use file as a parameter in groovy scriptsSummary: Need to use a file as a parameter in groovy script and send it in the form of multipart-form-data to the WebService. Content (please ensure you mask any confide…