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Sales
Discussion List
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Quotas Setup - Included in Configuration Set Migration file?Does Quotas Setup/configuration in Setup and Maintenance will be Included in Configuration Set Migration file? https://docs.oracle.com/en/cloud/saas/sales/fadsi/overview… -
Requesting more information on the AI Lead ScoreSummary: I'm currently working on enabling the Lead (Artificial intelligence) score in the EXOT environment. I have been able to follow the steps and set up the lead sco…
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Primary Contact Functionality on Custom ObjectSummary: OOTB CX has Primary Contact Functionality on Account. We have created a Custom Object and it has M:M relationship with Contact object. How can we configure the …
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it is possible to restrict a skill for a particular user in APEX applicationSummary: we have a requirement to access the billing related information through ODA only by billing users, Since its has the financial values and Commission related inf…
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Does Oracle provide out-of-box integration from Subscription Management to RMCS?Summary: Does Oracle provide out-of-box integration from Subscription Management to RMCS? If yes, what steps are required to enable this? Content (please ensure you mask… -
How to calculate number of days based on start date and end date?Summary: When start date and End date is given, Number of Days should be populated in the field automatically. Content (please ensure you mask any confidential informati…
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Can we bring opportunity assessment questionnaire inputs to the opportunity landing page?Is there any possibility to bring /reflect opportunity assessment questionnaire inputs to the opportunity landing page?
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How to add attachment that was returned from API using groovySummary: Hi folks, We have a groovy script in opportunity, that calls an external API to get a file, and we need to attach this file to the opportunity. How could this b… -
NGS - How to download table data?Summary: We are extending oracle sales application using oracle visual builder. We have added one button to fetch last n transactions - when we click on fetch transactio…Pratibha AdhavLTIMindtree 21 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle
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How to get/enable Oracle Sales Cloud Sales Predictor in CX Sales ?Summary: We would like to use the Oracle Sales Cloud Sales Predictor in our CX Sales instance to get the top recommendations (Product recommendations for the customers) … -
Create Resource User API Error - A record with the value FUSION_HCM <PersonID> already exists.Summary: We have a process to create a resource user for existing workers in HCM via Create Resource User API. This has been working but some of the users can't be creat…
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Unable to add advanced Expressions for field in Rule Sets in Visual Builder Studio for AccountsSummary: Hi, I'm extending the Redwood Sales Account Object's Edit Page layout, We have requirement to hide the field based on other field value in Rule Sets. I am able … -
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…
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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…