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Sales
Discussion List
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Activity Notes not available in RedwoodSummary: In Classic UI we have notes subtab , where we can capture multiple notes against an activity. No such option seems to be available in Redwood UI. Can you please… -
How To Import/Export AbscessImplementation Project and Configuration Packages functional setup manager -
VBCS activationSummary: Can someone please guide me to review and enable the setups on how to activate and subscribe (if not already) to VBCS in Fusion from the setup and maintenance a… -
Not able to remove Duty role from Custom Sale Rep roleSummary: Hi, We have custom role called. outside sales rep role. its copy of sale rep. From custom role i need to remove duty role call HZ_PARTY_INFORMATION_INQUIRY_DUTY…
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How to fetch only 1 field in postman when we use GetSummary: HI, https://caeu.fa.us2.oraclecloud.com/crmRestApi/resources/11.13.18.05/partners we are checking partner Get API. when we use GET. We need see in response only…
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Is it possible to send a signature of an OPA form to Fusion CX Sales through integration?Summary: Content (please ensure you mask any confidential information): Hello good afternoon Oracle community; I wanted to ask you if you know if it is possible to send … -
Changing Existing Field Values in Redwood Using JavaScriptHello Team, I'm looking a guidance on how to change the value of existing standard and custom object fields in Redwood using JavaScript. Could someone please advise on t… -
Field Data Audit (Change History)in Redwood UISummary: Classic (CX Sales) provides Change History subtabs for every object. What is the plan to provide such change history in the Redwood Sales ? Content (please ensu…
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What is the difference between crmRestApi vs fscrmRestApi?What is the difference between crmRestApi vs fscrmRestApi?
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How to update parent object header layout and panels after executing smart actionSummary: We have one custom object and there is one smart action Update owner. After updating the owner through smart action parent layout doesn't get updated instantly.…
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How to remove "Create Call Report" from Actions List under Activitites in WorkspaceSummary: How to remove "Create Call Report" from Actions List under Activitites in Workspace We don't use this option and would like to remove it from the list. I have h… -
What functions and roles privileges to users manage account notesSummary: Some users don't have access to manage account notes, I tried to find a policy in this link: https://docs.oracle.com/en/cloud/saas/sales/oaslm/Sales_Administrat…
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VBS : Source code for Redwood templatesHi Team, I'm currently in the process of creating a new account list panel that extends the same options, features, layout, and CSS as the existing panel. How can we acc…
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Sales Lead Mass Action - RetireSummary: Hi team, Is it possible to enable Retire for Sales Lead mass update? I don't see the option to turn it on in Smart Action. Thanks, Adam Content (please ensure y… -
How do i allow an only user to perform changes in a detail page?Summary: We have detail pages that contain a specific field and we need to allow permission to a user to be able to modify that specific field if needed.
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How to make Boolean field value as Yes/NO instead of On/OffSummary: Organization - Terex In opportunity we have Boolean fields e.g Request cost and Cost Completed from below picture. There are some scenario or conditions where t…
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Can we make the field values editable in Team subtab for Opportunity in Oracle Fusion CX Sales CloudHi, Can we make the field values editable in Teams subtab for Opportunity in Oracle Oracle Fusion CX Sales Cloud? Like changing the values highlighted in the image. I ha…
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how to use object trigger in publish to oic and subscribe to oic?Summary:we creating publisher and subscriber integration so we want to use object triggers in this integration Content (please ensure you mask any confidential informati…
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What are the necessary tests that need to be completed to enable the geography hierarchySummary: We recently incorporated changes to the geography structure by including 'State' and adding 50 states for the United States in the Geography Hierarchy. The proj…
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Competitor Modification or DeletionSummary: I want to know if there is a way to Modify or Delete a competitor Content (please ensure you mask any confidential information): When I created one competitor, …
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How to get Product Name from Opportunity using GroovyI have a requirement to concatenate Account Name + Product Name as Opportunity Name in Opportunity creation page. I use BeforeInsert object trigger for this. I can get t… -
What would be the potential impact/issues when increasing Periodic Refresh frequencyHi - Good day! https://docs.oracle.com/en/cloud/saas/sales/fasqa/how-do-i-monitor-adaptive-search-background-processes.html#s20069364 Based from the documentation above,…
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NGS - How to auto-populate address related fields based on Bill to value?Summary: We have to auto-populate Postal code, Country, State city based bill to DCL field but unable to apply cx picker on bill to field as source object is address. we…
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Need to know about unmerge feature in Oracle CDM cloud(UI/API etc.)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…
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After adding create trigger default field value doesn't populate for standard fields.Summary: Organization: Terex Content (please ensure you mask any confidential information): We have created one onCreate event for opportunity, activity, leads for our u…
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Redwood - How to include Create Service Request in Account pageHi Team, I would like to modify and include "Create Service Request," to the options listed in the screenshot. Could you please provide guidance on how to edit add the n…
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Digital Sales: Run the Publish Feed Elements Process to Index Activities errorSummary: I completed all the duplication of the activities pages and followed all the steps in this document Following the documentation to setup the Activities panel in…
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Lead Note visibilitySummary: We have a functionality where we add notes via a groovy within Lead to the notes object and it is only visible to the user who have added the note. We want to m…
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How to add collapsable section in Create layout in Next-Gen-Sales?Summary: Under system Information section we have bunch of fields. we want to make this section collapsable, If user wants to see fields under system information section…
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Restrict Role to Only Create (don't Read/Retrieve) Opportunities via API in CXSummary: We require limiting the roles and permissions of a user used in CX API calls so that they can create Opportunities but not retrieve and Content: We are looking …