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Sales
Discussion List
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REST API or SOAP webservice for Updating Customer Site End-DateSummary: Is there a REST API or SOAP webservice available for UPDATING Customer Site End-date? We have found sample payloads close to our requirements but we will need t… -
What is the impact of enabling all fields for all objects in the configure adaptive search ?If enabling all fields for all objects in the configure adaptive search including the child object referenced fields, enable grouping, mark as in-object reference as wel…
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How can I see the Territory that was created from my Resource Hierarchy?Summary: How can I see the Territory that was created by the Refresh Territories from Resources process and that is said to mirror my resource hierarchy Content (please … -
How to create Resource for a user if he is not available in manage usersSummary: Need to create Resource for a user if he is not available in manage users Content (please ensure you mask any confidential information): A user is trying to cre…
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oracle sales cloud backup strategyHi , We are looking for a strategy to complete backup all the object configurations and data in our oracle sales cloud. As per oracle documentation there is no way for o…
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Add smart action showing default layout, how configure Add client smart action in account object?Summary: We have client object which is having one to many relationship with account object. we have configured add client smart action on account. but it is showing dea…
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Couldn't find API to update a particular DFF during creating customer through SOAP web services.Summary: We were creating customer through OIC and there was one DFF named GST Number, we want to update that field at the time of creation but unable to find anything r…
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how to reset password for bulk user using Rest APISummary: Hi, We have some 300 users & we are loading user by using import. Now we need to reset password for those 300 users. Please let me know how to reset password fo…
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I am not able to edit Organization page in CDM using Page ComposerSummary: I want to edit the Search tab to hide certain fields and make certain mandatory in the Organization page in Customer Data Management. I tried using Page Compose…
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Lead to opty conversionSummary: Anonymous user submits inquiry from partner locator which creates lead with address(State, County, city). Partner user when converts lead to opportunity the add…
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Opportunity to Deal conversionSummary: we have use case where Opportunity to Deal Conversion. so cases they register opportunity and want to convert into Deal to provide benefit to Partner Content (p…
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Deal to opportunity duplicate checkSummary: Deal once Approved by Channel Sales Manager converts into Opportunity. we want to stop this process when ever duplicate opportunity Exists. Content (please ensu…
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How to make the resource information fields read-only based on the resource role?Summary: User wants to make the resource information fields read-only when they change from resource role A to a specific resource role B. Content (please ensure you mas…
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How to do I set up and enable Mobile Scan function for CX Sales Redwood?I am migrating CX Sales from traditional UI to Redwood. I would like to enable the Mobile Scan function. It there a guide for it please? Thank you in advance for your he…
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NGS -How to add Address Map/Google map for Address Hyperlink on Account Overview page?Summary: We are extending Oracle sales application using fragments. In classic UI we have manage address navigation through manage geography but not working same in redw…
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Sales Cloud Mobile: Can we remove other options in "Add Media" attachmentSummary: Adding the "Attachment" child object in sales cloud mobile can we remove specific options in the "Add Media" list? i.e., "Take Video", "Record Audio", etc. Cont…
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About code values for custom-created Sales Methods and Sales StagesContent (please ensure you mask any confidential information): I'm thinking of importing an opportunity. At that time, custom Sales Methods and Sales Stages need to be i…
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How to do channel integration in account object foldout in redwoodSummary: Hi we have social foldout panel on account object. We have to channel integration for communication. Content (please ensure you mask any confidential informatio…
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The Entity object can't be created. Contact your help desk. (ZCX-3075001)Hello I am trying to create custom object but I am getting the following error "The Entity object can't be created. Contact your help desk. (ZCX-3075001)" I have the adm…
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View the Hierarchy of contacts at a customerSummary: We are looking at how we can create relationships within an account to display a manager to Individual contributor relationship. Content (please ensure you mask…
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How to show a success message in SFAHi experts. I am developing a functionality in groovy script to syncronize a record from a custom object created in Oracle Sales, this action is invoked from an action i… -
How to enable Objectives on Activity Task Edit Layout.Summary: We are extending oracle sales application using fragments, We On classic UI on activity Object task edit page we have objectves. Refer screenshot. After clickin…
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How to change color of badge item in cx-cardSummary: How to change color of badge item in cx-card in Next gen sales. Content (please ensure you mask any confidential information): We have custom object brand relat…
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How to disable appointments entirely?Summary: We are using NGS and have disabled all the Smart Actions for Appointment creation because our client does not want to use the Appointment activity type, however…
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how to define survivorship rule at set master level based on source system confidence levelSummary: 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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Redwood - Call ReportsSummary: In classic UI - For an activity (appointment) we can create call reports. No such option seems to be available in Redwood. Content (please ensure you mask any c…
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How to configure cx-Orchestration Panel in Redwood sales for opportunity foldout panel?Summary: Working on an opportunity, I should be able get a guided view on "Action Items" (Process Steps) and required documents during each stage of my Sales Cycle. This…
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How we can check if aggregates are used in adaptive search?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… -
customer’s informationSummary Customer’s information from the form to set up the relevant party & account in the ERP . The customer does not have an account in the CRM.Now user wants to creat…
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How to make field queriable in oracle sales cloud?Summary: How to make field queriable in oracle sales cloud? Content (please ensure you mask any confidential information): We want to access one field "Product_c" throug…