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Sales
Discussion List
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Redwood:-How to change header name in the Edit page of Asset objectSummary: In the details page of Asset object ,Product name(Federal Bank Product) is coming in the Header name . So we want to change the header name from Product name to… -
Why isn't my dynamic choice list custom field showing in my Outlook add-in?I created a custom field in Sales (Dynamics 365) with a dynamic choice list, but it's not appearing in my Outlook add-in. I've checked that the field is properly configu…
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How can I do a GET for Resource Users that are end-dated?Summary: Is it possible to do a GET on Resource Users that are already end-dated? As per my testing, when I try to do a GET for a Resource User that is already end-dated…
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Do we have any documentation that details features released in 25B for CxSummary: Documentation or datasheet to list the 25B Features. Specifically when asked to move from Classic UI to Redwood UI. We are currently using CX Sales & Service. C…
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How to parse error body in REST API call with Groovy?Summary: Good afternoon. Hope you can help me out. We have a Groovy script in our Fusion environment that sends a REST call. Once in a while we will receive an error fro…
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DeleteSummary: 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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How many maximum addresses can be stored/displayed under one contactSummary: What is maximum number of addresses that we can store under one contact and how until how many addresses can be displayed under one contact in CX Sales. When tr…
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Privileges or Duty Role for Trading Community Person Lookup and Contact Lookup.Which Privileges or Duty role is assigned for Manage Trading Community Person Lookup, Manage Contact Lookup and Manage Source System Entities?
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Get the source system of a merged contact recordSummary: Is it possible to get the source system of a merged contact record? We're aiming to use it for reporting. If feasible, which table should be used? There is colu…
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Display Sales Order total in Approval notificationSummary: In our business we create several orders which are routed through approval hierarchy based on Order Value. On BPM approval page we get the approval notification… -
Customer Contact- Person Audit TableSummary: Dear Experts, We are seeking your valuable inputs to identify the Audit Tables that store information related to updates made to Customer -> Account -> Contacts…
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Need to only copy configuration from one instance to another while doing environment refreshSummary: Hi, We have current environment wherein we have configured the system and also imported many data of Opty, customer, Contact etc. Now we are opting for a new en… -
Hide "Lead Summary" tab from Account Hierarchy SubviewSummary: Is there a way to remove the "Lead Summary" section from the Account Hierarchy Subview? Our client is not using the Lead object at this time, and would like to …
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Make Read Only a Custom Attribute CX SalesA custom field is there 'Digital Priority' ( Fixed Choice LOV TYpe) Client wants to make it Read Only and also want to update weekely via bulk import using CSV File Impo…
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[Data Security Policy] Can a new primary key for data set be created?Hi. Customer requires a role to give access to data of specific participants. Exploring Data Security Policies I found the screen attached. If we could set the Primary K…
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Displaying Multiple Scoring Gauges in Lead Qualification Template in Oracle CX SalesHello Oracle Community, I have a requirement for my client regarding the Lead Qualification Template in Oracle CX Sales. Requirement: Scoring Gauges: Showcase five diffe…
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A database constraint was violated while storing the changes in the database.Summary: Getting Error while creating Opportunity ORA-00001: unique constraint (FUSION.MOO_OPTY_U3) violated Content (please ensure you mask any confidential information…
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Is the Enrich Account CDM options available in Redwood?Summary: Is the Enrich Account CDM options available in Redwood? Content (please ensure you mask any confidential information): Is the Enrich Account CDM options availab… -
Advanced filter on DCL with end date as inputSummary: In Advanced filter, I will like to filter as shown below: PartySiteUse.EndDate Created a DCL to only show active…
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document categorySummary: 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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Will the currency conversion rate get updated in lost and won opportunities?Summary: I have updated the currency rates for November month and see open opportunities updated as expected, but rates are not being updated in lost and won opportuniti… -
Can we open the Deep Link for Qoute (CPQ) as separate window not within the frame of CX App?Summary: Currently, we are using the Deep Link for Quote based on this document "https://docs.oracle.com/en/cloud/saas/sales/oasal/configure-deep-links-for-workspace.htm…
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How to remove or change color of banner in redwood foldout view?Summary: There is an ask to recolor or remove this banner attached from redwood views (List & Foldout) Content (please ensure you mask any confidential information): In …
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Can linkedin Navigator be made available in redwood account, lead and contacts page?Summary: Can linkedin Navigator be made available in redwood account, lead and contacts page? Content (please ensure you mask any confidential information): Can linkedin… -
Is there a table where we could query/retrieve the match configuration rule attributes for CDM?Summary: We've a requirement to create a report showing the match rule and the rule attributes. We can use ZCH_MERGE_DETAILS_B to get the match rule name for merged reco…
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Is there a table where we could query/retrieve the match configuration rule attributes for CDM?Summary: We've a requirement to create a report showing the match rule and the rule attributes. We can use ZCH_MERGE_DETAILS_B to get the match rule name for merged reco…
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How to restrict product groups based on multiple Business UnitSummary: Hi , How can we restrict Products and Product Groups based on multiple business Unit . Content (please ensure you mask any confidential information): Version (i… -
How to remove Assignee, Contacts, Notes from Edit Task Layout in Activity object from redwood salesIn our current project, we do not assign a Contact to an Activity, and the Notes section is also not being used. As part of streamlining the user experience, we would li…
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In Oracle CX Sales how to lock access to the environmentSummary: We are looking to freeze access to the environment for non admin users. This is necessary to perform push some new implementations. I am looking to 'Lock' the s…
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Video: Adding Top Level Object Records and Child Records at the Same TimeAdding Top Level Object Records and Child Records at the Same Time Learn how to add a child record table to the create form for creating a top level object record. In th…