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Sales
Discussion List
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How to remove some section in Appointment Edit pageSummary: We notice that there are some section in Appointment Edit page, but some of them are not necessary., how we can remove that, also is there away we can add in th… -
How to search implicit term/word in support.oracle.com?Summary: Hi, since the support site was updated to the new Redwood theme, it became awfully terrible to search on knowledge base. I want to search an error when trying t… -
Reporting capabilitieHi Team, Posting this on behalf of Customer. We have a business requirement to generate a monthly SET Score Card for each Sales Representative, capturing performance met…
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User Text Interface does not differentiate label from different objectsSummary: Hi, I need to change a label for a standard field "Primary Contact", only for Opportunity object, in PT-BR, so I though I could use UIT to do that. The problem …
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DSP's not getting migrated from one instance to another because of the custom objects enabledSummary: DSP's are not getting migrated while migrating custom roles along with the dsp from one instance to another because of the custom objects enabled in the source …
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Rest API To Get Country, State, City From Geography HeirarchyIs there any update to this Rest API To Get Country, State, City From Geography (Doc ID 2727310.1) if anyone is aware of this? -
Disable 'Create Opportunity' action from Opportunity list page action menu in Redwood Sales.Hi, We have a requirement that opportunity can only be created with a lead conversion. We have disabled all smart actions 'Create Opportunity', still we able to see 'Cre… -
Outlook - The API version has been deprecatedSummary: We have enabled Office 365 integration on Jan 24. Today, users are facing this issue. Navigation: Open Outlook > Open an email > Click on the Sales Add-in > bel…
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How to configure auxiliary dimension for opportunity custom field for territory assignmentContent Hi All, Can anyone help me with steps or special configuration steps required to setup opportunity object custom field as auxiliary dimension. i was following or…
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How to show attachments field in add-in for microsoft 365Summary: Not able to edit add-in for MS 365 Content (please ensure you mask any confidential information): I'm trying to edit the add-in for MS365, to add the attachment…
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Video: Enable/Disable Feed Filters in the Ask Oracle Action BarEnable/Disable Feed Filters in teh Ask Oracle Action Bar: On the Sales objects: Account, Contact, Lead and Opportunity (those object which can use the Activity Feed), op… -
Why does this code not updating the Contract (Recordname) FieldSummary: I am trying to update a field called Conract (RecordName) via the onFieldValueChangeCallbackChain. The RecordName sets a new value as per console logs but it is…
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which role is required in fusion to create ESS jobSummary: 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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Show Activity Summary Generative AI action does not give any outputSummary: As part of AI features enabled the Show Activity Summary action but it is not giving any outputs even though there activities associated to the Opportunity/ Acc…
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CX Sales Mobile: Automatically open Summary Layout after Record creationSummary: If you create a record (e.g. Contact) in CX Sales Mobile, can you configure the app to automatically navigate to the Summary Layout of the newly created object?…Maximilian Winkler 23 views 8 comments 0 points Most recent by Mullamuri Mallikharjuna Rao-Support-Oracle
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Scheduling a Process on Business Days OnlyHi, We have a requirement from the client to schedule the process "Schedule Custom Groovy Object Functions" only on business days. Is there a way to do this? Thank you, …
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Role / Privilege for Deleting Accounts in Redwood UIHello I have created a custom role that should be able to create, edit and delete accounts in redwood sales. The creation and editing works fine, however the deletion do…
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Not able to set revenue line revenue currency from opty header using groovySummary: Need to convert the Opportunity Revenue lines currency values based on the Currency change on the Opportunity header. Content (please ensure you mask any confid…
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How to retrieve Web Activity records exported from Eloqua?Summary: How to retrieve Web Activity records published from Eloqua in CX Sales? Content (please ensure you mask any confidential information): We've implemented Marketi…
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Workspace issue where child accounts are not reflected but is already in hierarchy of ParentSummary: When trying to extract accounts on workspace which is under a certain account manager, the total number of accounts is 133 but when filtering on workspace it on…
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Can we create custom DCL for Country?Summary: Can we create dynamic choice list for Country? Content (please ensure you mask any confidential information): We want to create a dynamic choice list field for …
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Update the Generate Win story Layout with custom layoutSummary: When we generate a win story it gets saved in comments fields and length of comments field is 2000 characters. As per the doc "https://docs.oracle.com/en/cloud/…
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How to make default as All Activities in Activity sub tab on Contact edit pageSummary: In Contact details page, Activities sub tab, how can it be defaulted to always show "All Activities" in search Content (please ensure you mask any confidential …
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Oracle CX Sales Integration app does not allow exporting Form RecordsWe need to create Leads in Oracle CX using records entered in Elqoua forms. However, the Oracle CX Sales Integration app connector, although it allows you to create Lead… -
Contacts Synched in Outlook Cannot be DeletedSummary: Contacts (tagged as Shared with Oracle) keeps re-appearing in User's Outlook (My Contacts) even after the contacts are deleted in Oracle backend via Graph API. …
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why can I not find HQBranchIndicator in configure adaptive searchSummary: Currently, in our CX Sales Redwood environment, i'm looking to add HQBranchIndicator as a Column on the 'my accounts' saved search. As such, i'm enabling this f…
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Why there is no Events for Custom Objects in Visual Builder StudioSummary: We imported our custom objects to VBS but I notice that there were NO Events included. Only Action Chain are present. Do they have the same purpose? I tried to …
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Loqate Clarifications in CDMSummary: Hi Team, We need a few clarifications regarding the Loqate process in CDM: We have noticed that Loqate is incorrectly cleansing certain addresses. Is it possibl…
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Deploying Extension from different environmentSummary: We have 2 development environments (dev1 and dev2), 1 test and 1 prod. We have VBS Sales redwood change in dev1, and we also have VBS SCM redwood change in dev2…
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Interview Feature is not working for Sales and OpportunitiesSummary: We realized that in 24D release Interview feature is working on Leads and Opportunities. Even I have created an Interview Definition and it is published for bot…