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Sales
Discussion List
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What is the privilege/duty role to update a Quote in Oracle Sales Cloud?I have a groovy script to update "ActiveVersionFlag" to "Y" but the user doesn't have access to query/update the quote record. I'm logged in as a user with "Employee", "… -
Implementing Translation for Error Messages in action chainSummary: We have an error message that has been implemented from VBCS action chain. Now we got a requirement that this message should be translated in multiple other lan…
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CX-Standard PostalCode field visible on Opportunity in CX Sandbox but not exposed in VBCSStandard PostalCode field visible on Opportunity in CX Sandbox but not exposed in VBCS
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How to get territory team members added to account team?Summary: If a territory is assigned to an account or a opportunity in CX, by default the territory owner or team members are not added to account team. Is there a settin… -
Primary Business Unit Not Auto-Populating in Redwood UIWe have enabled the standard Business Unit field in the Redwood UI. Normally, this field auto-populates based on the user’s assignment in Manage Resource Organization Me…
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Add a button to the Redwood account edit screenContent (please ensure you mask any confidential information): I have the following question. I am currently using a Redwood account. I would like to make the following …
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can we change lead territory manually?Hi Team, Is there any way to change lead territory manually from UI, not by changing coverages. Thanks & Regards, Nikhil
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Opportunity data is not visible in Forecast UIHi Team, In the Forecast UI, we are unable to view the opportunity data in the snapshots. We have already run all the related jobs, but the data is still not appearing. …
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How to add fields that are not present & additional bottom section in the Mobile UI for contacts?In the mobile setup for Contact details page UI, the system information fields such as "Creation Date" and "Last Updated By" are not available to add in the UI. Also, th…
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Video: Concatenate FieldsConcatenate Fields: Combine multiple fields into a single display in a dynamic form https://videohub.oracle.com/embed/secure/iframe/entryId/1_xkgud2nb/uiConfId/35965902 … -
Deal Size Not Mapping to Opportunity Revenue During Lead ConversionWhen a Lead is converted to an Opportunity, we have enabled the copy maps to transfer the Deal Size value to the Opportunity Revenue (standard field) based on the client…
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Visual Builder : How to migrate changes from one environment to anotherSummary: I'm just new in this Visual Basic Studio. we have 4 CX environments (Dev, QA, UAT and Prod), we are doing our change in Dev environment, just wondering how we c…
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When creating a lead, why doesn’t the primary contact is not defaulting based on Account Selection?Summary: In Redwood, when we create lead from account the Primary contact is getting defaulted. But when we are creating from leads and selects the Account the Primary C…
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Regularly Updated - Redwood Resources for Oracle CX SalesRecommended to watch for Redwood Sales: How to think about adopting Redwood UX (Design Thinking) Prerequisites [for existing Sales Cloud customers] to enabling Redwood f…
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The configure forecasting is not working in redwood sales UISummary: The configure forecasting is not working in redwood sales UI for the second time we could see only read only field Content (please ensure you mask any confident…
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CX Sales Mobile opportunity products recurrency shows as multiple productsSummary: In Sales Mobile, the product recurrency shows up as multiple products instead of one product with a recurrency. How can we have a view similar to SUI, where use… -
How to add Custom Cards in Account Summary Panel Template?Summary: In Cards Container Layout I have added custom Section for Bank Accounts. but when we add below code inside the template then cards are not reflecting. Even if w…
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Opportunity edit layout not getting defaulted as per assigned roleSummary: We have coped the opportunity page layout for another BU and new custom role is created and that layout is VBS, now login with user having that particular role … -
REDWOOD: How to Display Attachments In Business PlanSummary: Attachment is one of the key content of our Business Plans setup. How can we display this using the Show Attachment smart action on details page. On other objec…
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What is the distinction of a contact synced from Oracle Sales Cloud add-in?What are the characteristics of a contact that was just shared to oracle from oracle sales cloud add-in? Is the owner of that contact named after the email address where…
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REST API or SOAP webservice for Customer creation and updateSummary: We have a requirement to create Customers and sometimes to update Customers in Oracle Fusion Cloud. Is there a REST API or SOAP webservice available for creatin…
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Interactive Demo Hours: Unified Marketing and SalesAlways live, never recorded! In this one hour showcase, you’ll see Oracle’s complete suite for Unified Marketing & Sales including our customer data platform, marketing …Kayleigh Halko - Oracle-Oracle 11 views 0 comments 0 points Started by Kayleigh Halko - Oracle-Oracle
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Automatically generated sequence scenario for custom objectSummary: We are in a unique situation for generating the sequence for custom object in a specific format. Content (please ensure you mask any confidential information): …
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Am facing error while creating in contact in redwoodSummary: Am facing error while creating in contact in redwood. Error Message : You must enter either the first name or last name or both for a person. (HZ-120071) Conten…
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Business Plan in Redwood is available from 25C release but the Tile is not yet updated for RedwoodSummary: The Business Plan for accounts are available as part of 25C release but we see that the Business Plan tile still points to the classic ui and we do not have a s…
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CX Sales Mobile Script get related object fieldsSummary: We need to get a value from a related object. How to achieve that? Content (please ensure you mask any confidential information): In Opportunity, On Edit event,…
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Video: Change Drawer SizeChange Drawer Size: While the drawer views such as the "Creates" in the Sales application ship with a size that makes sense for the number of fields included by Oracle, …
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In Opportunity Object Activity Panel is showing as UnauthorizedSummary: Hi Team , In Redwood sales , Opportunity Object I have created activity but in Activity Panel it is showing as Unauthorized . How to fix this ? Content (please … -
Am not able to see Product icon on Spring Board for Sales Manager under Redwood Sales TabSummary: Am not able to see Product icon on Spring Board for Sales Manager under Redwood Sales Tab. But am able to see under Classic Sales Tab. Content (please ensure yo…
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Video: Dynamic Links - a deep-link standard that works with both Redwood and Classic UI for CX SalesDynamic Links - a deep-link standard that works with both Redwood and Classic UI for CX Sales With 25B, a new dynamic link URI/API format is available to deep link into …