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Sales
Discussion List
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Asset visibility in Sales of CPQ productsSummary: In our architecture we will integrate Fusion Sales and CPQ application. Customers in Sales are in hierarchy and so we have for example that customer A (holding)… -
In Customer Data Managment Is there an Audit Report availableSummary: Hi Team, In Customer Data Managment module client want to know how to setup the Audit report from Manage Audit Policies Data Verification Duplicate Identificati…
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Can we default Customer Hierarchy while creating the New Hierarchy in Customer Data Management?Summary: Hi Team, In Customer Data Management-->Manage Hierarchies, while creating the new Hierarchy by clicking "+" button client want by default Hierarchy Type is "Cus…
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Analytics drill is not working on oracle CX Sales mobile AppSummary: I have created an analysis for mobile app, its working fine but when i tap on mobile for drill. It automatically navigates to following URL. but you see 'https/…
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How to make Scheduled Process Job output visible to all users with System Administrator roleSummary: During Scheduled Process running we can output to a text file, which is stored as an attachment to the job. This attachment is visible only to the user who ran …
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re-activate contactsSummary: Re- activating contacts made inactive by mistake Content (please ensure you mask any confidential information): Hi, Is there anyway to re-activate the contacts …
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Sales: Limiting Resource Picker for UsersSummary: Limiting the resources that a user can see then add or assign to records (like accounts) Content (please ensure you mask any confidential information): Currentl… -
how to translate sales method in japaneseI have created one custom sales method in English UI . but when I am login to Japanese language it still coming in English language . I have used User interface Text but…
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Outlook 365: Searching from Saved SearchSearching in the Outlook Add-in from a saved search returns all records that I can see instead of records in the saved search. Is this a current limitation of the system…
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Populate fields from cx pickerSummary: Populate field based on cx-picker object after selecting the record. Content (please ensure you mask any confidential information):e We have custom Product fiel…
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Is payload level encryption supported for Oracle Fusion APIs?Summary: Is payload level encryption supported for Oracle Fusion APIs? Content (please ensure you mask any confidential information): We have given direct CX endpoints t…
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Error in Partner Relationship Management Assessment.Summary: The Following error thrown by the system when the custom partner assessment template is added. "The assessment template is invalid for the source object. (MOW-2…
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CDM approval workflowSummary: 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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Requirement to have Localized server in IndiaSummary: Requirement to have Localized server in India Content (please ensure you mask any confidential information): Business requires a Local copy of Data server in In… -
How to filter pricebooks based on fields Resource in opportunitySummary: We have requirement to filter pricebooks in opportunity based on BrandSalesGroup_c assigned to logged in user which is in Resource object. Content (please ensur…
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How to implement Create trigger in next gen salesSummary: We have one create trigger in childRevenue which defaults value from opportunity there. Content (please ensure you mask any confidential information): We have r…
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Attachment upload dateSummary: Hi Team, We are trying to upload attachments to opportunity using OOTB attachment entity, Is it possible to put a time stamp for date/time that these files were…
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difference between digital sales and redwood sales oracle fusionSummary: What is the difference between digital sales and redwood sales oracle fusion as I see both available on my springboard? Content (please ensure you mask any conf…
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Smart Action Assign on All Accounts To be RenamedSummary: Smart Action is not visible in Application Composer and needs to be renamed Content (please ensure you mask any confidential information): Hi Team, In Workspace…
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Calculated Field is not visible for Sales Read-Only UserSummary: Calculated Field is not visible for Sales Read-Only User Content (please ensure you mask any confidential information): At the opportunity level, there is a cal… -
Can you move a Customer Registry from one Account Address set to another.We have a customer in Australia who was originally set to correspond to our English Business Unit. However we want to move that customer to a US based business Unit. If …
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how to get data from a report created via API?Summary: we have a report created using reports and analytics and we want to know how can we get data from a report created via API? Content (please ensure you mask any …
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Integration between projects and cx ?Summary: I would like to know weather there is possibility of integration between Cx and Projects module. Content (please ensure you mask any confidential information): …
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Outlook Integration and opportunity revenue itemsSummary: While using Outlook Integration, in opportunity object we would like to customize the part related to the Revenue items (or revenue lines) - is there anyone who… -
In oracle sales>opportunity creation page.Summary: In oracle sales>opportunity creation page in the field of project leader the name appears in first,middle and last name order, customer wants the name format to…
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How to modify CX Sales UI layout for Standard & Custom objectsSummary: How do I modify page layouts (outside of Application Composer) for CX Sales? Do I have to use VisualBuilder for this? Content (please ensure you mask any confid…
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Groovy - How to detect than an account is de-associated from a contact?Summary: How to detect than an account is de-associated from a contact using Groovy? Content (please ensure you mask any confidential information): I have a Contact obje…
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REST API to fetch Source System DataSummary: Is there any REST API to fetch Source System Data. We do have a SOAP WSDL - https://servername/crmService/FoundationSourceSystemService?WSDL But we wanted to kn…
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Can we migrate the customization from one customer environment to another?Hi Team, I'm just curious to know if we can migrate the customization done in Oracle Sales and B2B service cloud of one customer ENV to another customer ENV. I'm aware o…
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Any tool to automate migration of customizations to Redwood?Summary: Is there any tool that can help to migrate customizations e.g. pages/layouts to Redwood without developing from scratch? Content (please ensure you mask any con…