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Sales
Discussion List
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Can we add or update products on rejected deals in CX Sales?Summary: Hi All, Can we add or update products on rejected deals in CX Sales? If yes, which privilege granted this access to user? Thanks, Anuj -
How to limit account visibility for some usersSummary: We are looking for ways to limit access to accounts for the OOTB roles Sales Representative and Sales Manager. Content (please ensure you mask any confidential …
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Deeplink for AccountsSummary: I need to create a deep link for the Account. However, I was able to create the link without the objKey. Is there any documentation available that explains how …
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How to GET/CREATE structure from Sales by using rest APISummary: We are currently working with the REST API to retrieve and create structures from Sales. However, after attempting to use the ProductStructure/StructureHierarch…
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Error while Synchronizing Products to CPQSummary: We are getting error when opening OOTB Synchronize Products with CPQ ( DATAINTG-100 ) Error: Status : 400{"title":"Bad Request","status":"400","o:errorDetails":… -
Is there a way to Inactivate the Person from Customer Data Management?Summary: Is there a way to Inactivate the Person from Customer Data Management? Content (please ensure you mask any confidential information): In Customer Data Managemen…
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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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Creating a Lead using Rest API by stamping the CreatedBy field with some other Active usernameOur Business Requirement is to Create a Lead using Rest API call where the CreatedBy field is to have a different valid Resource user name instead of the Integration use…
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About mass update in workspaceHow can I increase the maximum number of mass updates when update of Opportunities and Leads in a workspace? -
Video: Creating Custom Rollup Attributes in Redwood SalesCreating Custom Rollup Attributes in Redwood Sales From the Rollups series -
Video: Creating Custom Rollups in Redwood SalesCreating Custom Rollups in Redwood Sales From the Rollups series
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Video: Rollup Explainability for Redwood SalesRollup Explainability for Redwood Sales From the Rollups series
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Video: Publishing Pre-defined Rollups in Redwood SalesPublishing Pre-defined Rollups in Redwood Sales From the Rollups series
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Video: Enabling Rollups for Adaptive Search in Redwood SalesEnabling Rollups for Adaptive Search in Redwood Sales From the Rollups series
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Video: Introduction and Setup of Rollups in Redwood SalesIntroduction and Setup of Rollups in Redwood Sales From the Rollups series
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Video: Adding an Express Report to the Sales DashboardAdding an Express Report to the Sales Dashboard From the Express Reporting series
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Video: Exporting Data from an Express ReportExporting Data from an Express Report From the Express Reporting series
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Video: Working with Real-time Filters in Express ReportsWorking with Real-time Filters in Express Reports From the Express Reporting series
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Video: Preview the Express ReportViewing the report output as a preview From the Express Reporting series
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Video: Duplicating an Existing Express ReportDuplicating an Existing Report and making derivative updates From the Express Reporting series
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Video: Create a Visualization in Express ReportsCreating new visualizations in Express Reports From the Express Reporting series
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Video: Create a Report in Express ReportsCreating new reports in Express Reports From the Express Reporting series
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CX Outlook Add-in - Can Appointments be created within the Add-in similar to Tasks?On the Outlook add-in configuration page, we can add an option for opening Tasks in CX, but this option does not appear for Appointments. Can this be done? Perhaps this …
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Hi, We haveHi Need your help to resolve the below configuration CX sales. Please make the Currency field on the Creation page of Opportunities (Projects) in CRM updatable at the he…
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Retrieve query behind PVOSummary: Is there any way to run the query to pull the data which extracted using PVO. Or Can we get the query running behind the PVO. Content (please ensure you mask an…
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How to sync products from Oracle PLM to Oracle Sales CloudSummary: I want to sync Oracle PLM products to Oracle sales cloud then need to sync with Oracle CPQ. Is there any OOTB options available? Referring - Import Sales Produc…
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How to get a flex field information from on ERP billing account from CX Party?Summary: How to get a flex field information from on ERP billing account from CX Party? We are able to use groovy to get to the associated billing accounts for a CX part… -
Video: Orchestration Outbound Email Automation StepOrchestration Outbound Email Automation Step Defining the Outbound Email Automation step of an Orchestration flow From a multi-part video series on Sales Orchestration.
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Video: Orchestration Appointment StepOrchestration Appointment Step Defining the Appointment step of an Orchestration flow From a multi-part video series on Sales Orchestration.
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Video: Orchestration Task StepOrchestration Task Step Defining the Task step of an Orchestration flow From a multi-part video series on Sales Orchestration.