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Sales
Discussion List
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Lead to opty conversionSummary: Anonymous user submits inquiry from partner locator which creates lead with address(State, County, city). Partner user when converts lead to opportunity the add… -
Opportunity to Deal conversionSummary: we have use case where Opportunity to Deal Conversion. so cases they register opportunity and want to convert into Deal to provide benefit to Partner Content (p…
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Deal to opportunity duplicate checkSummary: Deal once Approved by Channel Sales Manager converts into Opportunity. we want to stop this process when ever duplicate opportunity Exists. Content (please ensu…
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How to make the resource information fields read-only based on the resource role?Summary: User wants to make the resource information fields read-only when they change from resource role A to a specific resource role B. Content (please ensure you mas…
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How to do I set up and enable Mobile Scan function for CX Sales Redwood?I am migrating CX Sales from traditional UI to Redwood. I would like to enable the Mobile Scan function. It there a guide for it please? Thank you in advance for your he…
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NGS -How to add Address Map/Google map for Address Hyperlink on Account Overview page?Summary: We are extending Oracle sales application using fragments. In classic UI we have manage address navigation through manage geography but not working same in redw…
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Sales Cloud Mobile: Can we remove other options in "Add Media" attachmentSummary: Adding the "Attachment" child object in sales cloud mobile can we remove specific options in the "Add Media" list? i.e., "Take Video", "Record Audio", etc. Cont…
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About code values for custom-created Sales Methods and Sales StagesContent (please ensure you mask any confidential information): I'm thinking of importing an opportunity. At that time, custom Sales Methods and Sales Stages need to be i…
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How to do channel integration in account object foldout in redwoodSummary: Hi we have social foldout panel on account object. We have to channel integration for communication. Content (please ensure you mask any confidential informatio…
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The Entity object can't be created. Contact your help desk. (ZCX-3075001)Hello I am trying to create custom object but I am getting the following error "The Entity object can't be created. Contact your help desk. (ZCX-3075001)" I have the adm…
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View the Hierarchy of contacts at a customerSummary: We are looking at how we can create relationships within an account to display a manager to Individual contributor relationship. Content (please ensure you mask…
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How to show a success message in SFAHi experts. I am developing a functionality in groovy script to syncronize a record from a custom object created in Oracle Sales, this action is invoked from an action i… -
How to enable Objectives on Activity Task Edit Layout.Summary: We are extending oracle sales application using fragments, We On classic UI on activity Object task edit page we have objectves. Refer screenshot. After clickin…
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How to change color of badge item in cx-cardSummary: How to change color of badge item in cx-card in Next gen sales. Content (please ensure you mask any confidential information): We have custom object brand relat…
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How to disable appointments entirely?Summary: We are using NGS and have disabled all the Smart Actions for Appointment creation because our client does not want to use the Appointment activity type, however…
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how to define survivorship rule at set master level based on source system confidence levelSummary: 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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Redwood - Call ReportsSummary: In classic UI - For an activity (appointment) we can create call reports. No such option seems to be available in Redwood. Content (please ensure you mask any c…
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How to configure cx-Orchestration Panel in Redwood sales for opportunity foldout panel?Summary: Working on an opportunity, I should be able get a guided view on "Action Items" (Process Steps) and required documents during each stage of my Sales Cycle. This…
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How we can check if aggregates are used in adaptive search?Summary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t… -
customer’s informationSummary Customer’s information from the form to set up the relevant party & account in the ERP . The customer does not have an account in the CRM.Now user wants to creat…
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How to make field queriable in oracle sales cloud?Summary: How to make field queriable in oracle sales cloud? Content (please ensure you mask any confidential information): We want to access one field "Product_c" throug…
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How to know previous version of oracle_cx_salesUI in vb-extension.json file?Summary: How to know previous version of oracle_cx_salesUI in vb-extension.json file? Content (please ensure you mask any confidential information): In UAT and Dev we go…
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How can we implement AI in sales cloudSummary: How can we implement AI in sales cloud, can i find any documentation Content (please ensure you mask any confidential information): Version (include the version… -
How to know eloqua is integrated with oracle sales cloudSummary: How to know eloqua is integrated with oracle sales cloud, we see few objects in Sales but not sure if we can connect with Eloqua, please help Content (please en…
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Count of Opportunity for a Custom ObjectSummary: We have created a custom object (Sub Account) and it is related to Opportunity. One Sub Account can have many Opportunities. We want to show the count of opport…
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Address Fields on Custom ObjectWe have a custom object that we have had users fill in the address as an open text field. Now, however, we want to split the address (address 1, address 2, country, post…
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Can CX Quote object and child Quote line object be extended in redwood?Summary: Can CX Quote object and child Quote line object be extended in redwood? Content (please ensure you mask any confidential information): Currently in classic UI, … -
Revoke MOO_DELETE_OPPORTUNITY_PRIV from seeded roleWe want to be able to revoke MOO_DELETE_OPPORTUNITY_PRIV from seeded employee role in CX Sales but can't. Are seeded role privileges locked?
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Report to find the number of times an opportunity close date is updated.Summary: Is it possible to create reporting in OSC to track Opportunity push counts. (Push count - Number of times an opportunity close date is updated) The two scenario…
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In Redwood when I try to change an Oracle Saved Search to "Not shared" it gives error...Summary: We want to remove some default Oracle Saved from all users but when we try to "No Shared" them the REST call to update the Saved Search return error: {"Error":"…