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Sales
Discussion List
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Creating Multiple Leads via REST APISummary: Hi Team, I need to create Leads using the REST API. I was able to successfully create a single Lead through the REST web service, but my requirement is to creat… -
How to add seconds to timestamp in groovy scriptWill would need to validate an opportunity keeping it editable for few seconds, then the sales stage changes into a particular value (after that the opportunity can not …
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How to reflect the Account's address in Account level for CRM-REST API?Hello everyone, I currently have an issue with data import for address details in account level. Scenario: The address is exisitng in Address level but are null in Accou…
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Automatic emailSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): 24D Code Snippet (add any code snippe…
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How to add a field in the workflow when I want to create a taskContent (please ensure you mask any confidential information): I am using the workflow functionality to create tasks. However, in the "task details" section, not all the… -
Accessing all the attachments from a common location for all of the Customer/Partner recordsSummary: Is it possible to access all the attachment from a report instead of navigating to each of the Customer/Partner records. (This can be a report or any other way,…
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Validation rule in Opportunity Revenue Displays Error For All CasesWe are writing a validation rule to indicate that Quantity cannot be in decimal and Unit Price cannot be below Zero while adding a product. The script is written in Oppo…
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Key Generation job is stuck with canceling statusHi Team, Key generation job has been stuck with Canceling status. Could you please help me how can i move this job to cancelled status so that i can trigger a new genera…
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Activity NotificationSummary: Hello, I am trying to figure out to add a field in the notification i'm receiving when an activity is created. I want to add 2 fields that are populated on the …
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Partner DCL on territory headerSummary: What is the purpose and functionality of the Partner DCL on territory Header? Does it drive partner territory assignment to accounts and opps in any way? Conten… -
How to stop CRM users delinking a customer contactHello, We have integrated Redwood CRM with CPQ, Order Management, and AR to allow us to raise Opportunities and Quotes which then create recurring Orders and Invoices. H… -
Enable Non-Sales Employees to Collaborate with Sales Teams in Oracle CX SalesCurrently, Oracle CX Sales limits team member additions to users with specific sales-related roles. However, our organization requires the ability to add non-sales emplo…
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SLA APIs time response Oracle CX Sales & ServicesSummary: I need to know the SLA for API calls to the Oracle CX Sales & Services Content (please ensure you mask any confidential information): The architecture team is e…
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Add Custom Fields in "Search and Add Customers" screen under Coverage tab in Territories.Summary: Navigation/Steps Sales > Territories > Classic UI 1) Create a Proposal 2)Add Territory to Proposal 3) Navigate to Coverage tab 4) Select + Button on Included Cu…
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Global search returns different results to different usersSummary: Global search returns different results to different users Content (please ensure you mask any confidential information): Global search returns different result…
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REST APIs for Field Change History in Redwood Sales Activity PanelSummary: In Redwood Sales » Opportunity » Activities Panel shows the field changes of the record. do we have APIs separately for Redwood Sales Change history? we have th…
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How to Track Exports from Workspace in Oracle Fusion Sales Cloud?Hi all, I’m trying to determine if there is a way to track or log export activities performed directly from the Workspace in Oracle Fusion Sales Cloud. I’m aware of the …
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why field event listener is not working on Action bar Update Status fieldSummary: Hi Team , I have created one custom win loss reason field on Opportunity and created a value map relationship with status category when Status Code gets changed… -
How to transfer same attachment from one object to another objectSummary: Hi, We have attachment in one custom object now we need to move same attachment to another custom object. Please help how we can achieve Content (please ensure …
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Granting guest user access to a folder in catalogueSummary: Hi Team, I want to provide guest user access to one folder in catalogue so that user can access the BIP report in that folder without logging in into CX. I trie…
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Hard delete of activitiesHi, we have already checked the truth of this statement: when you delete an activity, that activity is permanently deleted from the database. However, our customer need …
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Express report to fetch all leads created by meSummary: Hi Team, I want to create Express report to show all the leads created by me. But I am not able to see any condition to filter leads created by me. Could you pl…
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Saved Search to display leads created by me but not owned by meSummary: Hi Team, Our requirement is to create a saved search to display list of leads created by me but not owned by me. While creating saved search, we don't see any o…
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Redwood : How to default UOM on Opportunity RevenueSummary: We have multiple UOMs. On classic, OOTB, the UOM are set automatically based on the selected product on the Opportunity Revenue. But in Redwood, users are suppo…
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Export all the files uploaded on Photo field of Contact and Account entitySummary: Hi Community! I need to export all the files uploaded to the Photo field of the Contact and Account entities. I tried to use the native export of Contact object… -
Purge of recordsHi, our customer needs a formal confirmation by Oracle regarding the following aspect of data management and deletion in the system: when a record (available objects: Se…
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Purge of objects' attachmentHi, our customer needs a formal confirmation by Oracle regarding the following aspects of data management and deletion in the system: Once an account is deleted, all ass…
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Geocoding Clarification on ReferenceHi Team, Wanted to know how geocoding job populates latitude and longitude in the backend. We have seen this during our review that geocoding is populating latitude and …
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CDM 25A Patch Upgrade clarificationSummary: As per the CDM Release notes we don't see any updates under CDM section. Release notes: https://docs.oracle.com/en/cloud/saas/readiness/sales/25a/scdm-25a/25A-c…
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How to turn off warning message on Opportunity and Service Request Page?The warning message pops up when user removes Account on Opportunity and Service Request page. How can this be turned off as this is not of use.