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Sales
Discussion List
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Is it possible not to clone the Security Console?During a refresh environment, i.e. P2T clone, is it possible not to involve the security console or at least the Job Role name of users? -
What is the Base table for Activities Subtab under ContactsSummary: What is the Base table for Activities Subtab under Contacts as shown in the screenshot. We want to create a report based on Inbound call traffic from Contacts r… -
The Description in Activities is not in format when the Activity is sent as emailSummary: When a task is created the description is captured in a format. When record is created an Email will be sent with all the details. So, the description is concat…
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Is it possible to populate a text field with another fields value using Routines?I have a requirement to populate values from a OOTB field to a custom text field when the condition are met, I want to achieve this by using Routines but in the Actions …
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Changing the Fusion Theme to a Custom OneSummary: Hi all, How can we change the fusion theme only with a transparent logo added to it without changing the current default theme or other themes, retaining the de…
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Can you expose a custom object along with associated fields on mobile app?Summary: We have custom Object called Flags and a field called Flag Categories. I want to know if I can add that custom object to the Around Me filters for the mobile ap…
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Is there a way we can add custom attachments in the email template?Summary: Requirement: Add a custom attachment file in the email notification. NOTE: The attachment contains a section where we must retrieve a value from a field; other …
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How to setup territory assignment with more than 3 dimensions?Summary: The ootb functionality of dimensions, for territory assignment, have 3 custom dimensions. We are using 2 of then, without any problem. But we have more than one…
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How to enable editing the values of a component using Page Composer?Summary: I was trying to edit a Page/Tab using a Page Composer. I was not enabled to edit the values of the components that were inside the Page. How to enable editing t…
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Redwood outlook addin - share email layout missing informationHello Team, i'm configuring the new CRM addin for outlook and i have a few iussues - if maybe you can assist - 1. when i open the addin from email - (and i use a contact…
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The opportunity owner is displayed incorrectly.Summary: The opportunity owner is displayed incorrectly, while the actual owner is different Content (please ensure you mask any confidential information): Version (incl…
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Unable to fetch Sales Order details from App composer trigger on Install Based AssetSummary: Unable to fetch Sales Order details from App composer trigger on Install Based Asset Content (please ensure you mask any confidential information): We are unabl…
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CX Sales Redwood - Customizations and ExtensionsSummary: CX Service Redwood Customization/Extension deployed to PROD. Next phase is to implement CX Sales Customization. Issue with Extension Id change Content (please e…
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Error when adding relationship to a contact through Redwood UI in 24D releaseSummary: Add Relationship becomes available in 24D, However, it is not working as expected as we experienced in the Classic UI Content (please ensure you mask any confid…
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After creating task or appointment in activities the page(drawer) is getting redirect to list pageSummary: Redwood - After creating task or appointment in activities the page(drawer) is getting redirect to list page instead we want to get edit page open as we don't h…
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How to add button on activities Create or Edit in redwood to call smart actionSummary: I want to call smart action on button on create or edit page as there is no overview section on Activities Content (please ensure you mask any confidential info…
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Can we transfer only records in open states?In the mass transfer module, all data is transferred from one user to another, but we only want to transfer records with an open status to the user.
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When a DCL is created that is linked to the Address object, the Address Site Number is showingSummary: When a DCL is created and linked to the Address object, the Address Site Number is displayed in the input box instead of the actual Address. The requirement is …
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How to make 2 fixed choice list dependent in oracle fusion sales.Summary: How to make 2 fixed choice list dependent. For e.g. if there are 2 FCL A(a,b,c) and B(1,2,3) then (i)if in FCL A, I select 'a' then in FCL B, 1 should get selec…
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How to make some values of Fixed choice list system selectable but not user selectable.Summary: How to make some values of Fixed choice list system selectable but not user selectable. For e.g. if a choice list have values 0, 1, 10, 50, 100 then 0 and 100 s…
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Contact details not showing in Lead, Opportunities, Account etc after instance refresh.After customer refreshed the instance, we are facing issue in contact details not showing in Lead, Opportunities, Account etc. Can anyone advise how to fix this issue?.
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Why CDM Page is throwing 'You Cannot Lock this record because it has already been deleted'?Summary: Hello Team, Can you please let us know what does this error message mean? Thanks, Harshini Content (please ensure you mask any confidential information): Versio…
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We want password to be set to never expire, though at the org level the password expiry is 90 daysSummary: We want user id password to be set to never expire, though at the organization level the password expiry is 90 days. At user category we have only option to set…saurabh.srivastav 21 views 3 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle
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Multiple Business Units are not showing in Business field in Opportunity PageSummary: Hi Team, We have enabled the 'Multiple BU's' option as 'Yes' in Setup and Maintenance, but we are only able to see one defaulted Business Unit on the Opportunit… -
New Fiscal Year Sales Forecasting UpdatingSummary: January is our new Fiscal year and our forecasting period for 2024 has ended. What is the process for updating the forecast for a new fiscal year Content (pleas…
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24D EDLC download location?Summary: We are preparing to have the Oracle CX Sales 24D upgrade applied to our non production environments shortly. With each upgrade we typically download and install…
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Activity Notifications / Custom From AddressHello, Our customer requires to use a generic - common email address for all out-of-the box email notifications(Task email notification/Appointment email notification) t…
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How to fetch contact email and phone number before the contact is deleted using REST API in GroovyHi Team, We have a requirement to store contact email/phone number whenever the contact is deleted. We are able to capture details if the contact is deleted using Delete…
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In custom subviews template properties enable In line update is not workingSummary: Hi Team, I have created a custom subview template. In the properties, there is an 'Enable In line Update' field for updating the line, but we are unable to set …
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Request for Reference Video on Sales Territory and Sales QuotaSummary: We are planning to use sales territories and sales quotas in our project. Could someone please share a reference video to help us understand these concepts Who …