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Sales
Discussion List
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How Can I auto approve Deal Registrations using Customized Business Process and ScriptIf customer Account does not have an open opportunity with similar product then the deal should be automatically approved. -
What is the functionality of Manage Pipeline (MOO_MANAGE_PIPELINE_PRIV) privilege ?Summary: As per 24D release we have found the privilege Manage pipeline, could you please help us identify the below questions related to that ? We tried to find the Ora…
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Video: Adding Top Level Object Records and Child Records at the Same TimeAdding Top Level Object Records and Child Records at the Same Time Learn how to add a child record table to the create form for creating a top level object record. In th… -
Unable to Create Appointment in Redwood O365 pluginSummary: Redwood O365 plugin page we are unable to create appointment and we have only option create follow up task option in plugin. Can you please suggest the way to e…
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Where can I find the 2025 release schedule for Oracle Sales CloudSummary: This isn't a technical question. I have been asked to provide the 2025 quarterly release schedule for Sales Cloud and I am unable to find it. Content (please en…
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In Redwood we can see four subtabs on product details page can we remove one of thoseSummary: 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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How to change default saved search of Service request subtab in contact objectHi , We are trying to change default saved search of service request subtab in Contact details pages. We want to default the value of SR Status to "ALL" in SR subtab in …
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I want to refer to the owner's department on the opportunity details screenContent (please ensure you mask any confidential information): I would like to see the owner's department on the opportunity details screen. I tried verifying it with th…
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Re: Need to update the Sales Lead custom Date Field from Activity Last update Date FieldSummary: Hi, We have a requirement to fetch the earliest "Last Activity update date" from the Activity Object and post in to the Lead Object custom date field called "Le… -
CX Cloud - DSPs to allow Import of OpportunitiesI want to allow a data steward role, with limited administrator permissions (no sandbox or scheduled processes) the ability to import opportunities. So far the only way …
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How to add custom class to field group label in CX Redwood to override group label font size &color.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…
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Delete Attributes, Delete Price Tag, Run Purge Obsoleted Smart Action Records, Use Generative AI FeaSummary:Could you please help us understand the functionality and navigation of the below privileges and provide us with any reference documents for testing ? Delete Att…
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How to make a Choice list as Read only field once the value is populuated?Hello, How can we make a Choice list type as Read Only field in the CDM UI? Consider, this Choice List has two values as 'YES' or 'NO'. If a user selects this value as "…
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Merge Party - Supplier and CustomerSummary: We have: A) Supplier with some active documents: Just a Supplier, no other relationships. B) Customer with invoices ongoing: Just a Customer (no relationship wi…Porfirio Benjamín Rodríguez Miguens 21 views 1 comment 0 points Most recent by Topher Heath-Support-Oracle
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How to access the standard stage field in Lead Module of CX SalesIn the Lead Module of CX Sales we have Stage as field with API name SalesTargetLeadStage, when we are trying to select any Value from the field and click on Save, It is …
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Data not updated in HZ_LOCATION tableIs there a way to update data in HZ_LOCATION table. We have data in HZ_GEOGRAPHIES, but not in HZ_LOCATION. Is there an issue with the privilege ? Note: We ran the ESS j… -
Is there a scheduled process that autogenerates the D&B hierarchy in Oracle CX?Summary: Is there a scheduled process that generates Dun & Bradstreet (D&B) hierarchy based on Global Duns, Parent Duns and Duns Numbers on accountss? Content (please en… -
Can we add picture capability in oracle sales cloud?Summary: Hi, We have requirement from customer to add Add pictures capabilities in custom object is it possible to show picture in detail page of custom object. Content …
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Extract Field and Page level properties from App composer for redwood ImplementationSummary: Extract Field and Page level properties from App composer for redwood Implementation Content (please ensure you mask any confidential information): We are curre…
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Custom component setup after converting to RedwoodSummary: Do we have to setup the custom components again after converting to Redwood UI setup? Content (please ensure you mask any confidential information): We are plan…
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Party to Account RelationshipSummary: We have enabled AR module to have Party -Account available to use, We have business scenario to relate An Account to another Party to with some kind of relation…
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How to add field to Create Opportunity pageSummary: We are working to update the requirements for when we create opportunities in Redwood Sales. Struggling to find where we can make edits to the fields we want in… -
CX Sales Redwood - Can I remove access to add attachments, but keep the option of adding links?Summary: In CX Sales Redwood, can I remove the ability add File Attachments to a record, but retain the ability to add URLs through the Attachments Panel and Subview? Ou…
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Will Business Plans be coming to Redwood?Summary: Pretty much what the question says. Will the Business Plans be added to Redwood along with their children objects like Objectives, SWOT Analysis, etc.? Content … -
How to enable Partner Portal for Fusion salesSummary: We are trying to demo Partner portal that is shown on the demo slides of Oracle. Not able to find how to enable that . Can someone help. Content (please ensure …
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CDM dedup - how to merge any open orders or ARsSummary: CDM dedup - how to merge any open orders or ARs Content (please ensure you mask any confidential information): In Fusion CX, if there are 2 accounts that have d…
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How do you edit/remove the buttons at bottom of Redwood Sales UIHello! We are implementing Redwood Sales and are looking to see if we can edit/remove these buttons at the bottom of the Dashboard and other screens. We won't need Leads…
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Rename or remove show action in Redwood UIHi, We are implementing Redwood UI and would like to know if it is possible to change the names of actions in the action bar menu. For example, we have a custom object c…
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Dynamic link in email template for Leads and OpportunityHi team, We have employed Object Workflows to send email notification during an Approval Process. We've referred to the below mentioned document to send dynamic link (De…
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How can I reliably identify foreign key fields and related objects with the REST API metadataSummary: I'm trying to reliably identify foreign-key fields and lookup fields from the REST 'describe' object metadata. Content (required): It appears I can find FCL and…