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Sales
Discussion List
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Sales Manager Custom Group is not available in Access GroupsWe have a custom job role, and is assigned to 2 users. We are trying to copy the object rules to from the standard Sales Manager Group to the Sales Manager Custom Group.… -
Can we remove contact option from workspace and show contacts only from global searchSummary: Hi Team, As per the requirement, we have to disable contacts from Workspace and provide contact access only from global search. means if user search for the con… -
MFA interfering with REST API Calls?Summary: We just noticed Oracle is pushing all authentication of fusion platforms to its single sign on page, and starting to use MFA. We also noticed it is interfering …
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I a unable to see reports under Sale under CRM analyticsSummary: What setup is used to view sales reports in CRM Analytics? Content (please ensure you mask any confidential information): Version (include the version you are u…
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Is it possible to configure multiple attachment sections with user-based visibility in Sales?Hi everyone, We are expanding the use of the Attachments field in the Account object within Oracle CX Sales, integrating it more deeply into our internal support workflo…
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[Redwood] Issue on Page reloading after DCL field change and displays previous value after reloadSummary: I have an edit layout with DCL field and Field Groups which are conditionally visible. When DCL is change (ex. Apple ⇒ Banana) a variable is set to true that tr…
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How to remove Related Activities and Interactions in Create and Create ActivitySummary: We need to remove the section 'Related Activities and Interactions' in Activity object. How can we achieve this? Content (please ensure you mask any confidentia…
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Attachment Limitations and Visibility Control on Account ObjectSummary: Hi everyone, We are expanding the use of the Attachments field in the Account object within Oracle CX Sales, integrating it more deeply into our internal suppor…
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How to enable Web Activity object to sync with Eloqua?Summary: We've configured a couple of Web Activity Rules to build the synchronization with Eloqua. However, when setting up the Marketing Activity export in the CX Sales…
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Video: Change Drawer SizeChange Drawer Size: While the drawer views such as the "Creates" in the Sales application ship with a size that makes sense for the number of fields included by Oracle, … -
Microsoft will end support for its Windows 10 operating systemSummary: Email received from Oracle : Microsoft will end support for its Windows 10 operating system Content (please ensure you mask any confidential information): We re…
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How to change the submission user for the Adaptive Search periodic refresh task?Hello, The user who was previously executing the periodic refresh for Adaptive Search has had their email and name changed. As a result, we are no longer able to maintai…
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Is there way to add banner within a record on overview or details page in fusion classic UIwe want to add banner in an Account record(s) in oracle fusion sales, so when a user opens a record and sees that banner, they'd be aware about current status of that re…
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Attachment subobject on Contact Detail LayoutSummary: Attachment as a field/subobject does not show up on the detail layout when the field is added to the Contact Detail Layout through Redwood UI Content (please en…
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Is there a way to mass assign products from a catalog to a price listSummary: I used the spreadsheet import option and imported 70 products. I was then able to add these to our catalog by selecting all of them and publishing the catalog. …
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Product at Opportunity screenSummary: At the Opportunity details, the product list of values didn't retrieve data Content (please ensure you mask any confidential information): How I can configure t…
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Support for Four-Part Name Structure in Customer Creation (Person Type)Summary: When we try to create a new customer with type Person in Oracle Fusion (Receivables / Customer Data Management), the current configuration only supports the sta…
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About search list settingsI set up a search list common to all users on the activity page in SalesCloud's PageCompoer. Although I set it to display by default, it does not appear in the default l… -
Filter contact's account's address in Contact object - redwood UISummary: Need to see a list of the Contact's Account's addresses. Content (please ensure you mask any confidential information): Suppose I am creating a new Contact or e…
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Video: "On Before Save" Client Side UI ValidationsVideo: "On Before Save" Client Side UI Validations In the Redwood user experience for the Sales applications, you can add your own logic to run before date on a page is …
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Error in "Synchronize Products with CPQ" Integration Map pageSummary: Getting "400 bad request" error when we open the "Synchronize Products with CPQ" Integration Map page. Please find the error details below. Status: 400 {"title"…
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Video: CX Sales Add-in for Microsoft OutlookCX Sales Add-in for Microsoft Outlook: Introducing the CX Sales add-in for Microsoft Outlook 365, bringing the power of CX Sales into the Outlook user experience
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Does Redwood Sales support Guided JourneysSummary: We are looking to embed Guided Journeys into Redwood Sales for our go-live. Is this possible, without Express Mode? Content (please ensure you mask any confiden… -
Do we have the option to schedule CDM internal jobs via OIC?We need to execute the Address Verification and D&B Enrichment processes for all organizations(accounts), followed by running the Match and Merge job for all newly creat…
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How to transfer null value from CDM to FA through OICSummary: Hi, I have an integration from CDM to Fusion Application through OIC. But, I've found out that null or '' values can not be sent to FA. For example current valu…
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Using Application Composer -ExtnBusinessProcessComposite for Group ApprovalSummary: We’ve created a custom business object to capture additional user input, and we want to incorporate group approval within the Extensions Process Composite. Whil…
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Account Search using Address ( REST API)Hi We have a requirement to search and locate an Account using REST API queried by Address, City, State and Country. Tried calling the REST API in two diff formats and b… -
Account details could not be loaded in RedwoodSummary: The record was deleted or you no longer have access error in oracle fusion Roles: Sales administrator with data access to BU Still facing this issue. Content (p…
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Address Format specifically for CX Sales?Summary: Is there a way to setup the Address Format (i.e. Style = Postal Address) but only for Accounts and Contacts in CX Sales, without impacting HCM and ERP? Content …
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Issue on tracking REST API Usage for User-Level - 4-0000656412Summary: Team, We are encountering issues with monitoring REST API usage on a per-user basis. Currently, in OEC, we do not have an option to monitor REST API usage on a …