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Sales
Discussion List
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Clarifications on 24D PatchHello Team, In 24D release document, We don't have notes for CDM. Release Notes: https://docs.oracle.com/en/cloud/saas/readiness/sales/24d/scdm24d/24D-cdm-wn-f34415.htm … -
How To Make Opportunity Amount Convertion Rate Follow A Specific Date's Rate Instead Of Daily RateSummary: Requirement to setup Opportunity to make the amount not impacted by current Daily Rate convertion. Currently, Opportunity Amount in reports is converted to USD …
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How can we set Salesperson's Proxy preferences ?We want such function that, when one of the employee is on leave for 10 days as an example , then automatically the lead or opportunity which he was working will assigne… -
How to configure Activity Stream Panel content for different user roles?Summary: Hi, In SUI, the change history subtab for Sales Objects and Service Request Object can be exposed in layouts and layout visibility can be configured for user ro… -
Activity Calendar we have disabled activity types but they are still shown in calendar activity pageSummary:Activity types are still shown in calendar page with the explanation for every colour. Content (please ensure you mask any confidential information): In the end … -
Asset Object Data PurgeSummary: Customer is looking to hard delete Asset Object data Unable to hard delete Asset records . Customer is requesting for a clean up for data in production. We have… -
Can we have account merge feature enabled in Redwood account list page?Summary: Can we have account merge feature enabled in Redwood? Content (please ensure you mask any confidential information): We are completely live with redwood UI and …
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Is there a way to make the CSV Column stagnant and not change order of sequence?Summary: Is there a way to make the CSV Column stagnant and not change the order of sequence? We are extracting data from BIP Report and it seems that CSV Output have th…
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Account Hierarchy in for partner AccountsSummary: We have below usecase from customer: Account Hierarchy, and contacts could be part of child account or parent account (that are all part of same company). In th…
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Redwood Sales and Closed Loop Reporting (from Eloqua)Hello, I wanted to ask if Redwood Sales is compatible with Closed Loop Reporting from Eloqua? The documentation and all the videos are based on the classic UI. I checked…
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Sale Orders DiscountHow we can have a feature of create a discount on the sales order instead of having it on the each line items?
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Application Role is Blank under BPM worklistSummary: We have to assign group of people based on Role on Approval group but unable to get any role its blank. So tried with the BPM flow by updating the Human task - …
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Error when running Import Sales Products from PIM Data Hub processSummary: Error when running Import Sales Products from PIM Data Hub process Content (please ensure you mask any confidential information): Hello Team, Error "Missing inv…
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How to add a Custom panel for the Standard Object in Redwood using fragments?Hi, I have a problem when I tried to add a custom panel on a Standard object. I followed the document: https://docs.oracle.com/en/cloud/saas/sales/famex/add-panels-and-s…
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How to change name of automatically created "Show" smart action for a custom subview in VBCSI have created a custom subview with title as "Client Tiering" with Intelligent Advisor interview component and while accessing it through show action, It is displayed a…
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Update Product Number in CX SalesSummary: CX Products created, with auto generated Product Number as CRM1001 and sequenced from there. We need to include our own product number instead of the sequenced …
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Custom field not available as workspace filterSummary: I created a custom Fixed choice field on the Opportunity object and made it searchable. I also enabled the new field to Display in UI in Configure Adaptive Sear…
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CX-Sales: Ability to retain cursor position in oj-table after refreshSummary: Ability to retain the to the same cursor position before and after oj-table refresh Content (please ensure you mask any confidential information): As per custom…
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How to setup External Webservice in App Composer ( Mutual Authentication )Summary: We want to asynchronously run a routine job nightly that calls an external webservice using mutual authentication. We found some information online that it seem…
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party usageHi Experts - For one of my customer, the Party usage code is not showing "Customer". Can you please help me ? How can I add this ? Should this be done in Receivables or … -
Import Products in CX SalesSummary: Importing the Products to create new products in CX Sales. Import management provided Product CSV, however how to load the file. Content (please ensure you mask…
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Item Class Assignments for CX ProductsHi I need to associate the Item classes to Cx Products defined under Item Master Org. We do not have PDH enabled for use, we are only using Cx for now, so we use basic f…
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Creation Button not getting renamed using User Interface TextWe have the Standard Creation Button of Account in the list page. We have renamed the 'Create Account' to 'Create Corporate Customers' using User Interface Text tool. Bu…Sreekanth M, Oracle-Oracle 11 views 1 comment 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle -
Configuration tab need to disable on UISummary: We want to disable configuration tab for non-admin users. Please find the attached screenshot. Content (please ensure you mask any confidential information): Ve…
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Enabling duplicate Check for Accounts and Contacts in Redwood UIHello Oracle Community, We configured the duplicate check for Accounts and Contacts and on the old/classic UI it works as intended and during the creation of an Account/…
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Changes made in VBCS are not reflecting in the Front endHello, We have made changes to the Sales Lead Creation Page and assigned roles. Please find screenshots below. But the changes are not reflecting for the user when he tr…
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How to restore a set of backup of sandbox?Summary: Hi, I created a backup of sandbox configuration in jar file format. I successfully downloaded and save the sandbox configuration as a .jar file for future use, …
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Not able to create dispatcher rule for redwood pageSummary: Hi, I'm trying to create a new dispatcher rule, to redirect the navigation from lead list page to another page. I'm following this doc: Change Navigation to Pag… -
Sales Stage field in the filter is appearing as a text input instead of a dropdown list.Summary: In the account object, when a user opens a specific record and searches for "Show Opportunities," we have enabled the Sales Stage field in the opportunities sub…
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Is there a way or Is it possible to Modify the API ResponseSummary: Hi Team, I am working with APIs, and one of the API responses includes a date field. For the returned data, I would like to sort the results by the AppointmentD…