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Sales
Discussion List
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Process to view All Accounts/OpportunitiesHi, Application Name: Oracle Fusion CX Sales Cloud Service Users are able to see only the Accounts/Opportunities which they have created. To give them access to view all… -
Is it possible to map ERP DFFs to CDM?Summary: We have two DFFs on the ERP side, located in the HZ_CUST_ACCOUNTS table. The requirement is to use the two DFFs in a groovy script-based AccountSetMaster rule. …
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What is the right way to show supplier data in Sales CloudSummary: We have Oracle Sales CLoud and Oracle Procurement implemented. What is the right way to show the supplier data in Sales Cloud which is also account in Oracle sa…
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Activities cannot be searchedActivities cannot be search on normal ADF UI, but can be searched on workspace. These activities have been created via import. What is the possible cause and solution of…
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What is a "Setup User" in Oracle Engagement Cloud? (to set up Redwood version of OEC Outlook plugin)Summary: We're attempting to follow instructions from Oracle to upgrade to a newer version of an Oracle plugin in Outlook that creates contacts in Oracle Engagement Clou… -
Adding a custom field to the Lead Convert Page LayoutI am looking to add a custom field that is associated to an opportunity to the lead convert page layout, the one to create an opportunity from a lead, but it is not avai…
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Unable to Import Customer hierarchy for CDM using Import managementSummary: I am trying to import Customer Data, To create Parent and child relationships in CDM module in DNB hierarchy Using Import management Hierarchy Member. While imp…
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BI Publisher - Roles to Cancel Scheduled Job ReportWe are trying to cancel/delete an active scheduled job report. What are the roles we need to have the privilege to cancel the report job?
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How to export unified Sandbox metadata?Summary: Is there a way to export the list of all the sandboxes in an environment along with creator, creation date, Modified date, et., or is there any REST API to get …
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How to use mode parameter in cx-hyperlink?Organization: Terex Summary: I saw one mode parameter in cx-hyperlink template. That mode specifies "Optional parameter to change the default behavior and launch the 'dr…
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Sales Insights AI feature Opportunity effectiveness data is not getting updated properlySummary: Sales Insights AI feature Opportunity effectiveness data is not getting updated properly Content (please ensure you mask any confidential information): Sales In…
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Can Continent be added to the geographies setup?Summary: Hi , Our customer needs to store Continent information to classify countries by continents. This is needed mainly for reporting. Has anyone had a requirement li… -
Sales Module to Redwood SalesGood day, We are looking into the differences between Sales and Redwood Sales to relay this to our end users. We have enabled Redwood sales in our lower instance however…
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Hide Channel Manager Section From Partner PageSummary: Attached is the partner page. Need to remove/hide highlighted section (Channel Manager) from partner profile page. Content (please ensure you mask any confident…
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Can I submit Import Geographies for all countries in one go in oracle cloud?Summary: Can I submit Import Geographies for all countries in one go in oracle cloud? I want to submit import geographies process for all countries in one go. Can this b…
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Recommended Actions for Opportunities - Feedback ResponseSummary: I have been trying to configure the Recommended Actions for Opportunities and following the below article: https://docs.oracle.com/en/cloud/saas/sales/fadsi/set…
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Sort Order for Primary Contact Drop down List on Opportunity Detail PageSummary: Hi, For OOTB primary contact DCL on opportunity detail page, what's the sorting order used by Oracle? If I want to sort alphabetically, is it configurable? Here… -
Prevent Outlook invites to attendees via Bi-Directional syncSummary: Enable Bi-Directional sync between CX Sales & Outlook for Appointments but prevent Outlook invites from getting sent to attendees. Is there way to enable this u…
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Is Redwood experience (Service Center) available to Partner Relationship ManagementHi Team, We have the visibility of SR in simplified UI, when we assign the SR to Partner User. But the user doesn't have visibility to Server Center - Redwood Version of…
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Read Document Record Attributes values from an Attachment and create recordsSummary: In Oracle Sales Cloud is there any option to read .Xlsx file data and create records in custom Object. Content (please ensure you mask any confidential informat… -
I am not able to see email communication under activity panel of AccountSummary: I am not able to see email communication under activity panel of Account Content (please ensure you mask any confidential information): I want to track email ac…
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Users are getting the error "The value of the attribute team member isn't valid"Users are getting the error "The value of the attribute team member isn't valid" while creating Accounts in the Oracle Fusion CX Sales Cloud Service application. Please …
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How to check for duplicates for partners in PRM?Business wants a check for name of partners duplicate check similar to accounts duplicate check. Is it available?
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Contact Engagement Level Sales Insights FeatureSummary: Hi All, I am trying to enable and utilize one of the AI features listed under Sales Insights, Contact Engagement Level in Oracle Sales Cloud in Demo Application…
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How to create custom Child object under Custom object in Application composer?I created a Custom Object under standard object Account in Application Composer. Now i need to create one more child object under my Custom Object. In Application compos…
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Need to Create Data Model for Account and Contact change history tabSummary: We need to create Create Data Model for Account and Contact change history tab. But we could not find any Table to create it. Does we have tables to create repo…
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Inquiring about whether BOs are enabled for CRM Application Composer & Trading Community ModelHi team, I want to inquire whether BOs are enabled for the following products in the audit report: -CRM Application Composer -Trading Community Model Thanks and best reg…
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Change Outlook add-in – Oracle CX Sales add-in for Microsoft 365 to Redwood UX add-inWe received an update from oracle to change Outlook add-in – Oracle CX Sales add-in for Microsoft 365 to Redwood UX add-in. Should it be done directly in Production envi…
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total record count from SOAP callSummary: 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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NGS- How the roles based condition gets executed in redwood?Summary: We have one trigger which is written for Service manager role. That trigger throws validation error if the user role is service manager and does not let user sa…