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Sales
Discussion List
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Opportunity Territory Assignment is not workingSummary: I have done these steps to enable the option the run assignment, but it does not work. 1. Create a new sandbox and activate it. 2. Set MOO_OPTY_ENABLE_AUTO_ASGN… -
Unable to configure pages in RedwoodReceiving the below error while trying to configure pages in Redwood for CX - Fetching user roles failed with error code Error: Make sure the typed in URL is correct, an…
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Video: Integrating Microsoft Teams Web Conferencing with CX SalesIntegrating Microsoft Teams Web Conferencing with CX Sales: Microsoft Teams Web Conferencing can work with your Oracle CX Sales solution https://videohub.oracle.com/embe… -
Video: Configuring CX Sales Outlook Add-inConfiguring CX Sales Outlook Add-in: Tailor the CX Sales Outlok add-in experience for your business and your requirements https://videohub.oracle.com/embed/secure/iframe…
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Video: Integrating Microsoft Exchange with CX SalesIntegrating Microsoft Exchange with CX Sales: Direct integration between Microsoft Exchange https://videohub.oracle.com/embed/secure/iframe/entryId/1_jbroekg8/uiConfId/3…
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What does the SOA Artifacts contain in CSM Migration set?Summary: Anyone knows what does the SOA Artifacts contain while doing the CSM migration? Content (please ensure you mask any confidential information): Version (include … -
Video: Oracle Sales Assistant ConfigurationOracle Sales Assistant Configuration: Configurint the natural language features of OSA in the context of our mobile application https://videohub.oracle.com/embed/secure/…
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Video: Configuring and Tailoring the Mobile ExperienceConfiguring and Tailoring the Mobile Experience: Tailor the mobile experience to your company's specific requirements https://videohub.oracle.com/embed/secure/iframe/ent…
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Video: Oracle Sales Assistant in MobileOracle Sales Assistant in Mobile: Natural language interation with sales through mobile's use of OSA https://videohub.oracle.com/embed/secure/iframe/entryId/1_g3uyueoq/u…
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Video: Advanced Mobile FeaturesAdvanced Mobile Features: A look at some of the many addiitonal features, including receiving push notifications on your Apple watch https://videohub.oracle.com/embed/se…
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Video: Opportunities (Mobile)Opportunities: Work with opportunities and progress your deal on mobile https://videohub.oracle.com/embed/secure/iframe/entryId/1_65u2xyg0/uiConfId/35965902
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Video: Leads and Around Me (Mobile)Leads and Around Me: Manage leads and work with the accounts/contacts that are near my location, or a location where I will be in the future https://videohub.oracle.com/…
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Video: Activity Management (Mobile)Activity Management: Manage appointments and tasks with CX Sales mobile application https://videohub.oracle.com/embed/secure/iframe/entryId/1_qrm8n9u0/uiConfId/35965902
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Video: Mobile Introduction and OverviewMobile Introduction and Overview: A deep dive into the mobile features and functionality https://videohub.oracle.com/embed/secure/iframe/entryId/1_puvdh72b/uiConfId/3596…
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Application Usage Insights Dashboard Not Showing Data - Missing ProcessesSummary: Prerequisites to setup AUI dashboard: Content (please ensure you mask any confidential information): I'm trying to set up and configure the Application Usage In…
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Video: Appointments Subview Data Tab CustomizationAppointments Subview Data Tab Customization: Changing the query and default data tab view in the account's appointment subview https://videohub.oracle.com/embed/secure/i…
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Video: Working with AttachmentsWorking with Attachments: Adding the attachments component to a panel, subview and the create record page. https://videohub.oracle.com/embed/secure/iframe/entryId/1_h8ho…
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Video: Customize Panel QueryCustomize Panel Query: Change the data requests to filter the records in the panel https://videohub.oracle.com/embed/secure/iframe/entryId/1_bmkkenpj/uiConfId/35965902 F…
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Video: Custom DrawerCustom Drawer: Use a smart action to invoke a custom drawer with your own content on the drawer https://videohub.oracle.com/embed/secure/iframe/entryId/1_fp910c8v/uiConf…
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Video: SynonymsSynonyms: Adding synonyms to actions in the Action Bar https://videohub.oracle.com/embed/secure/iframe/entryId/1_1jdhggdd/uiConfId/35965902 From the Implementing Redwood…
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What is the proper alternative to Adaptive Search aggregates Roll-ups is NOT itSummary: Roll-ups and Adaptive search aggregates (from what I understand) are not the same thing functionally. So if Adaptive Search is being deprecated, what do we use … -
Video: Open URL In a New WindowOpen URL In a New Window: Use a Smart Action to open a contextual URLin a new browser window https://videohub.oracle.com/embed/secure/iframe/entryId/1_t8so69ft/uiConfId/…
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Video: Troubleshooting - Capture a HAR FileTroubleshooting - Capture a HAR File: A quick tip on capturing a HAR file, which can help to share the details of what's happening in the browser https://videohub.oracle…
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Video: Resizable Text AreaResizable Text Area: Learn how to make text areas resizable to view more text at a point in time. https://videohub.oracle.com/embed/secure/iframe/entryId/1_d7js1rkx/uiCo…
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Video: Modify Data Before SavingModify Data Before Saving: Programmatically modify the data on a form before saving in the database https://videohub.oracle.com/embed/secure/iframe/entryId/1_i9k4sz4b/ui…
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Video: OAUTH2 Resource OwnerOAUTH2 Resource Owner: An introduction to OAuth2 Resource Owner API authentication for Oracle CX Sales https://videohub.oracle.com/embed/secure/iframe/entryId/1_k6o6eeu3…
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Video: Sales Dashboard UUID Key Abstraction (Obsolete)Sales Dashboard UUID Key Abstraction: Sales Dashboard now supports defining the query itself that you want to see in the sections, without requiring you to provide a que…
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Video: CX Extension GeneratorCX Extension Generator: CX Extension Generator automates the work of creating a top level custom objects, child objects (for both standard [24C and higher] and custom to…
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Video - Troubleshooting your Redwood Sales ExtensionTroubleshooting your Redwood Sales Extension: When all doesn't go as planned, where can you look for clues? This shows some of the troubleshooting options you'll need to…
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Video: Checkbox (Boolean) FieldsCheckbox (Boolean) Fields: Make your checkbox field render as a...checkbox! https://videohub.oracle.com/embed/secure/iframe/entryId/1_w1a22fv6/uiConfId/35965902 From the…