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Sales
Discussion List
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Video: Client Side Field RulesClient Side Field Rules: Using the Birthday date field as the example, you can set a client side rule to improve the immediate feedback to the user for valid and invalid… -
How can we display Record Name on Editing page header of custom Objects on Redwood UISummary: On Redwood UI For standard objects we can see Record Name in editing or detail header but for custom objects instead of record name we are getting Layout name. … -
Video: Prerequisites for Implementing Redwood SalesPrerequisites for Implementing Redwood Sales: If you are an existing customer using Oracle Sales Cloud, look at the prerequisites (and how easy it is) to opt-in to using… -
Can we add unique constraint to a custom field in a custom object which is already created?Summary: Hi, We want to add unique constraint to a custom field in a custom object which is already created. We enabled the indexed check box for the custom field , stil… -
How to display standard address fields on custom object layoutSummary: We have a custom object and we would like to use the standard Address fields on the custom object layout. But the Address is not available on the list of fields… -
Are there any database tables that store error codes and messages sent as responses by SOAP APIsHi, Are there any database tables that store error codes and messages sent as responses by SOAP APIs For example, while creating account site using following SOAP WSDL, … -
demo data for Redwood digital sales and CX salesSummary: Hi, any idea where can we find the dummy data for digital sales and CX Sales that are available in TEST instance VBS? During trainings there appear data in crmA… -
Oracle Database Schema Service-Fusion CRM Transformation Project (Export Sales, CPQ Data)Hello Team, Please can you advise if fusion have - Oracle Database Schema Service to export Sales and CPQ Data from Fusion? If we have the same SQL Developer (with Oracl… -
Can I disable a column but still able to use it as a filter in Workspace(Adaptive Search)?Is it possible to disable a field to be added as a column in Workspace UI but still able to add it as a filter? I've looked up documentation but I am unable to find an a… -
How to delete product groups in bulk and set free the reference numbersSummary: Hello, how are you doing? We have a product catalog today, that has many structural problems. So we are going to create a new one. The important thing, is that … -
What is best way to setup Resource Hierarchy when a user has two direct managers?Summary: The scenario is: There is the Department, in this dep users (Account manager) report to their Line manager, but this line manager may report to one or another m… -
How to create survivorship rule to select the most recently updated record as master?Summary: We have a requirement to select the contact with the most recently updated date as the master. We have created this rule which works when there is only 1 record… -
Display Relationship Under the Contact Foldout PanelSummary: We are trying to show the relationship tab under the contact foldout panel. Reviewing the setup we understand the relationship is a child object under contact. … -
How to configure smart action triggered create screenSummary: We are trying to use Smart Action to call for Create Relationship Under the Contact Object. It was able to trigger the create layout. However, the layout is not… -
Custom Opportunity Panel Cannot show in Redwood under Contact Foldout pageSummary: Hi There, we need to separate out the opportunity records into two panels based on sales method, and are trying to do it under contact foldout page. We are tryi… -
Get data from Oracle CRM to PowerBIHow to get data from Oracle CRM to PowerBI? Additional info: We are trying to get data via Web. We are using this URL: http://servername.fa.us2.oraclecloud.com/crmRestAp… -
What access/privilege(s) is/are needed for CRM REST APIs?Summary: Access/privilege(s) is/are needed for CRM REST APIs Content (please ensure you mask any confidential information): Hi, We need privileges to run the below APIs.… -
how to delete resource centric territorySummary: I have deleted the Resource-Centric Territory by these steps, In order to delete the resource-based territories from the Territories list, please resubmit the "… -
Remove Customer Site Address Purposes via APISummary: I would like to remove an Address Purpose from a Customer Site via the WebService API Content (please ensure you mask any confidential information): I can pull … -
CX Routines - Time Zone in emails taking standard +00 TZ.Hello, We have configured routines for one of the Client, wherein an email will be triggered to owner if Original Date (Custom DateTime field) is within next 7 days. Now… -
Notes : Adaptive Search via RESTIs there a way to search Notes via Adaptive Search REST? -
Add a URL in the web application field from the tool structureSummary: how to add a URL in the web application field Content (please ensure you mask any confidential information): I want to embed Fusion Analytics in our fusion envi…
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Enterprise Structure SetupSummary: We have rolled out the setup for CX sales and in progress of configuring the products for CX service. Service module require Products setup, this process expect… -
Update the Create RElationship for COntacts layout using smart actionSummary: We are trying to use Smart Action to call for Create Relationship Under the Contact Object. It was able to trigger the create layout. However, the layout is not… -
How to show the left pannel into opportunitiesIn the demos there is a left panel with 3 tabs: Analytics, Pipeline, Opportunity Kanban. How to enable this in our environment?
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Lead Conversion: Can AddressType be set on new contact address in lead to contact copy mapSummary: We have a business requirement to set the AddressType to 'GENERAL_MAIL_TO' on the address that is copied from the lead to contact during lead conversion. Settin… -
Bell Notifications not displayingSummary: Hi, We have written some groovy script to trigger bell notifications following the documentation but nothing is being shown when it is triggered. And in runtime… -
How can I enable the 'Set Schedule' button within the Opportunity Products Revenue Line section? PI am encountering an issue with the Oracle Fusion CX Sales application where the 'Set Schedule' button is not appearing, which should open the Set Schedule Page, within … -
How to make Revenue line Item Amount as read only or not-updatable conditionally?Summary: When the revenue line is CloseWon, we do not want the Revenue Line amount to be changed. A new data field, Opportunity Revenue - Fields - Amount (API SplitParen… -
How can we export state codes of a country in CDM?Summary: We need to extract and export the State Codes of specific countries in CDM so we can create a transformation mapping in our middleware. How can we extract/expor…