To ensure that questions get required attention from community members and are NOT left unanswered, it’s important for the author to indicate (by selecting “Yes” or “No” when prompted) whether the question was answered. (newly added) Please note that it is also important to respond to EACH comment your question receives. Your Yes or No response ensures an accurate status for your question.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
Sales
Discussion List
-
How to limit global search results for specific Party usages - Sales CloudSummary: Limit global search results for specific Party usage records Content (please ensure you mask any confidential information): Hi, We have a requirement to not lis… -
Generating a Sequence number for a custom field in CDM?Summary: Hello Team, We need a Custom field which will be a sequence number. For example the highest value = A1000000 and it should start with A0000001. Can you please l… -
What is the REST API Limit for the Opportunities Object in Sales Cloud (Engagement Cloud)Summary: What is the REST return limit for the Opportunities Object in Sales? Looks to be defaulted to 25, but I would like to increase it to 500. Content (please ensure…
-
How to default the adaptive picker of products as all products?Summary:I’m working with the lead creation layout in Oracle Sales Cloud, and I've noticed that the default adaptive picker for products is set to "Filter by Territory." …
-
How can we Diasble an OOTB Relationship type?In Setup and Maintenance, there is an task named "Manage Relationship Lookups" where we can enable or disable lookup codes of relationships. For Custom Relationship Type…
-
How to update Reporting Manager in Users & RolesSummary: In Person Management, the manager change is already completed. However, in Users & Roles, under the Resource Information, the reporting manager is still showing…
-
how to create hyperlink field in oracle cx mobile application.Hi Team, We are trying to expose hyperlink field in mobile cx application. To achieve this requirement , we have created text formula field in respective object and expo…
-
Oracle CX Sales Redwood - Remove a Contact from an OpportunitySummary: I am trying to add an option to the Actions menu for removing the association between a Contact and an Opportunity. This option exists for other Standard object…
-
how to check geographiesLOV data in fusion using geographiesLOV APISummary: Hi We're trying to get data using API : /crmRestApi/resources/11.13.18.05/geographiesLOV Response is count 0 { "items": [], "count": 0, "hasMore": false, "limit…
-
Is it possible to activate the microphone within a mapshup for a sales window?Hello community My team is trying to implement a mapshup content to create a chat type window, we have a problem when sending audios When we create the functionality to … -
Can we please have API Names of Opportunity ObjectsSummary: Can we please have API Names of Opportunity Objects for below object: Content (please ensure you mask any confidential information): Can we please have API Name… -
Can we restrict Message templates visibility according to roles?Summary: We have requirement to implement message templates and show those on opportunity based on roles. Content (please ensure you mask any confidential information): …
-
Ability to add BI report from custom object either using smart action or any related optionsSummary:Ability to add BI report from custom object either using smart action or any related options Content (please ensure you mask any confidential information): Hi Te…
-
Do we have an option to Data mask the records in Customer Data Management Outside of the PII fields?Summary: Currently, 'Oracle Data Masking for Fusion Applications Environment Management' provides masking for PII fields only. We have a requirement to Data mask based o…
-
How can we configure the Sales Dashboard as the default landing page for users when they log in?Summary: How can we configure the Sales Dashboard in Redwood as the default landing page for users when they log in to the system? Content (please ensure you mask any co…
-
Fetch all OTBI Reports custom adhoc & scheduledSummary: Would it be possible to generate a OTBI report that includes all system-generated of adhoc and recurring reports/views ? I have tried to use OTBI Usage Real Tim…
-
About the automatic setting of Sales StageContent (please ensure you mask any confidential information): When setting up an opportunity, I think the Sales Stage of the Sales Method is set as follows by default. …
-
Smart action for create contact, create lead, create account and create opportunitySummary: I want to show the Create contact/lead/account/opportunity button on their list page in Redwood Sales. Smart action for this doesn't seem to be available. How c… -
how to remove create option from Redwood landing pageSummary: We have a requirement to remove or disable Create Account button on Redwood landing page. Content (please ensure you mask any confidential information): Version…
-
we need to know where the content that fills the fieldsSummary: We need to know which fields and in which module or screen in our client's environment we need to fill in so that the fields EXTN_ATTRIBUTE_CHAR009, EXTN_ATTRIB…
-
how to add approval workflow to lead orchestrationTrying to add approval workflow to lead orchestration in redwood sales. or can I include workflow in groovy so that I can invoke the object workflow using groovy script
-
Opportunity page Lost/ Win field issueSummary: Hi, The issue described below. The status is wrongly updating. Kindly share the working solution for this. @madugulagopi Content (please ensure you mask any con… -
How to find the existing aggregate field in CX sales?Summary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
-
[NGS] Is there a next gen sales feature that will allow users to dismiss all bell notificationsSummary: Is there a next gen sales feature that will allow users to dismiss all bell notifications on CX mobile Content (please ensure you mask any confidential informat…Sasidhar Ponnapalli 11 views 1 comment 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle
-
Bell Notifications "Dismiss All" Don't Fully Clear in CX Saleswhen opening the bell notifications and selecting "Show All", the "Dismiss All" button clears 500 notifications at a time but doesn't seem to fully clear anything under …
-
CRM Sites are not syncing to Receivables customer sitesScenario Explanation: When an account is created in the CRM with associated account site information, Only Party (Account- Organization) information syncs to Receivables…
-
How can to restrict quota view by business unit?Summary: I need to ensure that users can only see quotas relevant to their specific business unit. Please provide steps to configure.
-
Disable 'Create Opportunity' action from Opportunity list page action menu in Redwood Sales.Hi, We have a requirement that opportunity can only be created with a lead conversion. We have disabled all smart actions 'Create Opportunity', still we able to see 'Cre… -
CX Cloud - DSPs to allow Import of OpportunitiesI want to allow a data steward role, with limited administrator permissions (no sandbox or scheduled processes) the ability to import opportunities. So far the only way …
-
How to validate the address duplication in accountSummary: How to validate the address duplication in account, We have to validate the duplicate address creation details in account object, please suggest the way to addr…