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Sales
Discussion List
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Enable Default Filter Configuration for Change History Tab in Fusion SalesSummary: We are looking to the “Change History” tab to default to a predefined setting in the opportunity object. So we don’t have to set criteria every time I view Oppo… -
How to Sync AR Contact Fields to CX Sales Contact Object?Summary: Recently, we observed this behavior in our system: when we add contacts in Account Receivables under Account and run the ESS scheduled job, those contacts sync … -
Delete account ( organization name ) from cx effect on customers at finance moduleI would like to inquire about the current behavior related to deleting customers (Organization Records) in Oracle Fusion. Based on my research—including the Oracle Suppo…
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The value of the attribute Inventory Number,Organization isn't valid.Summary: Hi Team, we are facing an issue while updating lead's product. could you please assist Error Details : The value of the attribute Inventory Number,Organization …
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Audit add contact, delete/remove contact or any updates made on the contact sub view in accountSummary: We have requirement to audit add contact, delete/remove contact or any updates made on the contact sub view (Changing the primary contact) in the account object…
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How to convert a Lead to an existing Opportunity?I saw that with the 25C release that the ability to convert a Lead to an existing Opportunity is now available (https://docs.oracle.com/en/cloud/saas/readiness/sales/25c… -
How to check to assure that all activity outbound email notifications are disabledSummary: I need to be able to check to assure that all activity outbound email notifications are disabled. Content (please ensure you mask any confidential information):…
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Bring Financial Account Details into CX SalesSummary: We're trying to display a list of financial accounts within the CX Sales Accounts on the customer 360 panel. Specifically, we need to include a few credit-relat… -
How to download the activity report from microsoft 365 outlookSummary: Steps to download user activity reports from Microsoft 365 (Outlook) using the Microsoft 365 Admin. Content (please ensure you mask any confidential information…
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Why does Oracle limit geography data to 82 countries?Summary: Why does Oracle limit geography data to 82 countries? Who decides which 82 countries make the list? Loqate supports more than 200 countries. Content (please ens…
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What is the privilege/duty role to update a Quote in Oracle Sales Cloud?I have a groovy script to update "ActiveVersionFlag" to "Y" but the user doesn't have access to query/update the quote record. I'm logged in as a user with "Employee", "…
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Is there a specific duty role or privilege to use REST API in Sales?Summary: We would like to give access to Sales objects (both Standard and Custom) using REST API. Is there a duty role/privilege that we can use to provide REST API Acce…
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cannot add box to a layout through page composerSummary: cannot add box to a layout through page composer in a sandbox. Content (please ensure you mask any confidential information): We are trying to add a webpage ont…
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If User forgets clicking on Update Sales button when creating a quote from an opportunitySummary: If User forgets clicking on Update Sales button when creating a quote from an opportunity. He has gone through all the work of adding lines and other details an…
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Can additional Accounting calendars be created for Finance, without affecting Sales cloud?Client has been using Sales Cloud for over 10 years now, using the original Accounting Calendar from the initial setup. They are now implementing Finance into their exis…
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Reports is showing different count between test and Prod data after P2TSummary: we run a report in test and in prod after p2t and we notice that there is a huge amount of data that is not showing in test, i though there is a difference betw…
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How can I register a RESTful Web Service that returns binary data in CX CRMUi Application Composer?Summary: We are trying to register a Web Service that returns a PDF file as binary data, but the REST Web Service creation screen only allows us to create it using a Sch…
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Audit policies and retention periodHello Team, We have enabled auditing for specific attributes within the 'Common CRM' as product and have a few questions regarding the auditing functionality. Could you …
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Regularly Updated - Redwood Resources for Oracle CX SalesRecommended to watch for Redwood Sales: How to think about adopting Redwood UX (Design Thinking) Prerequisites [for existing Sales Cloud customers] to enabling Redwood f…
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Create Data Model for Retrieving Custom FCL Field Values for Opportunity HistoryHello, I’m working on building a data model/SQL query in Oracle Sales Cloud OTBI to retrieve historical records for Opportunities, and I’ve run into a question regarding…
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Custom Filter for Tables in Redwood sales dashboardIs there a way to create and apply custom filters to an entire tab on the Sales Dashboard? We are trying to add custom filters to our Sales Dashboard ‘Pipeline’ and ‘Tea…
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In Classic UI, the Lead Questionnaire feature is available OOTB. Is it available in Redwood UI?Summary: In Classic UI, the Lead Questionnaire feature is available out-of-the-box (OOTB). Is it available in Redwood UI? If yes, how can we enable it? If not, what are …
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Do you know how simple it is to roll out an Agent in Sales?Summary: I put together a short video that shows how easy it is to activate an out of the box Sales agent using AI Agent Studio. https://videohub.oracle.com/embed/secure… -
Alternative for proxy featureSummary: Our customer was really fond of the Proxy Feature in CX Sales. However, this was removed last year, they are expecting something to replace it. Is that the case…
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VBAFE-00108: Invalid finder Parameter Blocks Data Load for "Lead" Object (but works for others obj)Summary I am encountering a persistent error (VBAFE-00108) when attempting to Download Data for the Lead Business Object (BO) using the Oracle Visual Builder Add-in for …
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Activities visible in Classic UI are not visible in redwoodI've noticed that i'm not able to see activities in Redwood that I can see in Classic ui. I only noticed once I was trying to export activities and saw not all activitie…
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custmore bankaccountSummary: 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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Merge customer account numbers in different Registry IDSummary: We have requirement to merge Account Number N-39 under Registry ID N65 with N-37 under Registry ID N64.Retain the organization N-37. Content (please ensure you …
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Can I use mobile phone browser for Redwood Sales?Summary: Can I use mobile phone browser for Redwood Sales? Content (please ensure you mask any confidential information): Instead of the mobile app, can I use the mobile…
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Change in Fonts of PanelSummary: We are using OOTB panels and there have been change in the font size of elements in Guidance panel recently. Due to which its not looking consistent with other …