Configuration
Discussion List
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How to import product structure and its components in Sales cloudSummary: Need to prepare CSV files for both product structure and its components to import through import management Content (please ensure you mask any confidential inf… -
Issue with Custom Date Field Changing to Yesterday after SavingHi all, There is an issue with a custom date field on the Activity object. Upon saving, the date automatically changes to yesterday's date. I’ve been trying to replicate…
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Blank Owner Field for Account in Workspace UI, but User Set as Owner Under Team SubtabThe Account Owner field is blank in the Workspace UI but shows an owner after drilling down into the Account Team subtab. The user was disabled and then re-enabled, but …
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Why CDM Page is throwing 'You Cannot Lock this record because it has already been deleted'?Summary: Hello Team, Can you please let us know what does this error message mean? Thanks, Harshini Content (please ensure you mask any confidential information): Versio…
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how do we configure workspace in CDM?How do we configure workspace in CDM. Please help us with the configuration steps. Thanks, Harshini
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Trouble Updating Fusion Company LogoSummary: Our leadership is requesting we update the CRM company logo. I'm working through the guide "Configuring and Extending Applications - Configure Redwood Themes" b…
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Video: Working with Contact Photos in Redwood SalesWorking with Contact Photos in Redwood Sales Using standard extensibility techniques with visual builder, enable adding and viewing a photo to a contact in Redwood Sales… -
How to enable redwood in SFA/CPQHello dears, I need to know how I can enable reewod in SFA(24D) and CPQ (24D Patch 4). If the process is massive or can be done per screen or user. Whether it affects th…CQUIROGAA 31 views 4 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
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Confirmation needed - trigger object workflow with file importSummary Confirmation needed - trigger object workflow with file importContent Hi, Do we trigger object workflow if we create/update record with File-Based Data Import? I… -
Inserting Sales Products upon creating LeadsSummary We want to create Sales Product upon creation of Sales Lead.Content We want to create a Sales Product upon creation of Leads. Since we cannot add a product group…
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Editing Product Selection Pages in CX Mobile applicationSummary: In CX Mobile application, On the Lead create page, while selecting a product on the Leads' Edit pages, under Products section, user needs to click on "Add Produ…
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Can we run Match and Merge for Custom objects in CDMHi Team, Consider , i have created a custom object in app composer with certain fields and i inserted data into this custom object,. will data be visible under CDM organ…
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How to sync products from Oracle PLM to Oracle Sales CloudSummary: I want to sync Oracle PLM products to Oracle sales cloud then need to sync with Oracle CPQ. Is there any OOTB options available? Referring - Import Sales Produc…
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CX Outlook Add-in - Can Appointments be created within the Add-in similar to Tasks?On the Outlook add-in configuration page, we can add an option for opening Tasks in CX, but this option does not appear for Appointments. Can this be done? Perhaps this …
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Service Request Attachment Privilege missing "You do not have permission to add a new attachment."Hello Community We have a Custom Role for Service Requests. This Role should be able to create all the different Service Request Messages and be able to attach Attachmen…
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All job roles are not showing up while defaulting the workspace searchSummary: Hi team, All job roles are not showing up while defaulting the workspace search. any reason? Thanks Nikhil Content (please ensure you mask any confidential info…
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Hi, We haveHi Need your help to resolve the below configuration CX sales. Please make the Currency field on the Creation page of Opportunities (Projects) in CRM updatable at the he…
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Video: Exporting Data from an Express ReportExporting Data from an Express Report From the Express Reporting series
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Video: Working with the Sales Team Hierarchy in Express ReportsWorking with the Sales Team Hierarchy in Express Reports From the Express Reporting series
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Video: Working with Real-time Filters in Express ReportsWorking with Real-time Filters in Express Reports From the Express Reporting series
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Video: Preview the Express ReportViewing the report output as a preview From the Express Reporting series
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Video: Duplicating an Existing Express ReportDuplicating an Existing Report and making derivative updates From the Express Reporting series
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Video: Create a Visualization in Express ReportsCreating new visualizations in Express Reports From the Express Reporting series
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Video: Create a Report in Express ReportsCreating new reports in Express Reports From the Express Reporting series
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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
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How to adjust display length in landingpage tabelsSummary: In the classic UI I need to adjust the display length to show correctly on most screens. Content (please ensure you mask any confidential information): Version …
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Video: Orchestration Introduction and OverviewOrchestration Introduction and Overview An introduction and overview of Sales Orchestration in the Redwood Sales experience. From a multi-part video series on Sales Orch…
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Activity Pickers - Create a RecordSummary: It appears that the Account and Contact pickers include the Create Action on every object except activity. Account Picker on Opportunity Account Picker on Activ…
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Video: Orchestration RuntimeOrchestration Runtime Understanding how the runtime executes an Orchestration flow From a multi-part video series on Sales Orchestration.
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Video: Orchestration ManagementOrchestration Management Managing the Orchestration instances From a multi-part video series on Sales Orchestration.