Core SFA
Discussion List
-
how to restore a deleted customer accountSummary:How to identify an recently deleted customer account in CRM Sales CX Content (please ensure you mask any confidential information): Version (include the version … -
Need ability to run assignment on demand for an account from redwood Accounts pageSummary: Need ability to run assignment on demand for an account from redwood Accounts page (like in Classic UI) Content (please ensure you mask any confidential informa… -
How do I Report on contact activity including appointments and emailsSummary: I am trying to get 2 reports: A report that shows all of the activities a Sales Rep did on a particular day - including: Appointments and emails sent - from bot…Tim Gruidl 64 views 8 comments 0 points Most recent by Dimple-Nagesh-Support-Oracle Reporting & Analytics for Sales -
rest resource not createdSummary: We created some custom objects . But somehow "rest resource" is not being created. Any lead will be helpful. Content (please ensure you mask any confidential in…
-
CX Solution Overview Demos this week on December 11th & 12th!!Register today for our CX Solution Engineering led Solution Overview Demos this week on December 11th & 12th across our Marketing & Sales Unification, Revenue Transforma… -
Opportunity Assessments with Multiple Question Groups Not Displaying All QuestionsSummary: We are testing an opportunity assessment with 20 questions and multiple field groups. When filling out the assessment, only 17 out of 20 of the questions are vi… -
Create Appointments using RoutinesSummary: Hi, Is there any way to create Appointments as well using Routines? I know that we can create Tasks but creating Appointments is a very valid business case. Con… -
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…
-
DeleteSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
-
document categorySummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
-
I want to refer to the owner's department on the opportunity details screenContent (please ensure you mask any confidential information): I would like to see the owner's department on the opportunity details screen. I tried verifying it with th…
-
(CX4U) Links from Utility Account navigating to Digital Sales pages instead of Redwood SalesSummary: Hi, Please redirect me to the proper category if Sales is not the correct one as this is for the Customer Experience for Utilities (CX4U). We are implementing C…Vishnu_Mishra 21 views 2 comments 0 points Most recent by Vishnu_Mishra Customer Experience for Utilities - CX4U
-
Will Business Plans be coming to Redwood?Summary: Pretty much what the question says. Will the Business Plans be added to Redwood along with their children objects like Objectives, SWOT Analysis, etc.? Content …
-
export management with csv in service/filtersSummary: export management with csv in service/filters Content (please ensure you mask any confidential information): Dear, please help me export data from a REST servic…
-
Activity Calendar we have disabled activity types but they are still shown in calendar activity pageSummary:Activity types are still shown in calendar page with the explanation for every colour. Content (please ensure you mask any confidential information): In the end …
-
proposal generation in OSC and getting customer signatureSummary: Hi, My customer is looking for a solution of generating proposals from the Account and Opty data and capture signature from customer. They want all this to be e…Prakash V - Argano 1 view 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Sales
-
Team Subtab Searchable Region | Oracle SalesHi community! How are you? I´m facing a Sales Solution were we have multiple BUs. The client is reporting that when they want to add a team member to an opportunity, lea…
-
How to grant account access, when the account has two different sites belong different territoryHi Team, Based on the attached we have implemented restricts all accounts and access groups.. Now we have requirement to implement to below scenario, If Account has two … -
How to Set Up Automated Round-Robin Assignment Based on Fields in Oracle Sales?Summary: How to Set Up Automated Round-Robin Assignment Based on Fields in Oracle Sales? Content (please ensure you mask any confidential information): Hello everyone, W… -
Branching in Sales OrchestrationSummary: Hi, Is it possible to create branching conditions in the Sales Orchestration process? For example: Let's say we have 4 Sales Stages: Initialize Analyze Design C…
-
How can we prevent removal of Contact Point/How can we run a script when a Contact Point is removed?Summary: How can we prevent removal of Contact Point/How can we run a script when a Contact Point is removed? Content (please ensure you mask any confidential informatio…
-
Lookup Supplier Data in Oracle SalesSummary: We have requirement to Create a DCL (lookup) field in Sales Opportunity. This field can lookup/search suppliers' data from Oracle Procurement. On selection of s…
-
How to automate the file import process for administrator profile values?Summary: How to automate the file import process for administrator profile values? Content (please ensure you mask any confidential information): How to automate the fil…
-
How to identify all the deleted customer accounts executing an sql command in Oracle CX SalesSummary:What is the query to use to identify all the deleted customer accounts between a specific period Content (please ensure you mask any confidential information): V…
-
Any tool to automate migration of customizations to Redwood?Summary: Is there any tool that can help to migrate customizations e.g. pages/layouts to Redwood without developing from scratch? Content (please ensure you mask any con…
-
How to change default filter in DCL fields in redwoodSummary: Hi, In Redwood, the default filter on DCL field sometime does not make sense. For example, on create lead page from lead list view, contact DCL is filtered with… -
I want to add OTBI reports to the Sales Dashboard of Redwood Sales.Content (please ensure you mask any confidential information): I want to add OTBI reports to the Sales Dashboard of Redwood Sales. The manual below explains how to add O…
-
Field enabled for adaptive search is not availableSummary: As a part of some enhancement , I created one custom field on opportunity object. That field I enabled on adaptive search. After that , I did partial publish Th…
-
how to change object and Structure change in Partner's Login ?when partner logins the account, we want that some objects and visibility should be restricted. Can anyone suggest how to do that ?? Currently Sales Partner are seeing l… -
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…