Core SFA
Discussion List
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Inside Sales Rep vs Sales RepSummary: What is difference between Inside Sales Rep and Sales Rep job roles in Oracle Sales Cloud ? Content (please ensure you mask any confidential information): Versi… -
Account cannot be specified in Field Name in Contact's Field Trigger.Content (please ensure you mask any confidential information): I would like to fire a Field Trigger when the account field in the contact layout is changed. but, Applica…
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Redwood - Can CX-Picker component refer to a service endpoint which is not a CX ObjectSummary: We have requirement to store country and state as a separate field on a custom object. How can we refer the geography that we define for using " Manage Geograph…
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DocuSign Integration with CX SalesSummary: Integrate DocuSign with Oracle CX Sales Content (please ensure you mask any confidential information): Hi Team , Do we have any OOTB integration capability to i…
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Do we have API for Mass Transfer?Summary: Hi, Do we have API for Mass Transfer for the following screen? I'd like to initiate the transfer from integration for my use case. Thanks, Adam Content (please … -
Unable to retrieve account change historyContent (please ensure you mask any confidential information): I set the following to get the account change history. Manage Audit Policies→Oracle Fusion Applications→Au…
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Enable opportunity editing by organization hierarchySummary: Enable opportunity editing by organization hierarchy Content (please ensure you mask any confidential information): Dear good morning, Currently, as is known, w…
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Redwood Contact VisibilitySummary: What is the OOTB visibility details for Contact in B2B scenario. Is there any documentation available. Content (please ensure you mask any confidential informat…
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Phone/Email VerificationSummary Inconsistent behavior in verification service for phone and emailContent We have been testing the recently launched phone and email verification service and are … -
Redwood - BeforeSaveEventListner - How to stop navigationSummary: We are validating data on BeforeSaveEventListner of Opportunity Revenue line items: After the action chain completes , system is automatically navigating to pre…
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Making items on a layout non-editableContent (please ensure you mask any confidential information): I would like to make a custom field (txt) placed on the page layout non-updatable. However, when I try to …Yusuke Shibuya -Oracle 31 views 2 comments 0 points Most recent by Sravanthi Reddivari-Support-Oracle Sales
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I want to change the page transition when a record is deletedContent (please ensure you mask any confidential information): 1. Activated workspace 2.When multiple records are displayed, press one record to enter the editing screen…
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I want to display custom objects created in resources on the team tabContent (please ensure you mask any confidential information): I would like to display custom fields for resources on the team tab of an opportunity. When I try to custo…
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CX Sales Mobile and OAuth authentication tokensSummary: Hi, We'd like to use IDCS OAuth token to increase the session timeout, and configured IDCS and Fusion CX Sales based on this document - I'd like to clarify a fe…
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Redwood - Link to Object Record in Routines Email TemplatesSummary: How can we form direct link to the Redwood Object Pages in the Email templates. If we use this: {{deeplink(View)}} It takes to the classic UI. Content (please e…
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Need end to end flow for sales <> HCM <> FinanceSummary: We need end to end flow from Oracle HCM to Oracle Sales and Service and back to Oracle Finance flow. Kindly share details. Content (please ensure you mask any c…
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Redwood - Navigate to Detail page from Landing PageSummary: Current Behavior - For a custom object , If we click on Hyperlink on Landing Page (List Page), it takes user to Detail Page (Foldout Panel). Expecetd Behaviour …
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Disable email notifications if notification subject contains ‘ABC Company’Summary: Hi Team, I'd like to check how this can be done with BPM configuration. Requirement: For Appointment, whenever there is an update performed on the appointment, …
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Primary Contact Functionality on Custom ObjectSummary: OOTB CX has Primary Contact Functionality on Account. We have created a Custom Object and it has M:M relationship with Contact object. How can we configure the …
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Render OTBI dashboard using external APISummary: Hi , Would it be possible to build OTBI dashboard fetching data from external (Third-party) APIs ? I have evaluated the possibility of data sources in Data mode…Lakshmi_Sasidharan 13 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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New Feature: Email & Phone Verification in CX SalesSummary Beginning in 21B, we are introducing added email and phone verification capabilities to...Content Beginning in 21B, we are introducing added email and phone veri… -
Country ISO Format used by Oracle CX CloudSummary: Which is the currently ISO Format version for Country used by Oracle CX Sales Cloud. Is it automatically updated by Oracle if new version comes in . What is the…
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How can I make a field a hyperlink in RedwoodSummary: I want to be able to add the URL to a person's LinkedIn profile in SalesCloud - not querying for Sales Navigator as it is too expensive for the team. Content (p…
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Validations on the create order buttonSummary: Validations on the create order button Content (please ensure you mask any confidential information): Good day, I want to perform a validation on the "Create Qu…
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Is it possible to have a full copy between environments from different tenants?Summary: Hi, Our customer is renewing his contract with Oracle, and is getting a new tenant with fresh environments. He needs to migrate everything from his old producti… -
User data validation error file may not be outputContent (please ensure you mask any confidential information): 1.Start import management 2.Import has been executed (number of records is 1) 3.The result is Completed Wi…
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Create follow-up Appointment from Call ReportSummary can a follow-up appointment be created from a call report?Content When looking at an appointment, we have the ability to create call reports, follow-up appointme…User_2025-01-22-19-28-04-893 35 views 1 comment 0 points Most recent by Ravindra Sirigiri-Support-Oracle Sales -
About code values for custom-created Sales Methods and Sales StagesContent (please ensure you mask any confidential information): I'm thinking of importing an opportunity. At that time, custom Sales Methods and Sales Stages need to be i…Yusuke Shibuya -Oracle 61 views 4 comments 0 points Most recent by Swathi.Lemati-Support-Oracle Sales
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Feature Friday: Workspace InfoletsContent Workspace Infolets are new (with 20D), configurable mini-workspaces that provide UX continuity between the Workspace and Infolets on the Task-based Home UX. Thes…Michelle Brusyo-Oracle 49 views 1 comment 0 points Most recent by Ravindra Sirigiri-Support-Oracle Sales