Core SFA
Discussion List
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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… -
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 33 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 -
Make opportunities and activities non-deletableContent (please ensure you mask any confidential information): I would like to implement settings that will prevent users with certain roles from deleting opportunities …
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I have a question about follow-up when data is deleted by mistake.Content (please ensure you mask any confidential information): I have a question about follow-up when record is deleted by mistake. 1.Restore deleted records 2. Take bac…
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Parent Account WorkspaceIs there a way to add the Parent Account column in the Account Workspace. The field is available in the standard Account Object Landing page, but I don't a way to add it…
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Redwood - Can we have different sub view layouts depending upon different Parent objectSummary: Can we have different sub view layouts for different parent objects: For Example - Opportunity Sub VIew Layout displays differently for: Contact Screens Account…
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Feature Friday: Smart DataContent The Smart Data feature in CX Sales enables sales reps to add accounts and contacts into CX Sales with little to no manual data entry. At record creation, sales r…
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Sales stage history report - count if revert to a single sales stage twice.Summary: Sales stage history report - count if revert to a single sales stage twice. Content (required): I am trying to create a report showing the number of opportuniti… -
Yusuke Shibuya -Oracle 21 views 2 comments 0 points Most recent by Prasanth Prabhu-Support-Oracle Sales
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Automatic mass processing in SFA.Summary: Is there a solution to update data in bulk for recurring update processes and without human intervention? Content (please ensure you mask any confidential infor…
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Resource Organisation- Resource TeamsSummary Resource Organisation- Teams----- Is It Mandatory--Content Hi, users are already defined in HCM, org chart and reporting hirarchy defined in hcm. BU defined loca…User_2025-01-24-00-26-13-798 50 views 1 comment 1 point Most recent by Ravindra Sirigiri-Support-Oracle Sales
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BPM email template on every updateContent Hi Members, I have configured the option in BPM worklist so that initiator will receive the email on every update but it seems that the email template is not dis… -
Manage Sales ChannelsSummary Manage Multiple SkillsContent Hi all, Our salespeople have different sales channels or "skills" to work with Leads and Opportunities: * Inbound calls * Outbound … -
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How To Setup Email Notification For Assigned Resource in Lead Assignment RulesSummary How To Setup Email Notification For Assigned Resource in Lead Assignment RulesContent Hi, My requirement is to have an email notification sent to the assigned re…User_2025-07-18-06-07-44-367 24 views 1 comment 0 points Most recent by Ravindra Sirigiri-Support-Oracle Sales
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how to make user not have an expiration dateSummary: how to make user not have an expiration date Content (please ensure you mask any confidential information): como hacer usuario no tenga una fecha de vencimiento…
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How to fix multiple record line showing for the same resource in opportunity team tab?Summary: Showing multiple record for the same resource in opportunity team tab. I can replicate this scenario by creating a new opportunity record and the opportunity RB… -
Can we able to create quote from service request?Summary: Can we able to create quote from service request? As how we able create quote from opportunity. Content (please ensure you mask any confidential information): V…
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I want to grant account deletion privileges to a custom role.Content (please ensure you mask any confidential information): 1.In Sales and Service Access Management → Manage Data Policies, I checked the update and delete check box…
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Too many objects match the primary key oracle.jbo.Key[300000022673309 300000022071613 ]Summary: Trying to add a team member to Appointment via Groovy and erroring out Content (required): Trying to add a team member to Appointment via Groovy and erroring ou…n_Kiranmayee-Oracle 211 views 3 comments 0 points Most recent by Poorna Chandra Rao. Garlapati Sales
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View the Hierarchy of contacts at a customerSummary: We are looking at how we can create relationships within an account to display a manager to Individual contributor relationship. Content (please ensure you mask…
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View analytical reports in SFA from other users as adminSummary: View analytical reports in SFA from other users as admin Content (please ensure you mask any confidential information): Dear All, There is a way to view the rep…AlexFH 21 views 2 comments 0 points Most recent by Dimple-Nagesh-Support-Oracle Reporting & Analytics for Sales
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How to show a success message in SFAHi experts. I am developing a functionality in groovy script to syncronize a record from a custom object created in Oracle Sales, this action is invoked from an action i… -
Email Template for BPM workflowsContent Hi Members, I would need to explore options for modifying OOTB email template options for BPM approval. As of now we can just provide inputs as Title 1, Title 2.…