Lead Management
Discussion List
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Can the "Lead Details" field on the BPM worklist be changed to navigate to Redwood pagesHi We have an approval workflow for the Lead object. On the BPM worklist's Approve/Reject page, there is "Lead Details". Is it possible to change this so it navigates to…Black_Beard 26 views 2 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales -
Is there any Oracle driven functionality behind opportunity type code in Oracle salesThere are 3 types of OOTB opportunity type codes like NEW, RENEWAL and EXPANSION, Are these just static values with no background functionality or any functional behavio…
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Redwood-Product hierarchy in OOTB product fields of leadSummary: Hi Team, In classic UI while adding a product to opportunity revenue line, user is able to select the product group/product from product hierarchy. Could you pl…Mahesh VT 25 views 3 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
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How delete Sales Lead in BulkSummary: I want to delete all the Sales Leads in bulk, in the test environment I first exported all the Leads and with the import activity I deleted them with the Lead I…
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Retire ore Reject - Sales Lead Mass ActionHello community, Mass Remove and Reject Leads records are required. In the classic view it was possible, but when using workspace the options do not appear when selectin… -
Fetch Partner contacts in groovySummary: I am trying to get all the Partner Contacts for a particular Partner using groovy. Content (required): We need to script/Object Name where we can fetch the abov…
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Assigning Group Instead of Individual Users on Team Members Tab in Oracle CXSummary: Hello, I am currently facing a limitation when assigning Team Members on the Lead and Opportunity pages in Oracle CX. Requirement: Our client would like the abi…
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Creating Multiple Leads via REST APISummary: Hi Team, I need to create Leads using the REST API. I was able to successfully create a single Lead through the REST web service, but my requirement is to creat…
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CX CLOUD: HOW TO: Flexible Contact Verification for Lead Creation in NEXT GEN/ Redwood SystemSummary: Exploring Methods for Validating Contact Information - Identifying a strategy to verify that at least one out of three contact details (Email, Office Phone, Mob… -
How to modify email template associated with business Process - ExtnBusinessProcessCompositeSummary: Hi Team, We are using ExtnBusinessProcessComposite Business Process in object workflow for Lead Object in Oracle fusion Sales Cloud. We wanted to modify the ema… -
You can't create, update, or delete the home address because you don't have permission. (HZ-120789)Hello community, Some users are experiencing this error, they cannot create addresses within contacts. The Geography Validation Level for Country option was reviewed and…
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How do we change the Business Units in Sales LeadsSummary: We have a scenario where in Leads Created by users belonging to a different Business Unit (A) are created in a different Business Unit (B). The owner remains fr…
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How to add Revenue Table or Product section with Browse Catalog button in Lead creation page?Summary: We are planning to add the revenue table or the product section in lead creation page in order for our user to select product during lead creation. Is this poss… -
Creating a Lead using Rest API by stamping the CreatedBy field with some other Active usernameOur Business Requirement is to Create a Lead using Rest API call where the CreatedBy field is to have a different valid Resource user name instead of the Integration use…
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Filter by age of Lead record in RedwoodSummary: We're trying to add a visualization on our landing page dashboard in Redwood (My Open Leads) that is based on how old the lead is. We tried to use a Group by fi…
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fetch product image in RTF Template BIP ReportSummary: How to fetch and show the product image in RTF template Content (please ensure you mask any confidential information): We are trying to fetch the product image …
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Default after login pageSummary: After login into the application, I should see Leads home page. Content (please ensure you mask any confidential information): How to default a specific page af…
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Modify the BPM Notification EmailWe have setup a simple BPM Approval for the Lead Object in Oracle CX Sales, we have a requirement to modify the content of the notification delivered to the users
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Saved Search to display leads created by me but not owned by meSummary: Hi Team, Our requirement is to create a saved search to display list of leads created by me but not owned by me. While creating saved search, we don't see any o…
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How to add a field in the workflow when I want to create a taskContent (please ensure you mask any confidential information): I am using the workflow functionality to create tasks. However, in the "task details" section, not all the… -
How to auto-calculate # of Activities per lead?Hi Team, I have already tried groovy and it is calculating the number of activities on an update on lead. But the ask is, for a existing lead, when the user adds an acti…Aditya Varma Gadiraju-Oracle 24 views 1 comment 0 points Most recent by Andrei Stan-Support-Oracle Sales
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Is it possible to populate a text field with another fields value using Routines?I have a requirement to populate values from a OOTB field to a custom text field when the condition are met, I want to achieve this by using Routines but in the Actions …
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Is there a way to add Account Address set to Sales Lead?Summary: The Sales Lead Object allows us to show/hide the Contact Address set, but we have a client who wants to replace that Contact Address set with the Account Addres…
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How to display a lead's territory team membersSummary: How to display a lead's territory team members Content (please ensure you mask any confidential information): I want the people of the territory to appear in th…
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How to send only one email notification to manager for leads unqualified for 30 daysSummary: We have a requirement to send email notification to manager if lead remains in unqualified status for 30 days after creation. We have tried using Routines and o…
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Unable to add Team Members in Opportunity from redwood UII am trying to add Team members in Opportunity from redwood screen, but unable to add as users are not visible in the LOV Upon inspect found issue with below API For the…
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How can assign the lead to the owner auto depends on the rule based assignmentHow can assign the lead to the owner auto depends on the rule based assignment and need to do that for some leads depends on not all the rule will have to achieve this n…
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How to access the standard stage field in Lead Module of CX SalesIn the Lead Module of CX Sales we have Stage as field with API name SalesTargetLeadStage, when we are trying to select any Value from the field and click on Save, It is …
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Dynamic link in email template for Leads and OpportunityHi team, We have employed Object Workflows to send email notification during an Approval Process. We've referred to the below mentioned document to send dynamic link (De…
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Is there a way to unconvert a lead?Summary: We have an unusual request from a user who wants to know if it is possible to "un-convert" a lead once it is converted to an opportunity. To the best of my know…