Oracle Best Practice
Discussion List
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Documetation on Redwood UISummary: Documetation on Redwood UI Content (required): Redwood UI is new enhanced UI from Oracle. Do we have any detailed docs on it? Does it come with CSS or JS functi… -
How to identify change in industry field using triggers?Summary: When we update the Industry field on accounts changed CX, how can we able to identify the changed value from scripts? Content (please ensure you mask any confid…
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Cannot Right click to Duplicate Tabs in Fusion CX SalesSummary: The user reported that when they are on an opportunity record, and they try to duplicate that record into a separate screen by right click on the tab, click dup…
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Integration of Phone Fields between Eloqua and Fusion SalesSummary: Integration of Oracle Fusion Sales and Oracle Eloqua: Phone Number Fields Content (please ensure you mask any confidential information): We are searching for ex…
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DQ capabilities in CDM Oracle FusionHello Team, We would like to understand the data quality features available in Oracle CDM and learn how to set up rules that checks both standard and custom attributes. …
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Run when an event occurs - RoutinesSummary: We are using the Routines for scheduling , here we have a use case where we need to update the child account field when the respective parent account field is u…
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25C How to attach image URL to ProductSummary: In 25C, we noticed Product object link has been changed: 25B: …/fscmUI/redwood/digital-sales/salescatalogadministration/products 25C: …/fscmUI/redwood/cx-sales/…
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Video: CX Sales Add-in for Microsoft OutlookCX Sales Add-in for Microsoft Outlook: Introducing the CX Sales add-in for Microsoft Outlook 365, bringing the power of CX Sales into the Outlook user experience -
How to configure territory assignment for Account and Contact recordsSummary: We have one standard (Prod) and three aux dimensions(Branch, Region, Vertical)......could you please help us to understand where we can add these dimension so t…
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Video: CX Picker - Using Adaptive Search with DCL Field TemplatesCX Picker - Using Adaptive Search with DCL Field Templates: For Dynamic Choice List fields, that are in Adaptive Search (aka Workspace), you can use a powerful CX search…
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Cannot make standard Task fields (etc.Due Date,Status) read-only via Layout or Page ComposerHello, In Oracle Sales Cloud, I need to restrict editing of some standard Task fields (etc. Subject, Due Date, StatusCode). In Page Layouts, I don’t see any option to ma…
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Send and Receive Customer Acceptance of the Delivery DateHi We are looking to Send a reminder to Customer about the order that needs a delivery date confirmation. e.g Before Scheduling the Work to Production, there is a manual…ViswaG 15 views 1 comment 0 points Most recent by Narendra More-Support-Oracle Digital Customer Service
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How to run territory assignment job with multiple view criteria parametersSummary Multiple view criteria in opportunity territory assignmentContent Hello Experts, While scheduling the territory assignment ESS job, we have requirement to schedu…
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Is Oracle planning to release a native calendar view for activities in Redwood for Fusion Sales?Summary: Is Oracle planning to release a native calendar view for activities and appointments in Redwood UX for Fusion Sales? Content (please ensure you mask any confide…
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unable to open Internal Resource Organization HierarchySummary: I have done all these steps, still can't access the Internal Resource Org Hierarchy. 1. Clear Cache & Cookies or use Browser Incognito Mode. or 2. Reinstall the…
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Standard Business Process flowsSummary: Can you please provide Standard Business Process flows for CX Sales & Service provided by Oracle Content (required): BPDs for CX Version (include the version yo…
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how to remove the auto-provisioned roles for a particular UserSummary: We have a requirement to remove auto-provisioned roles for a specific user. Since we don’t have access to the Security Console, we attempted to remove the roles…
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CCC Linked In Sales Navigator Integration with CX SalesAs part of the 25C feature, we are looking to enable the LinkedIn Sales Navigator integration within our Oracle CX Sales instance. However, the documentation provided la…
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Can we hide the Save and Save & Close buttons on the ADF screen using Page Composer?Summary: We want to hide the Save and Save & Close buttons for the Sales Opportunity Inquiry role. Content (please ensure you mask any confidential information): We want…
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How to export and import sanbox from an environment to another?Summary: We made a lot of customization using page composer inside sandboxes, but now we need to copy them in the new environment. Is it possible to export and import ? …
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25C Deprecating Adaptive Search AggregatesSummary: We are currently researching aggregate fields and came across this Oracle Community post [https://community.oracle.com/customerconnect/discussion/759916/determi…
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Determine all aggregated fields in Oracle Sales / Fusion CloudSummary: With Update 24B, the classic Aggregates in Adaptive Search will be replaced and made available as predefined Rollups in the Rollups framework. https://docs.orac…Christian Gerald Patacsil 64 views 5 comments 0 points Most recent by Praveen Desetty - Support-Oracle Sales
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Training: Implementing Redwood SalesA collection of videos and resources to help you implement Redwood sales. This list is ever changing, so bookmark this post and come back soon for more videos and links.…
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Direct CPQ–Fusion PIM Integration with Salesforce CRM (No SPIM)Summary: The inquiry is about whether CPQ (Configure, Price, Quote) can be integrated directly with Fusion PIM (Product Information Management), bypassing SPIM (Sales Pr…Riddhi Soneji 29 views 1 comment 0 points Most recent by Emmanuel Zambrano-Support-Oracle Configure Price Quote
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Provide Approval from emailUse Case: Our VPs need to approve or reject requests, sent from Lead object. They need to take action directly from their email without logging into the CX application. …
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Insert images in Opportunity notesHello, I tried adding images in the opportunity note, but it exceeds 100,000 characters. Is it possible to create an attachment in the note or somehow reduce the image s…
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Events in fusion SalesSummary: I recently came across an Events object under Sales in a demo environment of Oracle Fusion CX Sales. However, I couldn’t find any documentation or configuration…
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Video: Prerequisites for Implementing Redwood SalesPrerequisites for Implementing Redwood Sales: If you are an existing customer using Oracle Sales Cloud, look at the prerequisites (and how easy it is) to opt-in to using…
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Video: Deploying the Extension to the PRODUCTION EnvironmentDeploying the Extension to the PRODUCTION Environment: Package and deploy the extension to the production enviroment (or any environment other than -TEST) From the Imple…