Oracle Best Practice
Discussion List
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Video: In App Navigation BarIn App Navigation Bar: One click navigation to Sales Dashboard and the first 8 items in Redwood Sales menu group. From the Implementing Redwood Sales video series -
Account Name Update RestrictionSummary: For certain roles, the customer wants the Account Name field to be non-updatable. In the Test instance, we tried using a field-level script in the Updatable con… -
Notes Object VisiblitySummary: We have Opportunity, Lead, and Activity objects in our Oracle Fusion Sales environment. When a user adds notes in any of these objects, the expectation is that …
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Video: User InformationUser Information: Obtaining details about the current user in a Javascript action chain From the Implementing Redwood Sales video series
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Remove CX Sales app QR from Home pageSummary: How can we remove the CX Sales App QR Code from Home page on News and Announcements Section? Content (please ensure you mask any confidential information): Hi E…
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Join Redwood Sales Today: Maximize Your Project's Success with Our Support Implementation Program!Are you currently implementing CX Sales, or already live with our products, and looking to enable exciting new features like Workspace, O365, Sales Mobile App, or migrat… -
how to expose contact information in the ERP within Contacts in CX SalesSummary: I need to expose information that the contact has in the ERP within the Sales accounts module. Content (please ensure you mask any confidential information): Th…
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Video: Dependent DCL FieldDependent DCL Field: Build a dependent dynamic choice list field based on the selected value of another DCL field. From the Implementing Redwood Sales video series
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Video: Modify Data Before SavingModify Data Before Saving: Programmatically modify the data on a form before saving in the database From the Implementing Redwood Sales video series
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what settings would ensure that email notifications will have noreply@companydomainnam as the senderSummary: Hi Team, We have setup a few routines in the system that trigger an email to users whenever a lead is rejected OR when a new activity is created. The email noti… -
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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REST API Calls Limit per Day/per MonthSummary: I would like to know the REST API Call limits per day for Fusion Sales. Is there a service document that I can refer to? Thank you! Content (please ensure you m…
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Is there a short format video demo of the latest CX sales for outlook add in and mobile app?Summary: I'm looking for short-format video demos showcasing the latest CX sales for the Outlook add-in and for the CX sales for the mobile app. Your assistance in provi…
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SR Due date calculation is delayedSummary: We have a requirement from client, where on the click of the button on the Service Request, the due date of service request needs to be copied from the SR to al…
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How to Enable Bell notifications for CPQ-related events in Oracle CX SalesSummary: We need to enable Bell notificaitons for CPQ-related events in Oracle CX Sales and take the users to CPQ from those notificaitons Content (please ensure you mas…
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Clarification on Loqate ServicesHi Team, Our business utilizes Loqate services for batch cleansing, but we've been encountering numerous anomalies. I would like to understand how Loqate services functi…
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News Feed layout provides a fast home page and improved user experienceSummary The News Feed home page layout in CX Sales will give your users what they want – a super fast home page.Content The News Feed home page layout can significantly … -
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
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How to Enable Membe Opportunity Visibility Across Multiple Organizations in Standard Sales Security?Hi, We’re working with standard sales security in Oracle Fusion Sales (not using Advanced Sales Security or Enhanced Territory Management) and facing a visibility issue …
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We are using CX modules both OSC and CPQ. We are looking for actions in mobile applications ?Summary: We are currently using CX modules specifically OSC and CPQ and are looking for enabling actions through mobile applications. For example: 1) In OSC: Creating ap…
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how to enable sales lightbox under redwoodHi Everyone, we have a requirement to enable the sales lightbox under the redwood sales. Currently we can see the lightbox only in classic sales group only. Even in stru… -
How can I link 2 accounts to an opportunity?Summary: I have created a Dynamic Choice List type field in the Opportunities object that queries the accounts object for one type of accounts, but I need that Opportuni…
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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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Restricting the Create access for Certain role in WorkspaceSummary: Hi Team, We need help with the Workspace. In the Account workspace, we see a Create option, and we’d like to restrict it for certain roles. Instead of removing …
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Manage JDE Sales Order Historical Data In Oracle Fusion CX SalesWe need to load JDE sales order historical data into Oracle Sales Cloud for reporting purposes. We have two approaches in mind, but the challenge is managing approximate…
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Video: Oracle Sales Cloud IntroductionOracle Sales Cloud Introduction: Introducing the Redwood and next generation sales experience. From the Implementing Redwood Sales video series.
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Show aggregations even if count is 0Summary: In aggregations lets say I have a picklist of 30 values , in the response I get the values only if records are present, but we need to get all irrespctive of re…
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How to deactivate a Particular Customer in Oracle Fusion Cloud ?Summary: Users are able to select a particular customer after it was deactivated from the AR Module. They are able to create some transactions in both quality / Service … -
Video: Integrating Microsoft Exchange with CX SalesIntegrating Microsoft Exchange with CX Sales: Direct integration between Microsoft Exchange
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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…