Oracle Best Practice
Discussion List
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Video: MashupsMashups: Creating a UI Mashup with an external system, including the assistant based navigation. https://videohub.oracle.com/embed/secure/iframe/entryId/1_fgngmohn/uiCon… -
Best Practices for Implementing Oracle Fusion CX Sales Cloud Directly on Redwood UIHello everyone, I’m starting a new implementation project for Oracle Fusion CX Sales Cloud, and the client would like to implement directly using the Redwood UI, without… -
How to Use Customer/Organization as Identification Criteria in Manage Enterprise Data Quality JobsIn Oracle Fusion CDM, we are configuring Manage Enterprise Data Quality Jobs for Contacts and would like to use Email + Customer/Organization as the identification crite…
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How to display data based on FSCM REST API in a custom Panel on Redwood Account Detail foldout pageSummary: I created a new service connection using fscmRestAPI with a GET call and want to display the response data on the CX Account Detail foldout page. I added a new … -
Video: Custom DrawerCustom Drawer: Use a smart action to invoke a custom drawer with your own content on the drawer https://videohub.oracle.com/embed/secure/iframe/entryId/1_fp910c8v/uiConf…
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Video: Concatenate FieldsConcatenate Fields: Combine multiple fields into a single display in a dynamic form https://videohub.oracle.com/embed/secure/iframe/entryId/1_xkgud2nb/uiConfId/35965902 …
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Masking the Identity of the Customer when Sending a Service Request.Summary: Content (required): Is it possible to set up the Service Center and HR Help Desk functions to allow customers and employees to submit service requests to the co… -
Order stuck in Reservation taskSummary: We routinely have sales order lines that get stuck in Order Orchestration paused/locked . They hit our Reservation task and they get caught there with a "Change…
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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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How to display an notification popup message (not error or warning) in Oracle Sales Cloud UIHello, I would like to display an informational (non-blocking) popup message on the Oracle Sales Cloud UI — for example, before the Save action or when a specific field …
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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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Send Attachments via Email Notification for Specific ActivityHello, Currently, we have a process where we send an email notification (via Object Workflow) for a specific Activity related to an Opportunity. Now, we want to also inc…
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If User forgets clicking on Update Sales button when creating a quote from an opportunitySummary: If User forgets clicking on Update Sales button when creating a quote from an opportunity. He has gone through all the work of adding lines and other details an…
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Lead Custom Panel Layout is not getting mapped to the Lead panel template on Opportunity on RedwoodSummary: I'm working with the standard Lead Panel Card layout on the Account object and wanted to replicate a similar experience for the Opportunity object. However, the…
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Activity Description FixSummary: There is an issue with the Activity Description field — when we copy the text, it is displaying in HTML tag format. Additionally, if we add a space next to any …
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How to Add a refresh button to the Account object Landing Page?Summary: How to Add a refresh button to the Account and other sales redwood object Landing Page? Content (please ensure you mask any confidential information): I have im…
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How can I change the title or highlight field for Asset edit page in Oracle Sales Cloud?Summary: How can I change the title or highlight field for Asset edit page in Oracle Sales Cloud? I want to change the highlight field instead of the Name field on the A…
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How to Display Follow-Up Activities Created via "Create Follow-Up Tasks" in a Subtab in classic UISummary: Hi all, In Oracle Sales Cloud, users can create follow-up activities using the "Create Follow-Up Tasks" action from within an existing activity. I'd like to dis…
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Unable to Add Filter Based on Custom Field for Contact Subpanel under Account Object?Summary: Unable to Add Filter Based on Custom Field for Contact Subpanel under Account Object? Content (please ensure you mask any confidential information): My client w…
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Custom duplicated panel card layout appearing blank on RedwoodSummary: On the Account object, we are currently using the standard Opportunity template along with the standard panel card layout, which displays four fields. To add a …
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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) https://videoh…
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How to increase the number of records displayed in the Subpanel?Summary: How to increase the number of records displayed in the Subpanel? Content (please ensure you mask any confidential information): Our client is using high resolut…
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Video: Customize Panel QueryCustomize Panel Query: Change the data requests to filter the records in the panel https://videohub.oracle.com/embed/secure/iframe/entryId/1_bmkkenpj/uiConfId/35965902 F…
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In Oracle Sales Cloud, is it possible to display “Log a Call” tasks on the calendar?Summary: Hello everyone, We’d like to have the “Log a Call” tasks appear in the calendar view ,similar to appointments . Is there any configuration or workaround in Appl…
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CX Opportunities - edit status and win/loss reasonsBusiness is requesting changes to the current Statuses (such as Win, Loss, No Sale, etc) and corresponding Win/ Loss probability reasons, and requesting to deactivate a …
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EnrichmentSummary: I try to Merge sales account and i can't find Enrich Account Action Button ? Content (please ensure you mask any confidential information): Version (include the…
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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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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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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…