Oracle Best Practice
Discussion List
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how to make field required only in Sales CloudSummary: We have a requirement where one of the fields (Industry) needs to be made mandatory in the Sales application but should remain optional in ERP. We tried the fol… -
Mask data because of GDPRSummary: We need to mask data of contacts because of GDPR (standard and custom fields). We have seen the data masking, but it is for the environment refresh. How could w…
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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… -
Performance Issues for Agents with Restricted PrivilegesHi experts, We have observed that agents with specific roles and restricted privileges experience increased loading times and reduced performance while using the Sales a…
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Displaying Multiple Scoring Gauges in Lead Qualification Template in Oracle CX SalesHello Oracle Community, I have a requirement for my client regarding the Lead Qualification Template in Oracle CX Sales. Requirement: Scoring Gauges: Showcase five diffe…
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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…
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Video: Concatenate FieldsConcatenate Fields: Combine multiple fields into a single display in a dynamic form From the Implementing Redwood Sales video series
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How to display attachment in DOR if its stored in Talent Profile in Oracle Fusion Cloud Instance?Summary: The user's degree attachment is in the talent profile, and I want to display that degree attachment in the document of record. For example, as soon as the user …User_5FJ4I 27 views 1 comment 0 points Most recent by DarleneM-Oracle Recruiting, Opportunity Marketplace
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How can I do a GET for Resource Users that are end-dated?Summary: Is it possible to do a GET on Resource Users that are already end-dated? As per my testing, when I try to do a GET for a Resource User that is already end-dated…
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Need to only copy configuration from one instance to another while doing environment refreshSummary: Hi, We have current environment wherein we have configured the system and also imported many data of Opty, customer, Contact etc. Now we are opting for a new en… -
Where can I find the 2025 release schedule for Oracle Sales CloudSummary: This isn't a technical question. I have been asked to provide the 2025 quarterly release schedule for Sales Cloud and I am unable to find it. Content (please en…
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Video: Customize Panel QueryCustomize Panel Query: Change the data requests to filter the records in the panel From the Implementing Redwood Sales video series
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Custom field not available as workspace filterSummary: I created a custom Fixed choice field on the Opportunity object and made it searchable. I also enabled the new field to Display in UI in Configure Adaptive Sear…
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Item Class Assignments for CX ProductsHi I need to associate the Item classes to Cx Products defined under Item Master Org. We do not have PDH enabled for use, we are only using Cx for now, so we use basic f…
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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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Video: Troubleshooting - Capture a HAR FileTroubleshooting - Capture a HAR File: A quick tip on capturing a HAR file, which can help to share the details of what's happening in the browser From the Implementing R…
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How to migrate Redwood Sales Dashboard across instances ?Summary: We've built some custom Redwood Sales Dashboard Pages. (Metric, Contents Container) using Express Reports as well as Visualization Configuration. As Visualizati…
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Associate multiple contacts to same partner or account address ?Summary: We have a requirement that an account address can have multiple contacts associated to it. When we check standard implementation we can find only 1-1 mapping be… -
How to remove "create Appointment" action from Workspace from Activity object.Hi Team, I want to remove "Create Appointment" action from workspace. Can you please me to achieve this requirement. Below is the screenshot of the same.
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How to load 20 million party records in Sales cloudSummary: We have close to 20 million party records and other data elements in for Customer data management also in millions. Content (please ensure you mask any confiden…
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Need Creation Date with timestamp in Application composer pageSummary: Hi, We have created Custom Application pages using Application Composer. We have added Standard field Creation Date in Application Landing Page The date format …
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Customer Data Management - Oracle fusion CX Sales Contacts - Guidance for best practiceSummary: We are planning to implement Customer Data Management (CDM) for Contacts and are seeking best practices for selecting the master record. Could you please assist…
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Access all the ESS logs/Files submitted by other usersSummary: Hi, Everyone. Is there a setting/Profile Value to enable in Oracle Sales Fusion / CRM. where all the users with ESS Monitor Role can access all the ESS logs/Fil…Christian Gerald Patacsil 71 views 20 comments 0 points Most recent by Siraj Syed -Support-Oracle Sales
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Video: Expanding the Edit Page to 3 or 4 ColumnsExpanding the Edit Page to 3 or 4 Columns Adjust the number of columns on the edit page behind the details button to responsively show more that the standard 2 columns. …
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Is there a functionality to purge customer records?Summary: Hi Experts, do you know if we have a functionality around purging or archiving of customer master data in Oracle Fusion? TIA.
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Video: Adopting the Interaction Data Model for MobileAdopting the Interaction Data Model for Mobile: Enable the new Redwood based interation data model to record communications between reps and customers
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Video - Deploying the Extension to the -TEST EnvironmentDeploying the Extension to the -TEST Environment: Package and deploy the extension to all users of the -TEST environment From the Implementing Redwood Sales video series
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What are the steps for Deal Registration Approval Process in Oracle Fusion CX SalesSummary: I need When Deal Is up to 50M then approval goes to CEO other than under 50M then goes to Business Unit Head. Content (please ensure you mask any confidential i…
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Update Opportunity Status to Close automatically on Systemdate = close dateSummary: We have created an opportunity and close date is populated 1 Dec 2024. Now till 30 Nov 2024, it will be in OPEN Status but on 1 Dec 2024 it should be updated wi…
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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.…