Oracle Best Practice
Discussion List
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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… -
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 https://videohub.oracle… -
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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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 265 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 https://videohub.o…
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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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How to remove type field from Contact- Address in mobile pageSummary: We would like to removed Type field in Contact - Address field to resemble the web page UI. We tried to hide the field via app composer > Mobile app setup > CX …
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How to restrict Account with Business Unit in Oracle CX SalesSummary: I want to restrict every account by business unit so that only accounts associated with a specific business unit are visible to the Account Manager. Content (pl…
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24C Object Function "Type" fieldHi All, When we are trying to create a new object function we see a new field "Type" that is appearing in 24C application version. This Type field is having 2 values. 1.… -
Video: Enable the ... Action Menu for Records in the Panel ListsEnable the ... Action Menu for Records in the Panel Lists: Show the available smart actions for the record in the panel list, on the detail fold out view. https://videoh…
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Video: Appointments Subview Data Tab CustomizationAppointments Subview Data Tab Customization: Changing the query and default data tab view in the account's appointment subview https://videohub.oracle.com/embed/secure/i…
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Video: SynonymsSynonyms: Adding synonyms to actions in the Action Bar https://videohub.oracle.com/embed/secure/iframe/entryId/1_1jdhggdd/uiConfId/35965902 From the Implementing Redwood…
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Video: Open URL In a New WindowOpen URL In a New Window: Use a Smart Action to open a contextual URLin a new browser window https://videohub.oracle.com/embed/secure/iframe/entryId/1_t8so69ft/uiConfId/…
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Video: Resizable Text AreaResizable Text Area: Learn how to make text areas resizable to view more text at a point in time. https://videohub.oracle.com/embed/secure/iframe/entryId/1_d7js1rkx/uiCo…
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Video: Translate Strings for Redwood UI ExtensionsTranslate Strings for Redwood UI Extensions: Working with UI strings as externalized (from code) and localized display text https://videohub.oracle.com/embed/secure/ifra…
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Video: OAUTH2 Resource OwnerOAUTH2 Resource Owner: An introduction to OAuth2 Resource Owner API authentication for Oracle CX Sales https://videohub.oracle.com/embed/secure/iframe/entryId/1_k6o6eeu3…
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Video: Sales Dashboard UUID Key Abstraction (Obsolete)Sales Dashboard UUID Key Abstraction: Sales Dashboard now supports defining the query itself that you want to see in the sections, without requiring you to provide a que…
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Video: Remove a Build From an EnvironmentRemove a Build From an Environment: Un-deploy a previously deployed extension from the development, test or production environment https://videohub.oracle.com/embed/secu…
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Video: Client Side CalculationsClient Side Calcualtions: This video is admittedly a little dated (using the JSON action chains), but nonetheless… Show them what they are going to get... Pre-calculate …
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Video: Client Side Field RulesClient Side Field Rules: Using the Birthday date field as the example, you can set a client side rule to improve the immediate feedback to the user for valid and invalid…
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Video: Group Fields & Text AreaGroup Fields & Test Area: Using the Group feature for form alignment, and modifying the rendering to have Long Text be...long. https://videohub.oracle.com/embed/secure/i…
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Video: Conditional Rendering for Dynamic LayoutsConditional Rendering for Dynamic Layouts: Using Role or Field Based Conditions on a Dynamic Form or Table https://videohub.oracle.com/embed/secure/iframe/entryId/1_20ec…
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Video: Adding a Field to the Header Form and Changing the Default RenderingAdding a Field to the Header Form and Changing the Default Rendering: A specialization of the use case to add a field to the form, we'll do do to the header area which i…