PRM
Discussion List
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How to update a resource record field for a partner user through file import?Summary: How to update a resource record field for a partner user through file import? we have a use case to update a custom field on Resource record. We were able to up… -
Can we create custom DCL for Country?Summary: Can we create dynamic choice list for Country? Content (please ensure you mask any confidential information): We want to create a dynamic choice list field for … -
Need to Table to find the Head Of Hierarchy for Partner UserSummary: We are looking to create a report which provides information on Head Of Hierarchy and Role associated for Partner Contact. Refer to attached screenshot. Please …
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24C Update - Decommission for Impersonating a Partner User FunctionalitySummary: Starting with 24C, the Partner Relationship Management Impersonation functionality will not be available anymore. The feature will be decommissioned due to secu… -
Request Account Assignment process not assigning territories to partnerSummary: We have created a child territory of "Partner" type under Parent Territory of "Prime" type. We also added some partner accounts as inclusions and then we ran th…
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Saved Search role restriction for external usersHello Team, When we go to any object and select "Manage Saved Searches," there's an option under the workspace list called "Shared With." Here, we can choose specific ro…
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User should Not allow to Delete AddressSummary: Can we write validation to restrict deleting of Address for partner object Content (required): Version (include the version you are using, if applicable): Code …
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Is Partner Relationship Management Inclusive of CX Sales or requires any additional licensing.Summary: We want to implemented Partner Relationship Management within CX Sales. We want to understand if this will require us to further acquire any licenses. We may ev…
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Error when making another partner contact as 'Head of Hierarchy'Summary: The business scenario is, when a partner contact who is 'Head of Hierarchy', is no longer associated with the partner organization or responsible, then the func…
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thresholds limits in MDF claim approval human task ‘ClaimApprovalHumanTask'We have MDF Claim approval process two level currently . first level is pps(Channel Operation Manager)and Second level is Program Director(Channel Sales Manager) The Lev…
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How to add a script on click of Approve Button in Oracle Sales Cloud ?I need to run a groovy script on click of approve button.
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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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Unable to Change Enrollment Status from TERMINATED to PENDINGSummary: Hi Team, We are trying to change the enrollment status from TERMINATED to PENDING, but we are encountering the following issue: "You can't change an enrollment … -
Deal RegistrationSummary: Deal Registration is throwing below message when we try to add team members . Approvers are from internal sales not from partner Organization "You can't add a r…
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How to setup Marketing Fund Approval Based on TerritoryMarketing fund request approval is going for Partner owner. Is there any possibility to setup approval based base the territory. Based on the defined territory , System …
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Sort partners based on TiersSummary: How do I sort partners based on tiers in the API crmRestApi/searchResources/latest/custom-actions/queries/ Content (please ensure you mask any confidential info…
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Queue Concept for deal registration ObjectSummary: For the deal registration object, can we have the same queue concept as Service Request object. Requirement: The requirement is to assign the deal registrations…
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Partner Sales Manager user is unable to view their Partner Salesperson's deal registrationsHi All, For a partner account, 3 users are there, One Partner Admin, one partner sales manager, one partner salesperson. - Partner Admin has standard Partner Admin role …
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Partner relationship management - Geographies covered functionalitySummary: Partner relationship management - Geographies covered functionality Content (please ensure you mask any confidential information): Partner relationship manageme…
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Custom Object is not available in Import ManagementSummary Custom Object is not available in Import Management even after adding 'Custom Object Administration' role to User and checking Create,Update,Delete check-boxes f…
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What is the category Name for Partner User? Sales CloudWhen Partner user are created what should be the Category name it can be tagged to?
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Which privilege allows a user to update/modify a rejected status deal standard fields?Summary: Hi All, Which privilege allows a user to update/modify a rejected status deal's standard fields in CX Sales? Thanks in advance, Anuj
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Can we add or update products on rejected deals in CX Sales?Summary: Hi All, Can we add or update products on rejected deals in CX Sales? If yes, which privilege granted this access to user? Thanks, Anuj
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Introducing Redwood PRM: Empowering Channel Organizations to Drive Partner SuccessSummary: Starting 25A, Channel organizations can now use the Redwood Partner Relationship Management UI to recruit partners. This helps them sell products and services m…
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Partner contacts can we have filter to show only contacts which are activeSummary: Partner contacts we want to have filter to show only contacts matching crtieria, Content (please ensure you mask any confidential information): Version (include…
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How to disable email notifications related to deal(e.g. action required email) for deal approvers?Summary: How to disable email notifications related to deal(e.g. action required email) for deal approvers? Thanks, Anuj
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How to enable add product functionality while creating deal in redwood sales?Hi All, How to enable Add Product functionality to deal while creating deal reg and not after deal reg creation in Redwood Sales? Thanks, Anuj
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How to enable Partner Badge which is displayed on Partner Overview PageSummary: We have demo screen shots from oracle support ..How to enable Badge which is displayed on Partner Overview Page Content (please ensure you mask any confidential…
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Account Hierarchy in for partner AccountsSummary: We have below usecase from customer: Account Hierarchy, and contacts could be part of child account or parent account (that are all part of same company). In th…
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Why the following object function doesn't work when called in a trigger?Hi, When I am fetching deal records to update status: 166 count of records fetched when -> object function script is pasted inside trigger 0 count of records fetched whe…