PRM
Discussion List
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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… -
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… -
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… -
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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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…Priscila Terazawa - Support-Oracle 712 views 9 comments 4 points Most recent by KatieRoseAtSMC Sales
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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…
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How can I update the deal reg record status from DRAFT to EXPIREDHow can I update the deal reg record status from DRAFT to EXPIRED for the deals that are in draft status for more than 14 days. Or is there a way to remove such deals fr…
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How can I delete standard object records using groovySummary: Hi All, How can I delete standard object records using groovy based on particular conditon in oracle sales cloud? Thanks, Anuj
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How Can I auto approve Deal Registrations using Customized Business Process and ScriptIf customer Account does not have an open opportunity with similar product then the deal should be automatically approved.
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How to enable Partner Portal for Fusion salesSummary: We are trying to demo Partner portal that is shown on the demo slides of Oracle. Not able to find how to enable that . Can someone help. Content (please ensure …
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Need to know how value populates on a custom fieldHi Experts, We have a custom field named 'EXTERNAL_CUST_ACCOUNT_ID' in Partner object in CRM application. We don't find this custom field used in any of the application …
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Is it possible to have an email notification when we add News & Partner AnnouncementsSummary: Is it possible to send an email notification to partners or any users when we add News & partner Announcements Content (please ensure you mask any confidential …
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how to change object and Structure change in Partner's Login ?when partner logins the account, we want that some objects and visibility should be restricted. Can anyone suggest how to do that ?? Currently Sales Partner are seeing l… -
Is there any possibility to capture the cost/ expenses in Partner Management?Is there any clear cost capturing during all the process (For resources & PR/PO) & how to charge to partner for expenses.
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How we can enable BPM approval worflow for Cutom object.Summary: We want to enable BPM approval workflow for Custom Object. Is it doable to not.? Supported or not. to support Approval features Content (please ensure you mask …
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Hide Channel Manager Section From Partner PageSummary: Attached is the partner page. Need to remove/hide highlighted section (Channel Manager) from partner profile page. Content (please ensure you mask any confident…