Sales Performance Mgmt
Discussion List
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How to increase field display width for address fields in Redwood Sales UISummary: Hi, In Redwood Sales Lead, Contact and Account Object layouts, we have used 'FormattedAddress_address' to display address fields in redwood layouts.. This field… -
Is it possible to create custom field view colors on Account overview tap ?Summary: Hi, Is it possible to add custom field with data type (Formula) on Account page and make it preview certain colors depending on other field value ? For example … -
Opportunity page Lost/ Win field issueSummary: Hi, The issue described below. The status is wrongly updating. Kindly share the working solution for this. @madugulagopi Content (please ensure you mask any con…RamkumarKadhiravan 11 views 1 comment 0 points Most recent by Ravindra Sirigiri-Support-Oracle Sales -
Disable 'Create Opportunity' action from Opportunity list page action menu in Redwood Sales.Hi, We have a requirement that opportunity can only be created with a lead conversion. We have disabled all smart actions 'Create Opportunity', still we able to see 'Cre…
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Custom Smart Action for Activities is not available in Next Gen Service layouts, how to fix that?Summary: Hi, I have created a custom smart action for object function called 'Create Lead' for both Sales and Service applications. I am able to access the smart action …
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how to change display name of contact and account objects in cx mobile applicationSummary: How to change the display names of account ,contact object in mobile application ,while the web application is showing the updated name. Content (please ensure …
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Need to retrieve JWT token from vendor and pass search field to APISummary: Need to be able to retriever a JWT bearer token and use it to make calls to 2 vendor API's One to pass a value for a search and then be able to select from a ch…
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Address Type field in Sales Object Redwood UI Layouts - How to enable a drop down field?Summary: Hi, In Account/Contact Object Create/edit layouts in Redwood Sales "FormattedAddress_address" field is available to show the address fields. The address field i…
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Smart Action - Object function action is not showing any object functions for Activity object.Summary: Hi, I am trying to create a smart action based on object function for Activity object. On 'Action Details' page, the drop down for 'Object function action' does…
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How to configure competitor object fields ??Summary: If using sandbox>Application Composer > Sales competitor object > Desktop Pages - ONLY Limited fields are seen in available and selected fields table. Still the… -
Application Usage Insights Dashboard Not Showing Data - Missing ProcessesSummary: Prerequisites to setup AUI dashboard: Content (please ensure you mask any confidential information): I'm trying to set up and configure the Application Usage In…
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How to make Revenue line Item Amount as read only or not-updatable conditionally?Summary: When the revenue line is CloseWon, we do not want the Revenue Line amount to be changed. A new data field, Opportunity Revenue - Fields - Amount (API SplitParen…
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Why is there a delay in showing the recurrence activity in Sales Calendar?Summary: We are creating a recurring appointment -Team Huddle Type and it has a 30 mins or more delay in showing on the calendar. We have set up the recurring appointmen…
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UI Branding in oracle sales cloud applicationHi All, We have the request from customer to customize the UI of sales cloud. Customer would like to make following changes in the sales application. change the Font of …
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REST API for Sales Person CreationHello, We have a requirement to convert existing user into a sales person automatically. Do we have a REST API available to identify resource as a sales person in organi…
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How to update the Usage ID (part of person record) with a future end date after a rehire?Summary: Please see this question and comments for all the information: Content (please ensure you mask any confidential information): Important: De “Party_usage_Code” h… -
Resource Organization HierarchyHi all – I need some advice on setting up the Organization hierarchy where the Vice President has direct reports. I have 3 divisions under my main company. Division One …
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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…Pete.Sterchak 55 views 3 comments 0 points Most recent by Gururaman Subramanian-Oracle Order Management
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Impact Of Resource Directory >> Teams Subtab, on Opportunity Resource.Summary: Hi Team, We have created a new Team under an Organization and added a Resource to that team and Provided manager access. But we did not see any impact on Opport…
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Sales – 20A CX Sales Updates: SPM, 16 January 2020, 9 a.m. PT - Submit QuestionsContent Submit your questions for the Sales – 20A CX Sales Updates: SPM session to have them answered during the live event. Post your questions by posting a new comment…Michelle Brusyo-Oracle 14 views 1 comment 2 points Most recent by Ravindra Sirigiri-Support-Oracle Sales -
Incentive Compensation ReportsContent Overview Oracle provides a number of reports. In addition to out of the box reports, we also provide reports that are easily downloadable and can be imported int… -
Need to use file as a parameter in groovy scriptsSummary: Need to use a file as a parameter in groovy script and send it in the form of multipart-form-data to the WebService. Content (please ensure you mask any confide…
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CX – Oracle Engagement Cloud Sales Performance Management Overview,Content Submit your questions for the CX – Oracle Engagement Cloud Sales Performance Management Overview session to have them answered during the live event. Post your q…Michelle Brusyo-Oracle 47 views 1 comment 0 points Most recent by Ravindra Sirigiri-Support-Oracle Sales
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Reports from external data sources such as analytics cloud to be support to appear in InfoletsSummary Reports from external data sources such as analytics cloud to be support to appear in InfoletsContent The CX Sales Development team indicates that reports appear… -
How to configure auxiliary dimension for opportunity custom field for territory assignmentContent Hi All, Can anyone help me with steps or special configuration steps required to setup opportunity object custom field as auxiliary dimension. i was following or…
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Can we able to create quote from service request?Summary: Can we able to create quote from service request? As how we able create quote from opportunity. Content (please ensure you mask any confidential information): V…
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View the Hierarchy of contacts at a customerSummary: We are looking at how we can create relationships within an account to display a manager to Individual contributor relationship. Content (please ensure you mask…
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Territory re assignment to opportynitiesSummary Territory re assignment or re allignment when the primary partner changes in opportunityContent Hi All, We have territory assignment to opportunities with both p…
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How can we add revenue product column in workspace under opportunity object?Summary: We want to see revenue product names under the workspace columns for opportunity saved searches. Content (please ensure you mask any confidential information): …