Sales Performance Mgmt
Discussion List
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Global search returns different results to different usersSummary: Global search returns different results to different users Content (please ensure you mask any confidential information): Global search returns different result… -
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… -
Need a user Task/Activity report for all the actions like Create/Update done in CX-Outlook.Summary: We need a report to track all activities done via CX-Outlook in cx objects. Business requirement - This is required form the Auditing team as a Compliance requi…
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The Updates done in Partner records via Import is not appearing in the Change History tab.Hi Team, The Updates done in Partner records via Import management is not appearing in the Change History tab of the Partner record. Scenario:- We have updated some comm…
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Configuring Notifications for Overdue Opportunities with Unchanged Status??Summary: I am looking to set up a notification system within Oracle Sales Cloud that alerts me when an opportunity's close date has passed, and the status remains unchan…
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How to limit mobile number field to take only 10 digits in Contact Object under Fusion Sales ??In Contact Object under Fusion Sales Cloud. How to put a limit on mobile number field to take only 10 digits only. not more not less, Exact 10. -
Create a Note under Contact/Account object using custom field from custom object in CXHi Team, Summary:-Our requirement is to create a notes under Contact/Account object using custom field from custom object in cx. Detailed Explanation:- We have "Remark" …
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Redwood-How to add dynamic mashup url with dynamic parameters in redwood in oracle sales cloud.Hi team, Our requirement is pass dynamic url with parameters in redwood. Dynamic URL(contact360) is consist of partynumber(from contact object) , branch(resource object)…
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Redwood-How to add mashup url in field in visual builder in redwood.Summary: By referring the below video, we are able to add mashup url in subview container layout. Video: Mashups — Cloud Customer Connect Now, we want to pass mashup url…
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How to change default saved search of Service request subtab in contact objectHi , We are trying to change default saved search of service request subtab in Contact details pages. We want to default the value of SR Status to "ALL" in SR subtab in …
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How to configure Activity Stream Panel content for different user roles?Summary: Hi, In SUI, the change history subtab for Sales Objects and Service Request Object can be exposed in layouts and layout visibility can be configured for user ro…
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How can we set Salesperson's Proxy preferences ?We want such function that, when one of the employee is on leave for 10 days as an example , then automatically the lead or opportunity which he was working will assigne…
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Sale Orders DiscountHow we can have a feature of create a discount on the sales order instead of having it on the each line items?
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All users are unable to open Accounts since upgrade occurredSummary When a user tries to access an account via any page user will recieve an error: ADF_FACES-60097Content as part of an SR the below has been checked to help diagno… -
Can't generate visualization The criteria used for the visualization doesn't return any data.Summary: I’m trying to configure the sales dashboard in Oracle Fusion CX Sales, but I keep encountering an error message stating that “no data is available.” Despite thi…Fareeha Altaf 23 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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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…
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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 …
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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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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…
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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…