Category 42-2
Discussion List
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Fix broken email links to tasks and opportunitiesSummary: When email notifications are sent out that an Opportunity or Task has been created, the link to said Opportunity or Task is broken. Only part of the link is cli… -
How to limit account visibility for some usersSummary: We are looking for ways to limit access to accounts for the OOTB roles Sales Representative and Sales Manager. Content (please ensure you mask any confidential … -
Required filter prompt VP, Regional VP, Sales Manager, Sales repSummary: I am creating a filter prompt where I need to display VP, Regional VP, Sales Manager, Sales Rep as a dashboard prompt Content (please ensure you mask any confid…Mohammed Hyder 11 views 1 comment 0 points Most recent by Prabha.R Oracle-Oracle Reporting & Analytics for Sales
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Can we run Match and Merge for Custom objects in CDMHi Team, Consider , i have created a custom object in app composer with certain fields and i inserted data into this custom object,. will data be visible under CDM organ…
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Sort by Sales Stage in Redwood Sales OpportunitiesSummary: It looks like sorting by Sales Stage is not supported in Redwood Sales? In Workspace this is an option and works well. We are building Visualizations for the da…
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Audit table details for the Sales Business Object details in Oracle fusionSummary: Hi Team, There is a business requirement actually they have created some wrong records in Sales account. They wanted to check the same for which we are trying t…
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Install base Asset sub view in AccountSummary: Not able to manage/customize(asset's sorting) the Install base Asset sub tab in Account Content (please ensure you mask any confidential information): We have e…
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How to GET/CREATE structure from Sales by using rest APISummary: We are currently working with the REST API to retrieve and create structures from Sales. However, after attempting to use the ProductStructure/StructureHierarch…
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How Account ERP Party Id related to Partner Management Account Party IdSummary: How Account ERP Party Id related to Partner Management Account Party Id. Content (please ensure you mask any confidential information): Here's a corrected versi… -
How to integrate teams using delegate optionSummary: Hi, How could we integrate Sales Opportunity and Teams, using "Delegated Permissions" instead of "Application Permissions"? The reason for that, is that "Applic… -
Service Request Attachment Privilege missing "You do not have permission to add a new attachment."Hello Community We have a Custom Role for Service Requests. This Role should be able to create all the different Service Request Messages and be able to attach Attachmen…
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Is it technically feasible to get product line in the search criteria for the Service Request?As per Business Requirement we have a question related to Service Logistics/ Service Request Module Q. Is it technically feasible to get product line in the search crite…
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CX CLOUD: HOW TO: Flexible Contact Verification for Lead Creation in NEXT GEN/ Redwood SystemSummary: Exploring Methods for Validating Contact Information - Identifying a strategy to verify that at least one out of three contact details (Email, Office Phone, Mob… -
Not able to add tables in Mobile UI.Summary: We have Sales information tab in Account Object, where it displays reports based on the list selected I need to show the reports in Mobile UI but now I'm not ab…
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All job roles are not showing up while defaulting the workspace searchSummary: Hi team, All job roles are not showing up while defaulting the workspace search. any reason? Thanks Nikhil Content (please ensure you mask any confidential info…
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Workflow Approval Process before Merging a record in CDMHi, We have a use case in our project - when a user initiates a Merge requested for two parties in CDM , then this should trigger an email to Data Governance team and up…
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Are there any Table that stores load errors and messagesHi Team, We want to know that, are there any tables in Oracle that stores load errors and messages. Any insights or suggestions would be greatly appreciated. Thanks, Anu…
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Hi, We haveHi Need your help to resolve the below configuration CX sales. Please make the Currency field on the Creation page of Opportunities (Projects) in CRM updatable at the he…
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About mass update in workspaceHow can I increase the maximum number of mass updates when update of Opportunities and Leads in a workspace?
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Training: Implementing Redwood SalesA collection of videos and resources to help you implement Redwood sales. This list is ever changing, so bookmark this post and come back soon for more videos and links.… -
How to search opportunities with accounts in my territory?Summary: Customer is searching opportunities using the Record set "My territory membership hierarchy". However, when an opportunity is on its early stages and doesn't ha…
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Video: Adding an Express Report to the Sales DashboardAdding an Express Report to the Sales Dashboard From the Express Reporting series
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Video: Exporting Data from an Express ReportExporting Data from an Express Report From the Express Reporting series
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Video: Working with the Sales Team Hierarchy in Express ReportsWorking with the Sales Team Hierarchy in Express Reports From the Express Reporting series
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Video: Working with Real-time Filters in Express ReportsWorking with Real-time Filters in Express Reports From the Express Reporting series
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Video: Preview the Express ReportViewing the report output as a preview From the Express Reporting series
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Video: Duplicating an Existing Express ReportDuplicating an Existing Report and making derivative updates From the Express Reporting series
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Video: Create a Visualization in Express ReportsCreating new visualizations in Express Reports From the Express Reporting series
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Video: Create a Report in Express ReportsCreating new reports in Express Reports From the Express Reporting series
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Questions about scheduled process 'Maintain Party and Location Current Record Information'**This post was created as part of a How to Service Request (SR): 11.13.23.01.0 Summary of the question: 1.what is the functionality/purpose/expected behavior for these …Robert Mutton-Support-Oracle 560 views 5 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales