Category 42-2
Discussion List
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Restricting the Create access for Certain role in WorkspaceSummary: Hi Team, We need help with the Workspace. In the Account workspace, we see a Create option, and we’d like to restrict it for certain roles. Instead of removing … -
Manage JDE Sales Order Historical Data In Oracle Fusion CX SalesWe need to load JDE sales order historical data into Oracle Sales Cloud for reporting purposes. We have two approaches in mind, but the challenge is managing approximate…
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How to Access Child Records (e.g., Revenue) of an Object in CX Sales Mobile Using Custom Scripts ?Hi All, I’m currently customizing Oracle CX Sales Mobile using custom scripts as outlined in the official documentation. I’m looking to access child records of a parent …
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Video: Oracle Sales Cloud IntroductionOracle Sales Cloud Introduction: Introducing the Redwood and next generation sales experience. From the Implementing Redwood Sales video series. -
Tracking Trends and Changes in Your ForecastSummary: Tracking Trends and Changes in Your Forecast using the Changes Since filter Content: Please watch the following video for an overview of Sales Forecasting trend… -
Modifying Columns on Activities Tab in CX SalesIs there a way to modify the columns on the header above? I would like to remove Priority and add Primary Contact field. It's important to see who an AM met w/ at a glan…
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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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Supplier complaintSummary: We are trying to find a solution that helps us in logging a complaint for a supplier. the application should have a workflow for approving the complaint status … -
How to delete DoNotUse/retired custom fields on CX Sales?Summary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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Analysis to monitor the average time of the CRM APIs response we consumeSummary: We would like to know how to create a report to monitor the average time of the CRM (Oracle Sales Fusion Cloud) APIs response we consume from all integrations. …Joan Rodriguez 22 views 2 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
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Account column "Party Number" label "Account Number" display "Registry ID" on some Redwood pagesSummary: We activate Redwood Sales and are confirming page layouts from original Sales page layouts. The Account object has a column "Party Number" and it's label is set…
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How to deactivate a Particular Customer in Oracle Fusion Cloud ?Summary: Users are able to select a particular customer after it was deactivated from the AR Module. They are able to create some transactions in both quality / Service … -
What is the full list of valid values for Delimiter attribute of importActivities REST API?Summary: I am calling the importActivities REST API to load a delimited file into Sales Cloud. However, the file is pipe (|) delimited. What is the value that I should p…
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query to get address number via SourceSystem and SourceSystemReferenceValue (address).Summary: query to get address number via SourceSystem and SourceSystemReferenceValue (address). Looking for table_name to get the values of SourceSystem and SourceSystem…
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How long does the history data gets stored in the CDM Audit tables?Can you please let us know how long does the data will be available in the audit tables. for example in HZ_ORGANIZATION_PROFILES_ how long history is stored ? Does data …
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Why does the Address Type filter is not showing in Workspace but is enabled in the Adaptive Search?Summary: Hi, We have a scenario where in the Address Type field is ticked and enabled in the Adaptive Search but we can't search it in the filters in Workspace. Content …
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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… -
Can Opportunity Revenue Lines default sorting of rows be customized in the UI?Summary: We need to customize how the Opportunity Revenue Lines are displayed in the UI by default like based on Name for example. Content (please ensure you mask any co…
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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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How to get Audit Report of a Custom Object using Rest APISummary: To get Audit Report of a Custom Object using Rest API Content (please ensure you mask any confidential information): I want to get the Audit Report of a Custom …
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Customer Data Migration from a Third-Party Application to Oracle Fusion Sales CloudI’m currently working on a project involving the migration of customer data from a third-party application into Oracle Fusion Sales Cloud, and I’d appreciate some guidan… -
For Assets drilldown feature to be enabled on the Consumer field and a Custom Field in Redwood pageSummary: On the list page of the Assets object (renamed as Financial Accounts), we have 5-6 fields out of which only the OOTB field 'AssetNumber' (CX Ref ID) is drill ab…
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Video: Working with AttachmentsWorking with Attachments: Adding the attachments component to a panel, subview and the create record page. From the Implementing Redwood Sales video series
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Multiple Managers in an OrganizationSummary: We have created a resource organization hierarchy for cx sales. And in that we have technical team and other teams. So we want to have 2 or more managers in one…
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Struggling with Pipeline & Forecasting? Here’s How Oracle Sales Can Help!Ever wondered how to turn your sales pipeline into a well-oiled machine and forecast with confidence? We just dropped a game-changing video demo showcasing the forecasti… -
Oracle Fusion CX Sales Cloud Service: Connection pooling on REST web service calls in Groovy TriggerWe are making a REST (via a Web Service created in Application Composer > Common Setup > Web Services) call in one of our Groovy triggers that connects to an external se…
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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…Harshini Amancha 92 views 10 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
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What is the recommended frequency to schedule this ESS job?Is there a recommended frequency to schedule the ESS job 'Synchronize Financials Accounts and Contacts with CX Sales'?
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Retaining certain values post merge in CDMHi Team, Consider we have two supplier's - A1 and A2 . For A1 supplier the 'Supplier Status' field is Active. For A2 supplier the 'Supplier Status' field is Inactive. Ou…
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Displaying Contacts of Account in an Account's Child ObjectHi all, I have created a new custom object under Account. I want to create a field where the choice are only the contacts of that specific account. Is it possible to add…