Category 42-2
Discussion List
-
Prerequisites of Sales ForecastingSummary: A review of the key prerequisites of Sales Forecasting in Redwood User Experience Content: Please watch the following video for a review of the key prerequisite… -
Sales Forecasting OverviewSummary: An overview of Sales Forecasting in Redwood User Experience fundamentals Content: Please watch the following video for an overview and demonstration of the fund…
-
Extending Sales ForecastingSummary: An overview of extending Sales Forecasting in Redwood User Experience. Content: Please watch the following video for an overview of extending sales forecasting …
-
I want to verify the cohort of our system (Eloqua and sales cloud)How i can verify the cohort of my client? and with that information how I can look for the update schedule of the 2025 year for sales cloud and eloqua I appreciate any h… -
Key Generation job is stuck with canceling statusHi Team, Key generation job has been stuck with Canceling status. Could you please help me how can i move this job to cancelled status so that i can trigger a new genera…
-
How to remove create account button for Specific rolesWe have requirement to hide the Create Account button for specific roles We have followed the below document , but still it doesn't help
-
Is it possible to get users with all managers hierarchy through Rest API call?Hi, We want to expose via Rest API call a user and all his superior managers. Let's say I have a user which has a manager, and his manager has also a manager, and so on.…
-
Setting Quota Targets for ProductsSummary: We would like to confirm if it is possible to set quota targets on products within the system. This is a key requirement for our client, and we need to understa… -
Accessing all the attachments from a common location for all of the Customer/Partner recordsSummary: Is it possible to access all the attachment from a report instead of navigating to each of the Customer/Partner records. (This can be a report or any other way,…
-
How do I remove ability to create account for a specific role?Summary: I am working on an implementation where only 2 roles are permitted to create an account. The other roles are not. I cannot find the role permission I can remove…
-
How to search by “item number” in product sectionSummary: Search by “item number” in product section Content (please ensure you mask any confidential information): How can I search in the search bar of the “Products” s… -
Automatic emailSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): 24D Code Snippet (add any code snippe…Sadvika Rachakonda 21 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Sales
-
How to update Reporting Manager in Users & RolesSummary: In Person Management, the manager change is already completed. However, in Users & Roles, under the Resource Information, the reporting manager is still showing…
-
Video: Checkbox (Boolean) FieldsCheckbox (Boolean) Fields: Make your checkbox field render as a...checkbox! From the Implementing Redwood Sales video series -
How to run a routine that is scheduled yearly on specific dateWe have a requirement where we need to run the routine on 1st of October every year, but when scheduling routines the start date is not present how do we acheive this
-
How to add a field in the workflow when I want to create a taskContent (please ensure you mask any confidential information): I am using the workflow functionality to create tasks. However, in the "task details" section, not all the…
-
How to upload bulk customer data through soap payload into fusionSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
-
CDM 25A Patch Upgrade clarificationSummary: As per the CDM Release notes we don't see any updates under CDM section. Release notes: https://docs.oracle.com/en/cloud/saas/readiness/sales/25a/scdm-25a/25A-c…
-
Granting guest user access to a folder in catalogueSummary: Hi Team, I want to provide guest user access to one folder in catalogue so that user can access the BIP report in that folder without logging in into CX. I trie…
-
Video - Deploying the Extension to the -TEST EnvironmentDeploying the Extension to the -TEST Environment: Package and deploy the extension to all users of the -TEST environment From the Implementing Redwood Sales video series
-
Video - Troubleshooting your Redwood Sales ExtensionTroubleshooting your Redwood Sales Extension: When all doesn't go as planned, where can you look for clues? This shows some of the troubleshooting options you'll need to…
-
Video: Saving to Source ControlSummary: Introducing GIT: to commit, push, reset… oh my! From the Implementing Redwood Sales video series
-
Activity NotificationSummary: Hello, I am trying to figure out to add a field in the notification i'm receiving when an activity is created. I want to add 2 fields that are populated on the …
-
How to create a Help Desk organizationSummary: Looking to create a Help Desk Organization so I can assign all the agents to the Organization. This will help when it comes time to add the resource to the Queu… -
SLA APIs time response Oracle CX Sales & ServicesSummary: I need to know the SLA for API calls to the Oracle CX Sales & Services Content (please ensure you mask any confidential information): The architecture team is e…
-
Reply to Email not getting appended in messages Subtab under SRSummary: We are sending Email from Forward or Reply options within Messages subtab under SR. System generated unique code is also added at the end of email body. When th… -
Add Custom Fields in "Search and Add Customers" screen under Coverage tab in Territories.Summary: Navigation/Steps Sales > Territories > Classic UI 1) Create a Proposal 2)Add Territory to Proposal 3) Navigate to Coverage tab 4) Select + Button on Included Cu…Anubha Vijayvergiya-Oracle 21 views 2 comments 0 points Most recent by Anubha Vijayvergiya-Oracle Sales
-
Restrict users from deleting attachments in the Service Request standard object.Summary: We need to implement a restriction that prevents users from deleting attachments in the standard Service Request object in Oracle fusion service using groovy or…
-
What is the link between a Self-Service User and the IDCS user?Summary: How can I find the link between a CX Contact's Self-Service User and the corresponding IDCS user? Content (please ensure you mask any confidential information):…TyskJohan 152 views 4 comments 0 points Most recent by Bodhisattwa Mukherjee-Oracle Digital Customer Service -
How to break the attachment field link in the Manage InvoiceSummary: Hello… Is it possible to break the attachment link in Lower environment ? Objective is users should not download and see the PDF/Files by clicking the attachmen…