Category 42-2
Discussion List
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Determine all aggregated fields in Oracle Sales / Fusion CloudSummary: With Update 24B, the classic Aggregates in Adaptive Search will be replaced and made available as predefined Rollups in the Rollups framework. https://docs.orac…Christian Gerald Patacsil 55 views 5 comments 0 points Most recent by Praveen Desetty - Support-Oracle Sales -
How to adjust the Business Plan Period Start and End dateSummary: in creating business plan their is a field name period in which you can choice the period type, (Quarterly, Yearly , Period) we notice that the start year is al…
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Resizing Columns in OracleSummary: I'm trying to edit the sizing of my columns but the system reverts back to its own sizing after multiple attempts. I've even tried to save after eachadjustment …
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CX Sales Mobile Quote ProposalIs this the complete guide to make "Quote Proposal" button to work on CX Sales Mobile App? https://docs.oracle.com/en/cloud/saas/sales/fasqa/how-do-i-get-sales-quotes-to…
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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 do i access implementation guide of CX SalesSummary: how do i access implementation guide of CX Sales Content (please ensure you mask any confidential information): Version (include the version you are using, if a…AshishGupta18-Oracle 30 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Sales
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Where can I add the side panel in Redwood Sales similar to Side Panel container in Service CenterSummary: I have a requirement to add few buttons onto the side panel similar to the one available in Service Center Container but in Sales, I want it to be visible for a…
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while updating multiple records on workspace getting errorSummary: While updating record on worksapce getting bellow error RO-000139:Applying List binding FK_LOV_For_Technician_c with given set of values leads to no matching ro…Sourabh Sen 14 views 4 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
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HTML tags are displayed when copying text from the email body to Activity DescriptionSummary: When creating an Activity, we often copy content from the email body into the Activity Description field. However, doing so causes HTML tags to appear in the de…
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Contact Report PromptsSummary: Criteria When a user launches the Contact Report the default Contact Owner should be based on the user's role (AM see their contacts) When the Regional Manager …
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How do I update organization and site descriptive flexfields?Summary: We need to upload customers into Fusion and we need to add descriptive flexfield information on the party level and site level. Is there a way to do this via RE…
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Cancelled tasks in activites are showing under pending tasksCanceled Tasks are showing as pending in Activity Feed panel under Account, Lead or Opportunities.
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I want to assign the lead's team members as recipients for the BI agent.I want to retrieve the recipients of BI agents from the analysis. Can I specify the email addresses of the lead's team members? Please tell me how. -
How to automate the file import process for administrator profile values?Summary: How to automate the file import process for administrator profile values? Content (please ensure you mask any confidential information): How to automate the fil…
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Expose Object Function to Web ServiceHello community! I use Oracle Sales Cloud -25B (11.13.25.04.0) , I was wondering of we could expose a custom object function to a web service. I have found the below Doc…
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Quota Attainment is not coming in Redwood ForecastingWe have complete setup for Territory,Quota and Redwood Forecast , still we can not see Quota Attainment under Redwood Forecast but we can see Quota Attainment correctly …
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Missing documentation in docs.oracle to sales cloud or fusion service cloudSummary: It used to be easy to find documentation for Oracle Sales Cloud, such as user guides, administration manuals, implementation guides, tables, etc. Now it is impo… -
Need Capability of selecting specific Attributes to be part of Account MergeSummary: In CX Sales, we have two Accounts named as : customer 1 and prospect 2 Business wants to merge prospect 2 with customer 1 but after merge business wants that 'A…
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Workflow Scheduled Actions Not Rescheduling When Date Field Changes in Oracle CX SalesSummary: I’m facing an issue with workflow scheduled actions in Oracle CX Sales. I have a workflow set to trigger 30 days before a specific date field, with the triggeri…
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How to retrieve full update history for a specific Opportunity via OTBIThe business requirement is to retrieve all records/updates (audit history) related to a specific Opportunity in Oracle Sales Cloud, using OTBI. Required fields to be re…Paraskevi Thanasi 53 views 5 comments 0 points Most recent by Patrick Breidel-Oracle Reporting & Analytics for Sales
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Oracle is a Leader in the 2025 Gartner Magic Quadrant for Sales Force AutomationSummary: For the ninth year in a row, Gartner recognizes Oracle Sales as a Leader for sales force automation. Read the full report to find out why Oracle delivers one of…
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What is the best toolbar/option to display Messages in Service RequestSummary: I tried to pull out all messages in Service Request using overflow foldout and list view but I am getting the &nbpsp tag on the message content and if the conte…
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Redwood "Products" page has "Add Filter" button. What is the logic of filter ordering there?Summary: Ordering of the filters in "Add Filter" seems to be arbitrary and, in our understanding, there is no way to change the order. That's why, at least, we need to k…
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How do I enable duplicate checking for accounts and contacts in redwood UI based on phone numberSummary: We followed below document and dedupe is working based on named match. However We want duplicate check based on phone number in redwood ui. https://docs.oracle.…
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How to add Attachment to my Service RequestI created my Service Request with SOAP Webservice and i need to upload/add attachments after as well. Do you know an example of Attachment payload to add an attachment t…
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Help Needed: Managing Customer Center Assignment Objects and RulesSummary: Hi Everyone, We have a requirement to roll down Account team members based on the parent account, and we’re attempting to achieve this using Account Assignment … -
As sales representative not able to edit notes under activity panelSummary: 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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Sales Forecast Quotas - are Territory Quota and Sales Resource Quota still valid?Summary: Since Quota Management is being deprecated, are Territory and Resource Quota still valid? Content (please ensure you mask any confidential information): In Redw…
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Fusion REST API filtering based on child resources: journal batches, journal headers, journal lines?Summary: Querying the Fusion Financials journalBatches REST API with the filter, q=journalHeaders.journalLines.AccountCombination='ABC-123-DEF-456' returns all batches. …
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How to enable document search in Search Contracts by Text featureSummary: Search Contracts by Text feature has been enabled. But the document/attachment search is not working. How to enable it? Content (please ensure you mask any conf…