Category 42-2
Discussion List
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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 22 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales -
Activities cannot be searched using search box on App UIWe cannot search using the search box in Activities. Even if I am the owner, I cannot use it to search my own activities. For example, when we are trying to search in se…
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In Redwood,facing issues with OrchestrationSummary: In redwood sales, While testing the orchestration, under the Success Criteria , unable to select any option in "Next step to Success" or "Next step to Failure" …
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Field enabled for adaptive search is not availableSummary: As a part of some enhancement , I created one custom field on opportunity object. That field I enabled on adaptive search. After that , I did partial publish Th…
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How to restrict account records based on Business Unit ?Summary: Hi Everyone, We have one custom field in Account object called "Business Unit", It stores account owner's Business unit. Now one user logged in and he can able …
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Lead qualification for Next Gen SalesSummary: How and where do we set Lead qualification questionnaire for Next Gen Sales (Digital Sales) Content (please ensure you mask any confidential information): We ha…
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Access all the ESS logs/Files submitted by other usersSummary: Hi, Everyone. Is there a setting/Profile Value to enable in Oracle Sales Fusion / CRM. where all the users with ESS Monitor Role can access all the ESS logs/Fil…Christian Gerald Patacsil 136 views 20 comments 0 points Most recent by Siraj Syed -Support-Oracle Sales
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Multi-Select Fields in CX Sales MobileHi Everyone, Not sure what the issue is or if it has to do with my iPhone model (iPhone 14 pro Max), but I am unable to save any entries I input into a multi-select fiel…Anthony_La 12 views 2 comments 0 points Most recent by Mullamuri Mallikharjuna Rao-Support-Oracle Sales -
How can to restrict quota view by business unit?Summary: I need to ensure that users can only see quotas relevant to their specific business unit. Please provide steps to configure.
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Sorry, I'm experiencing some technical difficulty on my end. Please try again in a bitSummary: When trying to enable sales assistant on Ms teams It is showing this Error. "Sorry, I'm experiencing some technical difficulty on my end. Please try again in a …
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How to edit relationship subtabSummary: I want to edit the actions in the relationship subtab, I can not access these using application composer Content (please ensure you mask any confidential inform…
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How to get all the values for a custom field using groovy script?Summary: Hi Team, I have an Object 'Contact' where Sequence is Custom field of type 'Number'. Can you please let me know - In groovy script how can i get all the list of…
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How can we Diasble an OOTB Relationship type?In Setup and Maintenance, there is an task named "Manage Relationship Lookups" where we can enable or disable lookup codes of relationships. For Custom Relationship Type…
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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… -
Groovy Scripting: Split / TrimIs there a way to split / trim a string? For example: sampleAddress@email.com I only want to display sampleAddress and remove the @email.com.
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How to Invoke Party Usage API using groovy script upon save ButtonHello Team, Once a Party is created we have to tag a default custom usage. I was thing of a groovy script where it can call Party Usage API to add the custom usage once …
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how to create hyperlink field in oracle cx mobile application.Hi Team, We are trying to expose hyperlink field in mobile cx application. To achieve this requirement , we have created text formula field in respective object and expo…
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Want to enable Sales Forecasting by Opportunity Revenue rolling up the Territory Hierarchy in 24C?Summary: Here are some tips and tricks on getting the Sales Forecasting in Redwood type, Forecasting by Opportunity Revenue rolling up the territory hierarchy working Co… -
Generate Sales Forecast Metrics ErrorSummary: I want to enable redwood sales forecasting, following the procedure mentioned in attached pdf, but i keep on getting scheduled process error on "Generate Sales …
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Business Unit not available in Manage Users?Summary: The IT department just cloned production into a dev environment using the self-service clone. After cloning I am setting up Users in Manage Users (set up and ma…Carol Schiffler 422 views 2 comments 0 points Most recent by Carol Schiffler Human Capital Management
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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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Forecast Territory in Revenue LinesSummary: No data shown in Redwood Sales Forecasting/ Forecast Territory in Revenue Lines Content (please ensure you mask any confidential information): We are tying to s…
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Does Oracle provide any OOTB Language lookup?Summary: Hello Team, Does Oracle Provide any Out of the box Language lookup where it contain all the list of languages? Thanks, Harshini Content (please ensure you mask …
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How to find the existing aggregate field in 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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how to check geographiesLOV data in fusion using geographiesLOV APISummary: Hi We're trying to get data using API : /crmRestApi/resources/11.13.18.05/geographiesLOV Response is count 0 { "items": [], "count": 0, "hasMore": false, "limit…
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Ability to add BI report from custom object either using smart action or any related optionsSummary:Ability to add BI report from custom object either using smart action or any related options Content (please ensure you mask any confidential information): Hi Te…
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Video: Adopting the Interaction Data Model for MobileAdopting the Interaction Data Model for Mobile: Enable the new Redwood based interation data model to record communications between reps and customers -
What are the steps for Deal Registration Approval Process in Oracle Fusion CX SalesSummary: I need When Deal Is up to 50M then approval goes to CEO other than under 50M then goes to Business Unit Head. Content (please ensure you mask any confidential i…
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Do we have an option to Data mask the records in Customer Data Management Outside of the PII fields?Summary: Currently, 'Oracle Data Masking for Fusion Applications Environment Management' provides masking for PII fields only. We have a requirement to Data mask based o…
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Fetch all OTBI Reports custom adhoc & scheduledSummary: Would it be possible to generate a OTBI report that includes all system-generated of adhoc and recurring reports/views ? I have tried to use OTBI Usage Real Tim…