Category 42-2
Discussion List
-
Can I limit the number of surveys sent to a customer for service requestsSummary: I am integrating Survey Monkey with Oracle CX for resolved service requests. We have some customers who open many SR's in a day. Is there a way to put a limit o…Crystal Pace 21 views 3 comments 0 points Most recent by Radhika Abhyankar-Support-Oracle Fusion Service -
QyeryHI, I Need query for the shipment Planned vs Shipped in OTM. Please share if any one can. Thanks Sushil PandeySushil Pandey-277265 31 views 2 comments 0 points Most recent by AkshayThakur Transportation Management
-
How to customize Create Task layout for Oracle Sales for Outlook (Redwood) App?Summary: One of the great features of Oracle Sales for Outlook (Redwood) App is that users can create follow-up task without leaving their Outlook. This features is wide…
-
Ability to create smart action from opportunity to custom quote object that will create new quoteSummary: A new custom object 'Quote' is created and requirement is to create a new quote from Opportunity. To achieve this, a new smart action is created and passed rela…
-
Smart Action - Object function action is not showing any object functions for Activity object.Summary: Hi, I am trying to create a smart action based on object function for Activity object. On 'Action Details' page, the drop down for 'Object function action' does… -
Not Receiving Password Reset EmailWe’re attempting to send an email with an automatically generated password to allow the user to reset their password, but they aren’t receiving it. This process was work…
-
Unable to change the Subject of the Notification through Notification PreferencesSummary: Trying to change the subject part of the notification through notification preferences but unable to do so. Content (please ensure you mask any confidential inf…Robin Singh 11 views 1 comment 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
-
Video: Deploying the Extension to the PRODUCTION EnvironmentDeploying the Extension to the PRODUCTION Environment: Package and deploy the extension to the production enviroment (or any environment other than -TEST) From the Imple… -
What does the SOA Artifacts contain in CSM Migration set?Summary: Anyone knows what does the SOA Artifacts contain while doing the CSM migration? Content (please ensure you mask any confidential information): Version (include … -
oracle engagement cloud Service documentationSummary: Hi, can anyone share with me the engagement cloud Service implementation document? we currently use the engagement cloud Sales and we need to implement also the…
-
Blank Customer Summary panel on Redwood Account pageSummary: I added Customer Summary Panel to show 360 degree view of the customer. However, it is blank. Nothing is shown. Content (please ensure you mask any confidential…
-
How to import latest file from BI report to WCC to import management?Summary: we have BI Report, and we are exporting it to WCC everyday, and we notice that its Content ID is different every time, we are planning to create an automation t…
-
Sales Forecasting in Redwood - Using and Implementing VideosSummary: Collection of videos and resources to learn more about Sales Forecasting in Redwood. Content: Sales Forecasting in Redwood user experience allows sales managers… -
Please ELI5 - How to get the ADF log outputSummary: CX Sales hosted on oraclecloud.com - can't find anywhere to see ADF logging output Content (please ensure you mask any confidential information): Hi all, We are…
-
Why Am I being Forced to Enter Reason Won/Competitor when Marking Opportunity as Closed WON?In DEV1 and DEV3 Environments, I'm getting an error message when closing opportunity as WON, when in PROD, that doesn't happen. I checked all requirement scripts on App …
-
Is there a permission that allows users to modify change historySummary: Can anyone tell me if there is a permission that might allow someone to modify a change history? If there is such a permission we want to make sure that no one …
-
How to export and import sanbox from an environment to another?Summary: We made a lot of customization using page composer inside sandboxes, but now we need to copy them in the new environment. Is it possible to export and import ? …
-
User License AuditSummary: Would like to understand how to Audit and review User LIcense in Fusion Sales Content (please ensure you mask any confidential information): We are going throug…
-
SOAP Web Service to update IB AssetSummary: SOAP Web Service to update IB Asset Content (required): We want to update an Asset Product and its Description in IB. What would be the SOAP Web service for thi…
-
Not able to see any Appointment Calendar feature in Redwood Sales as seen in Classic UISummary: We have the standard Appointment Calendar functionality in Classic UI , but the same is not visible by default in Redwood UI. So , is that a known limitation or…
-
Video: Sales Forecasting Troubleshooting TipsSummary: Sales Forecasting troubleshooting tips. Content: The following video provides troubleshooting tips for Sales Forecasting in Redwood such as: Troubleshooting: Sa…
-
REST API Batch Actions for PO Change OrdersSummary: Trying to create PO change orders using the Draft Purchase Orders API resource. The discrete API works fine, but its not working when used as Batch Actions. Is …
-
How to restrict Account with Business Unit in Oracle CX SalesSummary: I want to restrict every account by business unit so that only accounts associated with a specific business unit are visible to the Account Manager. Content (pl…
-
Unable to configure pages in RedwoodReceiving the below error while trying to configure pages in Redwood for CX - Fetching user roles failed with error code Error: Make sure the typed in URL is correct, an…
-
Generating dynamic link in Leads and OpportunityHello, We've referred to the mentioned document and tried to incorporate dynamic link for Leads and Opportunity Approvals. Whenever the Object Workflow is triggered, the…
-
Dynamic link in email template for Leads and OpportunityHi team, We have employed Object Workflows to send email notification during an Approval Process. We've referred to the below mentioned document to send dynamic link (De…
-
REST API for Creating Customer (Party, Account and Site)Summary: REST API for Creating Customer (Party, Account and Site) Content (please ensure you mask any confidential information): is there a REST API for creating a custo…Girish Byahatti 72 views 3 comments 0 points Most recent by Manoj Kumar-Support-Oracle Receivables & Collections -
Where are stored the credential Keys (Web Service) and how can we manage them (Update,Delete)?Summary: The customer have created a pair of Web Services-WS in Sales cloud (Image 1), the most of them have ‘Call with basic authentication’ option in the Authenticatio…
-
What is the best Subject Area to report on Eloqua Marketing and Outlook Activities in SalesSummary: We are looking to report on; Marketing events we send from Eloqua to CX Sales - like website visits, page opens, etc. Emails tracked in the Outlook for CX Sales…
-
How can I add fields in existing form of redwood AccountSummary: I want to add custom fields in Redwood Account Form. I am New in Redwood. please guide me step by step, how can I achieve this. Content (please ensure you mask …