Category 42-2
Discussion List
-
privilege that can remove contact record in the account objectSummary: currently we have a customized role that we are currently using in which all delete functionality/privilege has been removed. however the business would like to…
-
Is there a possibility to add the Resource information, while creating a person record in hcm?We need clarification on the below question, Is there is a possibility to add the Resource related information, while creating a person record in HCM. As per the current…
-
Is the “Generate Sales Forecast Metrics” process error causing no forecasting data to appear?Summary: Following the documentation provided here, the scheduled process for “Generate Sales Forecast Metrics” is returning a status of “Error.” This issue is preventin…
-
Unable to find Digital Customer Service Account Key in Oracle Fusion/SaaSSummary: We are trying to find where our digital customer service (DCS) account keys live in the SaaS database. The account key is attached at the account level, but it'…
-
Task Creation via an object workflow - Sales CloudSummary: Hello, I have created an object workflow to automatically create a task when the status of an account is changed. In task configuration we don't have the option…
-
Create Service Request once Opportunity is WonSummary: Once an Opportunity is Won, there is a requirement to create a Service Request Content (please ensure you mask any confidential information): Similar to a Lead …
-
How to Change "Win Probability" to "Sales Stage %" in opportunity pageSummary: Content (please ensure you mask any confidential information): I want to change the field "Win Probability" to "Sales Stage %",how would I change it? Please res…
-
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.…
-
case sensitive check in view criteria querySummary: How to case sensitive check in view criteria query for the lead name field while creating a duplicate lead Content (please ensure you mask any confidential info…
-
After removing record sets LOV for all records in account and add custom role admin can't view A/CHI, In account advance search records sets, we removed the LOV "All Records i can see". But Even after that if sales person search by any customer name or registry id he…
-
Restrict the salesperson so that he can see only his account.Summary: Requirement is salesperson can be search or see only his own accounts or where he is the owner not others. So to restrict the salesperson so that he can see onl…
-
how to enable the field Forecast Category in Redwood Sales Opportunity?Summary: Content (please ensure you mask any confidential information): I want to add the field Forecast Category in Redwood Sales > Opportunity. What steps would I perf…
-
how to change display name of contact and account objects in cx mobile applicationSummary: How to change the display names of account ,contact object in mobile application ,while the web application is showing the updated name. Content (please ensure …
-
Could anyone advise, how to set the saved opportunity search filter to be same for all roles?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…
-
Opportunity Line Revenue exchange rateSummary: Hi, Does "Pipeline Detail Facts"."Opportunity Line Revenue" column uses exchange rates for non USD opportunities? Content (please ensure you mask any confidenti…
-
Understand how Oracle is handling Special Characters and Non-english CharactersHello, We want to know how oracle is handling special characters and non-english characters. Also how these special characters and non-english characters are being store…
-
Datafox replaceNow that Datafox is discontinued, does Oracle have a plan to replace it with something new? Is there another program that exists that oracle would recommend us using? It…
-
Opportunity owner is unable to see their forecast in sales forecastHello Oracle Support, We are experiencing an issue where an opportunity owner is unable to view their forecast in the Sales Forecast module. We have verified that the op…
-
Need to retrieve JWT token from vendor and pass search field to APISummary: Need to be able to retriever a JWT bearer token and use it to make calls to 2 vendor API's One to pass a value for a search and then be able to select from a ch…
-
How can I create a report BI of notifications sent by service request workflow?Summary: How can I create a report of notifications sent by service request workflow? Content (required): Currently we are dispatching a series of notifications through …Camilo Martinez-114335 32 views 1 comment 0 points Most recent by Radhika Abhyankar-Support-Oracle Fusion Service
-
How to restrict data visibility across different Business Units in Oracle Sales ?Summary: Need to restrict data visibility (read/write both) for all the objects in Oracle Sales Cloud. (Leads, Opportunities, Service Requests etc.) Content (please ensu…
-
How to get workflow error in case Dynamic SQL Query Using Database Query FunctionSummary: The BPM workflow participants are created with Dynamic SQL Query Using Database Query Function in AP Invoice workflow. When the query does not return the value,…
-
Address Type field in Sales Object Redwood UI Layouts - How to enable a drop down field?Summary: Hi, In Account/Contact Object Create/edit layouts in Redwood Sales "FormattedAddress_address" field is available to show the address fields. The address field i…
-
In search can we restrict the account"Can we restrict the search to a specific account?"
-
How to find Customer/Organization using DFF field value using webservicesSummary: Hi, We have a requirement to find/query the Customer/Organization using the DFF Unique Identifier field value created at Organization Level. Content (please ens…
-
how to remove record sets lov on account in oracle sales cloud based upon role.Summary: Is it possible to remove sets of LOVs depending on roles using any functionality? Content (please ensure you mask any confidential information): Version (includ…
-
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 22 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…