Category 42-2
Discussion List
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Sales Forecasting in Sales DashboardSummary: An overview of the Sales Forecasting BI based reports in the Sales Dashboard. Content: The following video provides an overview of Sales Forecasting BI reports … -
Email Validation Status Backend Field Not PopulatingSummary: Fields visible in UI and Backend for Email Validation Status and Date Not Populating even though in UI it has a value. This is OOTB field in which we haven't ma… -
Remove Customer Site Address Purposes via APISummary: I would like to remove an Address Purpose from a Customer Site via the WebService API Content (please ensure you mask any confidential information): I can pull …
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REST API to Access Manage Customers Page of Persons in ReceivablesSummary: We have exposed a field called Buying role in the receivables Persons page . I need to access the same field from the POSTMAN. The field in the persons page of …Tinu 23 views 2 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Receivables & Collections
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Unable to Edit Geography Type for Cities in Geography HierarchySummary: Hello, I’m currently working on setting up the geography hierarchy in Oracle for Pakistan, and I’ve encountered an issue that I need some help with. Issue:I not…
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24C Object Function "Type" fieldHi All, When we are trying to create a new object function we see a new field "Type" that is appearing in 24C application version. This Type field is having 2 values. 1.… -
Opportunity Territory Assignment is not workingSummary: I have done these steps to enable the option the run assignment, but it does not work. 1. Create a new sandbox and activate it. 2. Set MOO_OPTY_ENABLE_AUTO_ASGN…
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Video: Sales Forecasting BI ReportsSummary: An overview of the Sales Forecasting BI reporting and subject areas for forecasting by opportunity. Content: The following video provides an overview of Sales F…
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Video: Extending Sales ForecastingSummary: An overview of extending Sales Forecasting. Content: The following video provides an overview of the available options for extending Sales Forecasting. This vid…
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Video: Sales Forecasting ProcessesSummary: An overview of the Sales Forecasting processes, the default schedule and additional processes to run after enabling Sales Forecasting. Content: The following vi…
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Video: Sales Forecasting Rollup by TerritorySummary: An overview of using Sales Forecasting by opportunity revenue rolling up the territory hierarchy. Content: The following video provides an overview of using Sal…
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Video: Sales Forecasting Tips and ConsiderationsSummary: Sales Forecasting tips and considerations Content: The following video provides tips and considerations on Sales Forecasting in Redwood such as: Using forecast …
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CX Sales Mobile: Display for appointment spanning multiple daysSummary: Hi, For appointment spanning multiple days, it's displayed correctly on Web UI but not on Mobile. Can you advise if this is expected behavior and if we can fix … -
Video: Enable the ... Action Menu for Records in the Panel ListsEnable the ... Action Menu for Records in the Panel Lists: Show the available smart actions for the record in the panel list, on the detail fold out view. -
Add Field Names to CX Sales Mobile List and Summary ViewsSummary: Hi, Is it possible to add field display label for List and Summary Views in Sales Mobile? Thanks, Adam Content (please ensure you mask any confidential informat…
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Application Usage Insights Dashboard Not Showing Data - Missing ProcessesSummary: Prerequisites to setup AUI dashboard: Content (please ensure you mask any confidential information): I'm trying to set up and configure the Application Usage In…
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What is the proper alternative to Adaptive Search aggregates Roll-ups is NOT itSummary: Roll-ups and Adaptive search aggregates (from what I understand) are not the same thing functionally. So if Adaptive Search is being deprecated, what do we use … -
Video: Oracle Sales Assistant ConfigurationOracle Sales Assistant Configuration: Configurint the natural language features of OSA in the context of our mobile application
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Video: Configuring and Tailoring the Mobile ExperienceConfiguring and Tailoring the Mobile Experience: Tailor the mobile experience to your company's specific requirements
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Video: Oracle Sales Assistant in MobileOracle Sales Assistant in Mobile: Natural language interation with sales through mobile's use of OSA
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Video: Advanced Mobile FeaturesAdvanced Mobile Features: A look at some of the many addiitonal features, including receiving push notifications on your Apple watch
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Video: Opportunities (Mobile)Opportunities: Work with opportunities and progress your deal on mobile
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Video: Leads and Around Me (Mobile)Leads and Around Me: Manage leads and work with the accounts/contacts that are near my location, or a location where I will be in the future
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Video: Activity Management (Mobile)Activity Management: Manage appointments and tasks with CX Sales mobile application
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Video: Mobile Introduction and OverviewMobile Introduction and Overview: A deep dive into the mobile features and functionality
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Video: Appointments Subview Data Tab CustomizationAppointments Subview Data Tab Customization: Changing the query and default data tab view in the account's appointment subview From the Implementing Redwood Sales video …
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Video: In App Navigation BarIn App Navigation Bar: One click navigation to Sales Dashboard and the first 8 items in Redwood Sales menu group. From the Implementing Redwood Sales video series
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Video: Working with AttachmentsWorking with Attachments: Adding the attachments component to a panel, subview and the create record page. From the Implementing Redwood Sales video series
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Video: Custom DrawerCustom Drawer: Use a smart action to invoke a custom drawer with your own content on the drawer From the Implementing Redwood Sales video series
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Video: Dependent DCL FieldDependent DCL Field: Build a dependent dynamic choice list field based on the selected value of another DCL field. From the Implementing Redwood Sales video series