Category 42-2
Discussion List
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How to integrate CX with VPNWe want to know the possibility of restricting access to Oracle CX (Customer Experience) web services through our corporate network by enforcing the use of our internal … -
Reporting on opportunity assessment questions and answersSummary: I'm trying to generate a report for one of my customers with the following data: Opportunity Name, Contact Name, Assessment Score, Assessment Date, Question, An…Cristian Rogelio Velasco Gutiérrez 13 views 1 comment 0 points Most recent by Ravindra Sirigiri-Support-Oracle Sales
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A new role applied to a Redwood Search list is not retained after saving - what could cause this?Summary: We created a new role which is an exact copy of 29 other roles except for the name and role code. The sole purpose of these roles are to control search list beh…
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Redwood: Enable for list view same field available in edit view in VBSSummary: Hi, we would like to add in the list view for an object in Redwood the same field we can add in the edit detail view for the same object. Content (please ensure…
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Notes Object VisiblitySummary: We have Opportunity, Lead, and Activity objects in our Oracle Fusion Sales environment. When a user adds notes in any of these objects, the expectation is that …
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Migrate Sales Territory to another Environment (Dev to Prod)Summary: Is there a way to export Migrate Sales Territory to another Environment (Dev to Prod) Is this through Export Management > FILE > Import Management File Type (XM…Christian Gerald Patacsil 31 views 5 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
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Adaptive Search Query: No Data Displayed for ListOfContactsHi All, I am trying to fetch data via adaptive search query. Despite enabling the field, I have noticed that no data is being displayed for ListOfContacts. Could you ple…
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Unable to View Leads and Opportunities with Custom Role in Redwood UIDear Oracle Community, We are currently facing an issue while configuring a custom role intended to provide access to Contacts, Accounts, Activities, Leads, and Opportun…
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how can I deactivate multiple resources in bulkSummary: I am looking to deactivate multiple resources in bulk as their 'user' record was suspended but their resource is still active. As a result, they are still 'sele…
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How to create "self" Rollup?Summary: Is it possible to create a Rollup for an object, but using SAME object as Related? Content (please ensure you mask any confidential information): We have a scen… -
How can I provide ability for sales reps to create and edit Products and Product Groups?Summary: How can I provide ability for sales reps to create and edit Products and Product Groups? Content (please ensure you mask any confidential information): Version …
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Creation Page layout not available in oracle cx mobile appSummary: I am implementing the Mobile CX app for the sales user. I trying to implement the same offering in cx sales mobile app as like we customize creation page on SUI…
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OOTB Express Report Type on Territory HierarchySummary: Users want to create Express Report on Opportunity along with Territory and its Hierarchy. SA like is apt for this requirement but its unavailable as a OOTB re…
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Redwood: How to add OTBI reports in Redwood Sales Dashboard without creating visualization?Summary: We had OTBI dashboards in Classic UI that were added in Account and Opportunity page subtab. Now, how can we display these dashboards to Sales Dashboards as sub…
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Is there any Oracle driven functionality behind opportunity type code in Oracle salesThere are 3 types of OOTB opportunity type codes like NEW, RENEWAL and EXPANSION, Are these just static values with no background functionality or any functional behavio…
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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 -
How to add photo to redwood contactsSummary: Our client would like to add customer photos to Redwood Contact Edit layout. I have found instructions for doing this in the classic version, but wondered if th…Carol Schiffler 41 views 2 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
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Connecting Activities to Business PlanSummary: Is it possible to connect an existing Activity to an existing Business Plan? I know you can connect existing Opportunities and Leads to Business plans, but for …Meheffler 21 views 3 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
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Purge of objects' attachmentHi, our customer needs a formal confirmation by Oracle regarding the following aspects of data management and deletion in the system: Once an account is deleted, all ass…Mariachiara 17 views 4 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
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How to manage daily rates using API?Summary: How to manage daily rates using API? Where can I get more information about API for daily rates? Is it REST or SOAP? Version (include the version you are using,…
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API to create csustomer profile at Party LevelSummary: I'm looking for a webservice to create a customer profile at Party Level. There may be cases where I won't be having any account/ customer account id hence I ne…
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Video: User InformationUser Information: Obtaining details about the current user in a Javascript action chain From the Implementing Redwood Sales video series
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Can you automatically attach a CPQ Quote to an Opportunity?We are looking to automatically have the CPQ Quote attached to it's Opportunity. We'd like a copy of the PDF quote that's generated to be added as an attachment to the O… -
can custom groovy script written behind create quote buttonSummary: We have a business need, where customer wants that user's should be able to create quote only on certain type of Account. For example consider we have Account t…
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Error while creating CustomerProfile Attribute PartyId in view object OrganizationParty can't be setSummary: I'm trying to create Customer Profile using SOAP webservice. I'm getting Error while creating CustomerProfile 'JBO-27008: Attribute PartyId in view object Organ…
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What roles are necessary for manage daily rates?Summary: Hi, Which role is necessary for the user to be able to create daily rates in spreadsheet? The user that will be updating the daily rates is NOT a setup user, bu…
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Not Able to Update Customer Contact Point via REST APISummary: Why Contact Point REST API /crmRestApi/resources/11.13.18.05/hubPersons/{PartyNumber}/child/ContactPoint only works for some PartyNumber? Content (required): **…
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We need a Dashboard for all Scheduled Job in CX Sales and Service ProductSummary: We have around 15 Scheduled Jobs running in our instance and also 12 Agents (report agents). Business wants a dashboard or workarea where we can see status of a…
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Can we create a custom Scheduled Process in CX Sales and Service Fusion ?Summary: We want to create a custom Scheduled Process Job with our own condition and logic so is it achievable in CX Sales and Service Product ? Content (please ensure y…
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Why am I not able to find users to update the name in assignee field for Object workflowSummary: We have created an Object workflow with Business process flow to define the approval process of Organization(Accounts) in Customer Data Management. In the workf…