Category 42
Discussion List
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Unable to Search Orders from "All Accounts" search in Redwood ApplicationSummary: We would like to search for orders [i.e. Lets say Order Number] that are displayed in Orders Panel from Accounts search criteria. Content (please ensure you mas… -
What is the table where organization information is stored?Hello dears, We need to know which tables contain information about organizations and their structure
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information/videos on Microsoft 365 works with CRMSummary: We just implemented 365 with the CRM. Would like any training material Content (please ensure you mask any confidential information): Version (include the versi…
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How to add Primary Product field on Lead/Opty Creation Page in NGSSummary: Adding Primary Product on Lead creation page is available on SUI. How can we replicate the same on redwood UI. Content (please ensure you mask any confidential …
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How to do dynamic searches in Sales Cloud via Rest API?Summary: I need to set up a dynamic API query in Oracle Sales Cloud that returns accounts with only part of the string entered. Content (please ensure you mask any confi…
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How do i find out my custom object table name?Summary: Hello Team, I created a Custom object from application composer. Can you please let me know how to identify its associated table name from the database. Thanks,…Harshini Amancha 23 views 3 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
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Can we have multiple records in milestone configuration completion level with OR conditionSummary: We are configuring the milestones , here we defined multiple levels for the SR , but in any case SR can be set to resolve so that time milestone should set as c…
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Comments Field Not in Adaptive Search ConfigurationWe would like to make Comments field visible on workspace. However, we cannot find the field in Adaptive Search Advanced Configuration. This field is OOTB on account lev…
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rrSummary: 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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Lead assignment timeHola, Hemos definido procesos de asignación de clientes potenciales con los siguientes estados de asignación: No asignado Asignado Reasignado Sin embargo, el tiempo míni…
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No User Interface Text toolsContent (please ensure you mask any confidential information): When creating a sandbox, you select a tool, but the User Interface Text is missing. This was available whe…
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How do i tie my custom table to Organization/Account in Sandbox?Summary: We can create our own custom tables in CDM using application composer → custom Objects along with custom fields After creating a Custom Object, Can i do a impor…
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Why do we need Groups and how to configure them in CDM?Can you please guide me how to bulk import groups in CDM ? what is the importance of groups in CDM ? Thanks, Harshini
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How can I create a Sales Lead Team Member using REST API in Oracle Sales Cloud?How can I create a Sales Lead Team Member using REST API in Oracle Sales Cloud?. When I tried to create it using the https://XXXXX/crmRestApi/resources/11.13.18.05/leads…
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Synchronize Financials Accounts and Contacts with CX CloudSummary: Is there an API available which can sync Financial Accounts to CX Cloud ? We understand the process which can sync all the financial account to CX. We have a us…
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How to read AUDIT_CHANGE_BIT_MAP_ column in Audit tableAUDIT_CHANGE_BIT_MAP_ column which is present in Audit tables consists of 0 and 1 . Upon on change this column is getting changed to a different combination of 0's and 1…
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Activity Notes not available in RedwoodSummary: In Classic UI we have notes subtab , where we can capture multiple notes against an activity. No such option seems to be available in Redwood UI. Can you please…
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Workarounds for Using Formulas in RoutinesWe are attempting to setup routines based on the last activity date with a customer. Since rollups are not usable within the routines section, we created a date formula …
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Cannot Find Parent Account Field in SandboxWhere can we see the parent account field in application composer in sandbox?
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No Data in Parent Account Field on Workspace Landing PageWe have enabled Parent Account field on Adaptive Search Advanced Setup. However, upon validation, there is no data for Parent Account on Workspace landing page even thou…
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Created a Custom attribute from sandbox and it not visible in import templateCreated a custom attribute from sandbox which is searchable and updateable and published this changes. After publishing this changes we are unable to see this attributes…
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Data Deduplication cloud tools to use before loading data in Oracle CDM CloudSummary: Hi All, Our customer have a requirement to verify the duplicate accounts with external data set withing CDM cloud without loading this data in CDM cloud. They w…
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Data Deduplication cloud tools to use before loading data in Oracle CDM CloudHi All, Our customer have a requirement to verify the duplicate accounts with external data set withing CDM cloud without loading this data in CDM cloud. They want to us…
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Redwood - Make Comments field on Activity editableSummary: In redwood , if user is not on Activity Teams, he gets read only access to activity. For this user can we make only one field(comments) editable ? Content (plea…
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Mashup content for Redwood Sales Account ObjectSummary: We are trying to add Show Wikipedia to Account sales object (standard) and have followed this document but "Show Wikipedia" is not showing on the search bar. Co…Noorfatima Inamdar 13 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Sales
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How to create a custom dropdown mirroring the OOTB Phone Country code Dropdown on Contacts?Is there a lookup code to reuse the ootb Phone Country code dropdown ?
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Is there any API for Address locale which is present under hub Organization?we are using Hub organization for our current requirement as we are creating organizations. In the API documentation for hub organization (https://docs.oracle.com/en/clo…
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Inside Sales Rep vs Sales RepSummary: What is difference between Inside Sales Rep and Sales Rep job roles in Oracle Sales Cloud ? Content (please ensure you mask any confidential information): Versi…
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TrainingSummary: What are some of the recommended training partners in Canada or online self learning sites for Oracle Sales? Training for someone new to Oracle Sales