Category 42
Discussion List
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Sales Stage field in the filter is appearing as a text input instead of a dropdown list.Summary: In the account object, when a user opens a specific record and searches for "Show Opportunities," we have enabled the Sales Stage field in the opportunities sub…Vijay Kumar Kotagoda 22 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Sales -
Oracle CX AI strategy and value overview - Join us on Oct. 31st!Please join us for a session on Oracle CX's AI strategy and overview on business value at 1pm ET on Oct. 31st. Register today! Oracle CX embeds AI in each application, t…
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How can we Assign Lead Automatically on basis of "Source" After Assignment Rules are Configured ?New Leads are generated from Eloqua automatically in Sales Lead. In all that Lead "Source" is configured as "Eloqua" and we have also configured that if Source is "Eloqu… -
How to get the role of Contact OwnerSummary: Get the role of Contact Owner Content (please ensure you mask any confidential information): Hi, I am trying to get the role of the Contact Owner. As Contact is…
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How does Oracle determine user licenses for Fusion Applications?Summary: Hi, I want to know how the user licenses are counted by Oracle in the system. So, let's say if my pod has user license for 10 sales user (CX Sales) and 10 servi… -
Classic UI vs Redwood UISummary: Looking for following slides/content. Classic UI vs Redwood UI 2. Microsoft 365 vs Microsoft 365 for Redwood UX 3. For how long Oracle going to support Class UI…
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proposal generation in OSC and getting customer signatureSummary: Hi, My customer is looking for a solution of generating proposals from the Account and Opty data and capture signature from customer. They want all this to be e…Prakash V - Argano 1 view 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Sales
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OTBI analysis for count of lead createdSummary: Hi, I want to create an analysis to show all the names of users in a branch and count of leads created by them. Could you please help me to create this analysis…Anjanah Ganapathy G S S 22 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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Configuration tab need to disable on UISummary: We want to disable configuration tab for non-admin users. Please find the attached screenshot. Content (please ensure you mask any confidential information): Ve…
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Team Subtab Searchable Region | Oracle SalesHi community! How are you? I´m facing a Sales Solution were we have multiple BUs. The client is reporting that when they want to add a team member to an opportunity, lea…
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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 ? …
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Video: Troubleshooting - Capture a HAR FileTroubleshooting - Capture a HAR File: A quick tip on capturing a HAR file, which can help to share the details of what's happening in the browser From the Implementing R… -
Enabling Log Analyzer for Fusion EnvironmentSummary: Hi, Just wanted to know if developers and partners can use the Log Analyzer. And if so, how it can be enabled. And if there's any document for that, please shar…
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At least one Product need to select in the oracle Sales Lead during conversion in oracle sales cloudHi, We have added product in oracle sales lead. but at least one Product need to select in the Sales Lead during conversion. if not product selected then it should not g…
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How do I remove a value from a custom lookupSummary: I added a value that was incorrect in a Custom Lookup Value and want to delete it. I haven't used the value anywhere so there are no dependencies. Where do I go…
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How to include new field in the PIM to Sales cloud product integrationSummary: We are planning to introduce new field in PIM to hold additional info related to product. We would like to know how to include new field in the PIM to Sales clo…
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Making the Activity Start Date and Activity End Date fields non editableHi team, We have a requirement wherein, we want to make the Activity Start Date and Activity End Date fields non editable at the layout level. These fields will be autom…
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How to edit the Single Field Update Layout?Summary: In the Opportunity Details page, there is an "Update Status" option in the search bar. After selecting this and updating the status to "Won" or "Lost," a form w…
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How to grant account access, when the account has two different sites belong different territoryHi Team, Based on the attached we have implemented restricts all accounts and access groups.. Now we have requirement to implement to below scenario, If Account has two … -
How to Set Up Automated Round-Robin Assignment Based on Fields in Oracle Sales?Summary: How to Set Up Automated Round-Robin Assignment Based on Fields in Oracle Sales? Content (please ensure you mask any confidential information): Hello everyone, W… -
How to expose MS Teams in Redwood Opportunity Page?Summary: Hi, I read in the A-Team's blog post that Redwood supports MS Teams Integration for the opportunity object. But I couldn't find any guide on implementing it for…
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How to migrate Redwood Sales Dashboard across instances ?Summary: We've built some custom Redwood Sales Dashboard Pages. (Metric, Contents Container) using Express Reports as well as Visualization Configuration. As Visualizati…
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Unable to export Address Cleansing results in Oracle Cloud CDMUnable to export Address Cleansing results in Oracle Cloud CDM
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Which privileges are needed to view Redwood in CX Sales?Summary: Which specific privileges or roles do I need to add to a user to allow them to view Redwood objects in CX Sales?
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How to make a field editable based on another field value in VBCSHi team, We have a requirement wherein, a field Sector - Other (Text Box) must become editable if another field Sector (Fixed Choice List) is updated with value OTHER. F…
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Not able to auto select Action plan on creation of new service requestSummary: We want to auto associate the Action plan "New Partner Request" when a Service request record is created in system. When we try to write a groovy code for the s…
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Generating a Sequence number for a custom field in CDM?Summary: Hello Team, We need a Custom field which will be a sequence number. For example the highest value = A1000000 and it should start with A0000001. Can you please l…
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Associate multiple contacts to same partner or account address ?Summary: We have a requirement that an account address can have multiple contacts associated to it. When we check standard implementation we can find only 1-1 mapping be… -
Oppurtunity not created when Sales lead is converted through OrchestrationOpportunity not created when Sales lead is converted through Orchestration. We are moving Lead to converted using the next stage step on the Orchestration when previous …
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Branching in Sales OrchestrationSummary: Hi, Is it possible to create branching conditions in the Sales Orchestration process? For example: Let's say we have 4 Sales Stages: Initialize Analyze Design C…