Category 42
Discussion List
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How to mark Account as Primary for a Contact in Contact Object in Oracle Redwood SalesSummary: In Oracle Redwood Sales in the Contact Landing Page there is a field called "Primary Account", and we are looking for ways to have this field populated as on Co… -
How to Delete a Custom Action under Action and Links?How to delete a custom action under action and links? -
Redwood : How to default UOM on Opportunity RevenueSummary: We have multiple UOMs. On classic, OOTB, the UOM are set automatically based on the selected product on the Opportunity Revenue. But in Redwood, users are suppo…
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What is the payload send to the rest Notification endpoint for Export Activity?Summary: I'm creating an export activity via Export Management. One of the options is to specify a Notification endpoint. I would like to call an OIC integration upon co…
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Video: Control the Panels Views and Display OrderControl the Panels Views and Display Order: Show, hide and change the order of panels in the foldout detail view From the Implementing Redwood Sales video series -
Sales - CRM Resource is showing value of 'not found' in the Hierarchy Level.Summary I had some changes to use the new role as the resource role and with that there is a change in the Organization field. After that, the Sales - CRM Resource which…Cristelle Rose Sampang 11 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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Can I enable Vertex validation in HCM and at the same time use only LOVs for AP and AR addresses?Summary: In HCM I want to have full address validation (Vertex) for US. In AP and AR, however, when importing data from for example sales systems, I do not want that ful… -
Groovy to query only Contacts but not user recordsHi All, I have actually written a code to query the Contact object based on email. But the query is also searching for user records with that email and returning the res… -
Deeplink for Activities in RedwoodBasically we are sending email notification to users about the activities being assigned to them, from email we want to bring them directly to this particular activity i…
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Is it possible to restrict the CDM Custom fields being accessible from Manage Customers page?Summary: After implemented CDM , we were able to view and update the CDM Custom fields from the Manage Customers page and Manage Supplier's page. Is there any possible s…Ravi Prakash Reddy M 22 views 1 comment 0 points Most recent by Praveen Desetty - Support-Oracle Sales
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CX Sales add-in for Microsoft Outlook 365 QuestionsSummary: We have a couple questions/potential bugs pertaining to the functionality of CX Sales add-in for Microsoft Outlook 365. Since Support usually requires us to mak…
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Video: Workspaces, Branches and SandboxesWorkspaces, Branches and Sandboxes: Understanding workspaces, branches and sandboxes in your extension From the Implementing Redwood Sales video series
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NGS - How to enable Add Contact and add Resource in activity Create and Edit Layout?Summary: We have Assignee and contact child objects of activity object. we need option to add contact and add resources to particular activity. But we are not seeing any…
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Passed parameter goes as null when calling BI Report from groovy scriptSummary: Trying to call BI report from groovy script, but the parameter is going in as null Content (required): I am passing the parameter in the payload but it is going…
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why custom fields changes are not reflected under activitiesSummary: Hi Team, In Opportunity we have created custom fields and enabled it in Audit policy to track the change history, In Classic UI We are able to see the change hi… -
Can you create a related section for the child custom object under a parent custom object?Summary: We are trying to create a experience that minimize the click of creating child object records after the parent object record is created. Parent Object: intake f…
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Need to only copy configuration from one instance to another while doing environment refreshSummary: Hi, We have current environment wherein we have configured the system and also imported many data of Opty, customer, Contact etc. Now we are opting for a new en…Imran R Khan 11 views 4 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales -
How to get the user resource roles using Groovy ScriptSummary: Hi, We want to send email notification to manager when partner contact is created in Partner object. but how to get resource role of user in groovy to check in …VIBHA S D 91 views 6 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
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Default after login pageSummary: After login into the application, I should see Leads home page. Content (please ensure you mask any confidential information): How to default a specific page af…
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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…
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Enable Non-Sales Employees to Collaborate with Sales Teams in Oracle CX SalesCurrently, Oracle CX Sales limits team member additions to users with specific sales-related roles. However, our organization requires the ability to add non-sales emplo…
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How to transfer same attachment from one object to another objectSummary: Hi, We have attachment in one custom object now we need to move same attachment to another custom object. Please help how we can achieve Content (please ensure …
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How to fetch contact email and phone number before the contact is deleted using REST API in GroovyHi Team, We have a requirement to store contact email/phone number whenever the contact is deleted. We are able to capture details if the contact is deleted using Delete…NikhilSamudrala-Oracle 41 views 7 comments 0 points Most recent by Satyavani Gundumogula-Oracle Sales
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How can end user reset personalization?Summary: How can the end user reset personalization changes themselves? Content (please ensure you mask any confidential information): Referring to the Sales Implementat…
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Assessments not showing up on Accounts, Leads, Opty on Redwood UISummary: Assessment is not seen as a Panel or subtab for Accounts, Leads and Opportunities on Redwood UI Content (please ensure you mask any confidential information): O…
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How to limit global search results for specific Party usages - Sales CloudSummary: Limit global search results for specific Party usage records Content (please ensure you mask any confidential information): Hi, We have a requirement to not lis… -
Is there a way to view the most recent user connections?Summary: I am looking for a way to find recent user connections to the application Content (please ensure you mask any confidential information): Is there a way to valid…
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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…Shubham Majithia 41 views 2 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
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Is it possible to disable login access for a user used only for integration purpose/API calls?Hi, Please let me know if it is possible to disable/restrict login access from the UI for a user that is used only for integration purpose in the REST API calls. Best re…Vitejanu Vasile-Madalin 32 views 4 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
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Review Calls To Log on Sales MobileSummary: Hi, Quick question - I noticed that we can only use OOTB search 'My Calls to log' for this mobile card 'Review Calls To Log'. Is this hard coded in Mobile? Can …