Category 42
Discussion List
-
Opportunity Assessments with Multiple Question Groups Not Displaying All QuestionsSummary: We are testing an opportunity assessment with 20 questions and multiple field groups. When filling out the assessment, only 17 out of 20 of the questions are vi… -
Performance Issues for Agents with Restricted PrivilegesHi experts, We have observed that agents with specific roles and restricted privileges experience increased loading times and reduced performance while using the Sales a… -
Create Appointments using RoutinesSummary: Hi, Is there any way to create Appointments as well using Routines? I know that we can create Tasks but creating Appointments is a very valid business case. Con… -
How to send only one email notification to manager for leads unqualified for 30 daysSummary: We have a requirement to send email notification to manager if lead remains in unqualified status for 30 days after creation. We have tried using Routines and o…
-
Integration between eloqua and sales for contactsSummary: Eloqua automatically logs a contact's interactions. To retrieve the interaction data from contacts in Eloqua, is there an OOTB integration or do we need to crea…Shiva Kumar Bandaru 12 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Sales
-
Can we open the Deep Link for Qoute (CPQ) as separate window not within the frame of CX App?Summary: Currently, we are using the Deep Link for Quote based on this document "https://docs.oracle.com/en/cloud/saas/sales/oasal/configure-deep-links-for-workspace.htm…
-
Partner contacts can we have filter to show only contacts which are activeSummary: Partner contacts we want to have filter to show only contacts matching crtieria, Content (please ensure you mask any confidential information): Version (include…
-
REST/SOAP Webservices for Customer RelationshipSummary: I am looking for web services provided by Oracle that can create a relationship between customers. From the Oracle Customer screen, I can create the contact rel…
-
How can I check if the owner of an account is in the territory through groovy script?Currently, In Oracle CX Sales, I have a custom DCL field named 'Secondary Owner'. This field is linked to the Resource object. When a resource is selected in the DCL, a …
-
How to hide/throw an error when we have a particular value for an Identifier type?Hello Team, Is there a way to hide a certain identifier type from CDM UI? or else is it possible to throw an error if we select a particular identifier type? For Example…Harshini Amancha 16 views 1 comment 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
-
Is it possible to change the displayed Fields in the window "Possible Duplicates"?Hello Oracle Cloud Customer Connect Community Our customer has requested that different fields be displayed when a duplication is identified for Contacts/Accounts. For e…
-
How to parse error body in REST API call with Groovy?Summary: Good afternoon. Hope you can help me out. We have a Groovy script in our Fusion environment that sends a REST call. Once in a while we will receive an error fro…
-
Official release to migrate to Redwood SalesSummary: When do we officially have to migrate to Redwood Sales? Release? Date? Content (please ensure you mask any confidential information): Version (include the versi…
-
Create DCL on Opportunity from Custom ObjectSummary: We have a custom text field on a custom object called Premise. We would like to create a DCL on the Opportunity object where the user could select values from t…
-
-
24C Update - Decommission for Impersonating a Partner User FunctionalitySummary: Starting with 24C, the Partner Relationship Management Impersonation functionality will not be available anymore. The feature will be decommissioned due to secu…Priscila Terazawa - Support-Oracle 578 views 8 comments 4 points Most recent by Soma Santhosh Kotrike Sales -
Unable to add Team Members in Opportunity from redwood UII am trying to add Team members in Opportunity from redwood screen, but unable to add as users are not visible in the LOV Upon inspect found issue with below API For the…
-
Configuring Field Trigger on HelpDesk CloudSummary: Field Triggers not working in Redwood, to dynamically update a dependent field on Tab out of a field in Create Service Request page. 1.Added Severity field in C…
-
How to enable Partner Badge which is displayed on Partner Overview PageSummary: We have demo screen shots from oracle support ..How to enable Badge which is displayed on Partner Overview Page Content (please ensure you mask any confidential…
-
access group Object rule previous records Oracle Sales CloudSummary: Hello! We have created custom access groups for sales leads and opportunities. We have created the object rule for each entity. We noticed that the rules are no…
-
How can assign the lead to the owner auto depends on the rule based assignmentHow can assign the lead to the owner auto depends on the rule based assignment and need to do that for some leads depends on not all the rule will have to achieve this n… -
How to bulk import salespersons?Summary: We've requirement to bulk upload salesperson Content (please ensure you mask any confidential information): We've requirement to bulk upload salesperson Version…
-
Redwood-How to add mashup url in field in visual builder in redwood.Summary: By referring the below video, we are able to add mashup url in subview container layout. Video: Mashups — Cloud Customer Connect Now, we want to pass mashup url…
-
Redwood-Entire list is not fitting in the subView layouts in 100% zoom percentage of browser window.Summary: Hi team, We are facing difficulty to see entire list of records in subview layout objects with 100%zoom percentage of browser. Could you please help us to fit e…
-
Displaying Multiple Scoring Gauges in Lead Qualification Template in Oracle CX SalesHello Oracle Community, I have a requirement for my client regarding the Lead Qualification Template in Oracle CX Sales. Requirement: Scoring Gauges: Showcase five diffe…
-
Is there any way to sort child object data using groovy?Summary: We have requirement to sort the child object records data based on custom field using groovy script and send that data to another system. Currently system is fe… -
Why isn't my dynamic choice list custom field showing in my Outlook add-in?I created a custom field in Sales (Dynamics 365) with a dynamic choice list, but it's not appearing in my Outlook add-in. I've checked that the field is properly configu…
-
Video: Deploying the Extension to the PRODUCTION EnvironmentDeploying the Extension to the PRODUCTION Environment: Package and deploy the extension to the production enviroment (or any environment other than -TEST) From the Imple… -
Video: Concatenate FieldsConcatenate Fields: Combine multiple fields into a single display in a dynamic form From the Implementing Redwood Sales video series
-
Do we have any documentation that details features released in 25B for CxSummary: Documentation or datasheet to list the 25B Features. Specifically when asked to move from Classic UI to Redwood UI. We are currently using CX Sales & Service. C…