Category 42
Discussion List
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unable to open Internal Resource Organization HierarchySummary: I have done all these steps, still can't access the Internal Resource Org Hierarchy. 1. Clear Cache & Cookies or use Browser Incognito Mode. or 2. Reinstall the…
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Groovy Script View Criteria – IS NULL Condition Not WorkingHello Experts, I’m working on a Groovy script in Oracle Sales Cloud where I need to query a custom object (CreditCategory_c) using multiple conditions. Specifically, I w…
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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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Remove Null value in DFF fieldSummary: We have a descriptive flexfield in Accounts Receivables. The display type is "List of Values" and it is based on Resource object using an SQL query. How can I r…
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Overwriting of PartySiteUse's Begin Date to System DateWhen I try to create a party with address using huborganisation API , the address/location/partysite have it's startdate as the date that I have passed whereas the start…
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Is it possible to create Record Set for custom objects (Search and Select Dialog page)?Summary: I'd like to display Record Set for a custom object search page. Is that possible? Content (please ensure you mask any confidential information): We have a custo…
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Need to apply a filter via URL in CX SalesHello, I need to create a filter based on a REST URL, or alternatively via SOAP in OIC. The issue is that I am trying to create it using a custom field. The field is cal…
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Can we have account merge feature enabled in Redwood account list page?Summary: Can we have account merge feature enabled in Redwood? Content (please ensure you mask any confidential information): We are completely live with redwood UI and …
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Microsoft Outlook Add Mismatching UsersSummary: I logged into the add-in with credentials that don't have access to the Add-in. I click OK and I am redirected to the add-in showing a 'connect' button. However…
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Standard Business Process flowsSummary: Can you please provide Standard Business Process flows for CX Sales & Service provided by Oracle Content (required): BPDs for CX Version (include the version yo…
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Redwood - Layout issue - Create Top Level custom object record and child record in same formSummary: We have Implemented this pattern in a Top level Custom object related to opportunity but we are facing the below issue. Our Parent Custom Object record Create L…
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Why is Import Management faster than REST API insertSummary: We would like to know the reasons why File Import via File Management is faster than via REST API insert. Can you please provide us comparison of each, in terms…
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Account-Contact Option in OOTB Contact DCL on OpportunitySummary: When I go to any Opportunity through redwood sales. I go to the overview page. Under SmartActions I type 'Add Contact'. There comes a drawer with a Contact DCL.…
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Using access group to hide certain accounts/activities to other roleSummary: We want to restrict access to certain Account records based on the value of the NationalAccounts__c field, but these accounts are still visible to all user role…Bret Michael Barraquio 11 views 1 comment 0 points Most recent by Florin Musatoiu - Support-Oracle Sales
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Is there a way to Summarize Email within the Fusion CRM instance.(Not via Outlook Plugin)We want to enable the Summarize Email and Reply with AI features within our CRM instance, similar to the functionality available in the Outlook Add-in. Is there a way to…
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how to remove the auto-provisioned roles for a particular UserSummary: We have a requirement to remove auto-provisioned roles for a specific user. Since we don’t have access to the Security Console, we attempted to remove the roles…
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Will Standardized Event Handling be coming to Redwood Sales?Summary: Read about this feature for Service Center in 25C: I want to know if this will also come to Redwood Sales or not. Content (please ensure you mask any confidenti…
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PRM - All Approval Notifications Opening in SUISummary: Hi, We are implementing Partner Relationship Management and have configured a few approvals: Partner Approval Deal Approval MDF Approval However, all of the not…
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Displaying Validation Errors in Mobile App via Smart ActionWe are experiencing a critical issue in Oracle Sales Cloud concerning the Mobile App and Smart Action(Object function-based action): We have created a Smart Action that …
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How to create a Sales guide to use in orchestrationsGreetings! We are adopting orchestrations for our current implementation, and we would like to use the Sales Guide feature. I'll explain: While creating a task inside a …
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Redwood: Custom object Create triggerSummary: In Custom object on record creation I want to copy the RecordID in RecordName. Which page and event I can use for above to work. I have tried via groovy script …
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Wrote an object validation on Account and Address under CRM and now these validations are enforcedSummary: Hi for my customer's business requirement, I Wrote an object validation on Account and Address under CRM and now these validations are enforced even in Customer…
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What are the CX Sales application limitation on sending number of email notifications per day?Summary: We are implementing Oracle CX Sales module as part of a Fusion global single instance. and trying to gain following confirmed info applicable to our instance. C…
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Hide Hierarchy representation in relationship sub Tab of Partner EntityIn the Relation tab when the user enter in the page see the Hierarchy representation, We don't want to use the Hierarchy representation , we want to see only the Relatio…
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Can we create a field on Work Order Object which can hold a URL link and works as a hyperlinkSummary: Basically, we want to have a field in B2B Work Order page where that field can hold a URL Link in it and works as a Hyperlink. Content (please ensure you mask a…
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How to hook to the action menu in a panel for custom action chain?Summary: Hello, I'm trying to hook up a customization to the "Remove" option in this panel. This is the out of box relationships panel on the contact detail page. For ot…
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The Comment Field on Edit Page is showing with HTML TagsSummary: In Opportunity, when we use the SmartAction generate win story, it populates the field comment with AI generated comment. When we save on that Layout it looks f…
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unable to find customer data management cloud user and implementation guidesSummary: 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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Use Groovy Script option in AR Customer to trigger ERP Adapter-OICRelease: 11.13.22.07.0 Summary of the question: There is an option in ERP trigger endpoint in OIC: Receive Requests from ERP Cloud Applications (explicitly sent from Gro…Prasanth Prabhu-Support-Oracle 481 views 2 comments 1 point Most recent by VamseeSelva Receivables & Collections
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Deleting Appointment in outlook will delete same in the oracle sales cloud activity?Outlook is integrated with oracle sales cloud application, and we are facing some sync issues like. Repeating invites showing as shared in outlook but not visible in sal…Satyavani Gundumogula-Oracle 1 view 2 comments 0 points Most recent by Satyavani Gundumogula-Oracle Sales