Category 42
Discussion List
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How to Sync AR Contact Fields to CX Sales Contact Object?Summary: Recently, we observed this behavior in our system: when we add contacts in Account Receivables under Account and run the ESS scheduled job, those contacts sync … -
Table that stores Real-time cleansing ResultsSummary: Hello Team, When we run the data verification address batch job, I understand that all results are stored in the ZCH_CLNS_LOC_RESULTS table along with their bat… -
Custom DCL field Product Group is not working in Redwood UISummary: Created a custom DCL field Product Group, but in Redwood UI, the drop-down list is always blank/doesn't work. Content (please ensure you mask any confidential i… -
Is there any way to manage Federated Lists in Oracle Sales Cloud?Summary:We have a client who already has an application that hosts the value lists used by all their applications, ensuring they all use the same values. This client is …Oswaldo Abreu-Oracle 12 views 0 comments 0 points Started by Oswaldo Abreu-Oracle Applications Security -
How to Add CRM Contacts Under Accounts in Account Receivables?Summary: Can anyone share how we can add CRM contacts under Accounts in Account Receivables? Currently, when we add contacts in CRM, they sync to AR and are added at the… -
Enable Default Filter Configuration for Change History Tab in Fusion SalesSummary: We are looking to the “Change History” tab to default to a predefined setting in the opportunity object. So we don’t have to set criteria every time I view Oppo… -
Lead Custom Panel Layout is not getting mapped to the Lead panel template on Opportunity on RedwoodSummary: I'm working with the standard Lead Panel Card layout on the Account object and wanted to replicate a similar experience for the Opportunity object. However, the… -
Audit policies and retention periodHello Team, We have enabled auditing for specific attributes within the 'Common CRM' as product and have a few questions regarding the auditing functionality. Could you … -
END OF LIFE NOTICE: Classic Sales and Service Experience in FusionOracle is announcing the retirement of the Classic Sales and Service user experience in upcoming Fusion releases. Beginning with the 26D update, the Classic interface wi… -
How can I make Home address and Mailing addresses required in HCM?Summary: We have a business requirement that states: Each employee is required to have ONE Home Address and ONE Mailing Address. Each one serves a different purpose. Whe…Jason Cushing 8 views 1 comment 0 points Most recent by Dhilipkumaar-Oracle Human Capital Management -
Activity Description FixSummary: There is an issue with the Activity Description field — when we copy the text, it is displaying in HTML tag format. Additionally, if we add a space next to any … -
Can Groovy help to generate ad hoc file ?Hello everyone, I have one question about Groovy's ability. My business users use ad-hoc to input the essential data. Then, they return to the form and run the Groovy ru… -
opportunity schedule UI shows extra columns in redwood UISummary: The opportunity schedule UI shows extra columns in redwood UI. Content (please ensure you mask any confidential information): We've observed that 3 extra column… -
Is it possible to purge Address data?Addresses were inactive and we can't change the status of the addresses to active again. We need to reimport the address with the same SourceSystemReferenceValue, howeve… -
Delete account ( organization name ) from cx effect on customers at finance moduleI would like to inquire about the current behavior related to deleting customers (Organization Records) in Oracle Fusion. Based on my research—including the Oracle Suppo… -
On the Redwood Lead convert page, how can we default a DCL fieldSummary: We have custom DCL field on Lead object which will be defaulted using groovy script in Standard UI. The same script is not working on Redwood pages. So, we woul… -
How to download the activity report from microsoft 365 outlookSummary: Steps to download user activity reports from Microsoft 365 (Outlook) using the Microsoft 365 Admin. Content (please ensure you mask any confidential information… -
What is the privilege/duty role to update a Quote in Oracle Sales Cloud?I have a groovy script to update "ActiveVersionFlag" to "Y" but the user doesn't have access to query/update the quote record. I'm logged in as a user with "Employee", "… -
Will Outlook events sync to the Oracle Sales Cloud Web Calendar via Oracle Sales for Outlook?I’d like to confirm the behavior of calendar events created in Outlook when using Oracle Sales for Outlook (our Appointment functionality is in Redwood). If I create a c… -
How can we disable the display of matching contacts based on email on the CX Sales Contact create.We are currently using the masked email address field on the Contacts list page, and we would like to disable the functionality that displays potential duplicate contact… -
Automatically generated sequence scenario for custom objectSummary: We are in a unique situation for generating the sequence for custom object in a specific format. Content (please ensure you mask any confidential information): … -
Access Group Conditions: Select Opportunities of a branch where the user is a resource ofI need to display only the opportunities belonging to a branch the user is a part of. We made a custom object called "LinkBranchResource" which links custom Object Branc… -
How is the action item generated for the Meeting Note Gen AI feature?Summary: Meeting notes authoring gen AI feature - does it generate Action Item in the note body or does it auto-create an activity record? Content (please ensure you mas… -
Interactive Demo Hours: Unified Marketing and SalesAlways live, never recorded! In this one hour showcase, you’ll see Oracle’s complete suite for Unified Marketing & Sales including our customer data platform, marketing …Kayleigh Halko - Oracle-Oracle 6 views 0 comments 0 points Started by Kayleigh Halko - Oracle-Oracle Sales -
REDWOOD: How to Display Attachments In Business PlanSummary: Attachment is one of the key content of our Business Plans setup. How can we display this using the Show Attachment smart action on details page. On other objec… -
How to retrieve Web Activity records exported from Eloqua?Summary: How to retrieve Web Activity records published from Eloqua in CX Sales? Content (please ensure you mask any confidential information): We've implemented Marketi… -
The value of the attribute Inventory Number,Organization isn't valid.Summary: Hi Team, we are facing an issue while updating lead's product. could you please assist Error Details : The value of the attribute Inventory Number,Organization … -
How to convert a Lead to an existing Opportunity?I saw that with the 25C release that the ability to convert a Lead to an existing Opportunity is now available (https://docs.oracle.com/en/cloud/saas/readiness/sales/25c… -
Customize address fieldsSummary: We would like to be able to only fill in the country field in address region when adding a contingent worker using visual builder studio Content (please ensure …Jean-Pierre Amuri 16 views 0 comments 0 points Started by Jean-Pierre Amuri Visual Builder Studio for HCM -
Video: Sales Dashboard PersonalizationSales Dashboard Personalization Starting with 25A, sales reps and managers can personalize the content on the Sales Dashboard. https://videohub.oracle.com/embed/secure/i…