Category 42
Discussion List
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Video: Orchestration Setup and SelectionOrchestration Setup and Selection Define the properties and conditions for which leads, opportunities, accounts or custom objects to include in the orchestration flow. F… -
Video: Sales Dashboard PersonalizationSales Dashboard Personalization Starting with 25A, sales reps and managers can personalize the content on the Sales Dashboard.
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Video: Using Dispatcher to Override Default Navigation (Hyperlinks)Using Dispatcher to Override Default Navigation (Hyperlinks) With the dispatcher tool, which can be launched from Application Composer, you can override the Redwood Sale…
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How to display USD value amount separately for the non USD(Currency) Opportunity recordSummary: Opportunity will be created using "INR" currency and Amount value will be displayed based on this currency setup. We have a requirement to display USD Amount va… -
Retire ore Reject - Sales Lead Mass ActionHello community, Mass Remove and Reject Leads records are required. In the classic view it was possible, but when using workspace the options do not appear when selectin… -
Query limit in groovySummary: Currently engaged in a customization project within Oracle Sales Cloud utilizing Groovy scripting. I am aware that the default limit for fetching records at one… -
Way to Bulk Reject Merge RequestHi Team, We have a requirement from business to reject merge request in bulk. Is there any way to achieve this in CDM. Any help relevant to above is appreciated. Thanks,…
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How to convert groovy script from app composer to Visual Builder readable codeSummary: On the actions and links section of the app composer, we are using groovy script to fetch the URL from custom object. I tried to use the code directly on create…
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Video - Modifying the Data on a PanelModifying the Data on a Panel: Change the dynamic form that control the data in a panel From the Implementing Redwood Sales video series
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Video: Customize Panel QueryCustomize Panel Query: Change the data requests to filter the records in the panel From the Implementing Redwood Sales video series
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how can I hide inactive users in the account owner picklist without removing them completelyCurrently, have a question from the business I am struggling with. It seems that I cannot use 'dynamic filtering' on the standard 'Owner' field on the Account object. My…
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How can I add custom panels (Custom and Standard Object) to Account ObjectSummary: I am currently migrating layouts of Account object from classic UI to Redwood UI. One of the component are the subtabs (panels on VBS). Is there a clear documen…
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How to get the extended attributes of product from PIM to Sales cloudSummary: We are looking to get the products from PIM to Sales which includes the extended custom attributes. We are aware of the schedule process to run to get data from…
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Is there a way to export sales account hierarchy using SOAP/REST API?Summary: I'm trying to export all the existing sales account hierarchies in oracle fusion at one go. However I'm not able to do that. I used this REST API - /crmRestApi/…
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How Can we Create the Business Plan Panel Under Account Object of RedWoodUISummary: We know that Business Plan will be available soon but we are implementing RedWoodUI for most of the CX Sales object within the next 1-3 months. Account object i…
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Raise your game with the Oracle Cloud Applications skills challengeNow through May 15, join the Raise Your Game skills challenge to access free training and certifications on the latest in Oracle Fusion Cloud HCM, ERP, SCM, and CX. Buil… -
How to add custom class to field group label in CX Redwood to override group label font size &color.Summary: 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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Country name in the different languagesSummary: Hi Our user has a requirement where to change the country name from North Macedonia to Republic of North Macedonia. So we have changed it from Manage Territorie…
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How to set the Revenue territory copying it from the related account?Summary: We would like to use redwood forecast based on territory and opportunity amount. Unluckily it is not possible, so as a workaround, we are developping a groovy s…
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Is it possible do make the default Phone Country Code empty?Hello, Is it possible to set the default Phone Country Code to empty for Contacts and Accounts? Currently, the default is set to Switzerland (+41), which means that ever…
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How can I set up a way to limit what products customers can purchase (or even see)?I sell to over 50 customers consistently. I have 6 brands internally that I sell to these customers and each brand has the products segmented into Finished Goods or Serv…
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Fix broken email links to tasks and opportunitiesSummary: When email notifications are sent out that an Opportunity or Task has been created, the link to said Opportunity or Task is broken. Only part of the link is cli… -
how to create custom virtual fieldSummary: we are currently exploring VBS and we saw that we can create a one field containing other fields through virtual fields i found this documents however, it was n…
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Creating Mashup url in page container via VBS with dynamic parameterSummary: we have Eloqua profiler embedded in our contact object as sub tab in the classic UI as we adopting the redwood UI we would like to make this tab available in Co…
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How to Merge Organization Party manually in CDM.Summary: Unable to Merge Organization Party manually in CDM. Content (please ensure you mask any confidential information): Version (include the version you are using, i…
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How to enable Verify address button for Account and Contact Object in redwood salesSummary: How to enable Verify address button for Account and Contact Object in redwood sales . As in Classic UI we have this button but in redwood UI how can we enable s… -
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…
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Is there a scheduled process that autogenerates the D&B hierarchy in Oracle CX?Summary: Is there a scheduled process that generates Dun & Bradstreet (D&B) hierarchy based on Global Duns, Parent Duns and Duns Numbers on accountss? Content (please en… -
Customer related document sequencesSummary: Can't find where the cache value of customer related document sequences is using in the system. Content (please ensure you mask any confidential information): F…