Category 42
Discussion List
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The configure forecasting is not working in redwood sales UISummary: The configure forecasting is not working in redwood sales UI for the second time we could see only read only field Content (please ensure you mask any confident… -
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…
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Calling object function in visual builderSummary: We have an object function that will calculate the country region based on the selected country, and we would like to trigger it every time that the country fie…
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Required filter prompt VP, Regional VP, Sales Manager, Sales repSummary: I am creating a filter prompt where I need to display VP, Regional VP, Sales Manager, Sales Rep as a dashboard prompt Content (please ensure you mask any confid…Mohammed Hyder 22 views 1 comment 0 points Most recent by Prabha.R Oracle-Oracle Reporting & Analytics for Sales
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Can we run Match and Merge for Custom objects in CDMHi Team, Consider , i have created a custom object in app composer with certain fields and i inserted data into this custom object,. will data be visible under CDM organ…
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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… -
Can we add or update products on rejected deals in CX Sales?Summary: Hi All, Can we add or update products on rejected deals in CX Sales? If yes, which privilege granted this access to user? Thanks, Anuj
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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 to sync products from Oracle PLM to Oracle Sales CloudSummary: I want to sync Oracle PLM products to Oracle sales cloud then need to sync with Oracle CPQ. Is there any OOTB options available? Referring - Import Sales Produc…
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How Account ERP Party Id related to Partner Management Account Party IdSummary: How Account ERP Party Id related to Partner Management Account Party Id. Content (please ensure you mask any confidential information): Here's a corrected versi… -
How to integrate teams using delegate optionSummary: Hi, How could we integrate Sales Opportunity and Teams, using "Delegated Permissions" instead of "Application Permissions"? The reason for that, is that "Applic… -
CX Outlook Add-in - Can Appointments be created within the Add-in similar to Tasks?On the Outlook add-in configuration page, we can add an option for opening Tasks in CX, but this option does not appear for Appointments. Can this be done? Perhaps this …
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Service Request Attachment Privilege missing "You do not have permission to add a new attachment."Hello Community We have a Custom Role for Service Requests. This Role should be able to create all the different Service Request Messages and be able to attach Attachmen…
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BICC Export Customization did not export my custom offering.Summary: Trying to export the Custom offering by refencing https://community.oracle.com/customerconnect/discussion/607990/how-to-migrate-custom-data-stores-in-bicc-from-…Dinesh K89 23 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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How to get a flex field information from on ERP billing account from CX Party?Summary: How to get a flex field information from on ERP billing account from CX Party? We are able to use groovy to get to the associated billing accounts for a CX part… -
Introducing Redwood PRM: Empowering Channel Organizations to Drive Partner SuccessSummary: Starting 25A, Channel organizations can now use the Redwood Partner Relationship Management UI to recruit partners. This helps them sell products and services m… -
All job roles are not showing up while defaulting the workspace searchSummary: Hi team, All job roles are not showing up while defaulting the workspace search. any reason? Thanks Nikhil Content (please ensure you mask any confidential info…
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Hi, We haveHi Need your help to resolve the below configuration CX sales. Please make the Currency field on the Creation page of Opportunities (Projects) in CRM updatable at the he…
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Creating a Lead using Rest API by stamping the CreatedBy field with some other Active usernameOur Business Requirement is to Create a Lead using Rest API call where the CreatedBy field is to have a different valid Resource user name instead of the Integration use…
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How could we fix the missing layout on custom panel of AccountSummary:I am currently migrating custom object and add it as panel in Account Object. I was able to make the 1st panel worked without any issue but I am encountering an …
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How do i specify a value for location source system reference when loading addresses?Summary: I'm using Import Management to mass import contact addresses. I notice that after a load, the value I put in SourceSystemReference ends up in the ORIG_SYSTEM_RE…
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possibility of a user being in two business units at the same timeWe would like to know if there is the possibility of a user being part of two business units.
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In custom subviews template properties enable In line update is not workingSummary: Hi Team, I have created a custom subview template. In the properties, there is an 'Enable In line Update' field for updating the line, but we are unable to set …
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Video: Creating Custom Rollup Attributes in Redwood SalesCreating Custom Rollup Attributes in Redwood Sales From the Rollups series https://videohub.oracle.com/embed/secure/iframe/entryId/1_cnknitcv/uiConfId/35965902 -
Video: Creating Custom Rollups in Redwood SalesCreating Custom Rollups in Redwood Sales From the Rollups series https://videohub.oracle.com/embed/secure/iframe/entryId/1_1n5zsqgq/uiConfId/35965902
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Video: Rollup Explainability for Redwood SalesRollup Explainability for Redwood Sales From the Rollups series https://videohub.oracle.com/embed/secure/iframe/entryId/1_t7ck4daf/uiConfId/35965902
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Video: Publishing Pre-defined Rollups in Redwood SalesPublishing Pre-defined Rollups in Redwood Sales From the Rollups series https://videohub.oracle.com/embed/secure/iframe/entryId/1_kvytkwm9/uiConfId/35965902
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Video: Enabling Rollups for Adaptive Search in Redwood SalesEnabling Rollups for Adaptive Search in Redwood Sales From the Rollups series https://videohub.oracle.com/embed/secure/iframe/entryId/1_j37uq8q0/uiConfId/35965902
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Video: Introduction and Setup of Rollups in Redwood SalesIntroduction and Setup of Rollups in Redwood Sales From the Rollups series https://videohub.oracle.com/embed/secure/iframe/entryId/1_wlwjr6z3/uiConfId/35965902
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Video: Exporting Data from an Express ReportExporting Data from an Express Report From the Express Reporting series https://videohub.oracle.com/embed/secure/iframe/entryId/1_c22xxr6v/uiConfId/35965902