Category 42
Discussion List
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Is it possible to invoke a Groovy "Global Function" via REST call?I want to find out if invoking a Groovy-implemented Global Function is possible. And if so, how to do it. -
Need to filter only those Customer Org records which have AccountsSummary: We have extract Customer Org and Customer Account through BICC; we need to filter only those Customer records which have Accounts and ignore the rest. Can you p… -
CDM Merge Request got rejected due to open orders against the master account ?Hello, I'm using CDM to deduplicate some accounts, I'm currently merging 2 accounts 1 customer and 1 prospect, I'm selecting the Customer account as master, but my merge…
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Dispatcher Rule is not working on Opportunity Creation from Account Detail PageI have requirement to stop navigation to Opportunity detail page while creating opportunity from Account Detail Page. I have created dispacher rule to stay on same page …
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Looking for a Best Practices Guide for Working on Visual Builder Studio with Multiple UsersSummary: Hello, Not sure if this has been asked before, but is there a list or a guide for the best practices to be followed when working on VBS when multiple people are… -
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… -
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… -
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 12 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…