Category 42
Discussion List
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Can we add picture capability in oracle sales cloud?Summary: Hi, We have requirement from customer to add Add pictures capabilities in custom object is it possible to show picture in detail page of custom object. Content … -
What is the link between a Self-Service User and the IDCS user?Summary: How can I find the link between a CX Contact's Self-Service User and the corresponding IDCS user? Content (please ensure you mask any confidential information):…TyskJohan 47 views 1 comment 0 points Most recent by Angel Jimenez-Support-Oracle Digital Customer Service -
Extract Field and Page level properties from App composer for redwood ImplementationSummary: Extract Field and Page level properties from App composer for redwood Implementation Content (please ensure you mask any confidential information): We are curre…
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(CX4U) Links from Utility Account navigating to Digital Sales pages instead of Redwood SalesSummary: Hi, Please redirect me to the proper category if Sales is not the correct one as this is for the Customer Experience for Utilities (CX4U). We are implementing C…Vishnu_Mishra 26 views 2 comments 0 points Most recent by Vishnu_Mishra Customer Experience for Utilities - CX4U -
Custom component setup after converting to RedwoodSummary: Do we have to setup the custom components again after converting to Redwood UI setup? Content (please ensure you mask any confidential information): We are plan…
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Party to Account RelationshipSummary: We have enabled AR module to have Party -Account available to use, We have business scenario to relate An Account to another Party to with some kind of relation…
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How to add field to Create Opportunity pageSummary: We are working to update the requirements for when we create opportunities in Redwood Sales. Struggling to find where we can make edits to the fields we want in… -
CX Sales Redwood - Can I remove access to add attachments, but keep the option of adding links?Summary: In CX Sales Redwood, can I remove the ability add File Attachments to a record, but retain the ability to add URLs through the Attachments Panel and Subview? Ou…
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Will Business Plans be coming to Redwood?Summary: Pretty much what the question says. Will the Business Plans be added to Redwood along with their children objects like Objectives, SWOT Analysis, etc.? Content …
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How to enable Partner Portal for Fusion salesSummary: We are trying to demo Partner portal that is shown on the demo slides of Oracle. Not able to find how to enable that . Can someone help. Content (please ensure …
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Hide Analytics section from home page for specific rolesSummary: Hi TEam, We need to hide Analytics section from home page for specific roles. Content (please ensure you mask any confidential information): Version (include th…
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CDM dedup - how to merge any open orders or ARsSummary: CDM dedup - how to merge any open orders or ARs Content (please ensure you mask any confidential information): In Fusion CX, if there are 2 accounts that have d… -
How do you edit/remove the buttons at bottom of Redwood Sales UIHello! We are implementing Redwood Sales and are looking to see if we can edit/remove these buttons at the bottom of the Dashboard and other screens. We won't need Leads…
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Rename or remove show action in Redwood UIHi, We are implementing Redwood UI and would like to know if it is possible to change the names of actions in the action bar menu. For example, we have a custom object c…
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Dynamic link in email template for Leads and OpportunityHi team, We have employed Object Workflows to send email notification during an Approval Process. We've referred to the below mentioned document to send dynamic link (De…
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How to report out of the CDM Manage hierarchiesSummary: How to create reports from CDM Manage hierarchies data? Content (please ensure you mask any confidential information): Client has CX Sales and CDM implemented. …
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How can I reliably identify foreign key fields and related objects with the REST API metadataSummary: I'm trying to reliably identify foreign-key fields and lookup fields from the REST 'describe' object metadata. Content (required): It appears I can find FCL and… -
Video: Customize Panel QueryCustomize Panel Query: Change the data requests to filter the records in the panel From the Implementing Redwood Sales video series -
How i get the table value using column name in el expressionSummary: Eg: I want the invoice date from the fnd_profile_option_values table … I load the date in the profile options profile value.how i get the loaded date using el e…GaneshRadhakrishnan___ 14 views 0 comments 0 points Started by GaneshRadhakrishnan___ Payables, Payments & Cash Management
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Redwood - How to configure web chat in Service Center?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…Pratibha AdhavLTIMindtree 12 views 0 comments 0 points Started by Pratibha AdhavLTIMindtree Fusion Service
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Groovy - Copy Product custom field value to Opportunity revenue fieldSummary: How to copy a Product custom field's value to an Opportunity Revenue line item field? Content (required): Hi, I have a custom field ABC on Product table. When t… -
CDM - How to enable 'Merge' option on redwood Accounts landing pageIn Classic UI, it is possible to expose an action 'Merge' on the Accounts landing page, so sales users can use it and send merge requests by selecting 2 or more records.… -
Account to Account Relation beyound Bill-to and Ship-toWe have enabled AR module to have Party -Account available to use, We have to establish relationship between two accounts for example Partner-End Customer, Is there a wa…
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Eloqua Closed loop reportingSummary: Is it possible to use the standard report of Closed loop Reporting with CX Sales data but using OIC instead of CX sales integration app?CristinaMusso-Oracle 15 views 1 comment 0 points Most recent by Florin Musatoiu - Support-Oracle Sales
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How can I add address line 3 and 4 on the address column in workspace listview?How can I add address line 3 and 4 on the address column in workspace listview? Currently, the one's showing is address line 1 and 2. I've updated the the Manage Address…Marverick Serafin 25 views 1 comment 0 points Most recent by Sravanthi Reddivari-Support-Oracle Sales
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How to add sections in Sales Redwood page?Summary: Have a good day community. I enabled sales redwood to configure it. Create the project as Visual Application. When entering the contact details and clicking on …
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export management with csv in service/filtersSummary: export management with csv in service/filters Content (please ensure you mask any confidential information): Dear, please help me export data from a REST servic…
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How to Change the From Email Address (not the display name) to its Corresponding EnvironmentRecently, we had a P2T refresh and one thing that we found out that our email notification "from email address" is not pointing to its corresponding environment. This is…
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Is there a way to unconvert a lead?Summary: We have an unusual request from a user who wants to know if it is possible to "un-convert" a lead once it is converted to an opportunity. To the best of my know…