Category 42
Discussion List
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Video: Consumer Grade +Consumer Grade *: An overview of the Redwood User Experience and the philosophy behind it. From the Implementing Redwood Sales video series -
Redwood ThemeHi, The customer has only custom object created in Sales Cloud is there way to change the page layout to adapt the Redwood theme. Thanks -
How to configure smart action triggered create screenSummary: We are trying to use Smart Action to call for Create Relationship Under the Contact Object. It was able to trigger the create layout. However, the layout is not… -
Demonstrate Different Layouts/Fields based on Sales TerritorySummary: Does anyone know how to do territory-based layout in redwood? We are trying to show different panel layouts based on the logged in users territory, and show dif…
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CX - Email template must contain accept or reject button, triggered by Object WorkflowWe have employed Object Workflow to trigger emails to Approver whenever a lead or opportunity is submitted for approval (Submit For Approval button which is a custom che…
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Are there any database tables that store error codes and messages sent as responses by SOAP APIsHi, Are there any database tables that store error codes and messages sent as responses by SOAP APIs For example, while creating account site using following SOAP WSDL, …Ankit_Bhadja 11 views 1 comment 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales -
How to create survivorship rule to select the most recently updated record as master?Summary: We have a requirement to select the contact with the most recently updated date as the master. We have created this rule which works when there is only 1 record…
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How to Display Product Recommendations on Opportunity Detail PageSummary: I have been following the below documentation: and need to Enable Product Recommendations for Opportunities and Accounts. I have followed all given steps but it…
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Attachment FieldHi, Please let me know how to create field of type attachment in custom object. Thanks
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Lead Conversion: Can AddressType be set on new contact address in lead to contact copy mapSummary: We have a business requirement to set the AddressType to 'GENERAL_MAIL_TO' on the address that is copied from the lead to contact during lead conversion. Settin…
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CX Routines - Time Zone in emails taking standard +00 TZ.Hello, We have configured routines for one of the Client, wherein an email will be triggered to owner if Original Date (Custom DateTime field) is within next 7 days. Now…
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Get data from Oracle CRM to PowerBIHow to get data from Oracle CRM to PowerBI? Additional info: We are trying to get data via Web. We are using this URL: http://servername.fa.us2.oraclecloud.com/crmRestAp…
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Update the Create RElationship for COntacts layout using smart actionSummary: We are trying to use Smart Action to call for Create Relationship Under the Contact Object. It was able to trigger the create layout. However, the layout is not…
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Best Practices for Product Catalog and Price ListsSummary: Is there anywhere that outlines the best practices for working with products, catalogs and price lists For example, how do I deal with products we no longer wan…
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What to done to see notes section in "Log a call" smart action?Organization: Terex Corporation Summary: What to be done to see notes section in "Log a call" smart action? I am seeing it for one user and for another user that section…
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How to delete transactions, credits, earnings ?**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: How to delete transactions, credits, earnings in Incentive Compens…Ioana-Pacioianu-Support-Oracle 32 views 2 comments 0 points Most recent by Kim Vu-Support-Oracle Incentive Compensation -
Enterprise Structure SetupSummary: We have rolled out the setup for CX sales and in progress of configuring the products for CX service. Service module require Products setup, this process expect…
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Bell Notifications not displayingSummary: Hi, We have written some groovy script to trigger bell notifications following the documentation but nothing is being shown when it is triggered. And in runtime…
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Activities cannot be searchedActivities cannot be search on normal ADF UI, but can be searched on workspace. These activities have been created via import. What is the possible cause and solution of…
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opportunity revenue typeSummary: How should I display data of upside, committed, committed at risk in forecast? Content (please ensure you mask any confidential information): Version (include t…
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How to show the left pannel into opportunitiesIn the demos there is a left panel with 3 tabs: Analytics, Pipeline, Opportunity Kanban. How to enable this in our environment? -
In the Enable Sales Intelligence feature the data for leads is showing differentIn the Enable Sales Intelligence feature under setup and maintenance, the data for leads contact recommendation and lead validation recommendation is showing different f…
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Organization Type not appearing in Accounts PageHi, I have added organization type Consumer Industries and Mid Market but it is not appearing in Accounts page. Attached screenshot. Thanks
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Is there any possibility to capture the cost/ expenses in Partner Management?Is there any clear cost capturing during all the process (For resources & PR/PO) & how to charge to partner for expenses.
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AttachmentsHi, In the custom object I created field for attaching documents Please let me know is there any size limit for the file to attach and will this support multiple attachm…
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How to rename a panel in redwood?Summary: In Redwood, How can we rename a custom panel which has M2M relationship. Content (please ensure you mask any confidential information): Version (include the ver…
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How to use associated sales account of a contact as a Contact Match Attribute in CDMSummary: I want to use the associated Sales Account of a contact as a Contact Match Attribute for Contact Duplicate Identification. When I checked the list of available …
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How can we export state codes of a country in CDM?Summary: We need to extract and export the State Codes of specific countries in CDM so we can create a transformation mapping in our middleware. How can we extract/expor…
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Business event/trigger/WF not working when product is imported from PIMSummary: Hi, Our products come from CPQ to PIM, and then we use scheduled process "Import sales products from PIM" to display the products in Sales Products UI. In this … -
Not able to translate Custom Sales Stages in OpportunitySummary: We are having some custom Sales Stages as per our requirement. But we are not able to find an option to translate those Sales Stage values. We are trying to tra…