Category 42
Discussion List
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privilege that can remove contact record in the account objectSummary: currently we have a customized role that we are currently using in which all delete functionality/privilege has been removed. however the business would like to… -
How to make fields mandatory on opportunity create page using Sales method nameHow to make fields mandatory on opportunity create page using Sales method name and not sales method id in redwood sales
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Microsoft 365 integration with Oracle Sales Redwood across multiple domainsSummary: We are implementing Oracle CX Sales for a customer and will extend it to their portfolio companies in later phases. As part of this process, we need to integrat…Sankalp-D 46 views 8 comments 0 points Most recent by Mullamuri Mallikharjuna Rao-Support-Oracle Sales
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Is the “Generate Sales Forecast Metrics” process error causing no forecasting data to appear?Summary: Following the documentation provided here, the scheduled process for “Generate Sales Forecast Metrics” is returning a status of “Error.” This issue is preventin…
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All Phones and All Emails dialogs in Redwood UISummary: Hi, In the Simplified UI, we have the ability to add multiple phones and emails of the same or different type using the "All phones" and "All emails" dialogs. D… -
How to round up the value till specific decimal digit in onFieldValueChange action chain.Summary: After calculating the value returns till 6-7 decimal digit. We want this to limit the decimal digit till 3-4. How to Round the calculated amount in below code s…
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Unable to find Digital Customer Service Account Key in Oracle Fusion/SaaSSummary: We are trying to find where our digital customer service (DCS) account keys live in the SaaS database. The account key is attached at the account level, but it'…
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how to get the date of first won opportunity of the account in groovy scriptSummary: I am writing an update script in Opportunity, i am able to get the account details, but how can i get the Accounts first won Opportunity date? Content (please e… -
Create Service Request once Opportunity is WonSummary: Once an Opportunity is Won, there is a requirement to create a Service Request Content (please ensure you mask any confidential information): Similar to a Lead …
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Can not Find API for SalesAccountVO in NGSSummary: I want to use Account Team and Territories subtab to fetch and update information in Oracle Next gen Sales. I can not see an API for SalesAccountVO Object at th…Ashwinikumar Sharma 29 views 3 comments 0 points Most recent by Madhuri Cheruku-Support-Oracle Sales
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Is there Git hub Copilot for Oracle Sales cloudSummary: Need to check with community if they know and have explored the option for Github Copilot for Oracle Sales cloud Content (please ensure you mask any confidentia… -
How to Change "Win Probability" to "Sales Stage %" in opportunity pageSummary: Content (please ensure you mask any confidential information): I want to change the field "Win Probability" to "Sales Stage %",how would I change it? Please res…
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case sensitive check in view criteria querySummary: How to case sensitive check in view criteria query for the lead name field while creating a duplicate lead Content (please ensure you mask any confidential info…
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After removing record sets LOV for all records in account and add custom role admin can't view A/CHI, In account advance search records sets, we removed the LOV "All Records i can see". But Even after that if sales person search by any customer name or registry id he…
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How to delete lookup codes from a custom choice list?Summary: Content (required): I tried to delete some lookup codes from a custom choice list but the delete button is always unavailable. I know i can disable codes. The p…
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how to enable the field Forecast Category in Redwood Sales Opportunity?Summary: Content (please ensure you mask any confidential information): I want to add the field Forecast Category in Redwood Sales > Opportunity. What steps would I perf…
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how to change display name of contact and account objects in cx mobile applicationSummary: How to change the display names of account ,contact object in mobile application ,while the web application is showing the updated name. Content (please ensure …
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How to wrap column headers in redwood subview?Summary: In subview layout we have upto 18 fields which we are showing but user has to always resize the columns to check the column header and data. Is there any way we…
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Can we export Revenue Schedule details as well ?Summary: As part of Data migration project, i want to understand if we can export Revenue schedule and sales credit information. Content (please ensure you mask any conf… -
Runtime Message for API RestSummary: How to measure the execution time of custom validations when creating an SR via REST API? Content: Hello experts, We are reviewing the API Rest performance in o… -
Datafox replaceNow that Datafox is discontinued, does Oracle have a plan to replace it with something new? Is there another program that exists that oracle would recommend us using? It…
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Need to retrieve JWT token from vendor and pass search field to APISummary: Need to be able to retriever a JWT bearer token and use it to make calls to 2 vendor API's One to pass a value for a search and then be able to select from a ch…
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The value of the attribute relationshipid isnt validHello, I am trying to do a patch update for quote (salesorderheader) with another contact present in customer account and i get the below error in the response- "The val…
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Unable to create Opportunity Revenue lines due to UOMcode issueSummary: System is not allowing to create Opportunity Revenue lines using UOM code Content (please ensure you mask any confidential information): Hi Team, We are trying …
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How to restrict data visibility across different Business Units in Oracle Sales ?Summary: Need to restrict data visibility (read/write both) for all the objects in Oracle Sales Cloud. (Leads, Opportunities, Service Requests etc.) Content (please ensu…
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Address Type field in Sales Object Redwood UI Layouts - How to enable a drop down field?Summary: Hi, In Account/Contact Object Create/edit layouts in Redwood Sales "FormattedAddress_address" field is available to show the address fields. The address field i… -
Survivorship Rules using Groovy ScriptSummary: Hi Everyone, We a requirement from client to select the contact master record where CustomAttr = Y. We have a working groovy script and want to include this new…
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Configuring Field Trigger on NGS RedwoodSummary: We are working on Redwood Project where we want to write a Field trigger based on which we want to call OIC webservice. So when the field value changes, the tri…
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how to limit the options to change Sales Stage?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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Make Primary Contact as Non-Editable on CX Contact Screen.Summary: We want to make all the Primary contact as non editable which are associated to an account from CX screen but the same Primary contact should be editable from t…