Category 42
Discussion List
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When Changing the Assign To the Lead Owner is changing by defaultSummary: Hi When i Change the assign To the Lead Owner is also changing. Also in Teams this Resource is default Owner. Can we restrict that when we change the Assign To … -
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Can we create our own Record Set and create our own criteria for records that can be searched?Summary: We have a requirement to only see CRM specific contacts when searching on CRM Objects (Account, Opportunity and Campaigns). Is there a way for us to filter thos…
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Can we merge records with Resource/HR Employee usage and custom party usage?Summary: Merge records with two different party usages. (Resource/HR Employee and Custom) Content (please ensure you mask any confidential information): Hi, We have a re… -
NGS - How to remove related object data from object which is having one to many relationship?Summary: We are extending Oracle sales application using oracle visual builder. We have client foldout panel and subview so we when we have some records of client associ…Pratibha AdhavLTIMindtree 21 views 3 comments 0 points Most recent by Ravindra Sirigiri-Support-Oracle Sales
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Export all dashboard pages from UISummary: Is there any option available to export all dashboard pages at once in UI Content (required): Version (include the version you are using, if applicable): Code S…
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Sales stage history report - count if revert to a single sales stage twice.Summary: Sales stage history report - count if revert to a single sales stage twice. Content (required): I am trying to create a report showing the number of opportuniti… -
How to configure sales coach in next gen sales in opportunities?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 1 view 1 comment 0 points Most recent by Ravindra Sirigiri-Support-Oracle Sales
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Cannot Replace Saved SearchWe are trying to update one of the Saved Search for Opportunities. However, when we are trying to save the saved search, we are receiving an error: What would be the pos…
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Yusuke Shibuya -Oracle 21 views 2 comments 0 points Most recent by Prasanth Prabhu-Support-Oracle Sales
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is there a way not to see ERP contact in Sales/CRM?Summary: currently we are having an issue wherein our CRM users see ERP contacts in workspace, but ERP users can't see the CRM Contacts, is there away we can avoid our C…
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How to make a text field values uppercase without groovy in oracle sales cloud accountHi Team, We have a text field, if which we would like to make the values to UPPERCASE without groovy in account object(oracle sales cloud). Please share your throughts!!…Aditya Varma Gadiraju-Oracle 11 views 5 comments 0 points Most recent by Patrick Breidel-Oracle Sales
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How to create a number field that is auto generated sequential integer like Record Number?Summary: We need to create a field of number type that should be unique like Record number. Currently we have a number field that is generating the next value via Groovy…
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Correct Field to get the value of Party Usage Code from Contact ObjectSummary: We are trying to create a groovy script in Contact Object to disable the update capability of the Account field when the attached account is an ERP Account. We …
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Is there a way to hash a string in groovy with SHA-256 algorithm?Summary: How to hash a string in Groovy? Content (please ensure you mask any confidential information): Hi Team, Our customer asks us to hash the contact email value wit…
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asset not available in postman, but available in data tableSummary: Issue: We are not able to find an asset in Postman but available in the data table. The asset owner got deleted, and due to this we are getting an error while o…
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Application Usage Insights not showing any data for OrgSummary: We are trying to check usage of system but Application Usage Insights not showing any daa Content (please ensure you mask any confidential information): Version…Kamal Wadhwani 11 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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In Redwood Time zone field On activity Create page is showing as a text field.Summary: On SUI of Activity create and edit page we have Time Zone field which is showing as Fixed choice list with List of Values. But when we tried to arrange similar …Pratibha AdhavLTIMindtree 21 views 1 comment 0 points Most recent by Prasanth Prabhu-Support-Oracle Sales
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oracle sales cloud backup strategyHi , We are looking for a strategy to complete backup all the object configurations and data in our oracle sales cloud. As per oracle documentation there is no way for o…
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Automatic mass processing in SFA.Summary: Is there a solution to update data in bulk for recurring update processes and without human intervention? Content (please ensure you mask any confidential infor…
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How to configure subview for fields which is based on parent field for filter smart actions to work.Summary: Filter smart action from opportunity subview for one of the field "Stage" is not working. Content (please ensure you mask any confidential information): In acco…
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How to automatically set up a industry on Account detail page.Summary: Hi , I want to Auto set up Industries field value to Other Industries if it is null at Account creation level. But api name of Industries field is not available… -
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Restrict User to remove Resource from a tabSummary: Is there a way to restrict user to remove the resource from a custom tab of Resource. We have a custom resource tab in a custom object, is there a groovy script…Anubha Vijayvergiya-Oracle 31 views 1 comment 0 points Most recent by Ravindra Sirigiri-Support-Oracle Sales
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How is it possible to hide a field in Manage Account Hierarchy?Hello, How is it possible to hide the field "Typ" in Manage Account Hierarchy? I saw so topics about adding new custom fields (https://community.oracle.com/customerconne…
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Field Data Audit (Change History)in Redwood UISummary: Classic (CX Sales) provides Change History subtabs for every object. What is the plan to provide such change history in the Redwood Sales ? Content (please ensu…
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How to enable Objectives on Activity Task Edit Layout.Summary: We are extending oracle sales application using fragments, We On classic UI on activity Object task edit page we have objectves. Refer screenshot. After clickin…
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How to display Object function based smart action response in child object temporarily ?Summary: We are extending Oracle sales application using oracle Visual builder - fragment based. We have Object function based smart action to fetch last n-transaction. …