Category 42
Discussion List
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Standard Field Phone For Opportunity Object Is Not Accessible In Email TemplateSummary: It is not possible to add "Phone" standard field into email body of a workflow. The field does not exist in the list of fields available. How to add the Phone f… -
Integration with SailPoint for IAMSummary: We are in the process of Integrating the sales cloud with SailPoint for IAM. We have looked at the REST APIs documentation but we have some gaps that we hope yo… -
CX Sales Mobile Required Roles per ObjectSummary: A user can access CX Sales Mobile and can view the list of opportunities from their team. however, after tapping an Opportunity from the List view. The details …Christian Gerald Patacsil 41 views 4 comments 0 points Most recent by Christian Gerald Patacsil Sales
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how to get difference of 2 dates in daysSummary: we have a requirement to calculate difference of 2 date fields in days to perform some change. but not able to acheive this in groovy, need help on the script. … -
how to create an integration using Oracle Integration and Oracle Content Management.Summary: To Learn About Creating a Document Approval Process in Oracle sales cloud, how can we create integration using Oracle Integration and Oracle Content Management.…
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Need to display pop up message under Attachments in Mobile -> On click of Record Audio/VideoHi, We have a requirement to display a popup message or a hard stop on Attachment field in Mobile for Record Audio/Video. Could someone share if that can be done, we don…Sasidhar Ponnapalli 21 views 1 comment 0 points Most recent by Cristian Munteanu-Support-Oracle Sales
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We need dropdown for province field when country is CanadaSummary: When we are selecting country as Canada, right now we only see text field in UI for province. We need to make that field as dropdown. Content (please ensure you…
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About code values for custom-created Sales Methods and Sales StagesContent (please ensure you mask any confidential information): I'm thinking of importing an opportunity. At that time, custom Sales Methods and Sales Stages need to be i…Yusuke Shibuya -Oracle 62 views 4 comments 0 points Most recent by Swathi.Lemati-Support-Oracle Sales
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Unable to Modify Account Detail Page in Redwood using Visual BuilderHi team, I am currently working on modifying the account detail page in Redwood using Visual Builder. However, I have encountered an issue where the account-edit page is… -
Make opportunities and activities non-deletableContent (please ensure you mask any confidential information): I would like to implement settings that will prevent users with certain roles from deleting opportunities …
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How to grant record access for Account Team Members without using TerritoriesSummary: We have a requirement where any resource added to the Account Team should be able to view/edit all associated records. Currently, we are setup for only Ownershi…
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I have a question about follow-up when data is deleted by mistake.Content (please ensure you mask any confidential information): I have a question about follow-up when record is deleted by mistake. 1.Restore deleted records 2. Take bac…
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What is the recommended approach for new fields migration from UAT to PROD?**This post was created as part of a How to Service Request (SR) Release: 11.13.22.10.0 Summary of the question: Customer have a scenario where they are planning to adop…Umamaheswarareddy Ambati-Support-Oracle 51 views 3 comments 0 points Most recent by Milind Dalvi Sales
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Whale editing properties in steps getting unexpected error - Sales OrchestartionSummary: We have created sales orchestration for opportunity object based on sales stage. Content (please ensure you mask any confidential information): at stage 1 - Qua…Pratibha AdhavLTIMindtree 11 views 1 comment 0 points Most recent by Venkateswarlu Sreeram-Oracle Sales
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Deals multi level ApprovalSummary: We have usecase where we want Deal to be sent for Multi Level Approver. meaning once deal is submitted for approval first it should go to approver1 once approve…
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In Redwood sales (NGS) : How to add dialog box for opportunities > ChildRevenue?Summary: Need to display a pop up with "Continue" Or "Cancel", when on of the field is changed under Child Revenue. Since "call component" is not available under action …
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Block API access for the custom sales job rolesSummary: We created custom sales job roles (e.g. sale rep, sales mgr, sales vp) by copying the OOTB job roles. We'd like to disable REST API access for these custom job … -
Remove Account Team members bulk through ImportWe need to remove members from the Account in bulk using import. I've tried entering the Party Number (Account object) and resource ID (Account member object), but ended…
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We need a solution on how to configure the duplicate identification batch.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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Bulk/Multi Edit Pages For Sales Objects In Oracle Fusion CX Sales CloudSummary: Hi All, Is there any way to customize bulk/multi edit pages for sales object? We have requirement that we need to enable couple of fields, additional to the fie…
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How to configure Add Smart action for objects having 1:M relationship?Summary: Add client is a UI based smart action on account object. Account and client having 1:M relationship. When We hit Add client in layout we have enable client id f…
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Pending activities show a count on the Activity Panel but no details or option to edit displaySummary: When we create new activities (not started/in progress), the count of pending activities displays on the Activity display panel, but the activities do not show …
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do we have sample Quick Import Macros Files(Doc ID 2229503.1) for Custom object?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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Parent Account WorkspaceIs there a way to add the Parent Account column in the Account Workspace. The field is available in the standard Account Object Landing page, but I don't a way to add it…
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How to inactive Partner UserSummary: We need to inactive Partner User. Do we have import template? Content (please ensure you mask any confidential information): Version (include the version you ar…
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CX Sales Mobile Session TimeoutSummary: We are using 3rd-party identity service instead of Identity Cloud Service for SSO. One issue we have is that user needs to sign-in again and again once in a whi…
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Redwood - Can we have different sub view layouts depending upon different Parent objectSummary: Can we have different sub view layouts for different parent objects: For Example - Opportunity Sub VIew Layout displays differently for: Contact Screens Account…
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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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