Category 42
Discussion List
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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… -
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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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 29 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 5 views 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 25 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 20 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 18 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales