Category 42
Discussion List
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How to enable pipeline management in sales cloud redwood UIWould like to know if the pipeline management that shows My pipeline/my pipeline by team member(shown in below screenshot) is available in sales module. if available, ho… -
Why Business Unit ID is mandatory in Redwood Sales opportunity creationWe are enabling Redwood Sales. When we are trying to create opportunity in Redwood Sales >> Opportunity page, its asking for Business Unit ID. It was not the case in Cla…
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REST API for Creating Customer (Party, Account and Site)Summary: REST API for Creating Customer (Party, Account and Site) Content (please ensure you mask any confidential information): is there a REST API for creating a custo…Girish Byahatti 2.2K views 6 comments 0 points Most recent by Shyam Anand S Receivables & Collections -
Generic Error on updating opportunity status by a team member with full accessSummary: Business user with full access to the opportunity is trying to update the status and gets a very generic error saying 'Save failed'. The user has the right priv…
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Can I use Deep Links in report to tie to Redwood Activity screen?Summary: We're testing the Redwood UI in CX Sales and we have reports that use deep links (where you can click on a column in the report and be taken directly to the scr…
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Video: Audit Change History in Redwood Sales Detail Record PageAudit Change History in Redwood Sales Detail Record Page Learn how to add a new subview on the detail page, to display the change history of field values (audit trail). … -
Redwood: How can we display or access resources (Team) on Business PlanSummary: Team is one of the subtab of Business Plan in Classic UI. As we are migrating the configuration to redwood UI, we need also to display this in UI for the users …
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How to set default value of fixed choice list in RedwoodSummary: We have a Custom object with custom FCL with default value set up in Application Composer. But the default value is not reflecting in Visual Builder. I tried to…Mary Jane Dimaano 28 views 3 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
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Rename the 'Revenue Items' headingSummary: Rename the 'Revenue Items' heading Content (please ensure you mask any confidential information): As part of adding products on the Create Opportunity layout, w…
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Sales Account 'Prospect' to 'Customer' auto-conversionSummary: Here is my use case - I create a sales account with customer type 'ZCA_PROSPECT' in Sales, then I query this account in AR Manage Customer UI and add billing ac… -
Can we maintain documents in folders for lead and opportunitySummary: Basically, we want a functionality like when the lead or Opportunity is created, some specific folders should be automatically created where we can store the do…
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Video: Defining a Custom Smart Action to Open A Drawer Containing Your Own Custom ContentDefining a Custom Smart Action to Open A Drawer Containing Your Own Custom Content From Redwood Sales list pages or record detail pages, your smart action can open a dra…
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How to Remove the Opportunities Section in Busineess Plan Details of Redwood UISummary: We are not using the opportunity object for Business Plan. Is there a way we can remove this feature in the UI? Content (please ensure you mask any confidential…
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Determine all aggregated fields in Oracle Sales / Fusion CloudSummary: With Update 24B, the classic Aggregates in Adaptive Search will be replaced and made available as predefined Rollups in the Rollups framework. https://docs.orac…Christian Gerald Patacsil 65 views 5 comments 0 points Most recent by Praveen Desetty - Support-Oracle Sales
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Can we change the OOTB email template for appointmentsSummary: We are trying to create appointment and adding a contact and clicking on create button, appointment is getting created and Contact is getting the email, but we …
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Video: Adding Top Level Object Records and Child Records at the Same TimeAdding Top Level Object Records and Child Records at the Same Time Learn how to add a child record table to the create form for creating a top level object record. In th…
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Do updates made through Import Management trigger business events in Oracle Integration Cloud (OIC)?Summary: Do updates made through Import Management trigger business events in Oracle Integration Cloud (OIC)?Topher Heath-Support-Oracle 22 views 1 comment 0 points Most recent by Topher Heath-Support-Oracle Sales -
In what table in CRM can I find the equivalent field of PreferredContactFlag?Summary: I need to query the primary contact in Oracle Sales Cloud-CRM but cannot find the field PreferredContactFlag. It is visible in REST API.
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How to get opportunity number after record got created in events of oracle VBCS event listenersSummary: 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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Where can I add the side panel in Redwood Sales similar to Side Panel container in Service CenterSummary: I have a requirement to add few buttons onto the side panel similar to the one available in Service Center Container but in Sales, I want it to be visible for a…
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while updating multiple records on workspace getting errorSummary: While updating record on worksapce getting bellow error RO-000139:Applying List binding FK_LOV_For_Technician_c with given set of values leads to no matching ro…Sourabh Sen 12 views 4 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
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Is it possible to merge the customer and supplier into a single party ID or accounts with sites?Summary: We have a single organization created twice as two different parties (Party IDs) as a supplier and a customer. Is there a method to merge the supplier Party ID …
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Oracle Sales Cloud - Custom button on cx mobile appSummary: i would like to add a custom button in the Task entity in our mobile app. I would like the button to call a groovy script. Just to mention that this button is a…
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HTML tags are displayed when copying text from the email body to Activity DescriptionSummary: When creating an Activity, we often copy content from the email body into the Activity Description field. However, doing so causes HTML tags to appear in the de…
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Oracle recruiting cloud - Microsoft 365 integration to multiple M365 accountsSummary: Hi Team, My client is maintain the multiple M365 accounts each per agency, as we know we can integrate one M365 account to ORC for Interview calendar integratio…
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How to automate the file import process for administrator profile values?Summary: How to automate the file import process for administrator profile values? Content (please ensure you mask any confidential information): How to automate the fil…
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Video: Calling Object Functions Over RESTCalling Object Functions Over REST This tutorial will show you how to create an object function in Application Composer both with and without input parameters and call t…
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Missing documentation in docs.oracle to sales cloud or fusion service cloudSummary: It used to be easy to find documentation for Oracle Sales Cloud, such as user guides, administration manuals, implementation guides, tables, etc. Now it is impo… -
Need Capability of selecting specific Attributes to be part of Account MergeSummary: In CX Sales, we have two Accounts named as : customer 1 and prospect 2 Business wants to merge prospect 2 with customer 1 but after merge business wants that 'A…
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Direct CPQ–Fusion PIM Integration with Salesforce CRM (No SPIM)Summary: The inquiry is about whether CPQ (Configure, Price, Quote) can be integrated directly with Fusion PIM (Product Information Management), bypassing SPIM (Sales Pr…Riddhi Soneji 38 views 1 comment 0 points Most recent by Emmanuel Zambrano-Support-Oracle Configure Price Quote