Core SFA
Discussion List
-
Interactive Demo Hours: Unified Marketing and SalesAlways live, never recorded! In this one hour showcase, you’ll see Oracle’s complete suite for Unified Marketing & Sales including our customer data platform, marketing …Kayleigh Halko - Oracle-Oracle 1 view 0 comments 0 points Started by Kayleigh Halko - Oracle-Oracle Sales -
Redwood UI: How to restrict address changes based on address type?Summary: How to restrict Sales user from editing or deleting addresses that were sync over from Receivables customer? Content (please ensure you mask any confidential in…
-
Do you know how simple it is to roll out an Agent in Sales?Summary: I put together a short video that shows how easy it is to activate an out of the box Sales agent using AI Agent Studio. https://videohub.oracle.com/embed/secure… -
Creation Page layout not available in oracle cx mobile appSummary: I am implementing the Mobile CX app for the sales user. I trying to implement the same offering in cx sales mobile app as like we customize creation page on SUI…
-
Is Business Unit required for Opportunity in Redwood Sales?Summary: Is Business Unit required for Opportunity in Redwood Sales? Content (please ensure you mask any confidential information): In Redwood Sales, is Business Unit no…
-
Can I use expression in Routine Field Update action?Summary: Can I use expression in Routine Field Update action? Content (please ensure you mask any confidential information): I want to create a Routine schedule to updat…
-
Activity Stream showing "Yesterday" for an attribute I just modifiedSummary: Activity Stream showing "Yesterday" for an attribute I just modified Content (please ensure you mask any confidential information): I just modified an account's…
-
How to Display Follow-Up Activities Created via "Create Follow-Up Tasks" in a Subtab in classic UISummary: Hi all, In Oracle Sales Cloud, users can create follow-up activities using the "Create Follow-Up Tasks" action from within an existing activity. I'd like to dis…
-
Does Routine support bell notification?Summary: Does Routine support bell notification? Content (please ensure you mask any confidential information): I want to create a routine to send in-app notification to…
-
Opportunity browse catalog list priceSummary: Opportunity browse catalog list price question Content (please ensure you mask any confidential information): Is there any documentation on this feature? Where …
-
Team Member Access Full vs EditSummary: What's the difference between Full and Edit? Content (please ensure you mask any confidential information): What's the difference between the Full and Edit acce…
-
What happened to sales implementation guides?Summary: Hi, I'm trying to find some information that used to be on the classic guides (implementation guide, reference guide, getting started….), but now they're gone. … -
Remove OOTB "Depends on Business Unit Identifier" Message from Rank Field During Mass Lead UpdateWhen using the mass update feature on leads, how can I remove the default statement "Depends on business unit identifier" that appears on the page on selecting "Rank" fi…
-
The Competitor Values are not corresponding to the line of business after duplicate error messageIn the Sales lead, when we select a competitor line of business and its corresponding competitor in the "Add Competitors" drawer page, it is working fine. When I try to …
-
How to make default as All Activities in Activity sub tab on Contact edit pageSummary: In Contact details page, Activities sub tab, how can it be defaulted to always show "All Activities" in search Content (please ensure you mask any confidential …
-
Opportunity Activities - recover dismissed recommendation?Summary: In the Opportunity Activities panel, is it possible to recover dismissed recommendation? Content (please ensure you mask any confidential information): If I hav…
-
What does Email purpose "Mobile" mean in the Contact?Summary: In the Email Purpose drop-down list, there's "Mobile" value, what does it mean and when is it used? Content (please ensure you mask any confidential information…
-
Show or hide a field based on Competitor DCL valueSummary: We have a scenario where we need to show/hide field based on specific value in DCL field. The Id field is used to select the value in competitor but as these co…
-
Create button missing for custom object after 25C update in Prod env in Sales CloudSummary: Create button missing for custom object after 25C update in Prod env in Sales Cloud. Test env is fine and the create button is present after 25C update too. Bef…
-
Is Redwood UX available for Competitors?Summary: Is Redwood UX available for Competitors? Content (please ensure you mask any confidential information): If yes, what's the steps to enable, cause I can't seem t…
-
OSC: Get account/address details from Address Id using REST APISummary: We are upgrading middleware calls from SOAP to REST API. The third party system is saving AddressId and was using AddressId to get to fetch the Address details …
-
How to create B2C customer and differentiate it from the B2B contacts?Summary: Customers consist of B2B customers (using Account object) and B2C customers (using Contact object). How to create B2C customer and differentiate it from the B2B…
-
Redwood CX - Filter custom FCL based on another text fieldSummary: How to filter a Custom FCL field based on a text field. Content (please ensure you mask any confidential information): We have a text field BU which has values …
-
How to refresh data in a custom panel?Summary: Hello, We have created a custom panel for a M:M intersection object between Opportunity and Account. We are also using a custom drawer to add the accounts to th… -
Will Business Plans be coming to Redwood?Summary: Pretty much what the question says. Will the Business Plans be added to Redwood along with their children objects like Objectives, SWOT Analysis, etc.? Content …
-
How to use additional attributes (custom/standard) in opportunity assignment rules criteriaSummary: When creating a new Assignment Rule for opportunity, there is only a small quantity of fields to use in the criteria. How can we use additional fields, such as …
-
Video: CX Sales Add-in for Microsoft OutlookCX Sales Add-in for Microsoft Outlook: Introducing the CX Sales add-in for Microsoft Outlook 365, bringing the power of CX Sales into the Outlook user experience https:/… -
What's the impact of Account Address Type Bill To/Ship To on downstream order and invoice?Summary: What's the impact of creating account address with address type Bill To/Ship To from CX Sales to the downstream order and invoice? Content (please ensure you ma…
-
Select Single - Quick Start Option Missing in Custom DrawerSummary: Hello, We are trying to create a custom drawer on the opportunity object and want to create a drop down using the Account SDP in it. However, the Quick Start op…
-
Redwood: Customer Summary Panel WidthSummary: We have added Customer Summary Panel but we want to enable only 2 cards in it. Even then the width occupied by this panel id quite large as compared to other pa…