Core SFA
Discussion List
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Video: Orchestration Setup and SelectionOrchestration Setup and Selection Define the properties and conditions for which leads, opportunities, accounts or custom objects to include in the orchestration flow. F… -
Unable to update and primary address if it is a primary flag is true using rest APIHeader: Upsert-Mode : true Rest API: https://xxxx-test.fa.us1.oraclecloud.com/crmRestApi/resources/11.13.18.05/contacts/1148115/child/Address/ Payload: { "SourceSystem":… -
Is there a way to bulk add/update business unit values associated to a resource org?Summary: Is there a way to bulk update business unit values associated to a resource org? Content (please ensure you mask any confidential information): Version (include… -
Sales Stage ChevronSummary: Looking for various ways to implement Sales Stage Chevron on Opportunity Content (please ensure you mask any confidential information): User would like to see a…
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how to make opportunity record editable for all users without team restrictionSummary: Hi, we have a requirement to make opportunity record editable for all the users. Currently if you are a member of the opportunity team you can edit the opportun…
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Video: Oracle Sales Cloud IntroductionOracle Sales Cloud Introduction: Introducing the Redwood and next generation sales experience. https://videohub.oracle.com/embed/secure/iframe/entryId/1_4lcoo5iy/uiConfI…
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Account search by an attribute other than Account NameSummary: Our customer wants to search for an Account by using a parameter other than Account Name on the Account Management page. They do not want to use the Advanced Fi… -
Timeout to activate opportunity sales orderSummary: We have one specific opportunity which users are not able to activate a quote (sales order). Content (please ensure you mask any confidential information): When… -
Video: Integrating Microsoft Exchange with CX SalesIntegrating Microsoft Exchange with CX Sales: Direct integration between Microsoft Exchange https://videohub.oracle.com/embed/secure/iframe/entryId/1_jbroekg8/uiConfId/3…
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query to get address number via SourceSystem and SourceSystemReferenceValue (address).Summary: query to get address number via SourceSystem and SourceSystemReferenceValue (address). Looking for table_name to get the values of SourceSystem and SourceSystem…
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Feasibility to add contact in account hierarchySummary: Hi Team , The customer is interested in the possibility of adding a contact to the account hierarchy. They would like to include a contact record as a child of …Lakshmi_Sasidharan 1 view 1 comment 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
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Feature Friday: News Feed Home PageContent The News Feed home page layout is our recommended way for you to give your users a fast, easy to use home page. To help you understand and quickly switch to the … -
Trouble Updating Fusion Company LogoSummary: Our leadership is requesting we update the CRM company logo. I'm working through the guide "Configuring and Extending Applications - Configure Redwood Themes" b…
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How to edit the URL of Web Services in App Composer?Summary: After a P2T or T2T, how do I update the URL in the Web Services in the App Composer of Dev/Test instance to point to the correct target URL? Content (please ens…
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Required filter prompt VP, Regional VP, Sales Manager, Sales repSummary: I am creating a filter prompt where I need to display VP, Regional VP, Sales Manager, Sales Rep as a dashboard prompt Content (please ensure you mask any confid…Mohammed Hyder 21 views 1 comment 0 points Most recent by Prabha.R Oracle-Oracle Reporting & Analytics for Sales
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How to integrate teams using delegate optionSummary: Hi, How could we integrate Sales Opportunity and Teams, using "Delegated Permissions" instead of "Application Permissions"? The reason for that, is that "Applic…
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Video: Configuring CX Sales Outlook Add-inConfiguring CX Sales Outlook Add-in: Tailor the CX Sales Outlok add-in experience for your business and your requirements https://videohub.oracle.com/embed/secure/iframe…
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Video: Orchestration Introduction and OverviewOrchestration Introduction and Overview An introduction and overview of Sales Orchestration in the Redwood Sales experience. From a multi-part video series on Sales Orch…
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Activity Pickers - Create a RecordSummary: It appears that the Account and Contact pickers include the Create Action on every object except activity. Account Picker on Opportunity Account Picker on Activ…
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Video: Orchestration RuntimeOrchestration Runtime Understanding how the runtime executes an Orchestration flow From a multi-part video series on Sales Orchestration. https://videohub.oracle.com/emb…
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Video: Orchestration ManagementOrchestration Management Managing the Orchestration instances From a multi-part video series on Sales Orchestration. https://videohub.oracle.com/embed/secure/iframe/entr…
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Video: Orchestration Step TemplatesOrchestration Step Templates: Defining and using Step Templates in an Orchestration flow From a multi-part video series on Sales Orchestration. https://videohub.oracle.c…
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Video: Orchestration Wait StepOrchestration Wait Step: Define the Wait step of an Orchestration flow From a multi-part video series on Sales Orchestration. https://videohub.oracle.com/embed/secure/if…
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Video: Orchestration Field Update StepOrchestration Field Update Step: Define the Field Update step of an Orchestration flow From a multi-part video series on Sales Orchestration. https://videohub.oracle.com…
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Video: Orchestration Stop and Next Stage StepsOrchestration Stop and Next Stage Steps Defining both the Stop and Next Stage steps of an Orchestration flow. From a multi-part video series on Sales Orchestration. http…
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Video: Orchestration Outbound Email Automation StepOrchestration Outbound Email Automation Step Defining the Outbound Email Automation step of an Orchestration flow From a multi-part video series on Sales Orchestration. …
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Video: Orchestration Logic Node StepOrchestration Logic Node Step: Defining the Logic Node steps of an Orchestration flow From a multi-part video series on Sales Orchestration. https://videohub.oracle.com/…
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Video: Orchestration Task StepOrchestration Task Step Defining the Task step of an Orchestration flow From a multi-part video series on Sales Orchestration. https://videohub.oracle.com/embed/secure/i…
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Video: Orchestration ObjectivesOrchestration Objectives: Setting up the overall objectives of the orchestration, which will subsequently be broken down in to steps as you advance the sales play From a…
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BUG? - Resource role update in Manage User taskSummary Known bug?Content In Manage User task, if I update resource role for a user, a new role is added to JTF_RS_ROLE_RELATIONS. This is what happens - If user A has r…