Oracle Best Practice
Discussion List
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what settings would ensure that email notifications will have noreply@companydomainnam as the senderSummary: Hi Team, We have setup a few routines in the system that trigger an email to users whenever a lead is rejected OR when a new activity is created. The email noti… -
How to add 'Create Case' as a Quick ActionSteps: Create Sandbox Add & Navigate to Structure Click on Service -> Quick Actions -> Expand Service Center Quick Links Click on Create Enter Quick Action Details Optio… -
How to add Custom fields in Task Edit page within Case Management?We have defined few Action plan action like Investigation Meeting Scheduled. Now when the agent is updating this action we want to capture the actual date of Investigati… -
REST API Calls Limit per Day/per MonthSummary: I would like to know the REST API Call limits per day for Fusion Sales. Is there a service document that I can refer to? Thank you! Content (please ensure you m… -
Is there a short format video demo of the latest CX sales for outlook add in and mobile app?Summary: I'm looking for short-format video demos showcasing the latest CX sales for the Outlook add-in and for the CX sales for the mobile app. Your assistance in provi…
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Invocation of service URL used in connection failed with status code 411 Length Required.Webservice call is getting failed showing the below error Exception in expression "oracle.apps.crm.service.svcMgmt.srMgmt.model.entity.ServiceRequestEO" trigger "SBP_EBS… -
Documentation on Service Profile NotesSummary: Is there any documentation on Service Profile Notes? Content (please ensure you mask any confidential information): Service profile allows user to manage notes …
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SR Due date calculation is delayedSummary: We have a requirement from client, where on the click of the button on the Service Request, the due date of service request needs to be copied from the SR to al…
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How to Enable Bell notifications for CPQ-related events in Oracle CX SalesSummary: We need to enable Bell notificaitons for CPQ-related events in Oracle CX Sales and take the users to CPQ from those notificaitons Content (please ensure you mas…
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How to Enable Membe Opportunity Visibility Across Multiple Organizations in Standard Sales Security?Hi, We’re working with standard sales security in Oracle Fusion Sales (not using Advanced Sales Security or Enhanced Territory Management) and facing a visibility issue …
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How To Create a Multiple Select Choice ListIf you need a Multiple Select Choice List, you can achieve this by defining it as an FCL (Flex Code List) with Multiple Select Choice List enabled. In Oracle Visual Buil…Edson Junior, Oracle 244 views 0 comments 0 points Most recent by Edson Junior, Oracle Fusion Service
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Not able to fetch service request due date in groovySummary: We are using milestones to calculate the due date on the Service request, this calculation is oracle behavior and we do not have any visibility about where it i…PranjalSingh 12 views 1 comment 0 points Most recent by veerendranath pulivarthi-Oracle Fusion Service
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how to enable sales lightbox under redwoodHi Everyone, we have a requirement to enable the sales lightbox under the redwood sales. Currently we can see the lightbox only in classic sales group only. Even in stru…
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How can I link 2 accounts to an opportunity?Summary: I have created a Dynamic Choice List type field in the Opportunities object that queries the accounts object for one type of accounts, but I need that Opportuni…
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Restricting the Create access for Certain role in WorkspaceSummary: Hi Team, We need help with the Workspace. In the Account workspace, we see a Create option, and we’d like to restrict it for certain roles. Instead of removing …
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Manage JDE Sales Order Historical Data In Oracle Fusion CX SalesWe need to load JDE sales order historical data into Oracle Sales Cloud for reporting purposes. We have two approaches in mind, but the challenge is managing approximate…
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Video: Oracle Sales Cloud IntroductionOracle Sales Cloud Introduction: Introducing the Redwood and next generation sales experience. From the Implementing Redwood Sales video series. -
How to Open a Custom App UI from the Launchpad Using the In-App TabsIf you’re building your own App UI — for example, to support use cases involving standalone top-level and child objects — and want users to launch it from the Oracle Lau…Edson Junior, Oracle 27 views 0 comments 0 points Most recent by Edson Junior, Oracle Fusion Service
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Show aggregations even if count is 0Summary: In aggregations lets say I have a picklist of 30 values , in the response I get the values only if records are present, but we need to get all irrespctive of re…
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I want to fetch Primary PPS values in DCL Field how to create and what filters I have to useSummary: Content (please ensure you mask any confidential information): For Primary PPS i want to send an approval notification, for that I am trying to create a DCL fie…
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What’s New in 25B – Highlights by ModuleWe’re excited to share some of the key enhancements from the 25B release that can help your teams work smarter and deliver great service. Below are some updates grouped …Edson Junior, Oracle 1.2K views 0 comments 0 points Most recent by Edson Junior, Oracle Fusion Service
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How to deactivate a Particular Customer in Oracle Fusion Cloud ?Summary: Users are able to select a particular customer after it was deactivated from the AR Module. They are able to create some transactions in both quality / Service … -
Video: Integrating Microsoft Exchange with CX SalesIntegrating Microsoft Exchange with CX Sales: Direct integration between Microsoft Exchange
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CX CLOUD: HOW TO: Flexible Contact Verification for Lead Creation in NEXT GEN/ Redwood SystemSummary: Exploring Methods for Validating Contact Information - Identifying a strategy to verify that at least one out of three contact details (Email, Office Phone, Mob… -
Can Opportunity Revenue Lines default sorting of rows be customized in the UI?Summary: We need to customize how the Opportunity Revenue Lines are displayed in the UI by default like based on Name for example. Content (please ensure you mask any co…
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What is the recommended frequency to schedule this ESS job?Is there a recommended frequency to schedule the ESS job 'Synchronize Financials Accounts and Contacts with CX Sales'?
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Video: Extending the SubviewExtending the Subview: Adding and changing the fields that display in a subview table, along with an overview of subviews From the Implementing Redwood Sales video series
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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 … -
News Feed layout provides a fast home page and improved user experienceSummary The News Feed home page layout in CX Sales will give your users what they want – a super fast home page.Content The News Feed home page layout can significantly … -
Fusion Service Redwood Extensibility Guide🚀 A collection of videos and resources to assist you in implementing Fusion Service Redwood. This list is continuously updated, so be sure to bookmark this post and che…