Sales: Forecasting
Discussion List
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How we can maintain the custom fields in view resource detailsWe need to maintain a custom field at the Resource level in Oracle Fusion CX, and it should be editable and visible on the “View Resource Details” page. The Resource Det… -
END OF LIFE NOTICE: Classic Sales and Service Experience in FusionOracle is announcing the retirement of the Classic Sales and Service user experience in upcoming Fusion releases. Beginning with the 26D update, the Classic interface wi… -
Perform Object Sharing Rule Assignment Processing ErrorSummary: Perform Object Sharing Rule Assignment Processing Error on Sales Leads. Content (please ensure you mask any confidential information): The Object sharing rules …
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Users are getting the error "The value of the attribute team member isn't valid"Users are getting the error "The value of the attribute team member isn't valid" while creating Accounts in the Oracle Fusion CX Sales Cloud Service application. Please …
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Opportunity data is not visible in Forecast UIHi Team, In the Forecast UI, we are unable to view the opportunity data in the snapshots. We have already run all the related jobs, but the data is still not appearing. …
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REST API - Unable to create a custom field of type Text for object AccountSummary: Unable to create a custom field of type Text for object Account Content (please ensure you mask any confidential information): We're trying to create a custom f… -
Refresh Sales Forecast Dimensions process erroring outSummary: Hello, Refresh Sales Forecast Dimensions process is erroring out even after running "Generate Sales Forecast Metrics process" first. the error log says - You mu…n_Kiranmayee-Oracle 21 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Sales
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Forecast Sales based on the demand received from the customerWe have requirement as below: Customer of Christensen Farms (CF) sends the Delivery Schedule to CF for the upcoming 2 weeks. This includes the quantity of items required…
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Sales Forecast Quotas - are Territory Quota and Sales Resource Quota still valid?Summary: Since Quota Management is being deprecated, are Territory and Resource Quota still valid? Content (please ensure you mask any confidential information): In Redw…
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How to run territory assignment job with multiple view criteria parametersSummary Multiple view criteria in opportunity territory assignmentContent Hello Experts, While scheduling the territory assignment ESS job, we have requirement to schedu…
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Suggestions for replacing the Sales Campaign feature in CX Sales ?Question : **This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: Discontinue of the Sales Campaign feature in CX Sales. …
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Redwood Forecast - DocumentationSummary: Redwood Forecast - Documentation Content (required): Looking for documentation to enable and use Redwood Forecasting, we already have ADF forecasting but when w…
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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…
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Quota Attainment is not coming in Redwood ForecastingWe have complete setup for Territory,Quota and Redwood Forecast , still we can not see Quota Attainment under Redwood Forecast but we can see Quota Attainment correctly … -
Oracle is a Leader in the 2025 Gartner Magic Quadrant for Sales Force AutomationSummary: For the ninth year in a row, Gartner recognizes Oracle Sales as a Leader for sales force automation. Read the full report to find out why Oracle delivers one of…
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Opportunity - remove mandatory product revenue when closed/lostHi, The revenue in opportunity in our CRM system was set as mandatory for all sales stages. We want to update the constraint so its not mandatory when sales stage is clo…
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How to configure auxiliary dimension for opportunity custom field for territory assignmentContent Hi All, Can anyone help me with steps or special configuration steps required to setup opportunity object custom field as auxiliary dimension. i was following or…
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Opportunity Product Currency Defaults to USD Instead of GHS Despite Multicurrency SetupWhen an opportunity is created and a product is selected, the currency on the revenue line defaults to USD instead of Ghana Cedis (GHS). We have already enabled the foll… -
Can we leverage custom fields for Sales Forecasting in Redwood?Summary: We have set up Sales Forecasting in Redwood on the basis of Organization Hierarchy. Territory Management has not been implemented on our project. With regards t… -
how to delete resource centric territorySummary: I have deleted the Resource-Centric Territory by these steps, In order to delete the resource-based territories from the Territories list, please resubmit the "…
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Connecting Activities to Business PlanSummary: Is it possible to connect an existing Activity to an existing Business Plan? I know you can connect existing Opportunities and Leads to Business plans, but for …Meheffler 21 views 3 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
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Sales Quota allocation by salesperson and productSummary: Idea is declined, with suggestion to look at EPM Quota Planning instead. Content (please ensure you mask any confidential information): Referring to suggestion …
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Tracking Trends and Changes in Your ForecastSummary: Tracking Trends and Changes in Your Forecast using the Changes Since filter Content: Please watch the following video for an overview of Sales Forecasting trend…