Sales
Discussion List
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Pull Contacts in the Contacts Report using Account Manager and Regional Manager criteria.Summary: What is missing or incorrect in below queries or approach we are trying to use. Criteria: As an Account Manager when I launch the Contact Report, I would see My…Myles S. 51 views 3 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales -
How do I remove the measure labels from my bar chart so it doesn't show in the legend?I have a horizontal bar chart and have noticed that the "measure labels" is in the Vary Color By section of my chart. I can move it to Group By, Sections, and Graph Prom…Tonya H 61 views 6 comments 0 points Most recent by Vikrant Tripathi Reporting & Analytics for Sales
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Business Intelligence Publisher Bursting to Email upper ThresholdContent Business Intelligence Publisher Bursting to Email upper Threshold Requirement: 50000 Bursting records get selected and they need to be sent as Email Attachment i…Shivakumar Ayyanagowdar-Oracle 268 views 13 comments 1 point Most recent by Prudvi_Batlanki Reporting & Analytics for Sales -
Delete Icon Not Working for Files on “Generate Goals and Strategies” on Redwood PageI am unable to delete an uploaded file from the "Generate Goals and Strategies" page within business plans. Steps to reproduce: Create a new business plan under any exis…
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Can CX4U data or dashboards be displayed in the Fusion Sales Mobile App?Summary: We’re exploring how CX4U integrates with the Fusion Sales Mobile App, specifically whether data sourced from CCS through CX4U can be exposed or displayed in mob…
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Sales cloud AI features as InfoletsHi All, For Oracle Sales Cloud Application either in redwood UI or Simplified UI, there are AI features enabled!! Can we show them as infolets either at the object level…Aditya Varma Gadiraju-Oracle 1 view 0 comments 0 points Started by Aditya Varma Gadiraju-Oracle AI for Fusion Applications
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Unexpected Multiple Agent Execution in Multi-Agent Orchestration in AI Agent StudioHello, I am using AI Agent Studio in Oracle Fusion Sales Cloud to implement a multi-agent orchestration. Each agent has a specific role, and I have added strict instruct…K Rohith Kumar Reddy 21 views 0 comments 1 point Started by K Rohith Kumar Reddy AI for Fusion Applications
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「VB Studioライフサイクル管理入門」のウェビナーを開催9月18日に「VB Studioライフサイクル管理入門」のウェビナーを開催します 開催日：9月18日（木曜日） 時間：午後1時30分〜3時（日本時間） 対象者：Oracle Fusion Application(ERP,H… -
Map-based visualizations in OTBIWe are currently working on Sales Reports in OTBI within the Redwood UX environment, and the customer has requested the ability to include interactive maps within the re…Mira_Emad 21 views 2 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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How can we disable the option "Export to Excel" and Export to CSV" on the Express reports page?We would like to disable the action to "Export to Excel" and Export to CSV" from this Express reports page. We have checked in Visual Builder studio and also roles and a…User_0UTJO 21 views 2 comments 0 points Most recent by Prabha.R Oracle-Oracle Reporting & Analytics for Sales
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Can order SKU decrement a separate item SKU in inventory?Summary: Our inventory team wants to track an item in the smallest unit of measure in inventory however we cannot use that item SKU on the order as there are fees tied t…
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Which role /Privileges is required for accessing sandboxSummary: Which role /Privileges is required for accessing sandbox Content (please ensure you mask any confidential information): Version (include the version you are usi…veenakudari-Oracle 108 views 3 comments 0 points Most recent by Himanshu_Agrawal Applications Security
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Marketing - CRM B2B Customers Subject AreaSummary: Marketing - CRM B2B Customers Subject Area Content (please ensure you mask any confidential information): Hi Team, I am looking for details on "Marketing - CRM …Nidhi Chhajed 11 views 7 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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Error : The record didn't load because of an exception. Rerun the import.Summary: I am trying to load Account, Opportunities and SRs in the application via EDLC. And most of the records are getting rejected with an error " The record didn't l…
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What are the privleges to see service request relationship SubtabHello, What privileges are required to see and manage service request relationships. We use a custom role and right now the role sees just an empty window in the Relatio…
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AI Agents Studio - Use cases not workingSummary: Hi Team, We are currently using the demo environment to set up a Sales Assistance Agent designed to help users create sales accounts. However, we are encounteri… -
【Sales】25B (2025 年 7 月) までに Microsoft 365 の Redwood UX アドインに移行するTransition to the Redwood UX add-in for Microsoft 365 prior to 25B (July 2025) まとめ： アップデート23Cでは、最新（第3世代）のOutlookアドインである Redwood UX Add-in for…Takahiro Hirano-Oracle 1 view 0 comments 0 points Started by Takahiro Hirano-Oracle 日本語Oracle CXフォーラム -
How to show the Interaction Summary in Accounts Redwood UI?Summary: We are trying to show the Engagement Level for Accounts in the Interaction Summary of Account Hierarchy Subview, however we are not sure where to add / show the… -
How to show the records in Duplicate Accounts list in Oracle Sales Redwood UI?Summary: I was able to set up an Account Deduplication model and it shows results in Review stage. However, when I try to test in Account > Show Duplicate Accounts, it d…
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Query for Account Profile DataNeed support to get the information in the screenshoot… CRM Account Profile. thanksMMendoza 11 views 3 comments 0 points Most recent by Madhuri Cheruku-Support-Oracle Reporting & Analytics for Sales
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【CPQ】CPQ Redwood: フィールドにコンテキストアクションを追加するTip Tuesday : CPQ Redwood : Add action contextual to a field まとめ： リリース25Aからは、CPQ Redwood見積ページのセクションの任意のフィールドにコンテキストアクションを追…Takahiro Hirano-Oracle 1 view 0 comments 0 points Started by Takahiro Hirano-Oracle 日本語Oracle CXフォーラム
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【CPQ】CPQ redwood ですべての属性が非表示になっている場合はビューを非表示にするTip Tuesday : Hide Views if all attributes are hidden in CPQ redwood まとめ： これは、現在のステップでユーザーに表示される属性がない場合に CPQ redwood のビューを非表示に…Takahiro Hirano-Oracle 2 views 0 comments 0 points Started by Takahiro Hirano-Oracle 日本語Oracle CXフォーラム
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【CPQ】CPQ Redwood でロゴを追加または変更する方法Tip Tuesday : How to add or change Logo in CPQ Redwood まとめ： CPQ Redwood Designerに組織のロゴを追加する方法を紹介する短いビデオです。ロゴ画像をまだお持ちでない場合は…Takahiro Hirano-Oracle 1 view 0 comments 0 points Started by Takahiro Hirano-Oracle 日本語Oracle CXフォーラム
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Need BI Report to get total Payout amounts per plan components in SalesSummary: Hi Experts, We are looking for BI Report to get total Payout amounts per plan components, the sum needs to group by based on Plan Name , Component Name, Perform…Rama123-Oracle 11 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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AI Agents: Customer service rep Assistant for returns (with business object data/context)Summary: Release 25B lists out a new AI Agent - Customer Service rep Assistant for Returns. Content (please ensure you mask any confidential information): I do not see a…
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How to get user deactivation date details in fusionSummary: Our customers audit requirement is to get the deactivated user details when the particular user got deactivated and by whom. But from Fusion we are not able to …
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AI Agent Studio - Eloqua and/or Sales CloudI am wondering how I can access AI Agent Studio and how this can help in Oracle Eloqua and / or Oracle Sales Cloud?
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Specific information regarding the UCM (Universal Content Management) folderSummary: Requesting for some specific information regarding the UCM (Universal Content Management) folder that we are currently working with. Accessing View Object Files…Carlo Orolfo 21 views 1 comment 0 points Most recent by Prabha.R Oracle-Oracle Reporting & Analytics for Sales