Sales
Discussion List
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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 -
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 22 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 101 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…Deepak Prakash 64 views 0 comments 1 point Started by Deepak Prakash Oracle AI for Fusion Applications -
【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 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?Mike de Wildt 23 views 2 comments 0 points Most recent by Mike de Wildt Oracle AI for Fusion Applications
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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
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CX製品: 新リリース情報日本語版公開(25B)CX Cloud製品のリリース毎の新機能を紹介するWhat's Newという文書を日本語に翻訳して日本語ドキュメントのページで公開しています。 日本語版の最新は現在、下記の製品について日本…
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Is Rate Comparison Available in CX for Utilities Sales for Sales Reps?Summary: I’m trying to determine whether Oracle CX for Utilities (CX4U) includes any native Rate Comparison functionality, or if there is a recommended way to support ra…Cesar G 11 views 1 comment 0 points Most recent by Dorian Candelario-Garcia -Oracle Customer Experience for Utilities - CX4U
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Will our customer still engage in licencing problems if we don't customize the Employee Role?Around two years ago, Oracle started requesting all the partners and customers to be aware that the OOTB Employee Abstract Role had privileges from multiple offerings th…Cristian Rogelio Velasco Gutiérrez 21 views 4 comments 0 points Most recent by Cristian Rogelio Velasco Gutiérrez Applications Security
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How can I remove the currency symbol from the metric card in the Sales DashboardIn Oracle Fusion Sales Cloud, the My Pipeline TCV ($Mn) metric card is a custom or duplicated version of the standard Pipeline metric card, showcasing the total primary …Naveen Marujolla 11 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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Query to get ResourceOrganizationName of the userHi All, I am trying to extract resources/users with specific ResourceOrganizationName. I want to extract the ResourcePartyNumber and ResourceOrganizationName. Can you pl…Anj M. 11 views 1 comment 0 points Most recent by Topher Heath-Support-Oracle Reporting & Analytics for Sales
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SSO Options with OSC and other sitesHello, We currently have a SSO set-up from OSC to CPQ and we were looking at additional options for other sites. We were wondering what options we have and what OSC can …
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【CPQ】Redwood CPQのご紹介CPQリリース25AではRedwoodでの見積画面がリリースされました。Redwood UIは、使いやすいUIとなっており、円滑なナビゲーションや最適化されたパフォーマンスをご提供します。また、…
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CX製品: 新リリース情報日本語版公開(25A)CX Cloud製品のリリース毎の新機能を紹介するWhat's Newという文書を日本語に翻訳して日本語ドキュメントのページで公開しています。 日本語版の最新は現在、下記の製品について日本…