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- 1 Sales Questions and Answers
- What's the Redwood Migration Accelerator tool?
- What are the system requirements for Microsoft integration?
- What are the system requirements for Oracle CX Sales Mobile?
- How do I configure real-time and near real-time access for access group object records?
- What can I use the Security Console for?
- Why isn't an account created when I create a contact?
- How can I see the Party ID of the Sales owner of a contact?
- Can I modify a deep link to navigate to a specific activity from Workspace?
- How do I configure address regions for accounts and contacts?
- How do I create and change sales statuses for my opportunity?
- How do I edit Adaptive Search parameters?
- What's lock assignment?
- How can I differentiate between copied Opportunities and Opportunities created using Create button?
- How do I access the Routines dashboard?
- What are rollups?
- How can I adjust forecasting windows and set forecasting options?
- How can I display workflow notifications for Assignment Manager batch process jobs?
- What do I need to know about changing recipient territories?
- What's the maximum number of opportunity revenue lines for one opportunity?
- How do I troubleshoot user access issues?
- How do I run the processes that index the legacy CRM Search?
- How do I run and monitor Adaptive Search background processes?
- How can I defer replicating records during reindexing?
- What are opportunities?
- What are some common opportunity forecasting scenarios?
- How can I act on multiple records at the same time?
- How do I use dynamic and nested dynamic tabs?
- Why can't users edit contacts even when they're the owner?
- How can I improve the performance of my sales team?
- How do I create sales restricted users?
- How do I remove unneeded privileges from my custom employee abstract role?
- What's the lead-to-opportunity attribute mapping?
- How can I define the automatic assignment of Lead team resources?
- What types of assignment rules can I create?
- Can I sort opportunity searches by the last update date?
- How do I switch to Work Areas powered by Adaptive Search
- How can I sort my opportunity list by last updated date?
- How do I access Workspace data offline?
- What are the Adaptive Search setup UI components?
- How do I make the currency selection field editable for leads and opportunities?
- How can I view the list of currencies I've enabled in the Currency field for my Opportunity?
- How do I manage resource organization hierarchy changes?
- How do I run the Perform Object Sharing Rule Assignment Scheduled Process?
- Can I modify the phone types for accounts and contacts?
- Can you add extra columns to a fixed choice list field?
- How frequent are updates to Oracle licensed geography reference data available?
- How do I import activity contact data?
- How do I edit the data access permissions for a custom role and an object?
- How do I enable mass update of records in classic Oracle Sales?
- How can I add custom objects, custom child objects, and custom fields to Workspace UI?
- How do I make a field searchable in the UI?
- How do I share a saved search with everyone or with specific job roles?
- How do I create and manage saved searches in classic Oracle Sales?
- Why can't I find users to add as a resource in the Resource Directory?
- What are the roles or privileges needed for accessing Survivorship Rules?
- How can I make sure the sales territory hierarchy mirrors the resource hierarchy?
- Can I set up CX Sales Mobile to display a home page infolet?
- What can I do if the "What's Around Me?" mapping feature isn't working in CX Sales Mobile?
- How can I create a BI report of the notes associated with a sales lead?
- Can I include a prospect account in a sales territory?
- What's the best practice for assigning sales team members to accounts?
- I didn't set up sales territories, so how can I use quotas, a feature that requires them?
- How can I assure that the assigned lead owner remains the owner when the lead is converted?
- How do I download and install the external data loader client?
- How is geography data updated? Are updates available for all countries at the same time?
- Can I create a custom field for CX Sales Mobile?
- What are the roles required to import or export data?
- Why is Import Geography Data Disabled in Manage Geographies?
- How do I import geographies?
- How do I enable the filtering of visualizations by team members?
- How can I enable multiple addresses for accounts?
- How do I set up the "What's Around Me?" maps feature?
- Why is my Adaptive Search publish process taking time to complete?
- Can I modify or translate saved searches using the User Interface Text tool?
- Is there a limit on the number of products you can include in a sales catalog product group?
- How can I fix an invalid relationship error when converting leads?
- How can I remove the standard buttons on the Account Activities page in Sales?
- How come I don't see products in leads or opportunities?
- How can I configure and extend application pages for territories?
- How do I enable import of custom objects?
- How do I import resource data?
- Import Your Sales Team Member Data
- How do I import data?
- How do I import contract header descriptive flexfield data?
- Why can't I see some classification information in Customer Center?
- How do I import contact point data?
- How do I import product group data?
- How do I import incentive participant role assignments data?
- How do I enable the verification of addresses, emails, and phone numbers?
- How do I apply mass update to accounts and contacts?
- What's the size limit for attachment files in the sales application?
- How do I apply the Redwood look to my home page and configure the page?
- If my organization forecasts by opportunity owner, how do I assure salespeople see their forecasts after importing resources?
- How do I set up Global Search if it isn't working?
- How do I stop users from being spammed with reminders?
- How can I protect supporting documents from deletion?
- How can I fetch only supplier sites that belong to the supplier on a contract?
- Can contracts deliverables functionality be used in standalone mode?
- How do I create membership rules for custom access groups?
- Why can't my ERP users access Sales and Service data?
- What roles do suppliers need to get access to the Procurement Contracts pages?
- What are the supported electronic signature (eSignature) providers?
- How do I enable notifications for Sales?
- How do I import contract line data?
- How do I import contract data?
- How do I import incentive transaction data?
- How do I monitor import activities?
- What are the best practices for high volume data import?
- How do I create a standalone resource?
- How can I hide the contact address from the leads pages in classic UI?
- How do I enable address verification and to avoid data conflicts between the Oracle Address, Email, and Phone Verification and master reference geography data?
- How do I configure the default Activity search?
- Can I disable Global Search for specific roles, such as partner roles?
- How do I reactivate a deleted resource?
- What do I do when I get an error when running the Refresh Territories from Resources process?
- How can I track multiple emails for a contact?
- What can I use as a replacement for Oracle Social Network in Sales and CX Sales Mobile?
- How do I update employee information using import management?
- How do I display the country in the address field?
- What fields can I audit for Sales?
- Can I check what infrastructure is used by Sales to run the database?
- How can I change an existing error message?
- Can I add custom child object fields as columns in the Workspace list?
- How can I restrict email notifications on weekends using Groovy?
- What profile options do I need to set for qualifying leads?
- How can I prevent an opportunity I'm editing from being selected as a child Opportunity?
- What do I do when the Synchronize CRM Search Indexes process is stuck or ends with an error?
- How do I auto generate billing account numbers?
- How do I auto generate party site numbers?
- How do I auto generate contact numbers?
- How do I auto generate party numbers?
- How can I add new note types?
- How do I notify a lead owner by email when a lead is assigned to them?
- Why don't I see any products and product groups when I try to add them to leads and opportunities?
- Can I set the CX Sales Mobile app to provide directions from Google Maps instead of Apple Maps on iPhones?
- Can I hide a country?
- How do I verify email addresses and phone numbers?
- How to have different contact address fields depending on the country selected?
- How do I undo enrichment of an enriched account?
- Why should I use the Maintain Party and Location Current Record Information process?
- How do I import Non-Oracle Licensed geography data?
- How do I purge inactive data?
- How do I add a geography to the geography hierarchy?
- How do I define set attribute value rules?
- How do I override system mapping?
- What's the master record selection setting?
- How can I search for an account by any of the words in the name when creating an opportunity?
- Manage Export Objects
- How do I get sales quotes to work in CX Sales Mobile?
- How can I use Sales as my SSO provider with CPQ?
- How do I copy custom fields from one object to another?
- Can I rename a custom role in an access group?
- How do I set up VAT or other tax policies for CX?
- How do I use message templates?
- What's a foldout subview and what new search functionality was introduced in 23B?
- What's Next Gen Sales?
- Can I delete a custom subtab that was added to the classic UI?
- Can I increase BI Publisher output to CSV beyond the maximum setting of 2 million records?
- In SQL, how do I show a date in the date format: 19 July 2023?
- Can we change the file type and delimiter for BI Cloud Connector (BICC) extracts?
- Why are users with my custom role for OTBI not able to see sales data in OTBI reports?
- How do I make custom PVOs visible in BICC?
- How do I hide an OTBI file path in the browser address bar to enhance security?
- How can I migrate an analysis or dashboard from one Fusion application environment to another?
- Can I see prior changes to a field after I've added it to the application?
- Is any data stored on the local machine when installing the Outlook add-in?
- Can I create a custom subject area from a custom data model in BI publisher?
- How do I create an analysis report for Lead Source?
- How do I make custom dynamic choice fields (DCLs) visible in analytics?
- Which subject area can I use to create an analysis that shows the resource roles assigned to the resources within the internal resource organization hierarchy?
- How do I create a report on fields on an object, such as a contact, that are filled or not?
- How do I manage geography validation?
- Can I sync my Financials accounts with Sales?
- Why am I getting the error, "Unable to retrieve content. Additional information for Remote Region error #5?"
- How can users access both Sales and Service apps?
- How do I manage Geography Structures, Hierarchies, and Validation?
- How do I replace the existing master geography data with revised Oracle-Licensed geography data?
- Can I translate dynamic choice list (DCL) values into the language of the signed-in user?
- Is there a way to add links to attachments in a report?
- What determines which task and appointment notifications salespeople receive?
- How do I enable desktop pages for Resource Directory?
- How do I set up the required address option for accounts and contacts?
- How do we dynamically insert logo images into our RTF template?
- Data Import Options
- How do I generate the resource reporting hierarchy?
- How do I synchronize the GUID of users?
- How do I map import fields?
- How do I create a report that lists attachments?
- How can I build a report that shows when a specific report has been run and when?
- How do I obtain a list of duty and data roles for Fusion CX?
- How do I refresh BI reports audit data for user adoption reporting?
- How does Oracle back up my Sales data?
- Is there a way to push updates to CX Sales Mobile immediately, without having users sign out?
- Is there any duplicate checking when creating territories?
- Application Usage Insights are enabled in BI and the Objects tab shows correct data, but there's no data in the Sessions tab. Why?
- How do I default the current year in a date parameter in a BI Publisher data model?
- Can I display sales territory change history in the UI?
- Saved searches are displayed in alphabetic order. Can I reorder them?
- How do I navigate the Hierarchy Viewer to view account hierarchies?
- Why aren't Microsoft Outlook emails syncing to CX?
- Why is my new custom field visible in the UI but not showing in BI?
- How do I validate geographies of addresses against master geographies and generate naming references?
- What's the maximum number of custom objects that we can create using Application Composer?
- What's the maximum number of mashups that we can create using Application Composer?
- Do I still need to run the Synchronize CRM Search Indexes process if I'm using Workspace?
- How do I create a custom saved search to share with everyone?
- How many assignment subprocesses can be run for each Service server available in my environment?
- How do I create BI reports for past periods?
- How do I import subscription product bill line data?
- How can I enable the Mass Update feature in Workspace?
- How do I manage party usages?
- How can we use the Contains operator for the Accounts field while searching activities?
- Can I change the accounting calendar after it's being used in transactions?
- How do I manage import objects?
- What do I do if I can't see the account hierarchy in the Redwood user experience?
- Why can't I find the Service Requests tab for Accounts?
- When should I run the Adaptive Search publish process?
- Can I change how opportunity territory-based assignment automatically assigns by opportunity owner?
- Can I specify multiple parallel approvers when configuring my business process flow?
- How can I create an address style format layout?
- How can I create a variation of an Address Style Format?
- What is a Batch Assignment Progress Report?
- How do I request account assignment?
- What is a Batch Assignment Error Report?
- When are territories assigned to accounts?
- What is the security access difference for contacts created by Customer, Prospect, and Standalone types?
- How to make Email and Primary Phone fields mandatory in contact?
- Can I create a sales account owner without creating a user?
- How do I change user resource roles when job assignments change?
- How do I create application users?
- How can my user view application data?
- How do I manage Enterprise Data Quality matching configurations?
- How can I enable a report to show amounts in the user-preferred currency?
- How do I enable duplicate records for many to many relationships?
- How do I enable duplicate checking on CX Sales Mobile?
- How can I hide a smart action from the Actions menu in Workspace objects?
- What privilege do I need to view partner information for my Opportunity?
- Can I change and replace words or phrases that appear on pages and other areas of the UI?
- How do I convert leads to accounts in CX Sales?
- How can I download CX Sales Mobile if I can't access Google Play Store?
- How do I change the first or last name of a user?
- How do I resolve account search errors in Workspace?
- Can I set a standard object field as required using a custom layout?
- How do I enable team-based access to custom objects when using access groups?
- How do I import hierarchy data?
- How can I create an analysis showing only the active sales territories in the Sales - CRM Territory Resource subject area?
- How do I specify the Industry Classification for accounts?
- What are Agreement Rules?
- How do I get financial customer records to appear as accounts in the Sales application?
- How do I enable duplicate checking for accounts and contacts?
- Can I disable the Evaluate Agreement Rules profile option?
- How do I refresh denormalized data for account hierarchy?
- How do I enable duplicate checking in Sales?
- How can I create a list of all prospect accounts and their contacts?
- Can I create a custom field on the Partner Contact object?
- How do I customize the MDF Request approval flow?
- How do I access the Manage Service Mappings sandbox tool?
- How can I configure the Search and Select page for custom dynamic choice lists?
- How do I change the Summary subtab name on the Leads page?
- How can I make the opportunity's Win/Loss Reason field required?
- Why didn't search using the Contains option in the legacy CRM Search return the expected search results?
- Can I import a Java package for use in Groovy scripts?
- Why can't I change the display name of a custom dynamic choice list field?
- How can I remove the Manage User Details link from the Edit Partner Contact page?
- Can I update a deal registration after submitting it for approval?
- Can I set a default value for a child fixed choice list field?
- How do I search for records in Sales in the Redwood User Experience and in Workspace?
- What do I do when I get a BI report time-out error?
- Can I modify creation page layouts in Application Composer to let users add attachments?
- Can I add a Save and Continue button to subtab creation pages in Application Composer?
- Is there a maximum number of page layouts that I can create in Application Composer?
- How can I calculate the difference between the current date time vs. another date time using Groovy?
- How can I get a list of all products and product groups?
- Why is my sales pipeline not showing up in the Sales Dashboard?
- Is Adaptive Search available for on-premise and U.S. government pods?
- Where can I find the lead Deal Size attribute for my BI analysis?
- Do I need to run a process to activate a territory proposal?
- How does the opportunity Predicted Win Probability get calculated?
- How does the AI Lead Score get calculated?
- How can I update prices on product lines?
- How do I create a lead processing activity to run the lead assignment process?
- How do I enable multiple business units (BUs) for sales?
- What sales intelligence features are integrated with Sales?
- How can I delete a partner?
- Why does an approved deal registration still show the option to submit it for approval?
- How you manage Personally Identifiable Information?
- What are the privileges or roles needed to access Resource Directory?
- What are the survivorship rules for parties with custom objects and attributes?
- How to edit the Summary page?
- How do I import organization data?
- How do I import account data?
- How do I enroll into a partner program?
- File Size Limits for Import
- How do I import incentive compensation participants?
- How can I avoid creating a paysheet if the payment amount is zero?
- Can I create a non-monetary earning type for plan components?
- How do I change the way the person's name is displayed in the home page welcome greeting?
- How do I ensure that workflow task notifications in the Global Header and Home Page are synchronized?
- How do I set up a notification when a user requests more information?
- Why am I receiving notifications for contracts that have expired?
- What privileges do I need to run Contract Terms Deliverable Notification processes?
- How do I automate creating resources from users with HCM jobs assigned to them?
- How can I display a country?
- Why is there a Target Release field in the initiatives?
- When a sales VP or another manager leaves, how do I make territories and quotas reflect the new resource hierarchy?
- Why are we getting the ORA-01795 error in BI Publisher?
- What's the name of the audit table for the Opportunity sales object?
- How can I prevent users from deleting opportunities?
- What's LDAP authentication?
- What are the best practices for managing Geography mismatches?
- How do I import plan component performance measure data?
- Can I create a user role to run all scheduled processes?
- Can I rename my assigned saved searches in Workspace?
- How do I add a value to a new lookup I created on the Manage Standard Lookups page?
- How do I change the record set values in Sales?
- What do I do to fix bell notification links so they open Oracle Sales in the Redwood User Experience pages?
- Can a report show opportunity revenue in both corporate and transaction currencies?
- How do I specify the sales order numbering for orders created against service requests?
- How do I create or update Telephone Numbering Plans?
- How can I import additional PIM attributes into Sales products?
- How do I delete a saved search I created?
- How can I set the Close Date field to be blank when I create an opportunity?
- How do I default a filter in a dashboard I embedded in the Analysis subtab of a Sales record?
- Why can't I enable fields for the number of leads, opportunities, and activities for contacts in Adaptive Search?
- How can I notify the new task owner by email when the task is assigned to them?
- How do I embed a BIP report in the Analytics subtab in a Sales record?
- How do I enable account team members to edit accounts?
- Can I see change history for Oracle Sales in the Redwood User Experience?
- How can I create approvals for activities such as appointments?
- How do I set up Activity Feed for Oracle Sales in the Redwood User Experience?
- Can a task template assign a task to a specific user?
- How can I send reminders to an activity owner until the activity is completed?
- Why don't my custom fields appear in the add-in?
- Can I request an environment clone with only some of the data?
- How do you add additional match identifiers while configuring match attributes for Duplicate Identification?
- Is it possible to create an Owner without having to create a user with a license assigned?
- How can I expand the Addresses region by default?
- How do I import contact data?
- How do I import person data?
- How do I import using the external data loader client?
- Can I select which record to retain as the master while merging records?
- How can I identify contacts that are matched with contacts in LinkedIn?
- How can I get a list of all the personal saved searches created by end-users in Sales?
- How do I search in fields in the Details pages?
- How do we display different products in the sales catalog in different business units?
- How can I avoid record lock error on accounts?
- How do I allow the update of sales contacts while protecting ERP contacts from being edited?
- How do I enable the creation of a lead from an account in Oracle CX Sales Mobile?
- How can I get user login history or application usage from Oracle Fusion Applications?
- How do I get started with the Revenue Transformation Solution?
- How do I configure contract approval notifications?
- How do I implement Microsoft 365 for Oracle Sales Redwood UX?
- How do I check which copy maps are used during lead conversion?
- What's the allowed attachment file type and size for sharing emails?
- What effect does the Territory-Based Assignment Selective Update Enabled profile option have?
- How do I reprice and a generate billing schedule?
- How do I filter and search in lists of Contacts?
- How do I delegate activities to another user?
- Why can't I search revenue line details from the Opportunity workspace area?
- How can I enable Oracle Sales in the Redwood User Experience?
- What's the maximum number of values I can use for an Opportunity Rule-Based Assignment (RBA) rule condition?
- How do I import notes?
- How do I prevent duplicate contacts from appearing in the Outlook add-on?
- How do I set sync options in the previous version of the Microsoft Outlook add-in?
- How can I enable recurring revenue schedules for Oracle Sales?
- Why does my Workspace record query return fewer results than the record count in my reports?
- How do I filter records by creation date and time in Workspace?
- How do I use the legacy Sales documentation?
- How do I enable business objects for Adaptive Search?
- How do I remove an icon from the home page for a particular job role?
- How do I get a list of inactive contacts with no activities in OTBI so I can delete them?
- How come I don't see a custom field in the list landing page?
- How can I map lead qualification assessment data to custom fields for my lead using Groovy?
- How come I don't see all of the recurring appointments in my Sales application when I create them?
- How can I email whole dashboards rather than individual pages in OTBI Agent?
- How do I capture a .har file?
- How do I set up the Application Usage Insights dashboard?
- How do I import competitor data?
- How do I import opportunity competitor data?
- Can sales administrators view all of the reports created by others in the Reports and Analytics catalog?
- What's the impact of increasing the frequency of the Periodic Refresh process for Adaptive Search in Sales?
- How do I back up and restore analyses and reports in the OTBI catalog?
- Can I apply mass updates to retire multiple sales leads at once?
- How can I access data from the row picked in the picker?
- What's Orchestration and how do I enable it?
- Can I remove the Add button to prevent adding account addresses?
- How do I edit job or abstract roles?
- What should I know about copying and editing predefined roles?
- How do I capture and claim expenses in Partner Relationship Management?
- How can I view the Parent and Ultimate Parent account fields in Workspace and Redwood User Experience?
- Are there any tools that automate migration of pages and layouts to Oracle Sales in the Redwood User Experience?
- How do I import account contact data?
- Is inline editing of records available from Workspace?
- Is there a limit to the number of leads that I can create in my sales application?
- Can I view orchestration steps from my lead and opportunity guidance panels?
- How do I automatically populate a field value based on another field value without using a picker in Oracle Sales in the Redwood User Experience?
- How do I configure the Edit Details page for accounts in Oracle Sales in the Redwood User Experience?
- Can I remove the currency symbols from the opportunity amounts listed in Workspace?
- How do I enable multiple currencies in Sales?
- How do I allow salespeople select a different currency in Opportunities and Leads?
- How do I change the text of a warning message in Oracle Sales in the Redwood User Experience?
- How do I enable Opportunity and Lead activity configurations for Orchestration?
- Why can't I convert a lead to an opportunity?
- Export Data
- How can I edit Oracle Fusion pages and add fields?
- What's the storage limit and retention period for content stored in UCM?
- How do I generate the diagnostics log for import?
- How do I find Customer Data Management (CDM) subject areas for my reports?
- How do I send updated sales information from CDM to an integrated outside application?
- How can I enable filtering of Price Books in Oracle Sales in the Redwood User Experience?
- Can I save an OTBI analysis as a .CSV file directly to a UCM location?
- Is there a maximum number of fields that you can display in the Details (Edit) page in Oracle Sales in the Redwood User Experience?
- Export Attachments
- What is the impact of party merge on all Oracle Fusion applications?
- How do I create merge requests?
- How do I merge duplicate records?
- How can I prevent users from creating appointments?
- Why can't a sales representative view all products in the audit report?
- How can I create rules to automatically provision job roles to sales users?
- What are the steps to provision a new, additional test environment?
- What are the privileges required to delete sales accounts and contacts?
- How can I see all resource roles assigned to users?
- How do I delete data using import management?
- Can I search on untranslatable name fields that contain Chinese, Japanese and Korean characters?
- How do I synchronize FCL fields with Opportunity contacts?
- Can I change the order of a sales stage associated with the Won status for my opportunity?
- What should I know about sales resources and multiple business units?
- How are products synced between the inventory product master and sales?
- What is the retention period for sales data?
- How do I get the name of the product in an opportunity using Groovy?
- How do I get the badge in a custom panel to be the same color as a standard badge in Oracle Sales in the Redwood User Experience?
- What do I need to do so I can report on a custom object in OTBI?
- Why might I get an error when searching for leads?
- How do I see information about updates and maintenance in Sales?
- How do I restrict account records based on business unit?
- How do I set up activity notifications?
- What is the impact of the ORA_HZ_INCLUDE_REGIONAL_COUNTRY profile option?
- How do I access my LinkedIn Profile?
- How can I report on Sales non-revenue overlay credit in OTBI?
- How can I create a report on account change history?
- Can I get a report on Sales scheduled processes using an SQL query?
- Does the Microsoft 365 add-in for Oracle Sales in the Redwood User Experience support integration with on-premises Microsoft Exchange Server?
- How do I get audit logs for administrator-related activities in sales?
- Are activity notes available in Oracle Sales in the Redwood User Experience?
- How can I find the UUIDs for a saved search and the IDs for its filters in Oracle Sales in the Redwood User Experience?
- How can I give access to non-administrator users to edit certain objects?
- How do I create and manage access groups?
- Why are my accounts created in Sales appearing in Accounts Receivable?
- How do I capture and claim expenses in Partner Relationship Management?
- How do I resolve the MKL-315105 error, which I get while trying to add team members?
- Can I delete deal registration records?
- How do I enable the list of activities in each record in Oracle Sales in the Redwood User Experience?
- Where can I find the country ISO format used in Oracle CX?
- Can I prevent users from deleting attachments?
- Can I create a document approval process using Oracle Integration and Oracle Content Management?
- How can I mask data in an environment?
- Can I change the default activity notification email text?
- Can I use the Oracle ERP Cloud Adapter to integrate Sales and ERP?
- How can I see attachment upload dates?
- How do I enable Adaptive Intelligence features for Sales?
- How do I exclude participants that are end-dated on compensation plan while running the calculation process?
- Why don't I see lists of values for DCL and CLOB field types when creating rules for my Routine?
- How do I use an Intelligent Advisor interview in Sales and Fusion Service?
- How do I send a signature captured in an Intelligent Advisor form to Sales?
- What does the Apply Hold action mean on contracts?
- What are the standalone data security predicates predefined for Contacts?
- Can I change Digital Assistant greeting messages and prompts?
- What are the best practices when an employee leaves the company?
- Can I set custom object data visibility based on security roles?
- How to I provide read-only access for users?
- How do I configure what information displays in the product catalog using Visual Builder Studio?
- How can I find out the number of active users and their roles?
- How can I find the inventory ID of a duplicate product?
- How do I get activities to show up in the records I imported into Oracle Sales in the Redwood User Experience?
- Why can't I find Batch Address Cleansing options?
- Why aren't Microsoft Outlook appointments syncing to CX?
- How do I display the Eloqua digital profile in Oracle Sales in the Redwood User Experience?
- Why is my contract active even though I set an end date?
- How do I close a contract?
- What privilege do I need to create sales contacts?
- Why do I see references of deleted accounts?
- Why isn't the Create Autofulfillment Lines action available for my contract?
- Can the Contract Administrator be a part of multiple contract organizations?
- Why doesn't the Business Unit list of values show any BUs?
- Why am I getting an error when trying to remove an inherited role?
- How can I get a list of Fusion messages?
- Will assigning predefined roles and privileges impact my Oracle Cloud subscription?
- Can I change the "from" address in a workflow email address?
- How can I recover lost data?
- What kinds of visualizations are available in OTBI?
- How can I change the currency precision for Amount fields in Sales?
- How do I generate artifacts manually?
- What generative artificial intelligence features are integrated with Sales?
- When does auto accept occur on a lead?
- What effect does the predefined Opportunity Owner Mapping Set have for territory assignment?
- How can I create an approval process for opportunities?
- How can I make the deal approver the deal owner?
- Which roles do users need to manage notes?
- How can I calculate the number of days based on start date and end date using Groovy?
- How do I add custom Channel Type LOVs for Interactions?
- How do I set the duration for user session timeouts?
- Why isn't the Lock button visible in a product group?
- Why can't users see their alerts in the bell notifications?
- Can I disable the delete action from the calendar?
- How do I disable activity notifications?
- How do I run the Request Dispatch Job?
- How do I delete child entities of inactive party records?
- Can a Data Steward Manager access Source System References?
- How Source System Confidence Levels Work With Survivorship Rules
- Why didn't my saved searches migrate to my target environment?
- How do I run the Request Revenue Territory Assignment scheduled process?
- How do I set up duplicate identification simplified profile options?
- How can I schedule a saved duplicate identification batch?
- What happens when I delete an account?
- How do I view audit reports?
- Can I move a customer registry from one account address set to another?
- What are the different statuses of a scheduled process?
- Is there any feature which creates a customer in the Oracle CX Cloud whenever the suppliers are updated in the Oracle Procurement Cloud.
- Why does the creation of partner users from the Manage User Details UI fail?
- What is the Japanese translation of seed data for ZPM_SALES_CHANNEL?
- Can I remove the Reject Comments dialog box while rejecting a deal?
- How do I upload a new logo for a partner?
- Can a partner user be given quota and access to forecast?
- Why am I not able to access another partner account for a user?
- How do I hide the Primary Address label after enabling multiple addresses for the admin layout?
- How do I hide Primary address label for partner profile for non-admin layouts?
- How can I ensure no duplicate opportunities exist?
- Can I provide visibility of private notes for a particular user role?
- Can I convert an opportunity to a deal?
- How do I save formatting while managing paysheets?
- How do I use multiple rate tables in one plan?
- How do I define a rate table with dates as the dimension type?
- How do I include a performance measure within a user-defined query?
- How do I set the prompt order for a specific period in Oracle Transactional Business Intelligence?
- How do I revert a single transaction in obsolete status?
- How are plan components impacted by incentive types?
- How do I run rule-based assignment on opportunities?
- How do I set the default account type?
- How do I populate a field based on the value of another field, such as a picker?
- How can I implement a create trigger in Oracle Sales in the Redwood User Experience?
- Where do BIP reports get saved and can I change the location?
- How do I change a field into a link in Oracle Sales in the Redwood User Experience?
- How do I purge Sales activities?
- How can I make the opportunity Analytics subtab show only information on a specific opportunity?
- How come I'm unable to see Visual Builder Studio in all of my environments?
- How can I increase the size of a text field with multiple lines of text on the page?
- Is quota setup data included in the configuration package used to migrate setup data?
- How do visibility code values impact who can view and access sales lead notes?
- Can I change the columns displayed in the contacts list page in Oracle Visual Builder Studio?
- How do I set the time limit to keep indexing updated records in Adaptive Search?
- How can I prevent a specific role from creating an account in Oracle Sales in the Redwood User Experience?
- How do I extract the time part of the DateTime field?
- How come formula fields I created aren't available in Visual Builder Studio?
- How do I export logs for the Microsoft 365 for Oracle Sales Redwood UX add-in?
- How do I export Oracle CX Sales Mobile app-related logs?
- How do I use the Data Visualization Configuration tool?
- Why can't formula fields be configured in Oracle Adaptive Search?
- How can I generate output from Oracle BI Publisher without column headers?
- What role does a user need to cancel a scheduled active report job in Oracle Business Intelligence Publisher (BIP)?
- Is it possible to add links or icons that map to external sites from the UI?
- What factors are used for calculating account engagement levels from Sales Insights?
- Why isn't my smart action available in the list page search bar when I selected list page as the UI?
- How do sales resources (team members) get assigned to an opportunity?
- Can I add a custom field that's associated with an opportunity to the lead convert page?
- Can I add a button with an action on the list page in Oracle Sales in the Redwood User Experience?
- Can I add a text entry field to the confirmation dialog for a smart action in Oracle Sales in the Redwood User Experience?
- Which layout templates in Oracle Visual Builder Studio do I use to configure the Product Catalog page?
- How can I get a report on which users are provisioned with the security roles provided by Oracle?
- Can we still use our OTBI reports when we switch to Oracle Sales in the Redwood User Experience?
- Import Your Category Data
- How do I import sales lead data?
- How do I implement multi-level approvers for a deal?
- Why am I getting the Error MOW-225237?
- How can I find the version of Oracle Sales UI in my environment?
- What do I do if a field isn't showing up in VB Studio and I'm getting an error on loading the page?
- Why can't the managers in my resource organization see information on their direct reports?
- Are geographical items like addresses translated?
- Can I add a deep link to the Activity standard email template?
- How can I view orders for sales accounts?
- Can I configure the app so that read-only users can comment on activities?
- Why doesn't the status of my test merge request change?
- Why do I see the partner user account status as Requested even after I have enabled the user account?
- How can I create foldout and subview on the Account object, establishing a many-to-many relationship with a custom object?
- How can I move or change the panels in account detail pages in Oracle Sales in the Redwood User Experience?
- How can I create a report that tells me how many times an opportunity close date was updated?
- Can I do a mass delete of my test environment data?
- Can I purge inactive account and contact data?
- How do I construct queries with multiple parameters for the Sales Dashboard fragments in Oracle Sales in the Redwood User Experience?
- What Assignment Manager attributes can I set for the Territory candidate associated with the Revenue work object?
- How can I fix an incorrect product or product group error when converting leads?
- Why can't I see notifications for completed merge requests?
- How do I opt-in to the U.S. Federal Financials option?
- Can I set the AddressType attribute from the lead to contact mapping file during lead conversion?
- How do I enable analytics tabs for object landing pages?
- What Data Security Policies are required to manage Sales Quotas for the Sales Administrator job role?
- How do I hide the Workspace icon from the navigator and springboard?
- Can I extend the expiration period of retired leads?
- Can I change the root user in the Sales organization hierarchy?
- How do I create an organization?
- Can I create a custom validation rule for a field?
- Can I audit Adaptive Search and Workspace?
- How do I display the record name as the title on the edit page for custom objects?
- How can I configure and troubleshoot data security for sales and service users?
- How do I import classification data?
- Can I use any third-party address verification service?
- How do I delete master geography data?
- Can I change the display sequence for the enabled objects in Workspace?
- Why don't I see a custom DCL field for a standard sales object in the subject area for that object?
- Can I create different layout versions for my business object pages in classic Oracle Sales?
- What are Adaptive Search meta model types?
- How do I generate a configuration report to view table and column details for my customization?
- How do I map an Oracle HCM job to a role?
- How can I update a resource role?
- Why can't my users see products in Oracle Sales in the Redwood User Experience?
- How do I create custom match rules?
- How can I view translated text for lookups and other translation-enabled fields?
- Why can't I see my Sales Orchestration Guidance panel?
- How can I create a visualization of opportunities by sales stage when I have multiple sales methods?
- How do I manage group information in Customer Data Management
- How do I troubleshoot user access issues?
- What objects and channels are available in Sales Assistant?
- How do I import hierarchy member data?
- What deep link URL patterns do I use to navigate in Workspace?
- How do I remove an extra Comments field from displaying in Advanced Search for my Opportunity?
- Are addresses audited after batch cleansing?
- What is the maximum supported depth for tree structures?
- Do I need a separate license to work with Customer Data Management?
- How do I disable alternative names in addresses?
- How do I delete or truncate interface tables?
- How to find the parent ID of a scheduled process?
- How do identify duplicates using key generation?
- How do I display the Sales Insights section for custom layouts?
- How do I enable Sales Insights?
- How can I hide certain objects from a partner?
- Can I update partner status from inactive to active?
- How do I configure approval work flow for deal registration?
- How do I check for duplicate partners?
- Can I use quotes and orders without integrating with Oracle CPQ?
- How do I customize the global header?
- Can I show a page to just one user?
- How can I see more emails when sharing objects with the Outlook add-in?
- Can I delete lookup codes from a custom choice list?
- How do I add products to an opportunity in Sales in the Redwood User Experience?
- How do I add a list of values to the Category field for my Attachments in classic Sales?
- Can I prevent account and contact creation with a custom job role?
- What user reports are there?
- Can I restrict record access based on a field value?
- How do I integrate with Microsoft Teams?
- What are some SQL queries I can use to find user, resource, and person details?
- How do I set Sales Account mapping for my opportunity territory assignment?
- Can I import geography data for multiple countries in one import job?
- Where can I find a list of OTBI prebuilt sales analytics?
- How do I make an employee a sales resource?
- How do I display the lookup meaning using the lookup code using Groovy in Fusion Goal?
- How do I restrict access to custom pages in Application Composer based on business unit?
- What's the sort order of most recently used (MRU) records?
- How do I change display labels (strings) to new custom values?
- What's the purpose of the Show Smart List filter in Workspace?
- What do I do when BI reports take a long time to open in Chrome?
- Where can I find Oracle Sales in the Redwood User Experience training materials?
- Where can I get an overview of Oracle Sales in the Redwood User Experience?
- How can I quickly get up and running with Oracle Sales in the Redwood User Experience?
- How does the Redwood design help Sales users?
- What's included in the Oracle Sales in the Redwood User Experience UI and what are the tools to extend it?
- What do I need to do in Oracle Visual Builder Studio before creating my Oracle Sales extensions?
- How can I learn techniques for creating extensions in Oracle Visual Builder Studio for my Oracle Sales application?
- Can I define multilingual custom objects using Application Composer?
- How do I save and deploy my extension for Oracle Sales in the Redwood User Experience?
- How can I manage activities and interactions in Mobile?
- How can I get an overview of Mobile?
- What are the prerequisites for Sales in the Redwood User Experience?
- How do I troubleshoot JavaScript and capture HAR files for extensions created in Oracle Visual Builder Studio?
- How can I customize the Mobile app for my users?
- What are some of the advanced features of Mobile?
- How can I work with opportunities and progress my deals on Mobile?
- How can I see and follow up with leads and accounts near me with Mobile?
- Where can I find resources about how to implement and use Forecasting in Oracle Sales in the Redwood User Experience?
- What are some useful tips to consider when using Forecasting in Oracle Sales in the Redwood User Experience?
- How do I configure Forecasting by opportunity in Oracle Sales in the Redwood User Experience?
- How do I programmatically modify data entered in a page before it's saved?
- In Oracle Visual Builder Studio, how do I show a different layout for different values of a field in a parent object?
- How can I make long-text fields resizable in Oracle Sales in the Redwood User Experience?
- How can I enable the use of synonyms in the Action Bar?
- How can I create a smart action that opens a URL that's specific to a field value?
- How do I create and translate strings for pages in Oracle Sales in the Redwood User Experience?
- Can you provide an example of importing geography data?
- What conversational interactions can I have with Oracle Sales Assistant in CX Sales Mobile?
- Where can I get an overview of configuring conversational features of Oracle Sales Assistant in CX Sales Mobile?
- How do I use forecasting by opportunity revenue that rolls up the territory hierarchy in Oracle Sales in the Redwood User Experience?
- How do I troubleshoot JavaScript and capture HAR files for extensions created in Oracle Visual Builder Studio?
- How do I concatenate fields into a single field in Oracle Visual Builder Studio?
- How can I create a smart action that opens a drawer with custom content in Oracle Sales in the Redwood User Experience?
- How do I add the attachments component to pages in Oracle Sales in the Redwood User Experience?
- How can I perform mass deletion of transactions?
- How can I do attainment calculations for performance measures?
- How can I perform multiple participant calculations for a single transaction in incentive compensation?
- What processes do I need to run after enabling Forecasting in Oracle Sales in the Redwood User Experience?
- How do I extend Sales Forecasting in Oracle Sales in the Redwood User Experience?
- What Sales Forecasting BI reports and subject areas are available when forecasting by opportunity owner?
- Where can I find troubleshooting tips for Forecasting in Oracle Sales in the Redwood User Experience?
- How do I map a custom object field in Customer Data Management to pull credit limit from Account Receivables using Application Composer?
- When I migrate customizations using Application Composer, would the field-value mappings also migrate?
- How do I configure a CX picker for DCL Fields in Oracle Sales in the Redwood User Experience?
- How do I change what items appear on the navigation bar in Oracle Sales in the Redwood User Experience?
- How do I add an action menu for records listed on one of the panels on a record in Oracle Sales in the Redwood User Experience?
- How can I simplify referencing saved searches in multiple environments in Oracle Sales in the Redwood User Experience?
- How can I filter the contents of the panels in an Oracle Sales in the Redwood User Experience record?
- Is it possible to turn off the function that automatically sets the sales stage order to the last stage for my won opportunities?
- How do I remove a contact from an Opportunity?
- How can I override the Filter by Territory default search option when searching for all available products?
- How do I get the Opportunity object ID from Oracle Fusion CX?
- How can I change which fields appear in the Activities panel in Oracle Sales in the Redwood User Experience?
- How do I move Mobile to the Oracle Sales in the Redwood User Experience interaction data model to record communications between salespeople and customers?
- How can I integrate Oracle Sales in the Redwood User Experience with Microsoft Exchange using the Outlook add-in?
- What privileges do I need to enable and use Forecasting in Oracle Sales in the Redwood User Experience?
- Where can I learn about Sales Forecasting BI Reports in the Sales Dashboard?
- How can I change the default tab and sort order in the Appointments subview in Oracle Sales in the Redwood User Experience?
- How do I enable an external application to use an Oracle Sales user account for integrations?
- How do I obtain sales application user details for JavaScript action chains in Oracle Visual Builder Studio?
- How do I configure the Outlook add-in for Oracle Sales in the Redwood User Experience?
- How does migrating to the Outlook add-in for Oracle Sales in the Redwood User Experience benefit me?
- How can I change the status of my opportunity when the sales stage is changed?
- How do I change my Sales Competitors pages?
- What name is displayed for a custom object with DCL fields in Workspace?
- How can I display product fields in the Create Leads page or the Create Opportunity page in Oracle Sales in the Redwood User Experience?
- How do I remove the Create Product smart action from the Products list page in Oracle Sales in the Redwood User Experience?
- How can I separate numbers with a comma as the decimal separator and a space as the thousands separator?
- How do we display data from a smart action object function on the Oracle Sales in the Redwood User Experience pages?
- How can I create Redwood pages for my custom sales object?
- Can you drill down from Express Report charts in the Sales Dashboard?
- How can I set up sales territories to assign sales accounts by business unit?
- Where can I find information about integrating Microsoft Teams and Opportunities in the Redwood User Experience?
- Why doesn't the My Team's Leads report showing the correct data to managers?
- How do I create an analysis that shows the number of leads and opportunities by business unit?
- How can I turn off the Grammarly extension while loading an Oracle Intelligent Advisor interview?
- Why can't I see the sales stages for newly created opportunities in my production environment?
- How do I assign an opportunity close date to a lead field using Groovy?
- How come the email sent from a smart action shows it's sent from noreply@oracle.com?
- What actions are available for contract requests with specific statuses?
- Why doesn't the supplier address display when I generate a contract?
- How do I set up approval rules for terms and clauses for contracts?
- How can I change the name of the top resource organization and other resource organizations?
- Which verification service is supported in Oracle Fusion for Address, Email, and Phone Verification?
- Why can't I edit addresses in parties?
- What happens if I add or update the details of a country?
- Can I remove the owner of a contact?
- Can I assign different resource roles in different organizations to a resource?
- How do I translate custom address elements using Manage Address Formats task?
- How do I add a field to the Edit pages in Oracle Sales in the Redwood User Experience?
- How are the results of a search sorted in Oracle Sales in the Redwood User Experience?
- How do I delete a record and its child entities using REST API?
- How can I identify foreign key fields and related objects with the REST API metadata?
- How to Call RESTful Web Services from Groovy Scripts
- How do I connect to a sandbox through REST API?
- How do I clear a field and set it to NULL or empty?
- Why is my export job failing?
- How can I restore a deleted customer account?
- Can I undo a lead conversion after it's converted to an opportunity?
- How can I broaden my account searches to include all addresses in Workspace?
- How do I remove the Create Account button and action on the list page in Oracle Sales in the Redwood User Experience?
- How do I turn off and remove Global Search in the Classic UI?
- Which roles can access Trading Community Person Lookup and Contact Lookup?
- Is account enrichment available in Oracle Sales in the Redwood User Experience?
- How do I remove the Create Lead button and task from the list page in Oracle Sales in the Redwood User Experience?
- Is there any ready to use method for partner to view its child accounts?
- Can I use a ready to use feature to make a partner company the parent of another partner company?
- How do I display a badge on Partner Overview page?
- Can I enable Enrich Account button in Redwood Sales?
- How do I get the department details from the user profile of the opportunity owner using Groovy?
- How do I add a field to my Opportunity page in the Redwood User Experience using Oracle Visual Builder Studio?
- How can I hide a field on the Details page, but keep the field updatable using the Action Bar?
- How do I get imported activities to show up in the activity stream in each record?
- How do I set the parent of an account using Groovy in Oracle Sales in the Redwood User Experience?
- How do timeouts work in Oracle Sales in the Redwood User Experience?
- What happens to the conversion rate when an open or closed opportunity is changed?
- How can I display multiple industries for an account in Oracle Sales in the Redwood User Experience?
- How can I get VB Studio provisioned in a development environment?
- Can an action chain automatically start a call and send an email in Oracle Sales in the Redwood User Experience?
- What SQL query can I use to get a list of the values in lists of values (Lookup Types) in Oracle Sales?
- How can I enable navigation to Oracle Sales in the Redwood User Experience pages from bell notifications?
- How can I change object display names in the Redwood User Experience UIs?
- Can I reuse the work I've done to develop Redwood UI in other environments?
- Why can I do if I see a blank list of fields when I want to add fields to layouts I imported from the CX Extension Generator to VB Studio?
- Can I display all of the fields in Application Composer using Oracle Visual Builder Studio?
- If I'm implementing both Sales and Service, do I need to create separate VB Studio projects?
- How do I delete a product group and re-use the reference numbers?
- How do I upload an attachment using Activity Service WSDL?
- Why isn't custom business logic working while importing high-volume data?
- How do I get long text field value in a REST API call?
- Do the Groovy scripts created in Application Composer work in Oracle Sales in the Redwood User Experience?
- In a fixed-choice list field in the Redwood UI, is there any way of deleting the value other than using the keyboard?
- How can I change the From address for emails sent using the Send Email smart action from Oracle Sales in the Redwood User Experience?
- How do I enable the addition of products on the opportunity creation page in Oracle Sales in the Redwood User Experience?
- Why can't I find my activities using Find or Advanced Search in the Classic UI?
- What can I do if I can't open the custom object that I created using the Extension Generator in VB Studio?
- How can I make entry in the phone field required on the account edit page but not on the create page in Sales in the Redwood User Experience?
- How can I display the contact preferences on a page in Oracle Sales in the Redwood User Experience?
- How can I add the line under the title so my custom panel looks like the other panels?
- Why don't I see the plus (+) icon to add an ad hoc approver for my contract?
- How do I fix a field translation string that doesn't display in Oracle Sales in the Redwood User Experience?
- How can I change the Opportunity panel on accounts to display only open opportunities?
- Can I use the cx-picker template for a read-only picker?
- What do I do if my VB Studio project doesn't have the required Extension ID value of "site-cxsales_Extension"?
- Can I change the default order in which activities are displayed in the Activities work area?
- Does publishing to test in Oracle Visual Builder Studio impact existing production extensions?
- How do I import subscription data?
- How can I retrieve a profile option value from an action chain in Oracle Visual Builder Studio?
- Why am I getting an error that tells me I can't use VB Studio because I'm not a member of a VB Studio organization?
- How do I enable the Generate Account Description smart action?
- Where can I view Team and Territory members associated with my Lead in Oracle Sales?
- Can I add custom fields to recurring revenue schedules page in Classic UI?
- Can I create appointments using routines?
- How long does history data get stored in the audit tables?
- Can I purge audit data?
- How do I add contacts while creating an appointment?
- How do I set up Visual Builder Studio (VBS) so I can use it to extend my Sales application?
- Can I change the default order in which activities are displayed in the Activities work area?
- Does publishing to test in Oracle Visual Builder Studio impact existing production extensions?
- How do I import subscription data?
- How can I retrieve a profile option value from an action chain in Oracle Visual Builder Studio?
- Why am I getting an error that tells me I can't use VB Studio because I'm not a member of a VB Studio organization?
- How do I enable the Generate Account Description smart action?
- Where can I view Team and Territory members associated with my Lead in Oracle Sales?
- Can I add custom fields to recurring revenue schedules page in Classic UI?
- Can I create appointments using routines?
- How do I update Reporting Manager in users and roles?
- What can I do with the View Trading Community Common Setup (HZ_VIEW_TRADING_COMMUNITY_COMMON_SETUP_PRIV) and View Trading Community Location (HZ_VIEW_TRADING_COMMUNITY_LOCATION_PRIV) privileges?
- Can I change the clause title on my contract after a clause is approved?
- Can I change the default My Calls to Log saved search on Mobile?
- Can I disable access for a user used only for integration purposes or API calls?
- Can I access display labels of fields programmatically in Mobile scripts?
- Can I set up a Service catalog after I've already created the root group in Sales?
- Can I modify the search-related fields on the Change History subtab?
- Can I add field display labels for list and summary views in Mobile?
- How's Eloqua data synced?
- Why can't I edit an account even though I'm a member of the access group?
- Does the Microsoft 365 integration support multiple domains?
- How do the applications handle special characters and non-English characters?
- How can I restrict data visibility in Sales?
- How can I see user sign-in information?
- Is there a permission that lets users modify change history?
- Can I set a specific page to appear when I sign in?
- How do we get the management hierarchy for a user?
- How do I disable activity email notification while importing data using import management tool?
- How do I disable the Require Win/Loss Reason field when closing my opportunity?
- What do I do if a custom fixed-choice list (FCL) isn't showing up in the Sales Dashboard?
- What kind of documents can I create with the Interview Definition?
- How can we exclude custom Groovy validations and triggers during execution of merge?
- What characters could be displayed by the application as delimiters in a phone number?
- Are mobile phone number extensions supported in Oracle Sales?
- How do I rename a standard panel in Oracle Sales in the Redwood User Experience?
- What's the difference between delete and purge?
- Can I mass delete data other than through import or REST?
- Can I get my environment cloned without the existing data?
- Where can I find the 2025 release schedule for Sales?
- How can I get a user's resource role using Groovy?
- What is the base table for Activities?
- How do I import attachments?
- How do I transfer attachments from one object to another?
- Can I create a contract if I'm not defined as a resource?
- Why don't I see the search fields when searching for my contract requests?
- What can I do when my contract is stuck in Pending Approval status after approval is completed?
- How do I perform assessment of Accounts, Leads, or Opportunities in Oracle Sales in the Redwood User Experience?
- What's the maximum number of rows for OTBI analyses?
- How do I remove the Create button and action from a custom object list page?
- Why is my export job failing with error JBO-25060?
- How do I hide a party usage in the global search results?
- How can I verify what classic Oracle Sales pages apply for my global search configuration?
- How can I see the territories that were created from my resource hierarchy?
- How do I get links for Sales custom objects open in a new tab?
- Can the filter values of my saved search be dynamically changed based on the signed-in user?
- Can I add a signed-in user as a search filter for resource-based fields using Adaptive Search?
- Why am I getting the error "ENOENT: no such file or directory" when publishing a custom object in Oracle Visual Builder Studio?
- How can I create a link field in Mobile?
- How come the creation date added to the Create page doesn't display any value in Oracle Sales in the Redwood User Experience?
- How can I restrict salespeople so that they can see only their accounts?
- How do I add top-level and child object records at the same time?
- Why did the original contract that I amended not change status?
- How do I give view-only access to users in accounts and contacts?
- How can I make the Sales and Service Access Management work area read-only?
- Do I need to set up item classes and categories for products if I'm only using Sales?
- Can I create a custom Edit page instead of using the one CX Extension Generator created for me?
- What are public unique IDs (PUIDs)?
- How do I migrate public unique ID (PUID) data?
- How do I set up Public Unique IDs (PUIDs)?
- How can I use my own product numbers in Sales?
- What should I do if disabled activity types still appear in the calendar page?
- How can I mass end date members with the Resource role using Import Management?
- Should we deploy our extension for Oracle Sales in the Redwood User Experience to test before deploying to production?
- What's the OTBI subject area I should use to report on Eloqua marketing activities in Oracle Sales?
- What type of arguments can I pass to a setOperator() in Groovy?
- What's the source of values in the Depends On choice list in Application Composer?
- How do I remove extra spaces from a choice list field using Groovy?
- Do the files exported in Export Management get uploaded into Oracle Content Server?
- How do I add or update the photo of a resource?
- What attributes are referenced to populate latitude and longitude during geocoding?
- How do I enable contact creation audit logs?
- What is the maximum number of addresses that we can store under one contact?
- Why is my Adaptive Search publish process taking a long time to complete?
- How do I add an OTBI report to the Sales Dashboard in Oracle Sales in the Redwood User Experience?
- Can I change the font and font size for labels on the details pages in my Oracle Sales in the Redwood User Experience application?
- How can I schedule the synchronization of Oracle Account and Contact Enrichment by Dun & Bradstreet (D&B) updates?
- How can I create a deep link to a subtab for a custom object in Application Composer?
- Is there a limit on the number of records that a custom object can hold in the Application Composer?
- Can I add more fields to the Attachment object in Application Composer?
- How can I bypass case-sensitive values when checking for duplicates using Groovy?
- How do I change the displayed fields on the Possible Duplicates page of an account?
- Can I enable the Verify Address button on the account and contact pages of the Oracle Sales in the Redwood User Experience?
- How do I search using the custom fields on the Partner page?
- How do I create duplicate resolution requests?
- How can I translate my extensions for Oracle Sales in the Redwood User Experience?
- Can I make a custom object record searchable using its ID in Adaptive Search?
- What opportunity statuses determine the value of the Closed Flag in the Sales - CRM Pipeline subject area in OTBI?
- How do I make the Sales Dashboard the default landing page when users sign in to Oracle Sales in the Redwood User Experience?
- What setups for custom objects do we have to redo when we transition from classic Sales to the Redwood User Experience?
- Can I add multiple filters to a visualization I create for the Sales Dashboard in the Redwood User Experience?
- Why does global search return different results for users with the same query?
- How do I increase the width of the address fields in Oracle Sales in the Redwood User Experience?
- Why am I getting the error that no data is available when I create a visualization from an OTBI analysis for Oracle Sales in the Redwood User Experience?
- How can I expand the width of the edit pages in Oracle Sales in the Redwood User Experience?
- How do I configure workspace for Customer Data Management (CDM) entities like Organization, Person, and so on?
- How do I disable the Snippet field for use as a search filter in the UI?
- How can I configure the Log a Call page in Oracle Sales in the Redwood User Experience?
- What are the Adaptive Search configuration supported business objects?
- How can I edit the primary product details for my leads in Oracle Sales?
- Can I create a contact for my lead without converting to an opportunity?
- How can I edit assignment rules to randomly assign resources to Opportunities?
- Can I mass transfer Contacts?
- How do I update a party?
- Why am I seeing the You Cannot Lock this record because it has already been deleted message?
- Why is the account owner field blank after I disabled and enabled it back?
- How can I add the attachment field to the Edit pages in Oracle Sales in the Redwood User Experience?
- Can I remove the Sales Catalog and Product Structure sections of the Create Product page in Oracle Sales in the Redwood User Experience?
- How do I rename the Show action for a custom object related to an account?
- Does an opportunity revenue fact in my OTBI analysis convert foreign currency to USD?
- How do I log calls in the Redwood User Experience to record my interactions with customers or prospects?
- Can we identify duplicate accounts before importing data from a CSV file?
- Can I use both household and account simultaneously in Oracle Sales?
- How can I create rules to merge prospects and customers using CDM?
- Can territory assignment automatically assign accounts based on a non primary address?
- How can I remove the Lead Summary heading from the Account Hierarchy subview?
- Can Oracle Sales and Oracle Customer Data Management automatically detect possible duplicates for leads and opportunities?
- How you protect Personally Identifiable Information?
- Why can’t I assign duplicate identification batches even though I have one of the Data Steward job roles?
- How do I add a To Date for attributes on CDM pages?
- How do I cancel or make changes to scheduled processes that are submitted to run on a recurring schedule?
- Why am I seeing records that have already been deleted?
- How can I set quotas for products in Oracle Sales in the Redwood User Experience?
- Is there a limit to the number of inclusion customers in a sales territory?
- Can I use partner contacts as customer contacts in Sales?
- Where can I find the history of custom objects and its related tables in Application Composer?
- What's the size limitation for records in custom objects in Application Composer?
- How do I use expression language to show or hide specific elements for specific users in Application Composer?
- Which function should I use to retrieve a user's time zone in Groovy?
- How can I enable business process approval workflow for custom objects in Application Composer?
- How do I cancel a scheduled process that's triggered using Groovy?
- Can we extend the maximum limit set for the DCL fields for custom objects in Application Composer?
- What are the delimiter values for the Import Activities REST API?
- Why am I getting HTTP 500 and 504 errors when using SOAP API?
- Do I need to have a Sales Catalog to run the Import Sales Products from PIM Data Hub process?
- What is the table name to get values of SourceSystem and SourceSystemReferenceValue?
- Why am I unable to find any custom object records using the search bar in the sales dashboard?
- Why isn't the Global Search bar available in Oracle Sales in the Redwood User Experience pages?
- Can I add product details when creating a lead?
- How many custom dimensions can we use to set up sales territories for assignment?
- How do I add a custom visualization to the Sales Dashboard?
- How do I create a visualization using Express Reports?
- Is there a plan to sunset Oracle Sales Quota Management?
- What privileges are needed to manage users?
- Why aren't activities bell notifications directing to Oracle Sales in the Redwood User Experience?
- Can I expose a custom object on Mobile app Around Me feature?
- How can I enable bell notifications when a user is added to the account team?
- Can I change the default password expiration?
- How can I quickly import records during implementation?
- Can I use hubOrganization and hubPerson APIs without a CRM Sales or Service license?
- What's the name of the table that stores load errors and messages?
- What's purge import data process?
- Where can I get an overview of Orchestration for Oracle Sales in the Redwood User Experience?
- What table stores the condition for internal service request assignment rule?
- How do I configure Orchestration for Oracle Sales in the Redwood User Experience?
- Where can I learn about setting up objectives and defining different task steps for my orchestration?
- Should I use a mashup to embed an Eloqua digital profile in Oracle Sales in the Redwood User Experience?
- How can I enable sales dashboard personalization in Oracle Sales in the Redwood User Experience and how do salespeople use it?
- How do I create and use step templates for my orchestration?
- Why do I get an error when I run a predefined global function for my Groovy script?
- How do I manage, validate, and test the rollout of my orchestration?
- How do I save Redwood Sales console logs?
- How do I create custom rollups and custom rollup attributes?
- How do I enable rollups for Adaptive Search?
- How do I set up, expose, and drill down to rollup details?
- How do I verify that I can view and publish predefined rollups and set up options to run and test my rollups?
- How can I use the key benefits of Oracle AI in my Sales application?
- What roles give access to contracts reports?
- How do I access predefined contracts reports?
- How do I stop approval of a contract clause or terms template?
- How do I set up general rules for service contracts?
- How do I add ad hoc approvers to a contract approval flow?
- What privileges do users need to upload contract documents?
- How do I change contract close or cancel reasons?
- How do I enable salespeople to use AI agents in the Sales Dashboard?
- How can I change which Create actions are available in the Sales Dashboard?
- How do I search and filter activities related to a record?
- Why am I getting the error "Account feed object name provided to the request isn't valid"?
- How can I restrict users from creating Activity records?
- Why am I seeing (New) appended to my saved search name?
- What recipients are added by the Send Email smart action from Oracle Sales?
- What privileges are required for custom roles when using the Send Email smart action?
- What can I do if my customer's email reply doesn't appear in the activity stream?
- How do I change lookup values after my sales implementation?
- How do I track trends and changes in my forecast for Oracle Sales in the Redwood User Experience?
- How can I optimize the performance of rule-based assignment (RBA)?
- Why don't custom roles show up in Sales and Service Access Management?
- How do I add a photo to a Redwood User Experience contact using Visual Builder?
- How do I change number format?
- Can I create custom Java scripts in email templates in Sales?
- How can I verify the cohort of our system?
- Why did my contact get removed in Accounts Receivable when I deleted it from an account in Sales?
- Why can't I see the entire contract name in the UI?
- How does data purge and delete work for Sales records?
- How do I purge inactive data?
- How do I hide a sales territory from users with a specific custom role?
- Can I automatically post transactions from Incentive Compensation to any accounts payable application?
- Can I perform a participant search using email address in Incentive Compensation?
- How can I display the rate from the rate table in OTBI for Incentive Compensation?
- How can I change the layout of the predefined Description field for displaying generated account descriptions?
- What structured sales process can I use for Oracle Sales in the Redwood User Experience?
- Can I associate more than one account with an opportunity?
- How do I get started with getting insights from documents using Retrieval Augmented Generation (RAG) agents?
- Do I need to assign sales territory members as team members on accounts?
- How do I optimize BI Publisher settings to reduce issues with runtime memory and data export?
- Can I conditionally display the custom commission statements to field sales representatives in Incentive Compensation?
- How can I group data in a table visualization created from OTBI?
- How do I migrate sales dashboards to other instances?
- How can I show field labels on standard panels provided with Oracle Sales in the Redwood User Experience?
- How can I enable the new sales manager to update opportunities?
- Can I connect an activity to a business plan?
- How can I group data in a table visualization created from OTBI?
- Can I conditionally display the custom commission statements to field sales representatives in Incentive Compensation?
- How do I migrate sales dashboards to other instances?
- How can I show field labels on standard panels provided with Oracle Sales in the Redwood User Experience?
- How can I enable the new sales manager to update opportunities?
- Can I connect an activity to a business plan?
- How can I share and manage saved searches list with other job roles?
- How do I disable both the Competitors and Reason Won/Lost required fields and when closing my opportunity?
- How can I restrict access to parent accounts using sales territories?
- What are rollups and how do I use them?
- How do I convert accented letters to normal letters using Application Composer?
- How do I make a choice list field read-only in Application Composer?
- Can I prevent smart actions from being automatically created for objects in Application Composer?
- How do I reference the original values of the changed fields using Groovy?
- How can I refresh my Adaptive Search cache?
- What query can I use to get the ResourcePartyNumber and ResourceOrganizationName?
- How do I disable the Show Attachments smart action on my custom object?
- How do I set up a view-only custom role for contracts?
- Is there a way to restrict which job roles are available for sharing saved searches?
- How can I disable the Export action in the list view in Oracle Sales in the Redwood User Experience?
- Can I send a contract for signature using DocuSign to a user who isn't configured in Oracle?
- Can I modify the Sales list pages using Oracle Visual Builder Studio?
- How do I migrate the sales territory hierarchy to a different environment?
- How do I set up contract event notification rules for customer communications?
- How do I update contract header flexfields and contract lines using Oracle REST APIs?
- How can I route the contract clause approval based on the user's security role?
- Is data masking configurable for enterprise contracts?
- Can enterprise contracts be automatically marked as closed?
- What can I do if I can't find approved clauses within my contract?
- How do I set up opportunity access based on user groups?
- How can we enable mobile app access for both Sales and Oracle CPQ?
- Why wasn't the object function initiated from the object workflow when the condition is satisfied?
- How can I avoid the error oracle.jbo.script.ExprResourceException: JBO-25171?
- Why can't I see all the Activities' saved searches from Sales in the mobile app?
- Why can't I find the list of business units in Contracts?
- How do I enable Create Quote in Oracle Sales in the Redwood User Experience?
- What if I get the error "You can't update predefined data during application maintenance"?
- How do I retrieve custom fields using GET subscription or GET subscription products?
- Why do I get the "The data couldn't be imported" error when trying to increase subscription price through Subscription Charge Adjustment Import Object?
- Is there a way to view the logs of the REST API calls made from external system to CX?
- Why are my contracts displaying in different sequences?
- What is the max timeout for REST APIs in Oracle Fusion?
- What's the difference between a lookup type and a value set?
- How can I import value set values?
- How to use job definitions?
- Can I change the layout of my enterprise contract report?
- What does the opportunity record set "I am on the team" represent?
- How do I define enterprise contract relationships?
- How do I change the name of the Microsoft 365 add-in?
- How do I use job sets?
- How do I import and export files?
- How can I manage job definitions and job sets?
- What are the guidelines for the file import and export?
- How to use value set aggregate functions in the expression builder?
- What are the requirements for flat files to upload value set values?
- How do I hide inactive users in Oracle Sales?
- Can I set the default country code for phone numbers as blank while creating contacts and accounts?
- Is there a predefined variable that I can use to convert the contract numeric amount to a text value?
- Can I delete a supplier site from my enterprise contract?
- Can I reference the same contract for Purchase Orders created beneath different Business Units that share the same ledger?
- How do I create task layouts in Oracle Sales for Outlook?
- Can I schedule transaction processes on a weekly basis in Incentive Compensation?
- What’s the recommended data volume on quarterly basis and annual basis in Incentive Compensation?
- Can I purge transactions in Incentive Compensation?
- Can I create a compensation plan with plan component as per interval and expect earnings to be calculated per event?
- Can I prevent adjustments of prior periods from inclusion in the current quarter payment batch in Incentive Compensation?
- How do I create deep links in Oracle Sales for both the Classic and Redwood user experiences?
- Why does the status of a credited transaction change from classified to eligible in Incentive Compensation?
- Should I create the operating business unit as a single participant to receive incentive from the compensation plan?
- Can I grant suppliers access to the Incentive Compensation report?
- Can I import any transaction incrementally on a weekly basis in Incentive Compensation?
- How do I set up Oracle Sales Assistant for Microsoft Teams?
- How do I set up Oracle Sales Assistant for CX Sales Mobile?
- How do I integrate payments generated in Incentive Compensation with an external application?
- Where can I find the entity-relationship diagram for the Incentive Compensation data model?
- Can I update the period type for a business unit in Incentive Compensation?
- Why is the import transaction job not working in Incentive Compensation?
- Why doesn’t the Run All Participants Processes provide a log file for the participant details imported?
- How do I end-date an Incentive Compensation participant?
- How can I restrict access to transactions in the OTBI reports of Incentive Compensation?
- How can I display more than one pending activity in the Activities Panel?
- Which tables refer to primary Partner address in Oracle Sales?
- What do the category types mean on the opportunity revenue lines in Oracle Sales?
- How can I display the details of a related object using a subtab in Application Composer?
- How can I hide a subtab using Application Composer?
- How do I create a custom drawer with custom content for Oracle Sales in the Redwood User Experience?
- How can I extract only those opportunities with fewer than 5 activities in BI?
- What's the maximum number of values that a list of values can contain?
- How do I change the navigation links to open a different page in Oracle Sales in the Redwood User Experience?
- How can I learn more about Express Reports for Oracle Sales in the Redwood User Experience?
- How do I create a report in Express Reports for Oracle Sales in the Redwood User Experience?
- How do I preview an Express Report in Oracle Sales in the Redwood User Experience?
- Why can't I create a contact from the Create Account drawer within the Create Opportunity UI?
- How can I make it possible to select different filter values when viewing an Express Report?
- How can I filter Express Reports to view information on my team?
- What's the Redwood Migration Accelerator tool?
- Can I extract user information from LDAP?
- In the XMLP server section, can OTBI reports be seen, or are only BI reports visible?
- Why can't I see custom roles when I try to associate access groups with them?
- Can I grant read-only access to accounts but still let users update contacts?
- How can I see details about records processed in the Microsoft 365 sync?
- Which tables have audit data for accounts?
- What are the best practices for importing data?
- How can users access Oracle Sales in the Redwood User Experience from the classic Sales My Tasks infolet?
- Which privileges let users update Oracle Sales in the Redwood User Experience objects?
- Why am I getting the Microsoft authorization code error?
- How do I connect Financial and Sales accounts?
- What SQL can I use to join the Oracle Sales territories table to rules and coverage for reporting and export?
- How do I migrate smart actions created in Oracle Sales Extension Generator to another environment?
- Are the navigation dots in Sales details pages only for navigation or do they have other functions?
- Where can I find information about tables that store assessment data for my business object?
- How do I unblock a blocked Adaptive Search processes?
- How do I remove the Edit button so users can't edit a Visualization Configuration in the Sales Dashboard?
- How can I make a field updatable using the Action Bar in Oracle Sales in the Redwood User Experience?
- Can I add a custom field to the Classic UI landing page for enterprise contracts?
- How do I add fields to contacts and assignees in the edit page for activities in Oracle Sales in the Redwood User Experience?
- How can I embed OTBI dashboards in the Sales Dashboard?
- How do I provide admin access to Express Reports for users who aren't sales administrators?
- How do I enable a sales dashboard to filter information by different team members?
- How can I view the history of updates to custom field values in Oracle Sales in the Redwood User Experience?
- How come the Reporting Hierarchy Generation process is not finding some hierarchy levels after a hierarchy update?
- How do I change the default saved search in a picker in Oracle Sales in the Redwood User Experience?
- How do I import clauses into the enterprise contract terms library?
- How do I export data from Express Reports in Oracle Sales in the Redwood User Experience?
- How can I reference visualizations so I don't have to replace their UUIDs in other environments?
- How can I make a single field update conditionally required on a dependent field in Oracle Sales in the Redwood User Experience?
- How do I change which fields appear in the Account Activities subtab in Oracle Sales in the Classic User Experience?
- How can I remove the QR code in the News and Announcements section on the home page?
- Why is my opportunity report is showing blank values for Enterprise Quarter and Enterprise Year?
- What's the purpose of the Service Request button in the Sales Redwood UX pages and how do I remove it?
- What's the Product Hierarchy filter in the Opportunity list page and how do I enable it?
- How do I search for a partial account numbers using the Contains operator?
- Can I send an email notification to participants after the pay sheet is paid in Incentive Compensation?
- Can I send a dispute creation notification to multiple users in Incentive Compensation?
- Is there a delivered bonus statement feature available in Incentive Compensation?
- Is the Business Intelligence Publisher secured list view available in Incentive Compensation?
- How can I create an expression in Incentive Compensation using REST API?
- Why can’t I view team’s plans after signing-in as the participant manager in Incentive Compensation?
- How can salespeople share personal saved search with others in Oracle Sales in the Redwood User Experience?