To ensure that questions get required attention from community members and are NOT left unanswered, it’s important for the author to indicate (by selecting “Yes” or “No” when prompted) whether the question was answered. (newly added) Please note that it is also important to respond to EACH comment your question receives. Your Yes or No response ensures an accurate status for your question.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
Sales
Discussion List
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January Interactive Demo Hours: Unified Marketing and SalesIt's that time again. Starting off the new year strong! In this one hour showcase, you’ll see Oracle’s complete suite for Unified Marketing & Sales including our custome…Kayleigh Halko - Oracle-Oracle 4 views 0 comments 0 points Started by Kayleigh Halko - Oracle-Oracle -
Oracle CX AI & Redwood Enablement SessionsWe invite you to join us in person for these full day, hands-on AI and Redwood enablement sessions. Don’t miss this opportunity to accelerate your transformation journey… -
END OF LIFE NOTICE: Classic Sales and Service Experience in FusionOracle is announcing the retirement of the Classic Sales and Service user experience in upcoming Fusion releases. Beginning with the 26D update, the Classic interface wi… -
Regularly Updated - Redwood Resources for Oracle CX SalesRecommended to watch for Redwood Sales: How to think about adopting Redwood UX (Design Thinking) Prerequisites [for existing Sales Cloud customers] to enabling Redwood f…
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Interactive Demo Hours: Unified Marketing and SalesAlways live, never recorded! In this one hour showcase, you’ll see Oracle’s complete suite for Unified Marketing & Sales including our customer data platform, marketing …Kayleigh Halko - Oracle-Oracle 11 views 0 comments 0 points Started by Kayleigh Halko - Oracle-Oracle
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Do you know how simple it is to roll out an Agent in Sales?Summary: I put together a short video that shows how easy it is to activate an out of the box Sales agent using AI Agent Studio. https://videohub.oracle.com/embed/secure…
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Training: Implementing Redwood SalesA collection of videos and resources to help you implement Redwood sales. This list is ever changing, so bookmark this post and come back soon for more videos and links.… -
New! AI Agent Collaboration CenterWe are excited to introduce the AI Agent Collaboration Center – a dedicated space for our community members and Oracle, to showcase, exchange and explore real-world AI A…
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Join Redwood Sales Today: Maximize Your Project's Success with Our Support Implementation Program!Are you currently implementing CX Sales, or already live with our products, and looking to enable exciting new features like Workspace, O365, Sales Mobile App, or migrat… -
Not getting values in history table of ContactsSummary: Hello I am trying to build a data model to get the change history records for the out of box Contacts object which is present under Sales Tab. Used below query …
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VBS - Custom Field Validation Using CodeSummary: Hi, I want to create a custom validator for one of the fields on the Leads object. I know that there are some pre-defined validators in VBS, but there's an opti… -
AI Studio - Security using OOTB LLM's and monitoringSummary: AI Studio - clarifications on General, Security using OOTB LLM's and monitoring Content (please ensure you mask any confidential information): Looking out for c…
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[Redwood]: Adding Products under lead in details page itself.Summary: We have implemented redwood for the customer, and as part of the UAT feedback, users are asking a provision to add the products from the lead detail screen itse…
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Import management not showing the count of data loaded and number of records importedSummary: We have imported the data using Import Management, and the import was successful. However, the record counts for “Loaded Successfully” and “Read from File” are …
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Best practice to re-assign a sales team when the sales leader leavesSummary: The current sales leader is no longer with the organization. What is the best practice to put in a new sales leader so the Hierarchy, Territories, Quotas, etc a…
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How to show/hide an attribute when another attribute is changed anytime in Oracle Redwood SalesSummary: In classic UI we have used a groovy condition of isAttributeChange ("field1_c") to show/hide another attribute (field 2) on Contact layout expression. We want t…
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In custom subviews template properties enable In line update is not workingSummary: Hi Team, I have created a custom subview template. In the properties, there is an 'Enable In line Update' field for updating the line, but we are unable to set … -
Audit policy for Sales Competitors?Summary: Is there audit policy for Sales Competitors? Content (please ensure you mask any confidential information): To enable audit log for Sales Competitor record chan…
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FCL lookup value blank on the details layout in 'Contact' object edit layoutSummary: FCL lookup value blank on the details layout in 'Contact' object edit layout Content (please ensure you mask any confidential information): We have created a cu…
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hyperlink field in foldout panel of contactHi , How to configure a field as a hyperlink in the foldout panel which redirects the user to the external page outside oracle fusion sales? Please let us know if there …
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I am trying to query HZ_ORGANIZATION_PROFILES by attribute1 using Web Service or Rest APIHi, Do we have a web service or rest API that I can use to query HZ_ORGANIZATION_PROFILES
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$fields Values Not Resolving in VBSSummary: Hello, I am trying to create a deep link on the Account object using a field template. I have added the oj-vb-fragment element like below and I am trynig to pas…
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Video: MashupsMashups: Creating a UI Mashup with an external system, including the assistant based navigation. https://videohub.oracle.com/embed/secure/iframe/entryId/1_fgngmohn/uiCon…
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I want to add OTBI reports to the Sales Dashboard of Redwood Sales.Content (please ensure you mask any confidential information): I want to add OTBI reports to the Sales Dashboard of Redwood Sales. The manual below explains how to add O…
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Products Not Loading in Redwood Sales but Visible in Classic SalesSummary: We are experiencing an issue where products are not being loaded in Redwood Sales, though they are visible in Classic Sales. Content (please ensure you mask any…
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How to add "Add Products" as section in Create Lead Redwood PageHi Everyone, We have a requirement to expose “Add Products” as a section on the Lead Create page in Oracle Fusion Sales, including product details such as Quantity, Unit…
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while converting leads, any profile option to default Address type to Bill To, Sell To?Summary: While converting a simplified lead , the account created should have its address purpose type defaulted to Bill To, Sell To . Is there any profile option availa…
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How to create a custom field for a new classification category?Summary: How to create a custom field for a new classification category? Content (please ensure you mask any confidential information): Created a new classification cate…
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Is it possible to enable Audit policy for the Resource object?Is it possible to enable audit policy for Resource? So that there's audit log when changes are made to a custom field in the Resource.
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Available Today: Out of the Box Reports for Subscription ManagementSummary: Out of the Box Reports for Subscription Management - available today in Oracle Sales. Content (required): Out of the Box Reports for Subscription Management - a… -
Video: Accelerate Your Redwood Sales ImplementationHot off the press: A new tool has been releases to help you migrate your classic UI sales implementation to the Redwood Sales. Watch the replay of the webinar announcing…
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How to resolve this issue while creating a custom object "“An object named **** already exists.”?Summary: I was working on creating custom objects in a sandbox. However, due to an error, I had to delete the sandbox. After creating a new sandbox to recreate those obj…
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Address Type field in Sales Object Redwood UI Layouts - How to enable a drop down field?Summary: Hi, In Account/Contact Object Create/edit layouts in Redwood Sales "FormattedAddress_address" field is available to show the address fields. The address field i… -
Sales offering Opt-In Features for AISummary: Confusing Sales opt in features for AI Content (please ensure you mask any confidential information): Why are there two "Use Generative AI Features in Sales" in…
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Redwood hide Delete option from account address ActionsMenu based on address TypeSummary: We need to hide the delete option from the account address actionsmenu to ensure addresses with address type Bill to and Ship to (which are created by ERP users…
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Migrating Test to Production: SalesSummary: We are currently migrating from the Test environment to Production and have identified discrepancies in both configuration and API field names between the two e…
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How to make field mandatory for opty and lead competitor object in Mobile App?To make a field required in the Oracle CX sales Mobile App, the objects "Opportunity Competitor" and "Sales Lead Competitor" must be available under the child objects of…
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Best Practices for Implementing Oracle Fusion CX Sales Cloud Directly on Redwood UIHello everyone, I’m starting a new implementation project for Oracle Fusion CX Sales Cloud, and the client would like to implement directly using the Redwood UI, without…