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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NOTICE: Classic Sales and Service Experience in Fusion — Redwood Adoption Required Before 27AOracle is moving customer-facing Sales and Service innovation to the Redwood experience in Fusion. Beginning with the 26D update, the Classic Sales and Service experienc… -
Prepare for Oracle CX Sales Mobile Sign-In Changes (November 2026)Overview Starting November 2026 update, Oracle will no longer support basic authentication in the Oracle CX Sales Mobile app, which was primarily provided for developmen… -
August Interactive Demo Hours: Unified Marketing and SalesIn this one hour showcase, you’ll see Oracle’s complete suite for Unified Marketing & Sales including our customer data platform, marketing automation platform, sales au…Kayleigh Halko - Oracle-Oracle 17 views 0 comments 0 points Started by Kayleigh Halko - Oracle-Oracle -
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.… -
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… -
Default Country & Phone CodeContent Hi, Is there a way to set the default value while creating the Contact / Account record in Site level & User level? Address - Country field and Country Code in W… -
How can I implement Field Rules and Object Functions on Redwood CX Sales pages?Summary: After migrating from Classic CX Sales to Redwood CX Sales using the Oracle Redwood Migration Accelerator, our existing server-side customization no longer works…
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CX Extension Generator fails with duplicate layoutId=Layout1 when importing Metadata Manager XMLSummary: Hi everyone, We are trying to use the CX Extension Generator to migrate legacy Fusion/Sales layouts to a Visual Builder extension. The process we are following …
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Attachment panel appearing blank on Redwood UI for all objectsSummary: On navigating to Account Object and drilling into any record, the attachment panel has no content and appears blank instead of displaying standard message like …
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Can I get some clarity on the future of CX Sales Quotas, Forecasts and Incentives?Summary: Hi everyone - I'm looking forward to understanding how are CX Sales Quotas, Forecasts and Incentives going to coexist in the Redwood world. Content (please ensu… -
Is Redwood UI/UX available for Territory Management?Summary: Is Redwood UI/UX available for Territory Management? Content (please ensure you mask any confidential information): Is Redwood UI/UX available for Territory Man…
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Is there a Redwood UI planned for Sales Territories / Territory Management?Summary: What is the current Redwood UI support for configuring Sales Territories / Territory Management in Oracle CX 26B or 26C? We’d like to understand whether Territo…
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window.location.reload is used to reload the custom page- IssueSummary: window.location.reload is used to reload the custom page but after reload the cancel button is completely closing redwood application and going to the main appl…
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REST API Error IBY-825839: "Invalid combination of party and payment function" when creating CustomeSummary: Content (please ensure you mask any confidential information): Hi All, I am running into an issue while trying to create bank account details for an existing cu…
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Best Practice to Refresh/List-view Data in Redwood FragmentsSummary: List View Data Update isn't rendering after executing a Smart Action ( without a page refresh ). I tried leveraging the Event Listener: accountsOnAfterSmartActi…
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Fields are not updating on page created by Custom Object from Application ComposerSummary: I have a page created from Custom Object from Application Composer. There are values in this table already created. I like to update the value and when trying t…
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How to add custom fields in resource pageSummary: Is it possible to add custom fields to the Resource page? Content (required): I want to add some fields to the resource page, where the employee information is … -
How do we enable Enrich Account button in Redwood Sales?In Redwood Sales, is there a way to enable the Enrich account? Sales: Redwood Sales:
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Custom Partner Portal similar to DCS for ServiceSummary: Does Oracle offer a separate Partner Portal for Fusion Sales, similar to the DCS portal for Fusion Service, rather than having partners access the Fusion Portal…
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What is the correct sequence of migrating customer records from EBS to Oracle Fusion using FBDI?Summary: Customer records: around 350,000. Customer master from legacy system involves locations, parties, party sites, accounts, account sites, account site uses, custo…
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How to pass dynamically filter criteria to a picker in fusion RedwoodSummary: Have a picker B whose filter criteria is based on picker A value(selected from list), how to achieve this in picker B? Content (please ensure you mask any confi…
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REDWOOD - Business Plan Showing Error while creationSummary: Hello, We have business plan enabled for our application. However, we are facing an error while creating the business plans for Accounts. Content (please ensure…
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REDWOOD – Error During Business Plan CreationHello, We have business plan enabled for our application. However, we are facing an error while creating the business plans for Accounts. a. The error - Row validation m…
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How to update the legal entity of a Sales Resource userSummary Unable to update the Legal Entity of a sales resourceContent Hi, I tried to update the legal entity of a sales resource through file based approach and webservic… -
What is the recommended Oracle chatbot solution after ODA licensing has been sunset?Summary: Seeking Oracle's recommended replacement for Oracle Digital Assistant (ODA) for implementing customer-facing and internal AI assistants integrated with Oracle F…
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Redwood: Unable to remove the Account Filter in Lead Conversion PageSummary: We have a requirement where a Lead should be converted to an existing Opportunity. We enabled the profile option ORA_MKL_LEAD_CONVERT_TO_EXISTING_OPTY and set i…
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"Lifecycle - Handling Times"."Total Handling Time (Work Minutes)" fact Ignores CoveragesSummary: The custom analysis using the fact "Lifecycle - Handling Times"."Total Handling Time (Work Minutes)" from the Service - CRM Service Request Lifecycle subject ar…
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Address field(SiteNumber) not displayed in Audit page in Redwood UISummary: Address field(SiteNumber) not displayed in Audit page in redwood Content (please ensure you mask any confidential information): Version (include the version you…
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VBS - Creating a Country Dropdown using Field Templates/Virtual FieldsSummary: Hello, We have a custom object and we have created a UI for it using CX Extension Generator. There's a custom text field for storing the country on the object b… -
You must enter a valid organization ID. (QSC-375047)Summary: ERROR WHILE ADDING PRODUCTS TO PRODUCT GROUP Content (please ensure you mask any confidential information): Version (include the version you are using, if appli…
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CX Sales / Eloqua Integration App - Notifications triggered for large exportsHello, We receive a CX Sales email notification with the subject "The GCSCHEMA_XXXXXXX_**** file export activity has completed with Completed status." whenever an export…Justine BONDIL - Oracle-Oracle 22 views 1 comment 0 points Most recent by Florin Musatoiu - Support-Oracle
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How does creating appointments from Sales Cloud to Outlook work?Summary: How do appointments created in Sales Cloud behave when they are synchronized with Outlook? Content (please ensure you mask any confidential information): I'm ex…
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Microsoft teams Web conference integration problem in Oracle CX salesSummary: While creating an appointment of type Web Conference in CX Sales, the following error message is displayed: "Creating Microsoft Teams web conferences from Sales…
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Redwood UX Duplicate checker is not showingWith the release of 26B, we were trying to test out the Duplicate checker functionality for Redwood UX. In the documentation it said there was no setup required (see tex…
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how to add 'activitySubType' to express report as a columnSummary: In the predefined 'activity' report type template, provided by Oracle, we see that there is no 'activtySubtype' column to add in our express reports. I believe …