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Sales
Discussion List
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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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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.…
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Oracle is a Leader in the 2025 Gartner Magic Quadrant for Sales Force AutomationSummary: For the ninth year in a row, Gartner recognizes Oracle Sales as a Leader for sales force automation. Read the full report to find out why Oracle delivers one of…
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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…
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What is the order of execution for server scripts between parent/child objects?Summary: If I have groovy scripts in a parent object and in its child objects, which scripts run first? Parent scripts or child scripts? Version (include the version you…
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CX Sales Dashboard control by which role and privilegeSummary: There is no CX Sales role assigned to user but still they can see the dashboard in landing page, want to know which role or privilege provide this access. Also …
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Unable to View Past Conversations After Enabling SVC_EMAIL_ENABLE_PAST_CONVERSATIONSSummary: We have enabled the outbound email profile option SVC_EMAIL_ENABLE_PAST_CONVERSATIONS by setting its value to 'Y'. However, while composing an email, we are sti…
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OSC: Get account/address details from Address Id using REST APISummary: We are upgrading middleware calls from SOAP to REST API. The third party system is saving AddressId and was using AddressId to get to fetch the Address details …
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Issue in Updating Account DataSummary: We are trying to update the Account Owner using the File Import process. In the import file, we are providing the Account Party Number and the Owner Party ID, a…
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In Oracle CX Sales, how to create a REST URL with two search parameters using the q=In CX Sales, I have three opportunities fields: one called PrimaryContactPartyNumber, the other is called CPCStatus_c, and the other OpportunityType_c. The need is to cr…
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Documetation on Redwood UISummary: Documetation on Redwood UI Content (required): Redwood UI is new enhanced UI from Oracle. Do we have any detailed docs on it? Does it come with CSS or JS functi…
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Is there a way to integrate Accounts Receivable customer billing accounts with Sales in Redwood?Summary: Hello Everyone, We are exploring options to integrate customer - Accounts from the Accounts Receivable module with Oracle Sales in the Redwood experience. Speci…
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Lead qualification template for redwood salesSummary: Hello, In Standard Sales, we’ve been using an out-of-the-box (OOTB) Lead Qualification template in the Lead object, which includes a set of specific questions t…
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How to identify change in industry field using triggers?Summary: When we update the Industry field on accounts changed CX, how can we able to identify the changed value from scripts? Content (please ensure you mask any confid…
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Cannot Right click to Duplicate Tabs in Fusion CX SalesSummary: The user reported that when they are on an opportunity record, and they try to duplicate that record into a separate screen by right click on the tab, click dup…
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Integration of Phone Fields between Eloqua and Fusion SalesSummary: Integration of Oracle Fusion Sales and Oracle Eloqua: Phone Number Fields Content (please ensure you mask any confidential information): We are searching for ex…
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How to create B2C customer and differentiate it from the B2B contacts?Summary: Customers consist of B2B customers (using Account object) and B2C customers (using Contact object). How to create B2C customer and differentiate it from the B2B…
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How can I use access groups to give user A access to the records visible to User BI currently, have the need to provide 'proxy' access for user A to the records visible/editable of User B. However, I've not been able to setup the rules correctly and a…
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CDM License for end dating Ship to SiteSummary: Is it possible to end date a Customer Ship to Site and avoid getting it in the AR transaction LOV without CDM license? Content (please ensure you mask any confi…
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DQ capabilities in CDM Oracle FusionHello Team, We would like to understand the data quality features available in Oracle CDM and learn how to set up rules that checks both standard and custom attributes. …
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Run when an event occurs - RoutinesSummary: We are using the Routines for scheduling , here we have a use case where we need to update the child account field when the respective parent account field is u…
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In the custom object, the Create button is not showing, but the Create Smart Action is enabled.Hi, In 25C, the Create button is not showing for the custom object, but the Create Smart Action is enabled. Thanks, Babasaheb Pandhare
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Lead Edit Page coming blank (Redwood UI)Summary: Hi, My Lead Edit Page is coming blank on both from Edit button after clicking 3x dots on list page and also when I click Details on the details page . When I cl…
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Sales Representative Custom Role not able to create Sales Object RecordsHi Team, I’ve created a top-level role by copying the Sales Representative role (ORA_ZBS_SALES_REPRESENTATIVE_JOB) and assigned it to a user. After that, I executed the …
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Video: Add Products On Opportunity Create and Override Revenue Items TitleAdd Products On Opportunity Create and Override Revenue Items Title Using visual builder, we can toggle a flag to enable adding Products (Child Revenue lines) to the opp…
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Is there a REST API or SOAP Web Service to Create Account Site Contacts in Customer?Summary: Looking for a REST API or SOAP Web Service to create Account Site Contacts in Customer (as shown in the UI under the Communication → Account Site Contacts secti…
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Redwood CX - Filter custom FCL based on another text fieldSummary: How to filter a Custom FCL field based on a text field. Content (please ensure you mask any confidential information): We have a text field BU which has values …
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Oracle Sales Cloud - Custom buttonsI have created a custom button on the Opportunity entity. However, it also appears in the Opportunity’s subtabs (e.g., Opportunity → Activities). I want to restrict the …
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25C How to attach image URL to ProductSummary: In 25C, we noticed Product object link has been changed: 25B: …/fscmUI/redwood/digital-sales/salescatalogadministration/products 25C: …/fscmUI/redwood/cx-sales/…
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Actions button in Plan Document worklistSummary: When a participant opens a plan document from the bell icon or the worklist area, there is an "Actions" button available on the top right corner. We do not want…
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Populate Location Latitude and Longitude Information goes in retryingSummary: Hi, we have enabled geographies and we have data in HZ_LOCATIONS. We are trying to populate latitude and longitude but the scheduled program 'Populate Location …LorenzoMalandrini1234567 34 views 4 comments 0 points Most recent by Praveen Desetty - Support-Oracle
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How to make a city state field as a dropdown field in account objectSummary: Content (please ensure you mask any confidential information): Hi Team, In the Account object in Redwood Sales, we have address fields such as Address Line 1, A…
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how do i access implementation guide of CX SalesSummary: how do i access implementation guide of CX Sales Content (please ensure you mask any confidential information): Version (include the version you are using, if a…
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What happened to sales implementation guides?Summary: Hi, I'm trying to find some information that used to be on the classic guides (implementation guide, reference guide, getting started….), but now they're gone. …