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For more information, please refer to this announcement explaining best practices for getting answers to questions.
Sales
Discussion List
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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.… -
April 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 11 views 0 comments 1 point Most recent by Kayleigh Halko - Oracle-Oracle -
February 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…
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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 Fusionhttps://us.v-cdn.net/6034893/uploads/2CCVM71KMVB4/eol-sales-and-service-classic-ui-v3.docx Oracle is announcing the retirement of the Classic Sales and Service user expe… -
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… -
Multiple Attachment fields required for Opportunity?Summary: We have a requirement wherein we need 2 attachment fields in Opportunity as the client would use one of the field for attaching internal documents, and use anot…
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Redwood: How to remove/hide interaction and conversation in Redwood service requestSummary: As we are not utilizing the Interaction and Conversation tab in Service Request, how can I hide this 2 tabs in the main view of each Service Request record? Con…
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リソースの日付で最新の所属店を取得したいCX Salesの式項目（Groovy）にて、リソースの現在の所属組織を取得しようとしていますが、 過去の履歴が含まれてしまい困っています。日付で現在の所属組織だけ取得する方法はないで… -
How can i add revenue line fields in message templateSummary: We have created custom template for opportunity object we wanted to add revenue line items in the template. Sharing the screenshots of Template. Content (please…
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Is it possible to reset objects in Oracle Fusion CX Sales?Summary: My customer states that the initial implementation is not configured optimally and is requesting to reset all the objects related to CX to reimplement the solut… -
Invoking webservice when saving a recordSummary: Hi, in a form with a few number of fields (like the "create Note"), but based on a custom object, is it possible to invoke a webservice when saving the record. …
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Will Business Plans be coming to Redwood?Summary: Pretty much what the question says. Will the Business Plans be added to Redwood along with their children objects like Objectives, SWOT Analysis, etc.? Content … -
How to override or customize OOTB Error messages in redwood?Is there a way to customize or override the OOTB error message in redwood such as one shown below:
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Customer account creation for REST API/Roles or privilegesSummary: We are implementing an integration for creating receivable customer accounts from other systems. We are using below REST and SOAP services in our integration. I…
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Why are we not able to see CAD in the drop-down of currency code OOTB field in custom object?We are unable to see any other currency other than USD in the drop-down list of Currency Code field in Custom Objects. We have CAD enable and also start date is given. T…
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Display email/message Template conditionally based on Smart ActionSummary: We want to show email template based on smart action. We have 2 different custom smart actions of type send email. Based on that smart action we want to display…
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Custom Account DCL as Hyperlink on header section in RedwoodSummary: We have custom object which is associated to account using custom DCL field. Now we have exposed the Custom DCL Account field on Custom object details layout in…
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Missing Routine Templates and Missing Routine Type- 'Run when an event occurs'Hi , We are trying to create few routines based on the routine type- "Run when an event occurs" for Opportunity object based on an attribute changed. But we are seeing s… -
How do "remove" the Make Active action from the Quotes section in CXWe have various actions from the smart action like Create/Copy but the business wants to remove the Make Active on the CX side as their process is to only change it on t…
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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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Show product recommendations not displaying any data on account or opportunitySummary: Hi everyone, We've been working a lot with Oracle AI and Gen AI features in OSC lately, and we also recently discovered the need to have some sort of AI based p… -
Defaulting 'Appointment' fields in 'Log an Interaction', WrapUps fields are disappearingTried to default Appointment's Subject field and Assignee's/ Contacts to "Log an Interaction" Subject and Participants fields respectively using onCreate event listener …
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How to export the information that is in the Sales Dashboard from UI RedwoodSummary: I want to export the reports that are in the Sales Dashboard. Content (please ensure you mask any confidential information): I've created several reports in OTB… -
Custom object data importSummary: I created a custom object, but I’m unable to import data into it. The system isn’t generating any log files, and the import keeps failing. I’m uploading the CSV…
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Activity Template in SalesSummary: I’m trying to create an activity template using the Manage Sales Task Template task in Setup and Maintenance, but the available templates appear to be limited t…
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Custom Object is not available in Import ManagementSummary Custom Object is not available in Import Management even after adding 'Custom Object Administration' role to User and checking Create,Update,Delete check-boxes f…
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Is there any Rest Api or Soap WebService to update status of a record in HZ_ORG_CONTACT_ROLES table?Summary: We need to end date a HZ_ORG_CONTACT_ROLES record or mark its Status as ''Inactive'. Does any Api or Soap Web service exist to perform the same?
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How to show Activities Panel in Redwood for Custom ObjectsSummary: I wanted to show the audit logs for Custom Objects in redwood, but activities panel is not available as OOTB. How can I show the activities panel or the audit l…
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Adjust hyperlink template in the custom object Redwood UISummary: I would like to adjust my hyperlink template in the cx-list-impl component. Content (please ensure you mask any confidential information): By default, when we c… -
Making the field visible in header even when values are not populatedSummary: When we add any fields to header layout of some object. Its shown on the header if that field has any value else that field is not visible on header. The requir…
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Add Buttons on Account Header section in RedwoodSummary: Hi, As we are using Redwood, we want to have buttons like "Create Lead" or "Create Quote" button on the account header section in Oracle Redwood. Please let us …
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How to access opportunity Scheduling data for reporting?Summary: In CX, there's a way that reps can forecast, monthly, how much an opportunity product will bring in using the schedule piece. How can we access and report on th…
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Territory Custom Dimensions OverviewSummary: This is an overview and demonstration of the Territory Management custom dimensions feature. Content (required): Sales organizations can use up to 10 custom dim… -
REST API to Retrieve info from Manage Geography Hierarchy (HZ_GEOGRAPHIES,HZ_GEOGRAPHY_IDENTIFIERS)Summary: We are looking for a supported REST API to retrieve Country, State details from the Manage Geography Hierarchy in Oracle Fusion. Currently, geography-related da…
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Can I configure the 'Created By' and 'Opportunity Owner' Workspace filters for Opportunity object?Summary: We want to add and remove results (checkboxes) in 'Created By' and 'Opportunity Owner' Workspace filters. However, after searching for the user, once the user i…