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Sales
Discussion List
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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… -
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… -
Need format for the conditions in task "Manage Oracle CX Sales to Oracle CPQ Cloud Integration"Summary: We have multiple CPQ process which we need to use from Oracle Sales Cloud. We are using https://docs.oracle.com/en/cloud/saas/configure-price-quote/faicp/use-mu… -
Unable to rename Amount and Win Probability Field label for Opportunity ObjectI got requirement to change display label as below Win Probability -> Commitment Probability Amount -> Commitment Amount I changed the Display Name in Application Compos… -
Left Indent field in field grouping in page layoutSummary: We are using Classic UI, not yet transitioned into Redwood I added a single field (Long text) in a field grouping in Account page layout and it appears as below…
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Access group isn't workingSummary: Access group isn't working, user has only custom role and but able to see all records records in the account, In explore access for that user,object,partyid, it…
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Video: Sales Dashboard PersonalizationSales Dashboard Personalization Starting with 25A, sales reps and managers can personalize the content on the Sales Dashboard.
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what is the issue, not getting objects to view, even enabled in adaptive searchSummary: Created a custom role for viewing contracts, but when we open a contracts tile, it is showing as You can't access this information because the object isn't enab…
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Expected Behavior for Create Opportunity Redirection from Microsoft 365 Outlook PluginIn Oracle Sales, when a user selects Create Opportunity from the Microsoft 365 Outlook plugin, is it expected that the system redirects to new window differently based o…
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How Do i enable task and appointment notification to show in email and notification listSummary: I do enabled all the settings to show up notifications of task and appointment reminders to come up in email and notification list. Still i am not able to recei…
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Video: Consumer Grade +Consumer Grade *: An overview of the Redwood User Experience and the philosophy behind it. From the Implementing Redwood Sales video series
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Can I make the account appear for its team members only in CXI need to prevent the salespersons from seeing the accounts that they are not assigned to or make any activity on it is there any way to do so Also if there are two admi…
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Subscribe to Environment Maintenance NotificationsLearn how to subscribe to environment maintenance notification in the Oracle OCI Console. Note: You need to be able to log into you cloud tenancy at cloud.oracle.com to …
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Is it possible to change the summary text in panel view for Redwood UIFor context, we have some custom objects under the Accounts page (specifically the Customer Form custom object as shown in screenshot below). When there are no Customer …
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Redwood Account Overview Active Subscriptions Exist but Subscription Panel on Overview Page Is BlankSummary: Hi Oracle Community, I’m working in Fusion Sales Redwood and have enabled the Subscriptions tab/panel on the Account experience. Here’s the issue: The customer …
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Microsoft Teams Web Conference Integration Issues in Oracle Fusion SalesHi Team, We have completed the Microsoft Teams integration setup on both the Azure side and within the Oracle Fusion Sales application as per the Oracle documentation be…
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Limit standard API Rest Result based on specific userSummary: Hi, we are in the need to call the standard Rest API (eg /crmRestApi/resources/11.13.18.05/opportunities) using a Machine to Machine user from an external syste…
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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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Unable to Update the Partystatus field in Account ObjectHi Team, I am trying to update the PartyStatus field in the Account object based on a custom field value in Oracle Fusion Sales Cloud. I tried the below approaches: Impo…
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View related all contacts for an account from the workspaceSummary: I want to see all contacts related to an account from the workspace Content (please ensure you mask any confidential information): How can I configure Workspace… -
How to allow the Support User to View All AccountsSummary: Account View Content (please ensure you mask any confidential information): What Data Security Policies do I use to allow Support User to View All Accounts Vers… -
lead to opportunity conversion in redwood - how to get account and contact created during convrsion?Summary: lead to opportunity conversion in redwood - how to get account and contact created during convrsion? Content (please ensure you mask any confidential informatio… -
how to enable additional fields like industries to be available in access groups for accountsWe want to enable industries field in account object access group. How can we achieve this, The list of attributes available under account object rule in access groups a…
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Redwood- How to add attachment field in edit page in Sales Lead Object.Summary: Hi Team, We need "attachment" field in edit page of lead object in redwood Ui. We have added out of box attachment field in rule set of edit layout but it is no…
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How to remove Assignee, Contacts, Notes from Edit Task Layout in Activity object from redwood salesIn our current project, we do not assign a Contact to an Activity, and the Notes section is also not being used. As part of streamlining the user experience, we would li…
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Turn on the Sales Command CenterSummary: With the 26B release there has been demo's and videos about the new Sales Command Center. However, there is no documentation to show this feature or how to enab… -
Oracle CX Redwood Sales-Mass UpdatesSummary: Adding more fields to mass updates Content (please ensure you mask any confidential information): Where do I configure to add more fields to the mass update sel…
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Classic UI Action Link / How to Create in RedwoodSummary: Best Practice for Replacing Acton Link in Redwood In the Classic UI, we had an Action Link available on the Opportunity page. After populating the Opportunity f…
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Oracle Sales for Outlook add in,Redwood email templates only working for administratorsHow to allow all users with the add-in to utilize the templates.
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Regarding the issue of "Manage Data Integration" no longer appearing.Content (please ensure you mask any confidential information): I would like to ask the following questions. The "Manage Data Integration" setting no longer appears in se…
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We have multiple ( 200 +) dynamic sections in Service Request Details page, best way to achieve itSummary: We are a new implementation to Redwood Service Centre. We have dynamic forms based on combination of SR category field and other custom fields. Based on the com…
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Service Request One‑Time Address: Default Country Not Populating Despite Account Address SetupSummary: We are currently unable to default the Country value on the Service Request object for the Service Address (One‑Time Address). While the default country value N…