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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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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.… -
Transition to the Redwood UX add-in for Microsoft 365 prior to 25B (July 2025)Summary: In Update 23C, we introduced our latest (third generation) Outlook add-in – Redwood UX Add-in for Microsoft 365, which caters to task-oriented flows providing s… -
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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Announcing: Oracle CX Partner Enablement Training Series (Sep 8 - Oct 2)We’re excited to invite all Oracle implementation partners to join our upcoming Oracle CX Partner Enablement Training Series, starting September 8 and running through Oc… -
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… -
How can we migrate an Application Composer Custom object to another instanceSummary: I see we can migrate data for the custom Application Composer, how can we migrate an Application Composer Custom object to another instance? Content (please ens… -
CDM Merge Request got rejected due to open orders against the master account ?Hello, I'm using CDM to deduplicate some accounts, I'm currently merging 2 accounts 1 customer and 1 prospect, I'm selecting the Customer account as master, but my merge…
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Looking for a Best Practices Guide for Working on Visual Builder Studio with Multiple UsersSummary: Hello, Not sure if this has been asked before, but is there a list or a guide for the best practices to be followed when working on VBS when multiple people are… -
Asset data is not appearing in the Asset Picker under the Service Request objectSummary: Asset data is not appearing in the Asset Picker under the Service Request object We have asset data in system, and we can see under asset and IB asset object. B…
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Overwriting of PartySiteUse's Begin Date to System DateWhen I try to create a party with address using huborganisation API , the address/location/partysite have it's startdate as the date that I have passed whereas the start…
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Dispatcher Rule is not working on Opportunity Creation from Account Detail PageI have requirement to stop navigation to Opportunity detail page while creating opportunity from Account Detail Page. I have created dispacher rule to stay on same page …
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Need to filter only those Customer Org records which have AccountsSummary: We have extract Customer Org and Customer Account through BICC; we need to filter only those Customer records which have Accounts and ignore the rest. Can you p…
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is it possible export all addresses using BULK API without a parent Account ?Summary: is it possible export all addresses using BULK API without a parent Account ? Content (please ensure you mask any confidential information): Version (include th…
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Is it possible to create Record Set for custom objects (Search and Select Dialog page)?Summary: I'd like to display Record Set for a custom object search page. Is that possible? Content (please ensure you mask any confidential information): We have a custo… -
Need to apply a filter via URL in CX SalesHello, I need to create a filter based on a REST URL, or alternatively via SOAP in OIC. The issue is that I am trying to create it using a custom field. The field is cal…
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Can we have account merge feature enabled in Redwood account list page?Summary: Can we have account merge feature enabled in Redwood? Content (please ensure you mask any confidential information): We are completely live with redwood UI and …
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Without 'Customer Data Management' license, how to disable 'Ship-To' site?Summary: Without 'Customer Data Management' license, how to disable 'Ship-To' site so that disabled sites do not show up in the LOV in order entry screen? Content (pleas…
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Microsoft Outlook Add Mismatching UsersSummary: I logged into the add-in with credentials that don't have access to the Add-in. I click OK and I am redirected to the add-in showing a 'connect' button. However…
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Standard Business Process flowsSummary: Can you please provide Standard Business Process flows for CX Sales & Service provided by Oracle Content (required): BPDs for CX Version (include the version yo…
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Redwood - Layout issue - Create Top Level custom object record and child record in same formSummary: We have Implemented this pattern in a Top level Custom object related to opportunity but we are facing the below issue. Our Parent Custom Object record Create L… -
Why is Import Management faster than REST API insertSummary: We would like to know the reasons why File Import via File Management is faster than via REST API insert. Can you please provide us comparison of each, in terms…
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Account-Contact Option in OOTB Contact DCL on OpportunitySummary: When I go to any Opportunity through redwood sales. I go to the overview page. Under SmartActions I type 'Add Contact'. There comes a drawer with a Contact DCL.…
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Using access group to hide certain accounts/activities to other roleSummary: We want to restrict access to certain Account records based on the value of the NationalAccounts__c field, but these accounts are still visible to all user role…
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Is there a way to Summarize Email within the Fusion CRM instance.(Not via Outlook Plugin)We want to enable the Summarize Email and Reply with AI features within our CRM instance, similar to the functionality available in the Outlook Add-in. Is there a way to…
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how to remove the auto-provisioned roles for a particular UserSummary: We have a requirement to remove auto-provisioned roles for a specific user. Since we don’t have access to the Security Console, we attempted to remove the roles…
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How to fetch field from adaptive search in cx-picker?Summary: As cx-picker configuration is dependent on query if it should go to adaptive or REST. We are keeping our Partner picker as we have ootb but when we are adding C…
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Workspace Account search is not showing dataSummary: User cannot see the record when trying Workspace Account search (user is in the Account territory team), but user can see the record when search in Account land…
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Will Standardized Event Handling be coming to Redwood Sales?Summary: Read about this feature for Service Center in 25C: I want to know if this will also come to Redwood Sales or not. Content (please ensure you mask any confidenti…
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PRM - All Approval Notifications Opening in SUISummary: Hi, We are implementing Partner Relationship Management and have configured a few approvals: Partner Approval Deal Approval MDF Approval However, all of the not…
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Displaying Validation Errors in Mobile App via Smart ActionWe are experiencing a critical issue in Oracle Sales Cloud concerning the Mobile App and Smart Action(Object function-based action): We have created a Smart Action that …
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How to create a Sales guide to use in orchestrationsGreetings! We are adopting orchestrations for our current implementation, and we would like to use the Sales Guide feature. I'll explain: While creating a task inside a …
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Redwood: Custom object Create triggerSummary: In Custom object on record creation I want to copy the RecordID in RecordName. Which page and event I can use for above to work. I have tried via groovy script …
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Wrote an object validation on Account and Address under CRM and now these validations are enforcedSummary: Hi for my customer's business requirement, I Wrote an object validation on Account and Address under CRM and now these validations are enforced even in Customer…
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Retrieve ParentAccountPartyId from Oracle CX tablesHi, I need a query that extracts data from hz_organization_profiles, and among the fields I need is ParentAccountPartyId. This field is available in the endpoint: /crmRe…
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What are the CX Sales application limitation on sending number of email notifications per day?Summary: We are implementing Oracle CX Sales module as part of a Fusion global single instance. and trying to gain following confirmed info applicable to our instance. C…