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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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Upcoming Changes to Oracle Sales Assistant and Sales Recommendations (November 2026)Update — November 3, 2026: The Oracle CX Sales Mobile app update will be published this week on the Apple App Store and Google Play Store. This update removes Oracle Sal… -
Prepare for Oracle CX Sales Mobile Sign-In Changes (November 2026)Update — November 3, 2026: The Oracle CX Sales Mobile app update introducing the unified sign-in experience described below will be published this week on the Apple App …
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Video: Keep Multi-Select Pick List Open for Multiple SelectionsVideo: Keep Multi-Select Pick List Open for Multiple Selections: This video will show an alternate behavior you can implement for multi-select pick lists (also known as … -
November Interactive Demo Hours: Deliver Revenue Growth (Sales & Marketing)In this one hour showcase, you’ll see Oracle’s complete suite for Delivering Revenue Growth (Sales & Marketing), including our customer data platform, marketing automati…Kayleigh Halko - Oracle-Oracle 67 views 0 comments 0 points Started by Kayleigh Halko - Oracle-Oracle -
NOTICE: Classic Sales and Service Experience in Fusion — Redwood Adoption Required Before 27AUPDATE — September 2026: Oracle shared the latest Redwood adoption timelines, availability, and transition resources during the CX Sales & Service: Redwood Adoption Time… -
September Interactive Demo Hours: Deliver Revenue Growth (Sales & Marketing)In this one hour showcase, you’ll see Oracle’s complete suite for Delivering Revenue Growth (Sales & Marketing), including our customer data platform, marketing automati…Kayleigh Halko - Oracle-Oracle 76 views 0 comments 0 points Started by Kayleigh Halko - Oracle-Oracle
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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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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… -
Video: Enable "Save and Continue" Equivalent in Redwood SalesIn 26B, you can enable the ability to Save a record on the edit page, and stay on the edit page to continue to make additional changes to the record. This is the equival…
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Contact Hierarchy Feature in Redwood Sales?My lead is exploring implementing a contact hierarchy within our Redwood Sales project. He stated that there was at one point in the past a Sales UI contact hierarchy, b…
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Unable to add filter to saved search unless something is selectedSummary: In the current Workspace, certain filters are able to be included without values selected that the user could select if needed. Content (please ensure you mask …
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Prepare for Upcoming Sales Meetings with AI-Generated Pre-Meeting Briefs Clarification NeededSummary: Hello CX Team, We are interested in exploring and using "Prepare for Upcoming Sales Meetings with AI-Generated Pre-Meeting Briefs" feature released in 26C. I am…
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Where to modify the 'Create' and 'Edit Call Log'Summary: I Need to Modify the Create and Edit layouts of the Call a Log Activity. I am looking in the Activity, Account and Contact object but I can't see where to modif…
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Sales Orchestration - How to Reorder StepsSummary: Hi, We have a Sales Orchestration for Lead and want to reorder the steps: The issue is that the Guidance panel on the Lead doesn't follow the Diagram but the or… -
VBS - Custom Backend for Fusion ApplicationsSummary: Hello, I have a requirement wherein: I have a custom fragment which displays a list of direct reports of a manager. For this, I am using the Resource Users REST…
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Public access to a fusion extended pageSummary: We have a requirement to build a visual builder page to create leads for external access. The page should be a public page for external users and their input sh…
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How to display contact "all emails" array in redwoodSummary: Users want the "All emails" option in the Contact creation page, in Redwood, to speed up the creation process. After moving from classic SUI to Redwood, the con… -
Long Text field becomes blank immediately after clicking SaveHi, In Oracle Fusion CX Redwood Sales 26C, a Long Text field becomes blank immediately after clicking Save, but the value reappears after refreshing the page. Could you …
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Show Invoices panel on Account not working for Sales Representative (works for Sales Administrator)Summary: Hi all, We implemented “Show Account Invoices to the Sales Team” following this doc: https://docs.oracle.com/en/cloud/saas/sales/fadsi/show-account-invoices-to-… -
When I click on Edit/Details in leads is blank.Summary: When I click on Edit/Details in leads button it shows all the fields for a second and they disappear and the whole page is coming as blank. Content (please ensu…
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Saved Search does not apply the Sort Order in Redwood UISummary: I created a Saved Search with selected columns and sort order for my custom object. Upon opening the saved search, the saved search applied the selected columns…
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Unable to copy and paste anything to Redwood UI using Ctrl vWe have recently upgraded to Redwood UI. Users are unable to copy anything (from ex. Excel) and paste it in Redwood UI using Ctrl+v. This issue is observed by some users…
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Docx,PDF content from Opportunity Attachment in Workflow AI AgentIn Workflow AI Agent, I'm able to get readable content for .txt and .csv from opportunity Attachment API. But for .docx and .pdf, I'm getting in non-readable format. How…
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Enable change tracking for Opportunity Forecast category in the Opportunity activity streamSummary: Allow the Opportunity Forecast category field to be configured for change tracking in the Opportunity Activity Stream, showing the previous value, new value, us…
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Video: Single Field Update Conditionally Required Dependent FieldSingle Field Update: Conditionally Required Dependent Field This is a specialized implementation of single field update dependencies, for use when the dependency is cond…
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How to filter/show limited values in the State field in the Account-Address objectNavigation: Redwood Sales→ Account→Add Address: State field contains both a 2-letter code and the full name. We want the state name to appear on the LOV, not the state c…
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Does registering web service in CX Sales supports OAUTH 2.0?Summary: We have a requirement to consume a web service from a 3rd party APIM using OAUTH 2.0 without using Oracle Integration Cloud. I saw in Register Web Service authe…
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Redwood migration tool: Objects missing in add panel for standard objectsSummary: As of now we started to implement the new Redwood UI which will be mandatory in Q2 2027. Both our environments (test and prod) are on 26C. We performed a P2T in… -
How to customize and filter out the Active Contacts on Account Contact panel in Redwood UISummary: We need to filter out records that are being displayed in the list of Account Contacts on Redwood REDWOOD UI CLASSIC UI Content (please ensure you mask any conf…
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Sales users are not able to change the status and delete the activitieswe have created custom role, where to give entire control of Activities we have added "Activity" DSP with all the access. Due to which all the users can see all the acti… -
How to Sync AR Contact Fields to CX Sales Contact Object?Summary: Recently, we observed this behavior in our system: when we add contacts in Account Receivables under Account and run the ESS scheduled job, those contacts sync … -
How to report out of the CDM Manage hierarchiesSummary: How to create reports from CDM Manage hierarchies data? Content (please ensure you mask any confidential information): Client has CX Sales and CDM implemented. … -
Is CDM planned to move to Redwood?Summary: Is Customer Data Management module planned to move to Redwood? Is Organization and hierarchy moved to redwood or is planned? Is there any documentation specific…
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Best practice for enabling Audit policy in Audit framework- Attributes and performance considerationSummary: Hi Experts, We are planning to enable audit logging across Oracle fusion cloud modules to track user activities and changes to business transactions. Each produ…
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Embedding Iframe in Mobile AppSummary We have custom applications developed and enabled with web interface using Mashup content, same need to be replicated in Oracle CX mobile appContent We have enab… -
Drill-down link for bell notifications be updated to Redwood pages instead of SUI/Classic pages?Can we update the drill-down link for BPM worklist bell notifications to route users to Redwood pages instead of SUI/Classic pages?
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In Oracle Fusion CX Redwood Sales 26C, I want to refresh only the current Sales custom object Edit LHi, In Oracle Fusion CX Redwood Sales 26C, I want to refresh only the current Sales custom object Edit Layout when the user clicks the Approve button, without reloading …
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Redwood: Opportunity Product Picker templateSummary: Currently, when we go to an opportunity > Add products, the product picker shows only "Item Description" (see screenshot below) and there is no option to - Use …