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Sales
Discussion List
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Request Account Assignment process not assigning territories to partnerSummary: We have created a child territory of "Partner" type under Parent Territory of "Prime" type. We also added some partner accounts as inclusions and then we ran th…
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Video: Dependent DCL FieldDependent DCL Field: Build a dependent dynamic choice list field based on the selected value of another DCL field. From the Implementing Redwood Sales video series
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Enable audit on HZ_LOCATION tableSummary: Hi, we neeed to enable audit on HZ_LOCATION table (currently HZ_LOCATION_ table is empty, so with current audit configuration is not enabled) to record changes …
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On the Redwood Lead convert page, how can we default a DCL fieldSummary: We have custom DCL field on Lead object which will be defaulted using groovy script in Standard UI. The same script is not working on Redwood pages. So, we woul…
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Saved Search role restriction for external usersHello Team, When we go to any object and select "Manage Saved Searches," there's an option under the workspace list called "Shared With." Here, we can choose specific ro…
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Need REST API details to merge customer Parties/accounts/sites in Oracle fusionThis post was created as part of a How to Service Request (SR) Release: 11.13.23.01.0 Summary of the question: Customer has a requirement to merge the customer Parties/a…
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Filter Criteria is not working on Adaptive searchSummary: I’m currently facing an issue while working with the Adaptive Picker I’ve added a filter criteria in the template, where I'm trying to reference the value from …
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How to pass dynamically filter criteria to a picker in fusion RedwoodSummary: Have a picker B whose filter criteria is based on picker A value(selected from list), how to achieve this in picker B? Content (please ensure you mask any confi…
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Is it possible to display a multi select choice list as a bunch of checkboxes in Redwood Sales?Has anyone been able to display a multi select choice list as a bunch of checkboxes? I have a list that is a bit long and rather have the user scroll through the list, I…
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User should Not allow to Delete AddressSummary: Can we write validation to restrict deleting of Address for partner object Content (required): Version (include the version you are using, if applicable): Code …
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Integration with ZoomInfo?Summary: Are there any plans for an integration with ZoomInfo like the one for Salesforce Content (required): There is an integration with Salesforce and Zoominfo and I …
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CX Sales Mobile - How to accessing custom fields via query('resources') and making REST requestsI’m developing a script in Oracle Sales Cloud Mobile and have two questions related to data retrieval: Custom Fields via query('resources'): I’m using the command const …
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Is there any way to upload Resource Team Membership section by REST/SOAPWe are looking for API to update Resource team under Teams>Team Membership section
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How to use an Action Chain to Change Opportunity required fields based on Opportunity TypeSummary: We are looking to auto-change the opportunity creation page depending on the opportunity type we select at the time of creation. Basically we have a default cre…
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Is possible to do Mass update of record with particular date range in redwood on list page?Summary: Is possible scenario like Mass update of record with particular date range in redwood? list page? User can update record based on date range provided. Content (…
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How delete Sales Lead in BulkSummary: I want to delete all the Sales Leads in bulk, in the test environment I first exported all the Leads and with the import activity I deleted them with the Lead I…
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How Oracle AI model predicts the Similar Accounts?Summary: I have been trying to configure a "Similar Accounts" model as per the below documentation: https://docs.oracle.com/en/cloud/saas/sales/fadsi/create-a-similar-ac…
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Create Opportunity Page Reloads Multiple Times in Redwood UIHi all, We’re experiencing an issue in Oracle Fusion Sales Cloud (Redwood UI) when attempting to create a new Opportunity. Whenever we open the Create Opportunity screen…
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Retire ore Reject - Sales Lead Mass ActionHello community, Mass Remove and Reject Leads records are required. In the classic view it was possible, but when using workspace the options do not appear when selectin…
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Video: Modify Data Before SavingModify Data Before Saving: Programmatically modify the data on a form before saving in the database From the Implementing Redwood Sales video series
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How can I recover the customer party site (470655) that is invalid in the database?Summary: I have deleted the party site number (470655) and created a new one (88526). How can I recover the customer party site (470655) that is invalid in the database?…
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Redwood CX CPQSummary: We currently have CX/CPQ integration working great in non-Redwood. We are migrating Sales over to Redwood. The Quotes show up and work correctly in the Quote Pa…
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what settings would ensure that email notifications will have noreply@companydomainnam as the senderSummary: Hi Team, We have setup a few routines in the system that trigger an email to users whenever a lead is rejected OR when a new activity is created. The email noti…
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How to add sections in Sales Redwood page?Summary: Have a good day community. I enabled sales redwood to configure it. Create the project as Visual Application. When entering the contact details and clicking on …
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Unable to Update PartyStatus Field via REST API or Groovy – Field Appears Read-OnlySummary: We are attempting to programmatically update the PartyStatus field for a party record using both REST API and Groovy scripts. However, our attempts have been un…
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Application Composer registering webservice with dynamic prrerfixSummary: After cloning Prod to Dev, the URL in application composer/Web Services in Dev instance are pointing to the Production URLs. Is there a way to create the url us…
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How to set default value of fixed choice list in RedwoodSummary: We have a Custom object with custom FCL with default value set up in Application Composer. But the default value is not reflecting in Visual Builder. I tried to…
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How can we remove extra filter that is available using the cx-pickerSummary: Initially, the Primary Partner (FusePartnerName) is not available in the list of fields in VBS (Redwood UI). Support engineer Florin suggested to use the Primar…
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How to Ensure Accuracy of Generative AI Account Descriptions in Oracle Fusion Sales Cloud?Company: Innovacx Tech Labs Pvt Ltd. Summary: We're using the Generative AI Account Description feature in Oracle Fusion Sales Cloud and are noticing inaccurate or fabri…
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"The user is already associated with another account" error upon logging in the MS365 CX Sales CloudSummary: An error is encountered "The user is already associated with another account" upon logging in the MS365 CX Sales Cloud "Engagement Cloud" Has anyone encountered…