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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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How will loading another third party vendor geography data interact with Loqate dataSummary: Loading third party geography data other than Loqate and its impact on existing Loqate data Content (please ensure you mask any confidential information): If a … -
How to Get the properties of objectSummary: I have obtained details by using the describe webservice of the object, however it doesn't show when the field was created and by which user. crmRestApi/resourc… -
Is there a plan to sunset CX Quota Management?Summary: Recently came across a thread on Community where a user mentioned that there is a plan to deprecate CX Quota Management, and rather fulfill Quota Management req… -
Unable to update and primary address if it is a primary flag is true using rest APIHeader: Upsert-Mode : true Rest API: https://xxxx-test.fa.us1.oraclecloud.com/crmRestApi/resources/11.13.18.05/contacts/1148115/child/Address/ Payload: { "SourceSystem":…
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Is there a way to bulk add/update business unit values associated to a resource org?Summary: Is there a way to bulk update business unit values associated to a resource org? Content (please ensure you mask any confidential information): Version (include… -
thresholds limits in MDF claim approval human task ‘ClaimApprovalHumanTask'We have MDF Claim approval process two level currently . first level is pps(Channel Operation Manager)and Second level is Program Director(Channel Sales Manager) The Lev…
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Using ExtnBusinessProcessComposite in application composer for custom Employee Supervisor ApprovalHi All, We have created a custom object in application composer and intended to trigger workflow notification upon a record getting inserted in the customer object. We a…
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How to add a script on click of Approve Button in Oracle Sales Cloud ?I need to run a groovy script on click of approve button.
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Custom Objects Not Visible in "Perform Object Sharing Rule Assignment Processing"Hi, We are experiencing an issue with the "Perform Object Sharing Rule Assignment Processing" process. We are no longer able to see our custom objects in the selection l…Martina Di Battista 24 views 2 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle
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Seeking your Input for OCW 2025- CX Keynote and Theater SessionsWe want your input ! Planning is underway for Oracle Cloud World 2025 October 13—16, 2025 in Las Vegas. For our CX Keynote and Theater Sessions- we want to hear your sug… -
How to Enable Membe Opportunity Visibility Across Multiple Organizations in Standard Sales Security?Hi, We’re working with standard sales security in Oracle Fusion Sales (not using Advanced Sales Security or Enhanced Territory Management) and facing a visibility issue …
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Generate Account Description smart action not workingSummary: We're trying to implement the smart action "Generate Account Description" on Redwood Account, but it's not workint as expected. Content (please ensure you mask … -
Disable Actions-->Export from list view in RedwoodSummary: Hi, we would like to know if there is a way to disable the "Export" action available in list view in redwood. For security reasons we should not allow users to …
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Enabling duplicate Check for Accounts and Contacts in Redwood UIHello Oracle Community, We configured the duplicate check for Accounts and Contacts and on the old/classic UI it works as intended and during the creation of an Account/…
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Remove "Add" button of Growth Program and Agreement Tabs in Account RecordSummary: How to remove/hide the "Add" button on the account page (Growth Program and Agreements page)? See attached. Navigation: On a standard UI > Go to Sales > Account…
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Can i store data related to other domains like Vessel dataSummary: We are mastering Organizations in CDM as customers. We have a use case where we want to master Vessel data in CDM and then create relationship between Organizat…
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Sales Manager role can't update opportunitiesSummary: Our Sales Manager cannot update Opportunities and re-assign them to another sales rep if the prior Sales Manager is the owner. What role do I need to add to ena…
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Redwood Plugin Microsoft Authorization ErrorHello @all We have implemented the Outlook Redwood plugin for but we face an issue upon logging. Once the user tries to login to the plugin receives the error below: "Mi…
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In Opportunity Object Activity Panel is showing as UnauthorizedSummary: Hi Team , In Redwood sales , Opportunity Object I have created activity but in Activity Panel it is showing as Unauthorized . How to fix this ? Content (please … -
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 …Jidnyasa Falak 115 views 10 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle
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How to restrict data visibility of Accounts and Contacts records to Relationship Manager.Summary: We have requirement to restrict accounts and contacts records to Relationship Manager(sales representative, service representative). Relationship Manager should…
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Video - Account Panels Showing Information from the Back OfficeVideo - Account Panels Showing Information from the Back Office: Bring Invoice and Order data from the back office into the accounts customer center view. -
Video - Account HierarchiesVideo - Account Hierarchies: Work throughout the account hierchy viewing data at all levels of the accounts to account parent-child relationship
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Video - Account Link Sets - Connecting Financial and Sales AccountsAccount Link Sets - Connecting Financial and Sales Accounts: Get a quick understanding of the powerful account link sets solution where you can link multiple accounts (i…
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In case you missed this event, the replay is now available CX – Sales: Oracle Sales 25B RoadmapIn case you missed this event, the replay is now available CX – Sales: Oracle Sales 25B Roadmap Update https://community.oracle.com/customerconnect/events/606473-cx-sale…Graham McInnes, OPM Team-Oracle 13 views 0 comments 1 point Started by Graham McInnes, OPM Team-Oracle
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Redwood Visual Builder studio Action Chain: how to access parent and child object fieldsSummary: How to read or set data for parent and child object when using scripting in Action chains for Visual builder studio to implement Redwood. Content (please ensure…
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Sales Stage ChevronSummary: Looking for various ways to implement Sales Stage Chevron on Opportunity Content (please ensure you mask any confidential information): User would like to see a…
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Default Values in Create Appointment not working in RedwoodSummary: We had created a custom groovy scripts to auto populate Account Name, and address after selecting the registry ID in create new appointment screen. We revert no…
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Do we have Gmail integration with Oracle Sales Redwood?Summary: In 25B, Can we integrate Gmail with Oracle Sales Redwood. If not in 25B, is it planned in any future releases? In documentation, we could not find any reference…
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Video: Adding an Express Report to the Sales DashboardAdding an Express Report to the Sales Dashboard From the Express Reporting series