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Sales
Discussion List
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REDWOOD - Business Plan Showing Error while creationSummary: Hello, We have business plan enabled for our application. However, we are facing an error while creating the business plans for Accounts. Content (please ensure… -
JBO-27014: Attribute ActivityTemplateId in OrchestrationStepTasksDTEO is requiredSummary: While migrating orchestrations using CSM, the process is throwing below error : JBO-27014: Attribute ActivityTemplateId in OrchestrationStepTasksDTEO is require…
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Video: Enable/Disable Feed Filters in the Ask Oracle Action BarEnable/Disable Feed Filters in teh Ask Oracle Action Bar: On the Sales objects: Account, Contact, Lead and Opportunity (those object which can use the Activity Feed), op… -
Contact Merge — Export/Edit/Re-import proposal & Cancel-with-Rollback for batch merges: feasible?Summary: Contact Merge — Export/Edit/Re-import proposal & Cancel-with-Rollback for batch merges: feasible? Content (please ensure you mask any confidential information):…
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How to automatically Run Assignment for lead based on rules?Summary: How to automatically Run Assignment for lead based on rules? Content (required): How to automatically Run Assignment for lead based on rules? Version (include t…
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Deeplink for Activities in RedwoodBasically we are sending email notification to users about the activities being assigned to them, from email we want to bring them directly to this particular activity i…
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Custom Redwood/NGS Pages don't recognize the "Open in New tab" built-in function.All our Custom Redwood/NGS Pages (e.g. fscmUI/redwood/custom-objects/quotes) links from those pages can only be opened from the same tab when trying to use the "Open in …
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Disable "Use Account Address" Checkbox When Account Is Removed in Contact Create PageSummary: Hi Team, I have a requirement related to the Create Contact page in Oracle Sales Cloud Redwood UI. In my Contact Create layout, I have added the Account field a…
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Redwood Activity Create page layout when ActivityFunctionCode = CALLREPORTSummary: We understand that Call Reports are no longer delivered as a standard feature in Redwood UI. Instead, similar functionality is available through Interactions an…
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Zoom Contact Center with Oracle Fusion Service for CTI integrationSummary: Hello Team, We have a requirement to configureZoom Contact Center with Oracle Fusion Service for CTI integration including both inbound and outbound calling. I …
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Video: Fax Number and Phone TemplateVideo: Fax Number and Phone Template: Using a virtual field in visual builder to combine the various parts of a fax number (country code, area code, number) and using th…
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Territory Assignment Based on Lead Address in Redwood UIHi All, I want to implement territory assignment based on the Lead’s own address in Redwood UI. Currently, territory assignment works when using the associated Lead Acco…
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Automatic Territory Assignment for Leads in RedwoodHi All, We have a requirement to automatically assign a territory to a Lead when the Lead is created or updated in Oracle Fusion CRM Redwood. Any guidance or documentati…
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Error while creating Lead in redwood salesSummary: While creating lead from Redwood sales page, Getting error related to binding LOV_BuId. Content (please ensure you mask any confidential information): Applying …
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Changing Existing Field Values in Redwood Using JavaScriptHello Team, I'm looking a guidance on how to change the value of existing standard and custom object fields in Redwood using JavaScript. Could someone please advise on t… -
Video: Integrating Microsoft Teams Web Conferencing with CX SalesIntegrating Microsoft Teams Web Conferencing with CX Sales: Microsoft Teams Web Conferencing can work with your Oracle CX Sales solution
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Custom "Create Call Report" Smart Action in Workspace after 27ASummary: We understand that Call Reports are no longer delivered as a standard feature in Redwood UI. Instead, similar functionality is available through Interactions an…
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(OOTB) "Create Call Report" Smart Action in Workspace after 27ASummary: We understand that Call Reports are no longer delivered as a standard feature in Redwood UI. Instead, similar functionality is available through Interactions an…
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@ mention available in Redwood Activity Notes/Description ?Summary: Customer would like to know if there is anything that can be customized in the CX Sales Redwood - Activity - Notes or Description textbox fields, to use @ menti…
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DB table for Redwood - Log a Call recordsSummary: Need to understand the database details for Log a Call, Log an Email, Log an Interaction records in Redwood. Basically looking for database table details where …
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What is the recommended Oracle chatbot solution after ODA licensing has been sunset?Summary: Seeking Oracle's recommended replacement for Oracle Digital Assistant (ODA) for implementing customer-facing and internal AI assistants integrated with Oracle F…
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Resources does not reflect the correct Manager and Department values coming from Manage Users.Summary: does the Manage Resources screen does not reflect the correct Manager and Department values coming from Manage Users? Content (please ensure Hello experts, I am…
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How to create a dcl field pointing to Business Unit in Custom ObjectSummary: Hi team , On a Custom Object we want to create a one custom DCL field which is pointing to business Unit Name . but we are not able to get the related Object. P…
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Generate Win Story EmailHi, When I look for Generate Win Story smart action I am getting pop-up as below and if I click Generate Win Story to whom does this email goes to Why this window is not… -
In Redwood there is no popup message while convertLeadToOptySummary: In CX Sales Redwood Leads, on selecting action Convert, there is no confirmation message as was in Classic UI. Content (please ensure you mask any confidential …
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Video: Using Dispatcher to Override Default Navigation (Hyperlinks)Using Dispatcher to Override Default Navigation (Hyperlinks) With the dispatcher tool, which can be launched from Application Composer, you can override the Redwood Sale…
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Redwood - Inline editing on ObjectsSummary: Is there a way to enable inline editing on Opportunity landing pages in Redwood? Though I see this is going to be available for Opty Revenue in 25B. Content (pl…
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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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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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Under what parameters do the AI Lead scoring and Opportunity Win Probability work?Summary: We have implemented some Sales Intelligence functionalities such as: AI Lead scoring, Opportunity Win Probability. However, we are not clear about the reason fo…