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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… -
Connection link from Oracle Sales Cloud to OutlookSummary: When an appointment is created from Sales Cloud, the user does not receive the connection link in Outlook to connect to the meeting. Content (please ensure you … -
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…
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How to make Boolean field value as Yes/NO instead of On/OffSummary: Organization - Terex In opportunity we have Boolean fields e.g Request cost and Cost Completed from below picture. There are some scenario or conditions where t…
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CX Sales Delete HZ_LOCATIONSI want to delete HZ_LOCATION records in Import Management. I initially thought that the Address Object would be the right place to do so, but it appears to only delete t…
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[Redwood] Issue on Page reloading after DCL field change and displays previous value after reloadSummary: I have an edit layout with DCL field and Field Groups which are conditionally visible. When DCL is change (ex. Apple ⇒ Banana) a variable is set to true that tr…
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Video: Working with AttachmentsWorking with Attachments: Adding the attachments component to a panel, subview and the create record page. From the Implementing Redwood Sales video series -
Redwood Migration: Are Dynamic Lists and Their Associated UI Pages Migrated Automatically?Hello, We are supporting a customer who is migrating Oracle Fusion Sales and Service to Redwood. The customer has a large number of configured lookups, many of which are… -
Redwood Child Object Subview – Best Practice for Adding a Visible Create ButtonSummary: We are currently migrating Oracle CX Sales customizations to the Redwood UX and have encountered a challenge with child object subviews. Scenario We have a cust…
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Is There an Oracle-Recommended Approach for Cleaning Up Custom Security Roles in Engagement?Hello everyone, We would appreciate your guidance regarding a security administration question in Oracle Fusion Sales and Service. Background Our customer currently has …
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Data Segregation by Country in a Single Fusion Sales and Service Instance (Redwood Migration)Hello everyone, We are currently working with a customer that is implementing the migration from the classic Fusion Sales and Service UI to Redwood, and we would appreci…
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CX Sales Deal Advisor Agent — 403 CLIENT_ERROR for specific roles onlyHas anyone run into the Deal Advisor Agent failing for only certain roles? Deal Advisor Agent configured in 26B via AI Agent Studio, smart action published and working f…
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403 Forbidden Error on Project REST API Dropdown in Fusion Service Custom FieldSummary: Hi Everyone, We are working on a Redwood extension in Visual Builder Studio (VBS) for Oracle Fusion Service and have run into a 403 Forbidden security issue wit… -
Video: Group Fields & Text AreaGroup Fields & Test Area: Using the Group feature for form alignment, and modifying the rendering to have Long Text be...long. From the Implementing Redwood Sales video …
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Navigating to Custom App UI using DispatcherSummary: Hello, We have created a custom object and are creating a custom App UI for it in VBS as the customer doesn't want to have the default UI created by the CX Exte… -
CRM REST API (Opportunities) で全件取得ができず、500〜600件程度で制限される事象についてSales CloudのREST APIを利用したデータ取得について 以下のエンドポイント（商談）を使用してデータを全件取得しようとしておりますが、データが600件弱（500件程度）までしか返っ… -
Vídeo: Acelere la implementación de ventas de RedwoodVídeo: Acelere la implementación de ventas de Redwood: Última hora: Se ha lanzado una nueva herramienta para ayudarte a migrar tu implementación de ventas de interfaz de…
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How to get Document view option in Oracle RedwoodSummary: Users want to see an option where they can view the attached documents in Redwood UI without downloading it . Just like preview option in Outlook. Content (plea…
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URL for creation page of follow up task or appointment in Redwood - Oracle Fusion ActivitiesThe url for activity creation page in Redwood is https://{{instanceURL}}/fscmUI/redwood/cx-sales/application/container/activities/activities-edit?mode=create What is the…
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When opening the quote from CX Sales opportunity is not workingAccessing the CPQ quotes from CX sales Opportunity is not working. Here are the steps. Created quote from CX sales Opporunity Added details on quote and approved Return …
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Direct Page Links for CX Sales in UI RedwoodSummary: Hello, we are migrating to Redwood. I would like to know what URL we could use to direct a user to the details of the sales opportunity they receive in the emai…
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Is it possible to add the sales team section to the opportunity creation pages?Content (please ensure you mask any confidential information): I want to add the "Sales Team" section to the creation page. This is so I can add team members from the op…
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Lead Run assignment REST API from VBS on CreateHi Everyone, We have a use case to run assignment(automatically) before the lead is converted. We identified the REST API for running lead assignment, but we are unable …
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Attachment data from Account Advisor AI AgentSummary: Does Account Advisor AI Agent pull information from the attachment under sales account? we have tried to ask the information which is in the attachment, but did…
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Are you able to assign a resource the Contract Administrator role for multiple Contract OrganizationSummary: I am receiving the error "An active role for this resource already exists in an overlapping date range, either in this organization or in a different organizati…
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Redwood UI - Embed content on Account/Contact/Opportunity edit layoutSummary: Is it possible to embed static content like images/documents or BIP reports on Account/Contact/Opportunity edit layout ? This is useful for cases where customer…
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While adding cities under geography hierarchies cities not availableSummary: As per our client requirement there are few cities which needs to be added in geography hierarchies in recruitment but while searching for them within the count…
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automatically set the value of a custom field based on the value selected on the sales methodWe have a requirement to automatically set the value of a custom field based on the value selected in the Sales Method field in oracle cx sales app. This functionality i…
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Default "My Organization" as filter while adding Team members for OpportunitySummary: In Redwood UI, when we use "Add Team Members" as an action on Lead or Opportunity. The "Team member" field filter defaults to "Default Search View". Is it possi…
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Selecting multiple contacts on Appointment Edit page in redwoodSummary: Is there a way to select multiple contacts at a time on the Appointment Edit Page (In the contacts section) in the Redwood UI. There is a plus icon to add one b…