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Sales
Discussion List
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How to enable pipeline management in sales cloud redwood UIWould like to know if the pipeline management that shows My pipeline/my pipeline by team member(shown in below screenshot) is available in sales module. if available, ho… -
Oracle recruiting cloud - Microsoft 365 integration to multiple M365 accountsSummary: Hi Team, My client is maintain the multiple M365 accounts each per agency, as we know we can integrate one M365 account to ORC for Interview calendar integratio…
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Replacing the existing master geography data with revised Oracle-Licensed geography dataSummary: Has anyone tried to follow the steps provided in the below article to refresh the geography data with the new version? We are looking for some guidelines and le…
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How do I update organization and site descriptive flexfields?Summary: We need to upload customers into Fusion and we need to add descriptive flexfield information on the party level and site level. Is there a way to do this via RE…
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How to Display Attachments In Business PlanSummary: Attachment is one of the key content of our Business Plans setup. How can we display this using the Show Attachment smart action on details page. Content (pleas…
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How to fetch Customer Site related data using REST APISummary: How to fetch Customer Site related data using REST API Content (required): Used below GET call to fetch sites: https://{InstanceURL}/fscmRestApi/resources/11.13…
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Cancelled tasks in activites are showing under pending tasksCanceled Tasks are showing as pending in Activity Feed panel under Account, Lead or Opportunities.
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I want to assign the lead's team members as recipients for the BI agent.I want to retrieve the recipients of BI agents from the analysis. Can I specify the email addresses of the lead's team members? Please tell me how. -
How to automate the file import process for administrator profile values?Summary: How to automate the file import process for administrator profile values? Content (please ensure you mask any confidential information): How to automate the fil…
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Expose Object Function to Web ServiceHello community! I use Oracle Sales Cloud -25B (11.13.25.04.0) , I was wondering of we could expose a custom object function to a web service. I have found the below Doc…
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Video: Calling Object Functions Over RESTCalling Object Functions Over REST This tutorial will show you how to create an object function in Application Composer both with and without input parameters and call t… -
Quota Attainment is not coming in Redwood ForecastingWe have complete setup for Territory,Quota and Redwood Forecast , still we can not see Quota Attainment under Redwood Forecast but we can see Quota Attainment correctly …
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Missing documentation in docs.oracle to sales cloud or fusion service cloudSummary: It used to be easy to find documentation for Oracle Sales Cloud, such as user guides, administration manuals, implementation guides, tables, etc. Now it is impo…
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[Redwood CX Migration Accelerator] - Migrate Legacy Layouts is missingHi, I followed the steps outlined in this video tutorial to enable the Redwood CX Migration Accelerator (CX – Sales: Accelerate Your Move to Redwood CX Sales with Oracle… -
Need Capability of selecting specific Attributes to be part of Account MergeSummary: In CX Sales, we have two Accounts named as : customer 1 and prospect 2 Business wants to merge prospect 2 with customer 1 but after merge business wants that 'A…
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need REST endpoints to get and update customer details like address etcSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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Option to Remove Goals Section from Business Plan Details Page (Redwood UI)Summary: In the Business Plan details page (Redwood UI), we want to remove the Goals section. Currently, we do not see a separate layout or panel container for Goals. In…
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Can we display the SWOT Analysis in Business PlanSummary: Need to display the SWOT analysis tab in Redwood UI. How can we do it? Content (please ensure you mask any confidential information): Version (include the versi…
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How to Hide a Specific LOV Value in Oracle Sales Cloud Redwood?Summary: Hi All, In Oracle Sales Cloud (Redwood UI), we have an Opportunity Status LOV that includes a value "WON". Requirement: The value "WON" should not be visible to…
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Workflow Scheduled Actions Not Rescheduling When Date Field Changes in Oracle CX SalesSummary: I’m facing an issue with workflow scheduled actions in Oracle CX Sales. I have a workflow set to trigger 30 days before a specific date field, with the triggeri…
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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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How to assign opportunities and leads automatically in CX SALES?I need to assign opportunities automatically. I need to have a group of users to whom the opportunity owner is automatically assigned and change, similar to queues in se…
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How to Implement 'Select All' Feature in Multi-Select LOV in VBCSHow to implement a 'Select All' feature within a multi-select LOV (List of Values) in VBCS . Additionally, are there any standard LOV components in Oracle VBCS that alre…
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How Does Outlook Add-in Decide Which Account to ShowSummary: When using the Outlook add-in, the system selects an account linked to the contact’s email domain. However, the account shown is not the expected parent account…
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Video: Demonstration of Redwood Sales (Updated Oct 2024)Demonstration of Redwood Sales: Watch a demonstration of the Redwood next generation sales experience showing the Sales Manager and Rep experiences. Updated October 2024…
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Outlook Add-In: Activities Not Visible in Real-Time, Created Later with Same TimestampSummary: We are experiencing an issue with the Outlook Add-In integration for Oracle CX. For two emails were successfully created follow up tasks to the correct account,…
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How to migrate Custom Object from one instance to another?Summary: We have a custom object in source instance to store AR related details and now we have to migrate that particular object to target instance. Is there way to mig…Saloni Kumari 20 views 4 comments 0 points Most recent by Mullamuri Mallikharjuna Rao-Support-Oracle
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looking ways to update the Geography data for all the countriesSummary: We are looking ways to update the Geography data for all the countries which have been imported using Loqate information. We understand that once imported, geog…
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Redwood "Products" page has "Add Filter" button. What is the logic of filter ordering there?Summary: Ordering of the filters in "Add Filter" seems to be arbitrary and, in our understanding, there is no way to change the order. That's why, at least, we need to k…
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Synchronize Assets JobSummary: The current Out-of-the-Box (OOTB) behavior in Oracle CX does not reflect the "Expired" status in the CX Asset screen unless both the Asset Status is set to Inac…