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Sales
Discussion List
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Approval BPM Not Triggering on Opportunity Sales Stage Change (Redwood UI)Summary: Hi Everyone, I am facing an issue while configuring an approval cycle for the Opportunity object in Redwood UI, and I would appreciate your guidance. What I hav… -
How to increase the number of records displayed in object's panel?Summary: Content (please ensure you mask any confidential information): In Account object, we need to increase the number of records displayed in Opportunity's panel fro…
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How to disable products with standard sales and service license.Summary: Currently we can create products in CX sales and service but we need to disable products too or make them inactive. Content (please ensure you mask any confiden…
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Official release to migrate to Redwood SalesSummary: When do we officially have to migrate to Redwood Sales? Release? Date? Content (please ensure you mask any confidential information): Version (include the versi…
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Get Child Accounts from Parent Account Record using groovySummary: I want to get all child accounts from parent account using groovy script Content (please ensure you mask any confidential information): Need to perform update o…
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Sales Cloud to CPQ integration - Custom objectsSummary: Can I leverage the out-of-the-box integration from Sales Cloud to CPQ to send data from Custom Objects (Either top level or child)? Couldnt find any documentati…
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Convert groovy to javascriptSummary: Can anyone recommend a good AI tool to easily convert Groovy expressions used in CX Sales Application Composer to Javascript to be used in VBCS for Redwood?
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Approach to migrate the Redwood sales configuration from test to Prod in VBSSummary: We have enabledredwood Sales in our TEST environment and did the configuration in VBS. Now MayI know what the best approach to migrate those changes into PROD? …
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What's the sync interval from Fusion to IDCS for VBS access?Summary: How to check what's the sync interval from Fusion to IDCS for VBS access? Content (please ensure you mask any confidential information): I added the Application…
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Is it possible to hide seeded Save Searches in Redwood landing page?Summary: As a Sales Administrator, I want to replace the seeded saved searches with customized save searches in Accounts landing page (Redwood) for everyone. Content (pl…
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Custom object deleted dataSummary: We want to bulk delete the data from Custom object. Does the delete of custom object data does the Purge too or is there any scheduled job we need to run. Conte…
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How to Apply Work Phone Field Template to Home Phone On Contact - Redwood SalesSummary: How to Apply Work Phone Field Template to Home Phone On Contact Content (please ensure you mask any confidential information): We don't have a Field Template fo…
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User License AuditSummary: Would like to understand how to Audit and review User LIcense in Fusion Sales Content (please ensure you mask any confidential information): We are going throug…
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How to show/hide an attribute when another attribute is changed anytime in Oracle Redwood SalesSummary: In classic UI we have used a groovy condition of isAttributeChange ("field1_c") to show/hide another attribute (field 2) on Contact layout expression. We want t…
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Video: Sales Dashboard PersonalizationSales Dashboard Personalization Starting with 25A, sales reps and managers can personalize the content on the Sales Dashboard. https://videohub.oracle.com/embed/secure/i… -
Lead Conversion to Existing Opportunity-Manage Saved search functionalityHi Everyone, We have Lead Conversion to existing Opportunity feature where we can see Manage saved search edit button during conversion. When we click on it, it navigate… -
Lead Conversion to Existing Opportunity-what criteria is used to fetch the existing Opportunity?Hi Everyone, We have Lead Conversion to existing Opportunity feature. In Classic UI it this feature allows us to select all the Opportunities. But in Redwood when we try…
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Global Actions to Launch AI Agents from the Sales Dashboard not workingSummary: Content (please ensure you mask any confidential information): Hello, I have setup a Global action to launch AI Agent from the Sales Dashboard by following: Set…
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How to track when an address is removed from an account?Summary: Account contains multiple addresses. How to track if an address is removed from the account? Content (please ensure you mask any confidential information): I ha…
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Some fields cannot be set to read-only on the mobile UI for Opportunities.Summary: Some fields like Creation Date, Created By, Last Updated Date and Last Updated by cannot be set to read-only on the mobile UI for Opportunities even after confi…
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Activity sorting not working in sales mobileSorting in activities object is not happening as per expected behaviour in Sales mobile UI. On sorting activities, it pops a 'No Result Found' page.
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Video: Working with AttachmentsWorking with Attachments: Adding the attachments component to a panel, subview and the create record page. https://videohub.oracle.com/embed/secure/iframe/entryId/1_h8ho…
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Groovy to copy account industry to opportunity custom FCLSummary: Is it possible to use groovy script to copy the industry to opportunity's account to a custom FCL industry field in Opportunity ? Content (please ensure you mas…
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Can we add custom fields in Email share page for outlook add-inSummary: Content (please ensure you mask any confidential information): How to add custom fields in Email share page for Microsoft 365 outlook add-in Version (include th…
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i need to populate the SIC description and Naics description in accounts detail pageSummary: Content (please ensure you mask any confidential information): We have a requirement to populate the SIC Description and NAICS Description on the Account Detail…
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Does Territory assignment work with multiple fieldsQuestion : Does the system allow you to assign territories based off of geographic element AND another field value? Example: we have geographic assignment for all of out… -
Redwood: Can the standard Invoice Panel be displayed in English when user preference are in HebrewSummary: In Account screen on CX, Invoice Panel supports only English. the panel shows no data when the user preferences are in a different language (for example: Hebrew…
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Redwood outlook addin - share email layout missing informationHello Team, i'm configuring the new CRM addin for outlook and i have a few iussues - if maybe you can assist - 1. when i open the addin from email - (and i use a contact…
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How to convert leads in bulk using import managementSummary: We are looking for inputs on converting bulk of leads using import management Content (please ensure you mask any confidential information): Version (include th…
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TypeError: Cannot read properties of undefined (reading 'length') Creating Contact from Lead RedwoodSummary: I am encountering a UI error while creating a Contact from the Lead object in Oracle Sales Redwood UI. The error displayed on the Create Contact page is: “TypeE…