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Sales
Discussion List
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how to apply validationSummary: When we create contact for customer or Prospect Phone no field can accept anything including numbers ,characters ,Special characters. required format would be t… -
What is the retention period of deleted opportunities?Summary: We are using the restAPI below to retrieve deleted opportunities in the system and would like to know the retention period. crmRestApi/resources/11.13.18.05/del…
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Team Member Access Full vs EditSummary: What's the difference between Full and Edit? Content (please ensure you mask any confidential information): What's the difference between the Full and Edit acce…
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Missing Interview Definitions for Sales Lead and Opportunity After 25D UpdateAfter applying the 25D update, I can’t find the interview definitions that were previously configured for Sales Lead and Opportunity. Has anyone else faced this issue or…
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Activity Stream showing "Yesterday" for an attribute I just modifiedSummary: Activity Stream showing "Yesterday" for an attribute I just modified Content (please ensure you mask any confidential information): I just modified an account's…
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How to get Bearer token in oracle sales cloud?Hi Team, We are sharing the Oracle Sales Cloud API details to other teams to create/update details in the existing objects like account/oppotunity's. I need the option t…
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Send Email from CX Sales Redwood - Different FROM addressesSummary: We'd like to configure different FROM addresses and Reply-to addresses when an Email is send from within Oracle Sales Cloud Redwood UI. Content (please ensure y…
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in Redwood Sales, can the "Create Quote" function be based on Sales Stage?With the new Redwood Sales UX, is there a way to restrict when the Create Quote option can be available? We want to direct users to have to be at a specific Sales Stage …
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How can we default the Currency, Country & Phone Country Code on Leads/Opportunities based on BUSummary: We need to set several defaulting rules on the Lead and Opportunity objects based on the user's default Business Unit such as when a Sales Rep creates a new Lea…
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URL underneath mobile UI Proposal DocumentSummary: What is the URL underneath mobile UI Proposal Document button? Could you please provide the URL or REST API getting triggered when you click this button?
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Video: Customize Panel QueryCustomize Panel Query: Change the data requests to filter the records in the panel From the Implementing Redwood Sales video series -
While creating a contact from a leadWhile Creating a Contact from a Lead "Use Account Address" checkbox field is disabled but When we are adding the Account this check box is enabled. Does this is the stan…
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how to edit Relationship roles and phrasesHow to edit Relationship roles and phrases inside the Manage Relationship Type?
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Activity Description FixSummary: There is an issue with the Activity Description field — when we copy the text, it is displaying in HTML tag format. Additionally, if we add a space next to any …
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What happened to sales implementation guides?Summary: Hi, I'm trying to find some information that used to be on the classic guides (implementation guide, reference guide, getting started….), but now they're gone. … -
SQL script to fetch customer account level and site level communication email contact pointsSummary: Looking for below two sql script to Get customer account level communication Email Contact points Get customer account site level communication email contact po…
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What happens with Sales orders and AR documents upon using duplicate customer merge in CDM?Summary:What happens with Sales orders and AR documents upon using duplicate customer merge in CDM? Content (required): In document 2708893.1 it is explained how you can… -
In Oracle Sales Cloud, is it possible to display “Log a Call” tasks on the calendar?Summary: Hello everyone, We’d like to have the “Log a Call” tasks appear in the calendar view ,similar to appointments . Is there any configuration or workaround in Appl… -
Pipeline Management - Using and Implementing VideosSummary: Collection of videos and resources to learn more about Pipeline Management. Content: Pipeline management gives real-time pipeline visibility to allow sales mana… -
How can I add an “Export Attachments” action on the Opportunity’s Attachment section?Summary: Hello everyone, We’d like to provide users with the ability to export all attachments directly from the Opportunity for example, by adding a button or custom ac…
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How can I display the attachment creation date in the UI (Application Composer)?Summary: Hello everyone, In Opportunities, we have enabled attachments. How can we also display when each attachment was added? We’d like to show the Created Date of eac…
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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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How to Display Follow-Up Activities Created via "Create Follow-Up Tasks" in a Subtab in classic UISummary: Hi all, In Oracle Sales Cloud, users can create follow-up activities using the "Create Follow-Up Tasks" action from within an existing activity. I'd like to dis…
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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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How is the action item generated for the Meeting Note Gen AI feature?Summary: Meeting notes authoring gen AI feature - does it generate Action Item in the note body or does it auto-create an activity record? Content (please ensure you mas…
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Remove OOTB "Depends on Business Unit Identifier" Message from Rank Field During Mass Lead UpdateWhen using the mass update feature on leads, how can I remove the default statement "Depends on business unit identifier" that appears on the page on selecting "Rank" fi…
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Opportunity predicted win probability explanationSummary: In the Predicted Win Probability explanation, how is the Recommended Next Steps generated? Content (please ensure you mask any confidential information): How do…
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How to enable/disable Recommended Actions in opportunity?Summary: How to enable/disable Recommended Actions in opportunity? Content (please ensure you mask any confidential information): How to enable/disable Recommended Actio…
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Redwood add in for Outlook - Calls to logSummary: In the Redwood add-in for Outlook, I cannot find the 'Log a Call' action. Could you guide me? Is there a specific setting I need to activate to enable this feat…