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Sales
Discussion List
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Video: Creating AI Retrieval Augmented Generation Agents in CX SalesVideo: Creating AI Retrieval Augmented Generation Agents in CX Sales In 25B, an exciting new feature is available to create RAG based AI agents in the sales application.… -
Vertex or GBG Loqate License InformationSummary: Client is implementing Oracle Cloud Global Human Resources in 11 Countries including the United States. Client will use Oracle Cloud Global Payroll in 10 of tho… -
What are the roles to update/manage redwood sales Objects?Hello Oracle Community, We are working with a customer who requires custom roles for the Redwood Sales Objects: Accounts, Contacts, Activities, Opportunities, and Leads.… -
Application Composer Custom Object Object Functions Return Type Limited to String for External AppsSummary: From the "Server Side Scripts" of a custom object I want to create an "Object Function" that returns an Object (Json Object preferrably) or a Map and that has t…
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How can I link 2 accounts to an opportunity?Summary: I have created a Dynamic Choice List type field in the Opportunities object that queries the accounts object for one type of accounts, but I need that Opportuni…
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Sales Revenue Workflow:Unable to Restrict Email Alerts by Opportunity Business UnitSummary: We are configuring an email notification workflow in Application Composer under the Opportunity Revenue object. The goal is to send email alerts only when Reven…
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Assigning Group Instead of Individual Users on Team Members Tab in Oracle CXSummary: Hello, I am currently facing a limitation when assigning Team Members on the Lead and Opportunity pages in Oracle CX. Requirement: Our client would like the abi…
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Are there any Table that stores load errors and messagesHi Team, We want to know that, are there any tables in Oracle that stores load errors and messages. Any insights or suggestions would be greatly appreciated. Thanks, Anu…
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How to GET/CREATE structure from Sales by using rest APISummary: We are currently working with the REST API to retrieve and create structures from Sales. However, after attempting to use the ProductStructure/StructureHierarch…
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Sales Quota allocation by salesperson and productSummary: Idea is declined, with suggestion to look at EPM Quota Planning instead. Content (please ensure you mask any confidential information): Referring to suggestion …
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Object workflow is not triggering immediatelySummary: Hi, i have a requirement to send massive email for email campaigns. I'm using an application composer's custom object and object workflow to achieve this. I con…
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Is there a scheduled process that autogenerates the D&B hierarchy in Oracle CX?Summary: Is there a scheduled process that generates Dun & Bradstreet (D&B) hierarchy based on Global Duns, Parent Duns and Duns Numbers on accountss? Content (please en… -
What is the basis for sorting of records in Redwood UI and WorkspaceSummary: Tried to filter Account record by Country the sort it by name but it not really sorted out alphabetically. Could someone enlighten us on the basis of sorting re…
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How to change from address for all the object workflow email notificationsHi Team, We are referring to below document for updating from email address for Object workflow but the Point no.5 is not clear. as per the requirement we will have to u…
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Asset Redwood edit drawer buttonSummary: Hi, I am working on configuring the Asset in Redwood, for the drawer of edit asset page, there is a button between Create and Save with no text showing and no d…
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Copy Maps upon Lead ConversionSummary Copy Map the same Lead field to both Account, Contact and OpportunityContent We have a Lead field that we need to pass to the newly created Account, Contact and …
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Roles and AccessSummary: We would like to check if there is a way to grant read-only access to the Account object while allowing the user to update only the Contact. Content (please ens…
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Navigate to application action is not working as expected in redwoodSummary: if I navigate to a leads details page using navigate to application action , smart actions are not working and Details page is alo not opening when we click on …
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Restricting the Create access for Certain role in WorkspaceSummary: Hi Team, We need help with the Workspace. In the Account workspace, we see a Create option, and we’d like to restrict it for certain roles. Instead of removing …
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Redwood Sales Dashboard is showing a date that is off by one daySummary: We are implementing Redwood and noticed the Sales Dashboard > My Opportunities tab is showing a different estimated booking date on the opportunities listed for…
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Manage JDE Sales Order Historical Data In Oracle Fusion CX SalesWe need to load JDE sales order historical data into Oracle Sales Cloud for reporting purposes. We have two approaches in mind, but the challenge is managing approximate…
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How to Access Child Records (e.g., Revenue) of an Object in CX Sales Mobile Using Custom Scripts ?Hi All, I’m currently customizing Oracle CX Sales Mobile using custom scripts as outlined in the official documentation. I’m looking to access child records of a parent …
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Video: Oracle Sales Cloud IntroductionOracle Sales Cloud Introduction: Introducing the Redwood and next generation sales experience. From the Implementing Redwood Sales video series.
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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.
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Tracking Trends and Changes in Your ForecastSummary: Tracking Trends and Changes in Your Forecast using the Changes Since filter Content: Please watch the following video for an overview of Sales Forecasting trend… -
Account search by an attribute other than Account NameSummary: Our customer wants to search for an Account by using a parameter other than Account Name on the Account Management page. They do not want to use the Advanced Fi… -
How to modify related assets saved search in redwood.Summary: We want to know how can we modify related assets saved search as it is showing only account related assets. We have imported assets for both accounts and contac…
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Modifying Columns on Activities Tab in CX SalesIs there a way to modify the columns on the header above? I would like to remove Priority and add Primary Contact field. It's important to see who an AM met w/ at a glan…
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Show aggregations even if count is 0Summary: In aggregations lets say I have a picklist of 30 values , in the response I get the values only if records are present, but we need to get all irrespctive of re…
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How to concatenate and read field value in VBSSummary: PS: bear with me as I'm new to this application and JS coding we have a requirement to change the value of record name based on other fields field 1 is a date f…