To ensure that questions get required attention from community members and are NOT left unanswered, it’s important for the author to indicate (by selecting “Yes” or “No” when prompted) whether the question was answered. (newly added) Please note that it is also important to respond to EACH comment your question receives. Your Yes or No response ensures an accurate status for your question.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
Sales
Discussion List
-
Is there a feasibility to add "Create" smart actions to Accounts - Contacts object?We want to add below smart actions to Accounts-Contacts objects. When you navigate to an Account record in Redwood and open the contact sub view from there, we have 3 do… -
Redwood - Address DCL in OptySummary: https://us.v-cdn.net/6034893/uploads/23KN448WACLA/uptake-address-picker.pdf I'm initiating this thread from the below referred context. I'm looking for any orac… -
I am not able to open Mobile app in various devices and with multiple usersSummary: I am trying to log in to mobile app of fusion sales cloud but the application is not loading. I tried in both IOS & Android still the application showing blank … -
Is it possible to get account and party number value in strategy dropdown searchCreated Strategy DCL field in Activity Object. Strategy is child object of Goals which is a child object of Business Plan, added picker template for Strategy to show rec…
-
Video: Custom DrawerCustom Drawer: Use a smart action to invoke a custom drawer with your own content on the drawer https://videohub.oracle.com/embed/secure/iframe/entryId/1_fp910c8v/uiConf… -
Users are getting the error "The value of the attribute team member isn't valid"Users are getting the error "The value of the attribute team member isn't valid" while creating Accounts in the Oracle Fusion CX Sales Cloud Service application. Please …
-
How to Disable GEN AI Summary on Opportunity 360 PageWe would like a way to remove the GEN AI summary from the Opportunity 360 page, as it occupies UI space, given that the “Generate Opportunity Summary” feature is already…
-
Manager Update not reflecting for inactive resource via data importHi Team, I'm trying to replace the existing manager with another manager for an Inactive resource in Oracle sales cloud. I used data import, and the import completed suc…
-
What is the privilege/duty role to update a Quote in Oracle Sales Cloud?I have a groovy script to update "ActiveVersionFlag" to "Y" but the user doesn't have access to query/update the quote record. I'm logged in as a user with "Employee", "…
-
Implementing Translation for Error Messages in action chainSummary: We have an error message that has been implemented from VBCS action chain. Now we got a requirement that this message should be translated in multiple other lan…
-
CX-Standard PostalCode field visible on Opportunity in CX Sandbox but not exposed in VBCSStandard PostalCode field visible on Opportunity in CX Sandbox but not exposed in VBCS
-
How to get territory team members added to account team?Summary: If a territory is assigned to an account or a opportunity in CX, by default the territory owner or team members are not added to account team. Is there a settin… -
Primary Business Unit Not Auto-Populating in Redwood UIWe have enabled the standard Business Unit field in the Redwood UI. Normally, this field auto-populates based on the user’s assignment in Manage Resource Organization Me…
-
Add a button to the Redwood account edit screenContent (please ensure you mask any confidential information): I have the following question. I am currently using a Redwood account. I would like to make the following …
-
can we change lead territory manually?Hi Team, Is there any way to change lead territory manually from UI, not by changing coverages. Thanks & Regards, Nikhil
-
Opportunity data is not visible in Forecast UIHi Team, In the Forecast UI, we are unable to view the opportunity data in the snapshots. We have already run all the related jobs, but the data is still not appearing. …
-
How to add fields that are not present & additional bottom section in the Mobile UI for contacts?In the mobile setup for Contact details page UI, the system information fields such as "Creation Date" and "Last Updated By" are not available to add in the UI. Also, th…
-
Video: Concatenate FieldsConcatenate Fields: Combine multiple fields into a single display in a dynamic form https://videohub.oracle.com/embed/secure/iframe/entryId/1_xkgud2nb/uiConfId/35965902 …
-
Deal Size Not Mapping to Opportunity Revenue During Lead ConversionWhen a Lead is converted to an Opportunity, we have enabled the copy maps to transfer the Deal Size value to the Opportunity Revenue (standard field) based on the client…
-
Visual Builder : How to migrate changes from one environment to anotherSummary: I'm just new in this Visual Basic Studio. we have 4 CX environments (Dev, QA, UAT and Prod), we are doing our change in Dev environment, just wondering how we c…
-
When creating a lead, why doesn’t the primary contact is not defaulting based on Account Selection?Summary: In Redwood, when we create lead from account the Primary contact is getting defaulted. But when we are creating from leads and selects the Account the Primary C…
-
The configure forecasting is not working in redwood sales UISummary: The configure forecasting is not working in redwood sales UI for the second time we could see only read only field Content (please ensure you mask any confident…
-
CX Sales Mobile opportunity products recurrency shows as multiple productsSummary: In Sales Mobile, the product recurrency shows up as multiple products instead of one product with a recurrency. How can we have a view similar to SUI, where use… -
How to add Custom Cards in Account Summary Panel Template?Summary: In Cards Container Layout I have added custom Section for Bank Accounts. but when we add below code inside the template then cards are not reflecting. Even if w…
-
Opportunity edit layout not getting defaulted as per assigned roleSummary: We have coped the opportunity page layout for another BU and new custom role is created and that layout is VBS, now login with user having that particular role …
-
REDWOOD: 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. On other objec…
-
What is the distinction of a contact synced from Oracle Sales Cloud add-in?What are the characteristics of a contact that was just shared to oracle from oracle sales cloud add-in? Is the owner of that contact named after the email address where…
-
REST API or SOAP webservice for Customer creation and updateSummary: We have a requirement to create Customers and sometimes to update Customers in Oracle Fusion Cloud. Is there a REST API or SOAP webservice available for creatin…
-
Automatically generated sequence scenario for custom objectSummary: We are in a unique situation for generating the sequence for custom object in a specific format. Content (please ensure you mask any confidential information): …
-
Am facing error while creating in contact in redwoodSummary: Am facing error while creating in contact in redwood. Error Message : You must enter either the first name or last name or both for a person. (HZ-120071) Conten…