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Sales
Discussion List
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How does creating appointments from Sales Cloud to Outlook work?Summary: How do appointments created in Sales Cloud behave when they are synchronized with Outlook? Content (please ensure you mask any confidential information): I'm ex… -
Microsoft teams Web conference integration problem in Oracle CX salesSummary: While creating an appointment of type Web Conference in CX Sales, the following error message is displayed: "Creating Microsoft Teams web conferences from Sales… -
Redwood UX Duplicate checker is not showingWith the release of 26B, we were trying to test out the Duplicate checker functionality for Redwood UX. In the documentation it said there was no setup required (see tex…
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how to add 'activitySubType' to express report as a columnSummary: In the predefined 'activity' report type template, provided by Oracle, we see that there is no 'activtySubtype' column to add in our express reports. I believe …
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how to bulk update the resource role in person recordAs part of employee conversion, we have created person record using hcm load. where we didnt get any option to input resource role for users. So after employee load how …
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Video: SynonymsSynonyms: Adding synonyms to actions in the Action Bar From the Implementing Redwood Sales video series -
Sample code for cx-actions-menu component to view activity smart actions in account roll page-tableSummary: Hi @John Vakoc-Oracle I want to add ActionsMenu in the Account-Contacts Rollup page as shown in the screenshot below. When I add OOB ActionsMenu field in the la…
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Video: Audit Change History in Redwood Sales Detail Record PageAudit Change History in Redwood Sales Detail Record Page Learn how to add a new subview on the detail page, to display the change history of field values (audit trail). …
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Video: Dynamic Links - a deep-link standard that works with both Redwood and Classic UI for CX SalesDynamic Links - a deep-link standard that works with both Redwood and Classic UI for CX Sales With 25B, a new dynamic link URI/API format is available to deep link into …
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Video: CX Picker - Using Adaptive Search with DCL Field TemplatesCX Picker - Using Adaptive Search with DCL Field Templates: For Dynamic Choice List fields, that are in Adaptive Search (aka Workspace), you can use a powerful CX search…
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Custom Font Not Rendering in BI Publisher PDFSummary: Problem Statement: I have uploaded a custom SABIC font and am using it in my BI Publisher RTF template. The report renders correctly in HTML, but when generated…
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Is there a supported approach to display only the date (without the timestamp) in the Infolet DetailSummary: Problem Statement I have created an OTBI report in Oracle Sales Cloud where the Creation Date column is formatted as MM/DD/YYYY without a timestamp. When I run …
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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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Product Type - Default on OpportunitySummary: How to set the 'Type' as Product by default on a Revenue line in Opportunity? Content (please ensure you mask any confidential information): Hi, I need to set t…
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Not able to add member as Sales ManagerContent Hi, In the manage resources when I add another user with Sales Manager role I receive the error attached in the screenshot. " An active manager with an overlappi… -
How to hide a field using Page composer base on a certain condition?Summary: I am trying to hide a field (Sourcing mechanism) via page composer base on the Intent condition. Enter an expression to test the returned value- when I say Inte…
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How to add customer notes using Import Management option?Summary: We have a requirement to add the customer notes using import management options at customer level. I went through the below link but I received the error messag…
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Integrating the Outlook Redwood Plugin with our CRM application.Hello Team, We are integrating the Outlook Redwood Plugin with our CRM application. From our CRM application, a sales representative can send an email using the "Send Em…
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Can a Redwood Opportunity DCL field be auto-populated based on another DCL?Summary: Requirement to auto-populate a DCL field on Opportunities which is from Territory. The value is derived from the combination of Account object DCL field and an … -
Help Hint Definition,Tooltip or Field Help Supported inoracle fusion CX salesSummary: I have a few questions: Is Help Hint Definition supported for in Oracle Fusion CX Sales Redwood 26B? Can a Tooltip be implemented for standard fields such as Ta…
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Unable to add Audit history under Opportunity ObjectSummary: Hi, We are trying to add the Audit History component to the Opportunity Detail page by following Oracle documentation. However, the Code tab is not available fo…
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Account Audit is not showing under accountsSummary: We did all the configuration related to account audit and opportunity audit, audit is coming up under opportunity but not in account. Even in custom object we e…
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CX Translation of labels going forwardSummary: Considering As Classic UI is being deprecated. We have a custom field named Legal Entity and have updated its Label Hint in VB Studio to display as "CX Legal En…
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A 500 error occurred on VBS, and deployment failedSummary: To migrate SFA to Redwood, I imported the page layouts generated by the CX Extension Generator. However, the deployment failed due to a 500 error. Content (plea…
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how to extend Oracle CX Sales express report historical view timeframeIn Oracle CX Sales Redwood's Express Reports, our users have asked for a bigger time frame to query data. As of now, it seems we are stuck to a year at most. Is there an…
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Privileges for Resolution Request Dispatch JobSummary: User need to merge customer and for that they need a Resolution Request Dispatch Job and that is available only through application implementation consultant ro…
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How Do i enable task and appointment notification to show in email and notification listSummary: I do enabled all the settings to show up notifications of task and appointment reminders to come up in email and notification list. Still i am not able to recei…
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Outlook Integration with Multiple Tenant Ids and Primary DomainsThe client has multiple business units, and each business unit is further divided into sub-divisions. Each business unit uses Microsoft Outlook with its own Microsoft 36…
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"Is it possible to create attachment categories for Account and Activity records?Summary: Hi all, We need to create custom attachment categories for two objects — Accounts and Activities — so that sales users can select the appropriate category direc…
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Can I inactivate the all parties and all prospect rules or would that make a problemcan I inactivate the all parties and all prospect rules in access groups or would this make any problem as I 'm making account and contacts appear for only team members …