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Sales
Discussion List
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How could we add another attributes in the Lead Selection area to assign Leads records from thes ManThe customer have scheduled a pair of Lead Assignment processes in Sales cloud from ‘Manage Lead Processing Activities’ task. These processes were scheduled every hour a… -
Unable to drag related field in custom subject area while using DCL field in CX report.Summary: We are currently working on a CX report where the requirement is to add the Customer Family DCL field. To achieve this, we created a custom subject area, and th…
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Business Unit filter - Redwood SalesSummary: How to add a business unit filter to Redwood Leads' landing page? The field is not available on configure adaptive search; we have the field enabled in classic …
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Turn on the Sales Command CenterSummary: With the 26B release there has been demo's and videos about the new Sales Command Center. However, there is no documentation to show this feature or how to enab… -
Experiencing Slowness in China & JapanSummary: We’ve received feedback from users in China and Japan that they are experiencing slow application performance (e.g., page load times, general responsiveness) wh…
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Why am I unable to assign a duplicate resolution request to my user?I am currently trying to use the 'merge account' action from the redwood account list view. This generates a duplicate resolution request which needes to be assigned so …
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Clear Bell NotificationContent Hi, How to clear bell notification of selected users any possibilities ? Thanks -
Need to clear out mass bell notifications for usersWe have RIVA integration enabled in Production to integrate Google appointments to Oracle sales. That created thousands of notifications for users, most of them are acti…
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Video: CX Extension GeneratorCX Extension Generator: CX Extension Generator automates the work of creating a top level custom objects, child objects (for both standard [24C and higher] and custom to… -
REDWOOD - Business Plan Showing Error while creationSummary: Hello, We have business plan enabled for our application. However, we are facing an error while creating the business plans for Accounts. Content (please ensure…
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Video: Control the Panels Views and Display OrderControl the Panels Views and Display Order: Show, hide and change the order of panels in the foldout detail view From the Implementing Redwood Sales video series
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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…
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Warning message is not displaying on Redwood page but visible on classic pageSummary: Warning message is not displaying on Redwood page but visible on classic page. Content (please ensure you mask any confidential information): Version (include t…
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Contact List View to be displayed only Contacts created in Oracle SalesThe Contact List view shows contacts who have not been created in Sales, and who are not associated with an Oracle Sales account. The client would want to see only conta…
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redwood multiple addressesSummary: How can i add multiple addresses on account entity on redwood UI Content (please ensure you mask any confidential information): Version (include the version you…
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How to allow the Support User to View All AccountsSummary: Account View Content (please ensure you mask any confidential information): What Data Security Policies do I use to allow Support User to View All Accounts Vers… -
Video: Accelerate Your Redwood Sales ImplementationHot off the press: A new tool has been releases to help you migrate your classic UI sales implementation to the Redwood Sales. Watch the replay of the webinar announcing…
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Video: In App Navigation BarIn App Navigation Bar: One click navigation to Sales Dashboard and the first 8 items in Redwood Sales menu group. From the Implementing Redwood Sales video series
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June Interactive Demo Hours: Unified Marketing and SalesIn this one hour showcase, you’ll see Oracle’s complete suite for Unified Marketing & Sales including our customer data platform, marketing automation platform, sales au…
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Sorting options in nearby activities of map viewHi @Dima Buldakov I’m trying to better understand how the sorting filters work in the Nearby Activities section of the map view in Oracle Fusion Field Service. Specifica…
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Custom Object BPM Approval Process Not Working as ExpectedHello Experts, I am implementing an approval workflow for a custom object in Oracle CX Sales. Configuration completed: Custom object workflow starts when InitiatorStatus…
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DocuSign Integration with CX SalesSummary: Integrate DocuSign with Oracle CX Sales Content (please ensure you mask any confidential information): Hi Team , Do we have any OOTB integration capability to i…
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Fields are not updating on page created by Custom Object from Application ComposerSummary: I have a page created from Custom Object from Application Composer. There are values in this table already created. I like to update the value and when trying t…
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We have multiple ( 200 +) dynamic sections in Service Request Details page, best way to achieve itSummary: We are a new implementation to Redwood Service Centre. We have dynamic forms based on combination of SR category field and other custom fields. Based on the com…
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Expected Behavior for Create Opportunity Redirection from Microsoft 365 Outlook PluginIn Oracle Sales, when a user selects Create Opportunity from the Microsoft 365 Outlook plugin, is it expected that the system redirects to new window differently based o…
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how to enable additional fields like industries to be available in access groups for accountsWe want to enable industries field in account object access group. How can we achieve this, The list of attributes available under account object rule in access groups a…
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Support Required to Restrict Create/Edit Organization Access in CDMHi Team, We have a requirement in Oracle Fusion Customer Data Management (CDM) to provide users with view-only access for Organizations. Users should not be able to crea…
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Is it possible to change the summary text in panel view for Redwood UIFor context, we have some custom objects under the Accounts page (specifically the Customer Form custom object as shown in screenshot below). When there are no Customer …
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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…Manideep Thikkisetti-Oracle 11 views 1 comment 0 points Most recent by Prasanth Prabhu-Support-Oracle
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How to Edit the Relationship Redwood Pages?Hi @John Vakoc-Oracle , We have created two relationships in Opportunity. Opportunity (Parent) - Opportunity (Partner) - 1:M Opportunity - Service Request - 1:M We have …