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Sales
Discussion List
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ActivityTypeCode of Type Attribute is not found in SyncOperationsSummary: Error 'ActivityTypeCode of Type Attribute is not found in SyncOperations' being encountered in Redwood Outlook Addin when creating follow-up Task. Content (plea… -
How can we add custom description on Standard BPM TaskWe have requirement to add custom description on Standard BPM Task . As checked we are not getting option to edit the description , can anyone suggest if any workaround … -
Can we utilize an internal API for fetching non primary address details for a customerWe have a requirement to allow users to override the bill to or ship address to a non primary address in CPQ before creating an order / subscription. Currently, CPQ only…
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Custom Filter for Tables in Redwood sales dashboardIs there a way to create and apply custom filters to an entire tab on the Sales Dashboard? We are trying to add custom filters to our Sales Dashboard ‘Pipeline’ and ‘Tea…
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Getting error while approving deal record in Redwood "Permission is required to edit this field"Summary: We are having Custom Role using which we are trying to approve deal record but getting "Permission is required to edit this field" error when we click approve C…
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CDM to Procurement process flowInitially, we loaded a few suppliers into CDM as organization records, using the custom usage COOK_SUPPLIER. Currently, using Supplier FBDI, we are using the Registry ID…
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Fire a Smart Action from an Action ChainSummary: Ultimately, we'd like to fire a smart action from an action chain. The reason for this is that there are a few smart actions that we'd love to potentially have …
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How to Change Sub-view Sort Order for Account-Contact Object?Hi Team, I’m trying to modify the subview sort order for the Account-Contact object (child object of Account). This subview appears on the Account Details page. I have a… -
Keyborad shortcuts in Redwood SalesSummary: Is there a way we can configure keyboard shortcuts for any smart actions in redwood sales? For example, can "Create Opportunity" smart action be invoked by clic…
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How to add a mashup of Visual Builder on RedwoodSummary: We are trying to consume on the account object in sales cloud a development in visual builder. On classic UI was for a tab and mashup content Content (please en…
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Aside from OwnerEmailAddress, is there any field in account to update sales team member in CRM?Summary: Currently facing a data discrepancy in Sales Team Member of accounts in CRM. The source application is not storing the OwnerEmailAddress that can be used in int…
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Is it possible to create audit for contact object in redwood ui?Is it possible to create an audit for the Contact object in Redwood UI? And Can the Audit duration be more than 30 days in Sales? I followed the Oracle audit documentati…
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Customer account creation for REST API/Roles or privilegesSummary: We are implementing an integration for creating receivable customer accounts from other systems. We are using below REST and SOAP services in our integration. I…
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Cannot Find Oracle Fusion Application Asset(Redwood UI) in Manage Audit Policies ?Hi, I set up the Asset Audit layout in Redwood UI using the audit documentation. However, when I go to Setup and Maintenance → Manage Audit Policies → Assets, I see many…
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Role for importsHello I need a role or permission that allows a user to import and export information about potential sales opportunities in Engagement (Sales). Could you please tell me…
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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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Is there a way to delete log a call entries?Summary: Is there a way to delete Log a call entries from SVC_INTERACTIONS? Content (please ensure you mask any confidential information): Version (include the version y…
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Account Address site number in LOV based on account populated in DCL for Custom objectSummary: we have custom object where Account DCL is field populates the account Id based on from which account the custom object record is created using smart action. We…
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Is there not a manual way to run lead assignment rules in Redwood?Summary: In the classic UI, on a lead , click the Actions button- there is a " Run Assignment" . I do not see a way to Run the lead assignment rules in Redwood. Content … -
service contract under account details layout in redwood UISummary: Hi, We have service contracts associated to account and want them to expose to account details layout as a panel in Redwood UI. How can we achieve it? Also, in …
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Get Child Accounts from Parent Account Record using groovySummary: I want to get all child accounts from parent account using groovy script Content (please ensure you mask any confidential information): Need to perform update o…
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How do we enable Enrich Account button in Redwood Sales?In Redwood Sales, is there a way to enable the Enrich account? Sales: Redwood Sales:
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Your meeting has started, would you like to take notes Popup in Outlook pluginSummary: Your meeting has started, would you like to take notes Popup in Outlook plugin - this is redirecting to new interaction page. Is this expected? Content (please …
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Accounts and contacts cannot be updated on an email interaction.Accounts and contacts cannot be updated on an email interaction when the flow of creating email interaction is initiated from an account. When we create an email interac… -
How to configure Activity Feed to Only Display Tasks and Appointments Instead of UpdatesHello Team, Currently we have a requirement, that we would like to display only Tasks and Appointments created for an object (let us take opportunities as an example) in…
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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 …
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Error in Manage Adaptive Search After Deleting Lookup in Setup and MaintainI recently deleted a lookup from Setup and Maintain, but now when I access Manage Adaptive Search, I encounter the following error: And we cannot create same lookup agai…
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Configure LOVs for Channel Type field in outlookSummary: Need to configure the LOVs for the Channel Type field in CX Sales Outlook plug-in Content (please ensure you mask any confidential information): Whenever we sch…
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Not able to see any Appointment Calendar feature in Redwood Sales as seen in Classic UISummary: We have the standard Appointment Calendar functionality in Classic UI , but the same is not visible by default in Redwood UI. So , is that a known limitation or… -
How to configure the Activity panel and subview to show only activities excluding historical data?Summary: In the Activities panel and its subview, the system is currently displaying all historical activity records and notes. We want the panel and subview to display …