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Sales
Discussion List
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How can we add Opportunity smart action under lead in oracle redwood salesSummary: Hi Team, I want to add the "Add Opportunity" action under Leads in Oracle Redwood Sales. I have created a REST-based Smart Action, but nothing is appearing in t… -
Adaptive Search Query : MemberFunctionCodeIs there a way on adaptive search query to show the MemberFunctionCode of the Team Members? I don't see it on the fields available for Team Members. We need this to dist… -
how to add custom fields to Available Fields box in Configure Mass Update Fields regionSummary: I want to add custom fields to the Available Fields box in Configure Mass Update Fields region for a custom subject, how can I do that ? Content (please ensure …
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Sales Lead Mass Action - RetireSummary: Hi team, Is it possible to enable Retire for Sales Lead mass update? I don't see the option to turn it on in Smart Action. Thanks, Adam Content (please ensure y… -
Not able to see the data on Panels and subviews of child object of LeadSummary: Hi Team, We have created a child object on the Lead and written a before-insert Groovy script to generate a set of questions. We also created a panel and subvie…
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Data not showing correct values in HZ_LOCATIONS table for a particular person.Summary: Hi, I am creating a report for Longitude and Latitude using HZ_LOCATIONS table where I need data corresponding to HR_TABLES. But for 2 locations, HZ_LOCATIONS t…
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How to make images attached to custom object publically accessible in Oracle FusionI have a requirement that I working on for a client. I am a building a VBCS application in which one of the page will display products from "Products" object in fusion. …
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Custom field not available as workspace filterSummary: I created a custom Fixed choice field on the Opportunity object and made it searchable. I also enabled the new field to Display in UI in Configure Adaptive Sear…
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Revenue Lines from Oracle CPQSummary: We are working on the Revenue Line Sync from Oracle CPQ. I will explain our scenario as follows. Sales Users will create opportunity in Oracle CX and create quo…
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Is it possible to increase maximum limit of rows to export from workspace/work areas?Summary: When the user goes to workspace or work area, and run a search that returns more than 2k rows, he can not export all the rows, because there is a limit of 2k ro… -
Video: Creating a Customer Drawer with Your Own Custom ContextCreating a Customer Drawer with Your Own Custom Context Create you own smart action that opens a drawer sliding out from the right side of the details screen, and works … -
How to setup a territory based on few Major CustomersHi, We are setting territories based on Products an Customers. First based on few products selected at opportunity revenue level, territories should be assigned. This ha… -
Can we update multiselect field through groovy when we are merging accountsSummary: When merging accounts, we need to update the multi-select custom field for the survivor account using Groovy scripting to store the values from both the merging…
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Prerequisites of Sales ForecastingSummary: A review of the key prerequisites of Sales Forecasting in Redwood User Experience Content: Please watch the following video for a review of the key prerequisite… -
Sales Forecasting OverviewSummary: An overview of Sales Forecasting in Redwood User Experience fundamentals Content: Please watch the following video for an overview and demonstration of the fund…
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Extending Sales ForecastingSummary: An overview of extending Sales Forecasting in Redwood User Experience. Content: Please watch the following video for an overview of extending sales forecasting …
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I want to verify the cohort of our system (Eloqua and sales cloud)How i can verify the cohort of my client? and with that information how I can look for the update schedule of the 2025 year for sales cloud and eloqua I appreciate any h…
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Key Generation job is stuck with canceling statusHi Team, Key generation job has been stuck with Canceling status. Could you please help me how can i move this job to cancelled status so that i can trigger a new genera…
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how to merge custom field values during account merge?Summary: how to merge custom field values during account merge? Content (please ensure you mask any confidential information): Client has few custom multiselect DCL fiel… -
Contact duplicate check always showing 20 existing contactsSummary: Hi @John Vakoc-Oracle In Redwood, while creating contact when we enter the same email address again, it is always showing there are 20 existing contacts with th…
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How to remove create account button for Specific rolesWe have requirement to hide the Create Account button for specific roles We have followed the below document , but still it doesn't help
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Disabling Activity Email Notification when doing data import using import management tool.Hello, We have a requirement where we will be doing mass data import for activities. We will be updating a new field value but whenever a activity is updated or created …
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Is it possible to get users with all managers hierarchy through Rest API call?Hi, We want to expose via Rest API call a user and all his superior managers. Let's say I have a user which has a manager, and his manager has also a manager, and so on.…
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Setting Quota Targets for ProductsSummary: We would like to confirm if it is possible to set quota targets on products within the system. This is a key requirement for our client, and we need to understa…
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Accessing all the attachments from a common location for all of the Customer/Partner recordsSummary: Is it possible to access all the attachment from a report instead of navigating to each of the Customer/Partner records. (This can be a report or any other way,…
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Visual Builder multiple projectSummary: we are 3 devs , each dev have their own project, each dev deals with different objects. the problem that we encounter, when some dev tried to publish their chan…
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How do I remove ability to create account for a specific role?Summary: I am working on an implementation where only 2 roles are permitted to create an account. The other roles are not. I cannot find the role permission I can remove…
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How to disable email notifications related to deal(e.g. action required email) for deal approvers?Summary: How to disable email notifications related to deal(e.g. action required email) for deal approvers? Thanks, Anuj
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How to enable add product functionality while creating deal in redwood sales?Hi All, How to enable Add Product functionality to deal while creating deal reg and not after deal reg creation in Redwood Sales? Thanks, Anuj
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How to search by “item number” in product sectionSummary: Search by “item number” in product section Content (please ensure you mask any confidential information): How can I search in the search bar of the “Products” s…