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
-
Multiple Business Units are not showing in Business field in Opportunity PageSummary: Hi Team, We have enabled the 'Multiple BU's' option as 'Yes' in Setup and Maintenance, but we are only able to see one defaulted Business Unit on the Opportunit… -
How to remove Create Sales lead button in redwoodSummary: How to remove Create Sales lead button and +Create sales lead from the lead workspace list please suggest which functional privileges to be removed/added for th… -
Redwood- How to hide create button from Account list page?Summary: Hi @John Vakoc-Oracle We have create button on Account List page. Please guide us how to hide this create account button. Content (please ensure you mask any co…
-
When a DCL is created that is linked to the Address object, the Address Site Number is showingSummary: When a DCL is created and linked to the Address object, the Address Site Number is displayed in the input box instead of the actual Address. The requirement is …
-
How to enable mass update and manage columns functionalities for sub view in redwood salesSummary: Hi Team, We want to have a mass update and manage columns in a sub view layout as we have in a list page for Account, contact and other Objects. Content (please…
-
How to make some values of Fixed choice list system selectable but not user selectable.Summary: How to make some values of Fixed choice list system selectable but not user selectable. For e.g. if a choice list have values 0, 1, 10, 50, 100 then 0 and 100 s…
-
Create a Note under Contact/Account object using custom field from custom object in CXHi Team, Summary:-Our requirement is to create a notes under Contact/Account object using custom field from custom object in cx. Detailed Explanation:- We have "Remark" …
-
Is it possible to add custom fields to Sales Territory Quota and Sales Resource Quota objectsSummary: We have some requeriments to add information to territory and resource quota objects. The idea es to capture those information later in OTBI and present the use…
-
Update Contact Address via Field triggerSummary: We have a requirement to update the Contact Address based on account associated with the Contact. Content (required): We have a groovy to do this. There is no i…
-
Unable to insert field in footer of the page using in RTF templetSummary: Hi, I am creating RTF templet using BI publisher. but unable to insert field in footer section. please help Content (please ensure you mask any confidential inf…
-
how to make field required only in Sales CloudSummary: We have a requirement where one of the fields (Industry) needs to be made mandatory in the Sales application but should remain optional in ERP. We tried the fol…
-
java.lang.NullPointerException : Cannot invoke method GET() on null objectSummary: we are trying to call a webservice in groovy and we are getting the error message as Cannot invoke method GET() on null object for below code. if(ibRow?.SerialN…
-
Territory Assignment to Opportunities Using Custom Dimensions: Setup and DemoSummary: Overview of the Territory Custom Dimensions feature and a demonstration of the one-time setup steps to enable a Line of Business custom dimension and update the… -
Is there a way to add Account Address set to Sales Lead?Summary: The Sales Lead Object allows us to show/hide the Contact Address set, but we have a client who wants to replace that Contact Address set with the Account Addres…
-
How does the validations in redwood works?Summary: I saw there is one feature introduced in recent release by oracle, i.e. validators. How can we use that? Content (please ensure you mask any confidential inform…
-
Address Import error HZ-120773Hi, We are loading the Account's address object using Import mgt. We got the below validation error. The account can't be added to the parent account hierarchy. (HZ-1207… -
Redwood 24D - Work Order Search not working in Brazilian Portuguese LanguageSummary: Work Order Search not working in Brazilian Portuguese Content (please ensure you mask any confidential information): When performing Work Order searches through… -
Redwood-How to remove "Create appointment" button from list page of activity object.Hi Team, Could you please let us know how we can remove "Create appointment" button from list page of activity in redwood.
-
How to display a lead's territory team membersSummary: How to display a lead's territory team members Content (please ensure you mask any confidential information): I want the people of the territory to appear in th…
-
Redwood-How to customize "Log a call" screen.Hi Team, We are trying to remove some fields from Log a Call screen. Can you please help us to customize this screen in redwood.
-
How Can We Rename the WITHDRAW in Deal Approval History panel content in Redwood UI .Unable to Update the Deal Approval History panel content in Redwood UI .Need to Rename item 1(Currently it is WITHDRAWN , need to rename to RECALLED)
-
Bell Notification not clickable on Sales Account Resource ObjectWe implemented a bell notification on Sales Account Resource object. Whenever a new resource is added to Account team, the user should be notified via bell notification.…
-
how to restore a deleted customer accountSummary:How to identify an recently deleted customer account in CRM Sales CX Content (please ensure you mask any confidential information): Version (include the version … -
Why the following object function doesn't work when called in a trigger?Hi, When I am fetching deal records to update status: 166 count of records fetched when -> object function script is pasted inside trigger 0 count of records fetched whe…
-
Redwood Migration MS 365Summary: We are in the process of migrating our current sales environment into redwood. We want to check on some things and need these two questions answered: About the …
-
global searchSummary: Getting error while using the global search in production Content (please ensure you mask any confidential information): I'm getting the below error when I use …
-
Can we restrict the visibility to Contacts based on Territory Assignment?Summary: No option to view the associated Territories at the Contact level, unlike Accounts. Content (please ensure you mask any confidential information): We are trying…
-
Can CX Quote object and child Quote line object be extended in redwood?Summary: Can CX Quote object and child Quote line object be extended in redwood? Content (please ensure you mask any confidential information): Currently in classic UI, … -
Groovy Script To Notify user Using Bell Notifications when user is added to Account TeamWe are unable to implement bell notification on Sales Account Resource which is child object of Sales Account. We have triggered it on after create event. Please find be…
-
Stand alone Quota Management implementationSummary: Hi, One of my customer is planning to implement Stand alone Quota Management application. They are not planning to implement Territory Management. They have Sal…