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Sales
Discussion List
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Export and import saved searchs using rest APISummary: Hi, we are trying to export saved search using rest api to be able to import them in other environments. This is needed to mantain the same UID across different… -
How to restore a set of backup of sandbox?Summary: Hi, I created a backup of sandbox configuration in jar file format. I successfully downloaded and save the sandbox configuration as a .jar file for future use, …
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how to create customer site level contact address using soap/rest apiSummary: need guidance on add address for contact on customer account site level using api. Content (please ensure you mask any confidential information): i am able to c…
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Video: Add Products On Opportunity Create and Override Revenue Items TitleAdd Products On Opportunity Create and Override Revenue Items Title Using visual builder, we can toggle a flag to enable adding Products (Child Revenue lines) to the opp… -
'Shared with Oracle' tag for chain of emails?Summary: When sharing a chain of emails from the Outlook Add-In tool, will all emails in the chain be tagged with 'Shared with Oracle'? Content (please ensure you mask a…
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Redwood UI: How to Replace Toggle Button with Dropdown (Yes/No) ?Summary: We have a requirement to replace a toggle button (checkbox) field with a dropdown list containing Yes/No values on Redwood UI pages. Is there any supported way … -
Redwood UI: Change Header Text on Contact Create PageSummary: We have a requirement to change the header text on the Contact Create page in Redwood UI. Specifically, we want to rename "Create Contact" to "Create Client Rec…
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24C Update - Decommission for Impersonating a Partner User FunctionalitySummary: Starting with 24C, the Partner Relationship Management Impersonation functionality will not be available anymore. The feature will be decommissioned due to secu… -
Global Smart Action for list pagesSummary: Global smart actions are row-less and can be enabled for the Sales Dashboard. We have a smart action called Create Event which is a type of Appointment and we w…
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Video: Prerequisites for Implementing Redwood SalesPrerequisites for Implementing Redwood Sales: If you are an existing customer using Oracle Sales Cloud, look at the prerequisites (and how easy it is) to opt-in to using…
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Video: AI Account AdvisorAI Account Advisor: Using the power of Generative AI, learn about the AI Account Advisor agent, and how to enable this in your Redwood Sales environment.
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Documentation for Enabling Sales AI FeatureSummary: We are working to enable the available Sales AI features and capabilities, but we are having trouble finding documentation for some of them: Pricing and discoun… -
Error while Synchronizing Products to CPQSummary: We are getting error when opening OOTB Synchronize Products with CPQ ( DATAINTG-100 ) Error: Status : 400{"title":"Bad Request","status":"400","o:errorDetails":… -
Can I migrate to the Redwood version of the Outlook Add-in without using the Next Gen Sales UI?Hello, I use the CX Sales Outlook Add-in with Outlook 365, and recently I started experiencing authentication issues. While reviewing the environment settings in the Sal…
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What is causing this error in Account field in custom objectSummary: We have a custom object called Contracts_c and we migrated this object to redwood UI via CX extension generator but unfortunately most of the properties are not…
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Video: Deploying the Extension to the PRODUCTION EnvironmentDeploying the Extension to the PRODUCTION Environment: Package and deploy the extension to the production enviroment (or any environment other than -TEST) From the Imple…
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Video: Integrating Microsoft Teams Web Conferencing with CX SalesIntegrating Microsoft Teams Web Conferencing with CX Sales: Microsoft Teams Web Conferencing can work with your Oracle CX Sales solution
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What is the Expected Behavior of Multi-select Choice List in Redwood UISummary: I just noticed that there are LOVs which are not displaying in Redwood UI. One example of this is our custom field MEIncumbentMulti_c. This field has more than …
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Loss Story in Redwood SalesSummary: We have Generate Win Story feature in Oracle CX Redwood Sales , how we can have the similar feature for Lost Story as well. Content (please ensure you mask any …
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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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Getting error when clicking on validate date in Import ManagementSummary: We are trying to create opportunities via import management. After completing all the steps in import management when we try validate data we get the attached e…
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Microsoft 365 plugin - remove 'Add Sales Lead' optionSummary: When viewing an email in outlook, the default contact view is shown. Option at the bottom is to ad Account, Opportunity or Sales Lead. We do not use 'Sales Lead…
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Batch update leads in Redwood CX SalesSummary: We want to update more than 25 leads at the same time. In Classic this was possible, in Redwood there seem to be a limit. Can we make the limit higher? Or are t…
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User with Sales representative role cannot see objects in redwoodSummary: Redwood is enabled, and Sales Adminstrator can see all the objects in Redwood section. However, when a user with Sales Representative role logs in cannot see ob…
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How do we enable work flow for Lookups?We are looking for configs for enabling workflow to receive approve/reject mails for any changes to the standard, common or set enabled lookups using the custom objects …
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Sales performance metrics availability ootb in CX SalesHi Team, Creating this on behalf of the customer to re-verify We have a requirement from the customer to implement the following solutions: SCOT: A custom object under A…
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Sales Intelligence Feature Enablement – Data Thresholds and Data SufficiencyHi I’m currently in the process of enabling Sales Intelligence features in Oracle Fusion Sales, and I’ve run into a bit of a challenge. Out of the 11 available features,…
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Why Business Unit ID is mandatory in Redwood Sales opportunity creationWe are enabling Redwood Sales. When we are trying to create opportunity in Redwood Sales >> Opportunity page, its asking for Business Unit ID. It was not the case in Cla…
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How to deactivate partner users once enrollment is expiredHi, How can we deactivate partner users associated with an partner account for which partner enrollment is set as expired ? Do we have any Out of the box options ?
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The email is not visible in the UI, but it is still triggering the validation scriptSummary: We have a validation script that queries active contacts where Status = 'A' and Internal Flag = 'N'. This validation is triggered in both scenarios — when a use…