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Sales
Discussion List
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How to export and import sanbox from an environment to another?Summary: We made a lot of customization using page composer inside sandboxes, but now we need to copy them in the new environment. Is it possible to export and import ? … -
Activity Description field shows HTML in confirmation emailSummary: After creating an activity and typing multiple lines in the description field, the notification email shows html code in the description field content. This occ…
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Import objects are not available in Import MangementAs a sales administrator- the user needs to perform import activities for various objects. Lead, Opportunity, Account etc. But after navigating to the Import management,… -
25C Deprecating Adaptive Search AggregatesSummary: We are currently researching aggregate fields and came across this Oracle Community post [https://community.oracle.com/customerconnect/discussion/759916/determi…
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While doing inline editing for custom object's subview layout i am getting errorSummary: While doing inline editing for custom object's subview layout i am getting error as 'invalid attribute "300000004715733" in the payload' Content (please ensure …
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How to update and/or delete CSF keys?Summary: Content (required): Hello, While registering web services and using the Basic Authentication, we have an option to select the authentication user by creating a … -
Will Business Plans be coming to Redwood?Summary: Pretty much what the question says. Will the Business Plans be added to Redwood along with their children objects like Objectives, SWOT Analysis, etc.? Content …
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How to enable pipeline management in sales cloud redwood UIWould like to know if the pipeline management that shows My pipeline/my pipeline by team member(shown in below screenshot) is available in sales module. if available, ho…
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Workspace Maximum Limit of Fields that can be enabledHi, What is the maximum limit of fields that can be enabled in workspace? Maximum number of Filters - ? Maximum number of fields to be displayed - ?
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Unable to query custom data object using SQLSummary: We have two custom objects in Fusion CX Sales, both of them are custom top level objects. However, when I try to pull these two custom object data through creat…
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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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[Redwood CX Migration Accelerator] - Migrate Legacy Layouts is missingHi, I followed the steps outlined in this video tutorial to enable the Redwood CX Migration Accelerator (CX – Sales: Accelerate Your Move to Redwood CX Sales with Oracle… -
Generic Error on updating opportunity status by a team member with full accessSummary: Business user with full access to the opportunity is trying to update the status and gets a very generic error saying 'Save failed'. The user has the right priv…
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Can I use Deep Links in report to tie to Redwood Activity screen?Summary: We're testing the Redwood UI in CX Sales and we have reports that use deep links (where you can click on a column in the report and be taken directly to the scr…
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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: Audit Change History in Redwood Sales Detail Record PageAudit Change History in Redwood Sales Detail Record Page Learn how to add a new subview on the detail page, to display the change history of field values (audit trail). … -
Why newly created 2 fields not vsisble in CPQ for field mapping?We created two fields in Quotes and Order, enabled them, and performed a full publish in Configure Adaptive Search. After this, the fields appeared in the OSC UI, but th… -
Redwood: How can we display or access resources (Team) on Business PlanSummary: Team is one of the subtab of Business Plan in Classic UI. As we are migrating the configuration to redwood UI, we need also to display this in UI for the users …
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Application Composer registering webservice with dynamic prrerfixSummary: After cloning Prod to Dev, the URL in application composer/Web Services in Dev instance are pointing to the Production URLs. Is there a way to create the url us…
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How to set default value of fixed choice list in RedwoodSummary: We have a Custom object with custom FCL with default value set up in Application Composer. But the default value is not reflecting in Visual Builder. I tried to…Mary Jane Dimaano 11 views 3 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle
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Error on Workspace Full PublishSummary: As part of the post-upgrade activity, we are conducting a full workspace publish on all of our environments. The upgrade was done on the Weekend and I am doing …
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Rename the 'Revenue Items' headingSummary: Rename the 'Revenue Items' heading Content (please ensure you mask any confidential information): As part of adding products on the Create Opportunity layout, w…
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Can not find ‘Parties’under Customer Data ManagementHi we want to default ship to on party level. I have added role:Data Steward Manager, run job:Retrieve Latest LDAP Changes But still can not see 'Parties' option in navi…
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How to add new customer account flex fields using FBDIHow to add new customer account flex fields using FBDI. Please find the screenshot reference and let us know which sheet and column should be used to add the flex field …
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unable to load address format using import/export (FBDI) funactionalityHi , We are trying to edit the address formats of multiple countries so that we can see the address 3 and 4 under manage customer pageand we are trying through import ex…
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Sales Account 'Prospect' to 'Customer' auto-conversionSummary: Here is my use case - I create a sales account with customer type 'ZCA_PROSPECT' in Sales, then I query this account in AR Manage Customer UI and add billing ac… -
Can we maintain documents in folders for lead and opportunitySummary: Basically, we want a functionality like when the lead or Opportunity is created, some specific folders should be automatically created where we can store the do…
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Send Email from CX Sales Redwood - Different FROM addressesSummary: We'd like to configure different FROM addresses and Reply-to addresses when an Email is send from within Oracle Sales Cloud Redwood UI. Content (please ensure y…
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How to make Long Text field visible in Adaptive Search ?Summary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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Video: Defining a Custom Smart Action to Open A Drawer Containing Your Own Custom ContentDefining a Custom Smart Action to Open A Drawer Containing Your Own Custom Content From Redwood Sales list pages or record detail pages, your smart action can open a dra…