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Sales
Discussion List
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Custom Object BPM Approval Process Not Working as ExpectedHello Experts, I am implementing an approval workflow for a custom object in Oracle CX Sales. Configuration completed: Custom object workflow starts when InitiatorStatus… -
DocuSign Integration with CX SalesSummary: Integrate DocuSign with Oracle CX Sales Content (please ensure you mask any confidential information): Hi Team , Do we have any OOTB integration capability to i…
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Fields are not updating on page created by Custom Object from Application ComposerSummary: I have a page created from Custom Object from Application Composer. There are values in this table already created. I like to update the value and when trying t…
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We have multiple ( 200 +) dynamic sections in Service Request Details page, best way to achieve itSummary: We are a new implementation to Redwood Service Centre. We have dynamic forms based on combination of SR category field and other custom fields. Based on the com…
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Expected Behavior for Create Opportunity Redirection from Microsoft 365 Outlook PluginIn Oracle Sales, when a user selects Create Opportunity from the Microsoft 365 Outlook plugin, is it expected that the system redirects to new window differently based o…
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how to enable additional fields like industries to be available in access groups for accountsWe want to enable industries field in account object access group. How can we achieve this, The list of attributes available under account object rule in access groups a…
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Support Required to Restrict Create/Edit Organization Access in CDMHi Team, We have a requirement in Oracle Fusion Customer Data Management (CDM) to provide users with view-only access for Organizations. Users should not be able to crea…
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Is it possible to change the summary text in panel view for Redwood UIFor context, we have some custom objects under the Accounts page (specifically the Customer Form custom object as shown in screenshot below). When there are no Customer …
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Microsoft teams Web conference integration problem in Oracle CX salesSummary: While creating an appointment of type Web Conference in CX Sales, the following error message is displayed: "Creating Microsoft Teams web conferences from Sales…Manideep Thikkisetti-Oracle 11 views 1 comment 0 points Most recent by Prasanth Prabhu-Support-Oracle
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How to Edit the Relationship Redwood Pages?Hi @John Vakoc-Oracle , We have created two relationships in Opportunity. Opportunity (Parent) - Opportunity (Partner) - 1:M Opportunity - Service Request - 1:M We have …
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Unable to rename Amount and Win Probability Field label for Opportunity ObjectI got requirement to change display label as below Win Probability -> Commitment Probability Amount -> Commitment Amount I changed the Display Name in Application Compos… -
Left Indent field in field grouping in page layoutSummary: We are using Classic UI, not yet transitioned into Redwood I added a single field (Long text) in a field grouping in Account page layout and it appears as below…
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Access group isn't workingSummary: Access group isn't working, user has only custom role and but able to see all records records in the account, In explore access for that user,object,partyid, it…
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Video: Sales Dashboard PersonalizationSales Dashboard Personalization Starting with 25A, sales reps and managers can personalize the content on the Sales Dashboard. -
Video: Consumer Grade +Consumer Grade *: An overview of the Redwood User Experience and the philosophy behind it. From the Implementing Redwood Sales video series
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Can I make the account appear for its team members only in CXI need to prevent the salespersons from seeing the accounts that they are not assigned to or make any activity on it is there any way to do so Also if there are two admi…
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Subscribe to Environment Maintenance NotificationsLearn how to subscribe to environment maintenance notification in the Oracle OCI Console. Note: You need to be able to log into you cloud tenancy at cloud.oracle.com to …
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Redwood Account Overview Active Subscriptions Exist but Subscription Panel on Overview Page Is BlankSummary: Hi Oracle Community, I’m working in Fusion Sales Redwood and have enabled the Subscriptions tab/panel on the Account experience. Here’s the issue: The customer …
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Microsoft Teams Web Conference Integration Issues in Oracle Fusion SalesHi Team, We have completed the Microsoft Teams integration setup on both the Azure side and within the Oracle Fusion Sales application as per the Oracle documentation be…
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Limit standard API Rest Result based on specific userSummary: Hi, we are in the need to call the standard Rest API (eg /crmRestApi/resources/11.13.18.05/opportunities) using a Machine to Machine user from an external syste…
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Unable to Update the Partystatus field in Account ObjectHi Team, I am trying to update the PartyStatus field in the Account object based on a custom field value in Oracle Fusion Sales Cloud. I tried the below approaches: Impo…
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View related all contacts for an account from the workspaceSummary: I want to see all contacts related to an account from the workspace Content (please ensure you mask any confidential information): How can I configure Workspace… -
lead to opportunity conversion in redwood - how to get account and contact created during convrsion?Summary: lead to opportunity conversion in redwood - how to get account and contact created during convrsion? Content (please ensure you mask any confidential informatio… -
Redwood- How to add attachment field in edit page in Sales Lead Object.Summary: Hi Team, We need "attachment" field in edit page of lead object in redwood Ui. We have added out of box attachment field in rule set of edit layout but it is no…
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Oracle CX Redwood Sales-Mass UpdatesSummary: Adding more fields to mass updates Content (please ensure you mask any confidential information): Where do I configure to add more fields to the mass update sel… -
Classic UI Action Link / How to Create in RedwoodSummary: Best Practice for Replacing Acton Link in Redwood In the Classic UI, we had an Action Link available on the Opportunity page. After populating the Opportunity f…
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Oracle Sales for Outlook add in,Redwood email templates only working for administratorsHow to allow all users with the add-in to utilize the templates.
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Regarding the issue of "Manage Data Integration" no longer appearing.Content (please ensure you mask any confidential information): I would like to ask the following questions. The "Manage Data Integration" setting no longer appears in se…
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Service Request One‑Time Address: Default Country Not Populating Despite Account Address SetupSummary: We are currently unable to default the Country value on the Service Request object for the Service Address (One‑Time Address). While the default country value N…
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Manage AI taskSummary: We are not able to access manage AI task. Content (please ensure you mask any confidential information): Version (include the version you are using, if applicab…