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Sales
Discussion List
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Video: How to Think About Adopting Redwood SalesVideo: How to Think About Adopting Redwood Sales: Apply Design Thinking and consider what it means to adopt Redwood Sales. Learn how Oracle recommends approaching the im… -
Video: Quick Start for Turning On Redwood SalesVideo: Quick Start for Turning On Redwood Sales. Cut to the chase and quickly learn how to opt-in to Redwood Sales and create the project in Visual Builder to begin cust…
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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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Redwood ThemeHi, The customer has only custom object created in Sales Cloud is there way to change the page layout to adapt the Redwood theme. Thanks -
CDMSummary: We want to merge the duplicate contacts in Fusion Sales. However, we have an ERP system where these contacts have associated orders. If we merge the contacts in… -
How to configure smart action triggered create screenSummary: We are trying to use Smart Action to call for Create Relationship Under the Contact Object. It was able to trigger the create layout. However, the layout is not…
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Demonstrate Different Layouts/Fields based on Sales TerritorySummary: Does anyone know how to do territory-based layout in redwood? We are trying to show different panel layouts based on the logged in users territory, and show dif…
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Redwood sales forecast is not loading.Summary: We are trying to enable the forecast in Redwood, but no content is being displayed. Content (please ensure you mask any confidential information): Version (incl…
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CX - Email template must contain accept or reject button, triggered by Object WorkflowWe have employed Object Workflow to trigger emails to Approver whenever a lead or opportunity is submitted for approval (Submit For Approval button which is a custom che…
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Are there any database tables that store error codes and messages sent as responses by SOAP APIsHi, Are there any database tables that store error codes and messages sent as responses by SOAP APIs For example, while creating account site using following SOAP WSDL, … -
What is best way to setup Resource Hierarchy when a user has two direct managers?Summary: The scenario is: There is the Department, in this dep users (Account manager) report to their Line manager, but this line manager may report to one or another m…
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How to create survivorship rule to select the most recently updated record as master?Summary: We have a requirement to select the contact with the most recently updated date as the master. We have created this rule which works when there is only 1 record…
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How to Display Product Recommendations on Opportunity Detail PageSummary: I have been following the below documentation: and need to Enable Product Recommendations for Opportunities and Accounts. I have followed all given steps but it…
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What access/privilege(s) is/are needed for CRM REST APIs?Summary: Access/privilege(s) is/are needed for CRM REST APIs Content (please ensure you mask any confidential information): Hi, We need privileges to run the below APIs.… -
Video: Configure Forecasting by OpportunitySummary: A step by step guide to configuring Sales Forecasting in Redwood User Experience to forecast by opportunity. Content: Is your sales forecasting process based on… -
Attachment FieldHi, Please let me know how to create field of type attachment in custom object. Thanks
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How can I enable the 'Set Schedule' button within the Opportunity Products Revenue Line section? PI am encountering an issue with the Oracle Fusion CX Sales application where the 'Set Schedule' button is not appearing, which should open the Set Schedule Page, within …
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Lead Conversion: Can AddressType be set on new contact address in lead to contact copy mapSummary: We have a business requirement to set the AddressType to 'GENERAL_MAIL_TO' on the address that is copied from the lead to contact during lead conversion. Settin…
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CX Routines - Time Zone in emails taking standard +00 TZ.Hello, We have configured routines for one of the Client, wherein an email will be triggered to owner if Original Date (Custom DateTime field) is within next 7 days. Now…
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Get data from Oracle CRM to PowerBIHow to get data from Oracle CRM to PowerBI? Additional info: We are trying to get data via Web. We are using this URL: http://servername.fa.us2.oraclecloud.com/crmRestAp…
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Update the Create RElationship for COntacts layout using smart actionSummary: We are trying to use Smart Action to call for Create Relationship Under the Contact Object. It was able to trigger the create layout. However, the layout is not…
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Best Practices for Product Catalog and Price ListsSummary: Is there anywhere that outlines the best practices for working with products, catalogs and price lists For example, how do I deal with products we no longer wan…
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Deleting Product GroupsContent Hi All , Is it recommended to delete Product Groups ? What are the impacts on existing Opportunity with the Products Groups already added ? We are on release 19D… -
What to done to see notes section in "Log a call" smart action?Organization: Terex Corporation Summary: What to be done to see notes section in "Log a call" smart action? I am seeing it for one user and for another user that section…
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Enterprise Structure SetupSummary: We have rolled out the setup for CX sales and in progress of configuring the products for CX service. Service module require Products setup, this process expect…
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Bell Notifications not displayingSummary: Hi, We have written some groovy script to trigger bell notifications following the documentation but nothing is being shown when it is triggered. And in runtime…
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Notes : Adaptive Search via RESTIs there a way to search Notes via Adaptive Search REST?
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Anyway to add an unique validation for specify field in Oracle fusionHi All, I am trying to check make some field unique(eg. D-U-N-S number about customer). Is there any way to add such validation? Thanks in advance! Version 24B
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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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Activities cannot be searchedActivities cannot be search on normal ADF UI, but can be searched on workspace. These activities have been created via import. What is the possible cause and solution of…