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
-
Steps to Migrate all AI agent from one pod to anotherSummary: I have attached a document to migrate AI agent from one pod to another. Content (please ensure you mask any confidential information): Version (include the vers… -
Opportunity Subview under account doesn't let us search for records using Sales StageSummary: Under Oracle CX Sales Cloud Redwood version Account Page we have Opportunity Subview. Since Account has a lot of opportunities, we're trying to search Opportuni…
-
Unable to Create OrchestrationSummary: When I navigate to Navigator > Configuration > Application Composer > Guidance Setup > Create Guidance I see a blank list page and no option to create new Guida…
-
Oracle Fusion Sales - Parent Account fields to be visible and overwritable on children AccountsHello! we have a structure with Parent Account:Child Account that is 1:N. In the Parent Account there are some editable fields, and we need to display their value in eac…
-
Object Workflow deactivated but delayed Task Creation still occursSummary: We have an Object Workflow that was configured to create Tasks with a delayed execution (184 days after the triggering event / about 6 months). We deactivated (…
-
Tracking Trends and Changes in Your ForecastSummary: Tracking Trends and Changes in Your Forecast using the Changes Since filter Content: Please watch the following video for an overview of Sales Forecasting trend… -
Activity Summary Smart Action Deprecation in 26D for Account and ContactOverview As part of our continued investment in next-generation AI experiences and agentic workflows, we are making changes to how Activity Summaries are delivered withi…
-
Where can we store logistic address details such as Dock or Receiving Bay information?Where can we store logistic address details such as Dock or Receiving Bay information? Example- address1-215 E WATER ST address2-CENTRAL PA RECEIVING DOCK city-Muncy Sta…
-
How to change the alignment of Country Field in the Leads Redwood Layout?Hi @John Vakoc-Oracle, We need to move the Country field to the bottom of Postal Code. Since it's a Virtual field, how to achieve this? Regards, Vignesh
-
Sales Orchestration - How to Reorder StepsSummary: Hi, We have a Sales Orchestration for Lead and want to reorder the steps: The issue is that the Guidance panel on the Lead doesn't follow the Diagram but the or… -
Ai Agent for Express ReportsSummary: Need Assistance with Step 5 implementing. Step 5: Configure Administrator Profile Values Go to Setup and Maintenance. Search for Manage Administrator Profile Va… -
How can we default the Currency, Country & Phone Country Code on Leads/Opportunities based on BUSummary: We need to set several defaulting rules on the Lead and Opportunity objects based on the user's default Business Unit such as when a Sales Rep creates a new Lea…
-
The account does not exist in SFA but it does in OTBISummary: The account does not exist in SFA but it does in OTBI Content (please ensure you mask any confidential information): Good day, I have a question regarding SFA, …
-
[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… -
Redwood Migration: Custom Opportunity Page Buttons/ActionsHi, we have a lot of custom buttons/actions, as you can see from the screenshot below, on the Opportunity detail page in Sales (Classic UI). How can we recreate them in …
-
Is it possible out of the box to send customer contact created in CX over to AR moduleSummary: Hello CX Team, I would like to confirm on a feature, if this is available or not. The use case: User would like to send the customer contact created for an acco…
-
Can we remove attachment delete access for usersSummary: User should not allow to delete Attachment in partner or Any custom object . Content (required): Is this possible ? Version (include the version you are using, …
-
how we can add the product in two different product groups under the product catalogWe want to maintain the same product in multiple product groups in sales catalog and products in CRM fusion. Like there is a root catalog, under there are 5-6 product gr…
-
Why one of the DCL field is not working in RedwoodSummary: One of the DCL on our custom object being migrated to Redwood is not working. We migrated the object via CX extension Generator. Other DCL is working fine like …
-
Configure LOVs for Channel Type field in outlookSummary: Need to configure the LOVs for the Channel Type field in CX Sales Outlook plug-in Content (please ensure you mask any confidential information): Whenever we sch…
-
Encountering "Remote Region error #3" when trying to access Configure Adaptive SearchHello, We are encountering this error when trying to access Configure Adaptive Search. Unable to retrieve content. Additional information for "Remote Region error #3": T…
-
Legal Compliance Confirmation for Plan Document Digital Signature Acceptance - OFICSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
-
OFIC-Is there a configuration to add a confirmation popup before plan acceptanceSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
-
Missing Routine Templates and Missing Routine Type- 'Run when an event occurs'Hi , We are trying to create few routines based on the routine type- "Run when an event occurs" for Opportunity object based on an attribute changed. But we are seeing s… -
documentation supports accepting plan document is compliant in oracle fusion incentive compensationSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
-
Is changing icon for standard actions like log a call for mobile UI possible ?Summary: We are unable to change the icon for the "Log an Interaction" action (previously known as "Log a Call") in the Oracle CX Sales Mobile app. We attempted this usi…
-
Is renaming saved search on mobile possible ?Summary: We want to rename the seeded saved search from "My Calls to Log" to "Interactions to Log" for better alignment with the new terminology. The Mobile UI does not …
-
While creating a opportunity getting error in redwoodWhen creating an opportunity getting error "The value of the attribute Template ID isn't valid" where the Sales Method is "Standard Sales Process" but when creating the …
-
Create Customer Contact Point at Account Level using SOAP Webservice- Oracle FusionSummary: i use below steps it created but still Account Contacts not show any phone , and contact points is empty if and Reset API or i need to adust any of below steps …
-
Video - Account HierarchiesVideo - Account Hierarchies: Work throughout the account hierchy viewing data at all levels of the accounts to account parent-child relationship