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
-
Auxilliary DImensionsSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
-
How to populate standard 'Industries' field of Account object based on custom FCL fieldSummary: How to populate standard 'Industries' field of Account object based on custom FCL field
-
Enable attachment categories for Accounts (HZ_PARTIES)Summary Hello, I need to enable categories for attachments in Accounts. I created the category for the module Trading Community Model and linked it to the entity HZ_PART…
-
Clarification on D&B Token Usage Counting in Oracle – Organization vs. Unique OrganizationI need clarification on how Oracle counts the usage of D&B (Dun & Bradstreet) tokens in CDM. Specifically: Is token consumption based on the organization name, or is it …
-
The Entity object can't be created. Contact your help desk. (ZCX-3075001)Hello I am trying to create custom object but I am getting the following error "The Entity object can't be created. Contact your help desk. (ZCX-3075001)" I have the adm…
-
Oracle CX Sales Cloud Industry Classification code is included in CSM migration?Summary: We have created a new CUSTOMER_CATEGORY (Setup and Maintenance > Manage Classification Categories) with new Classification Codes in our lower environment for In…
-
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, …
-
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…
-
'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…
-
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…
-
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…
-
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…
-
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.
-
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…
-
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…
-
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…
-
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
-
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 …
-
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 …
-
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…
-
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…
-
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…
-
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 …
-
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…
-
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,…