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Sales
Discussion List
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How to deactivate partner users once enrollment is expiredHi, How can we deactivate partner users associated with an partner account for which partner enrollment is set as expired ? Do we have any Out of the box options ? -
The email is not visible in the UI, but it is still triggering the validation scriptSummary: We have a validation script that queries active contacts where Status = 'A' and Internal Flag = 'N'. This validation is triggered in both scenarios — when a use…
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how to enable search based on custom DCL fields in adaptive searchWe can see there is already a question raised for it, We have enabled custom DCL for search in configure adaptive search but the field is still not showing in search…
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How make a field required based on a layout variableSummary: In Redwood , how can we make a field required based on a layout variable. We have created a boolean layout variable and set its value in an actin chain. when we…
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Issue when trying to add same competitor twice to an OpportunitySummary: We have defined Line Of business(FCL) at competitor level and in many occurences one competitor is associated to multiple line of business. And when we select t…
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Video: Working with the Generative AI Writing Tools Feature in SalesWorking with the Generative AI Writing Tools Feature in Sales: Leverage the power of the large language model to help you create emails and other text flows in CX Sales.… -
Video: Enabling Generative AI in SalesVideo: Enabling Generative AI in Sales This video will introduce how to opt-in to Generative AI features generally, and how to enable some for smart actions that allow y…
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Retain Adaptive Search Filters with Query-Based Product Filtering in LeadsHi @John Vakoc-Oracle and Team, We are currently using Adaptive Search filters in the Product field on the Leads page to allow users to filter products by Product Catego…
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How to create custom object attachment record based on UCM fileI am creating a new integration in Oracle Integration Cloud (OIC). The purpose of this integration is to construct a zip file and then upload that file as an attachment …
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Opportunity - remove mandatory product revenue when closed/lostHi, The revenue in opportunity in our CRM system was set as mandatory for all sales stages. We want to update the constraint so its not mandatory when sales stage is clo…
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Redwood-Search option is missing in global searchSummary: Hi team, Search option(box) is getting vanished on global search screen in redwood UI. In global search screen if we click on "Edit" action of any record and ca…
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Restrict the user access based on the solution assigned on the opportunity revenue lineSummary: Requirement: Field-Based Edit Restriction on Opportunity Revenue Lines We have created a custom field named "Solution" at the Opportunity Revenue Line level in …
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are attachments shared with Redwood UX add-inSummary: are attachments shared with Redwood UX add-in and UI Content (please ensure you mask any confidential information): Version (include the version you are using, …
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Can Continent be added to the geographies setup?Summary: Hi , Our customer needs to store Continent information to classify countries by continents. This is needed mainly for reporting. Has anyone had a requirement li… -
Redwood Migration Accelerator still not enabled after CWB is appliedSummary: We are currently in 25B and have requested a CWB applied to enable the Redwood Migration Accelerator before 25C. The CWB has been applied successfully but we ar…
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Video: Parent Record Condition on Child Dynamic LayoutParent Record Condition on Child Dynamic Layout: Use the value of a field on the parent record to drive the condition on a child record dynamic layout From the Implement…
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Video: Adding a Notes Panel to Standard Sales ObjectsAdding a Notes Panel to Standard Sales Objects: By default, viewing notes on a standard object in the Redwood sales experience is done via the Show Notes action in a sub…
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can we have different VBS repository per group of custom objects?Summary: we have 2 teams Team 1 works in CX sales and custom object intended for CX Team 2 works on Custom Object intended for Hotel though its under CX sales module but…
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How to remove some section in Appointment Edit pageSummary: We notice that there are some section in Appointment Edit page, but some of them are not necessary., how we can remove that, also is there away we can add in th…
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How to search implicit term/word in support.oracle.com?Summary: Hi, since the support site was updated to the new Redwood theme, it became awfully terrible to search on knowledge base. I want to search an error when trying t… -
Reporting capabilitieHi Team, Posting this on behalf of Customer. We have a business requirement to generate a monthly SET Score Card for each Sales Representative, capturing performance met…
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User Text Interface does not differentiate label from different objectsSummary: Hi, I need to change a label for a standard field "Primary Contact", only for Opportunity object, in PT-BR, so I though I could use UIT to do that. The problem …
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DSP's not getting migrated from one instance to another because of the custom objects enabledSummary: DSP's are not getting migrated while migrating custom roles along with the dsp from one instance to another because of the custom objects enabled in the source …
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Rest API To Get Country, State, City From Geography HeirarchyIs there any update to this Rest API To Get Country, State, City From Geography (Doc ID 2727310.1) if anyone is aware of this? -
Disable 'Create Opportunity' action from Opportunity list page action menu in Redwood Sales.Hi, We have a requirement that opportunity can only be created with a lead conversion. We have disabled all smart actions 'Create Opportunity', still we able to see 'Cre… -
Outlook - The API version has been deprecatedSummary: We have enabled Office 365 integration on Jan 24. Today, users are facing this issue. Navigation: Open Outlook > Open an email > Click on the Sales Add-in > bel…
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How to configure auxiliary dimension for opportunity custom field for territory assignmentContent Hi All, Can anyone help me with steps or special configuration steps required to setup opportunity object custom field as auxiliary dimension. i was following or…
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How to show attachments field in add-in for microsoft 365Summary: Not able to edit add-in for MS 365 Content (please ensure you mask any confidential information): I'm trying to edit the add-in for MS365, to add the attachment…
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Video: Enable/Disable Feed Filters in the Ask Oracle Action BarEnable/Disable Feed Filters in teh Ask Oracle Action Bar: On the Sales objects: Account, Contact, Lead and Opportunity (those object which can use the Activity Feed), op…
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Why does this code not updating the Contract (Recordname) FieldSummary: I am trying to update a field called Conract (RecordName) via the onFieldValueChangeCallbackChain. The RecordName sets a new value as per console logs but it is…