AI for Sales
Discussion List
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How to enable pipeline management in sales cloud redwood UIWould like to know if the pipeline management that shows My pipeline/my pipeline by team member(shown in below screenshot) is available in sales module. if available, ho… -
Redwood- Sales Gen AI-Send Email queriesSummary: Sales Gen AI-Send Email queries Content (please ensure you mask any confidential information): We are exploring this GenAI feature of using send email feature, …
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How to use sales call guide authoring featureSummary: Sales call guide authoring Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snipp…
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ATO sales orderCreating ATO sales order at at this (The configuration cannot be initialized because the item V8 - Laptop Colour contains an insufficient number of child item)is there a…
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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… -
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 …
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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,…
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25B Sales Dashboards ConfigurationSummary: We went through one of your demos in below link for 25B. We want to create a dashboard like this, but we are unsure where to start. After enabling hero template…JainS 23 views 3 comments 0 points Most recent by Patrick Breidel-Oracle Reporting & Analytics for Sales
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Contacts Synched in Outlook Cannot be DeletedSummary: Contacts (tagged as Shared with Oracle) keeps re-appearing in User's Outlook (My Contacts) even after the contacts are deleted in Oracle backend via Graph API. …
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Activity Number sequence series updateCurrently system is generating Activity Numbers which are contractiding with JDE integrated numbers.. Just a coincidence. So now i need to change formatting of Activity …
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Video: Accelerate Your Redwood Sales ImplementationHot off the press: A new tool has been releases to help you migrate your classic UI sales implementation to the Redwood Sales. Watch the replay of the webinar announcing… -
How to implement chatbot or sales assistant in oracle sales cloudSummary: I wish to know How to implement chatbot or sales assistant in oracle sales cloud. Do we have any documentation or is some one there to help? We wanted to check … -
we want a way to remove add recourse from calendar and manage my calendar ?Summary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…Nader_Sayed 12 views 2 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
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Integrating myrequisitions API with OIA and Displaying Response in Table FormatSummary: We are currently working on integrating the myrequisitions API within oracle intelligent advisor(OIA). Our goal is to call this API and display the response dat…
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CORS Error When Accessing Custom MyRequisitions Endpoint from VBCSSummary: We have created a custom endpoint MyRequisitions in Visual Builder Redwood. This endpoint is being called from Visual Builder Cloud Service (VBCS) events. when …
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Join Redwood Sales Today: Maximize Your Project's Success with Our Support Implementation Program!Are you currently implementing CX Sales, or already live with our products, and looking to enable exciting new features like Workspace, O365, Sales Mobile App, or migrat… -
How Oracle AI model predicts the Similar Accounts?Summary: I have been trying to configure a "Similar Accounts" model as per the below documentation: https://docs.oracle.com/en/cloud/saas/sales/fadsi/create-a-similar-ac…
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How to Ensure Accuracy of Generative AI Account Descriptions in Oracle Fusion Sales Cloud?Company: Innovacx Tech Labs Pvt Ltd. Summary: We're using the Generative AI Account Description feature in Oracle Fusion Sales Cloud and are noticing inaccurate or fabri…
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"The user is already associated with another account" error upon logging in the MS365 CX Sales CloudSummary: An error is encountered "The user is already associated with another account" upon logging in the MS365 CX Sales Cloud "Engagement Cloud" Has anyone encountered…
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Generate Account Description smart action not workingSummary: We're trying to implement the smart action "Generate Account Description" on Redwood Account, but it's not workint as expected. Content (please ensure you mask … -
how to enable sales lightbox under redwoodHi Everyone, we have a requirement to enable the sales lightbox under the redwood sales. Currently we can see the lightbox only in classic sales group only. Even in stru… -
Video: Creating AI Retrieval Augmented Generation Agents in CX SalesVideo: Creating AI Retrieval Augmented Generation Agents in CX Sales In 25B, an exciting new feature is available to create RAG based AI agents in the sales application.…
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we want a way to remove add recourse from calendar and manage my calendar ?Summary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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Struggling with Pipeline & Forecasting? Here’s How Oracle Sales Can Help!Ever wondered how to turn your sales pipeline into a well-oiled machine and forecast with confidence? We just dropped a game-changing video demo showcasing the forecasti… -
How to enable redwood in SFA/CPQHello dears, I need to know how I can enable reewod in SFA(24D) and CPQ (24D Patch 4). If the process is massive or can be done per screen or user. Whether it affects th…CQUIROGAA 35 views 4 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
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Required filter prompt VP, Regional VP, Sales Manager, Sales repSummary: I am creating a filter prompt where I need to display VP, Regional VP, Sales Manager, Sales Rep as a dashboard prompt Content (please ensure you mask any confid…Mohammed Hyder 26 views 1 comment 0 points Most recent by Prabha.R Oracle-Oracle Reporting & Analytics for Sales
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How Account ERP Party Id related to Partner Management Account Party IdSummary: How Account ERP Party Id related to Partner Management Account Party Id. Content (please ensure you mask any confidential information): Here's a corrected versi… -
possibility of a user being in two business units at the same timeWe would like to know if there is the possibility of a user being part of two business units.
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Deeplink for Activities in RedwoodBasically we are sending email notification to users about the activities being assigned to them, from email we want to bring them directly to this particular activity i…
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Is there a way to view the most recent user connections?Summary: I am looking for a way to find recent user connections to the application Content (please ensure you mask any confidential information): Is there a way to valid…