Configuration
Discussion List
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Video: Defining a Custom Smart Action to Open A Drawer Containing Your Own Custom ContentDefining a Custom Smart Action to Open A Drawer Containing Your Own Custom Content From Redwood Sales list pages or record detail pages, your smart action can open a dra… -
CCC Linked In Sales Navigator Integration with CX SalesAs part of the 25C feature, we are looking to enable the LinkedIn Sales Navigator integration within our Oracle CX Sales instance. However, the documentation provided la… -
25C Deprecating Adaptive Search AggregatesSummary: We are currently researching aggregate fields and came across this Oracle Community post [https://community.oracle.com/customerconnect/discussion/759916/determi…
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Determine all aggregated fields in Oracle Sales / Fusion CloudSummary: With Update 24B, the classic Aggregates in Adaptive Search will be replaced and made available as predefined Rollups in the Rollups framework. https://docs.orac…Christian Gerald Patacsil 49 views 5 comments 0 points Most recent by Praveen Desetty - Support-Oracle Sales
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Training: Implementing Redwood SalesA collection of videos and resources to help you implement Redwood sales. This list is ever changing, so bookmark this post and come back soon for more videos and links.…
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Call Smart ActionHello, I have a question: How can I call a smart action using a button in Redwood? Currently, I do it with an Open URL, but it refreshes the screen, which is what I don'…
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Can we change the OOTB email template for appointmentsSummary: We are trying to create appointment and adding a contact and clicking on create button, appointment is getting created and Contact is getting the email, but we …
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Video: Adding Top Level Object Records and Child Records at the Same TimeAdding Top Level Object Records and Child Records at the Same Time Learn how to add a child record table to the create form for creating a top level object record. In th…
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What happened to sales implementation guides?Summary: Hi, I'm trying to find some information that used to be on the classic guides (implementation guide, reference guide, getting started….), but now they're gone. … -
How to create a Sales guide to use in orchestrationsGreetings! We are adopting orchestrations for our current implementation, and we would like to use the Sales Guide feature. I'll explain: While creating a task inside a …Cristian Rogelio Velasco Gutiérrez 37 views 0 comments 2 points Started by Cristian Rogelio Velasco Gutiérrez Sales
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Where can I add the side panel in Redwood Sales similar to Side Panel container in Service CenterSummary: I have a requirement to add few buttons onto the side panel similar to the one available in Service Center Container but in Sales, I want it to be visible for a…
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HTML tags are displayed when copying text from the email body to Activity DescriptionSummary: When creating an Activity, we often copy content from the email body into the Activity Description field. However, doing so causes HTML tags to appear in the de…
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How to automate the file import process for administrator profile values?Summary: How to automate the file import process for administrator profile values? Content (please ensure you mask any confidential information): How to automate the fil…
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Video: Calling Object Functions Over RESTCalling Object Functions Over REST This tutorial will show you how to create an object function in Application Composer both with and without input parameters and call t…
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Missing documentation in docs.oracle to sales cloud or fusion service cloudSummary: It used to be easy to find documentation for Oracle Sales Cloud, such as user guides, administration manuals, implementation guides, tables, etc. Now it is impo…
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[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… -
Need Capability of selecting specific Attributes to be part of Account MergeSummary: In CX Sales, we have two Accounts named as : customer 1 and prospect 2 Business wants to merge prospect 2 with customer 1 but after merge business wants that 'A…
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How to Hide a Specific LOV Value in Oracle Sales Cloud Redwood?Summary: Hi All, In Oracle Sales Cloud (Redwood UI), we have an Opportunity Status LOV that includes a value "WON". Requirement: The value "WON" should not be visible to…
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Workflow Scheduled Actions Not Rescheduling When Date Field Changes in Oracle CX SalesSummary: I’m facing an issue with workflow scheduled actions in Oracle CX Sales. I have a workflow set to trigger 30 days before a specific date field, with the triggeri…
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Address Verification Integration with Code 1 in Oracle CXSummary: I have implemented an address verification integration with Code 1 from Oracle CX, which is triggered during address creation in Oracle CX via OIC. When a user …
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Contacts are not visible in List view but able to see in Hierarchy ViewSummary: In Accounts we have Contacts and Relationships, but for 2 of the contacts we could see the Relationship but that contacts are not visible in contacts tab under …
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How to change default filter in DCL fields in redwoodSummary: Hi, In Redwood, the default filter on DCL field sometime does not make sense. For example, on create lead page from lead list view, contact DCL is filtered with… -
workspace - Enable export option on custom object(only one object) for a particular job roleSummary: We have custom job role and would like to give access to export button for a custom object(only one). How to give access to export buttion option on workspace f…
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Help Needed: Managing Customer Center Assignment Objects and RulesSummary: Hi Everyone, We have a requirement to roll down Account team members based on the parent account, and we’re attempting to achieve this using Account Assignment … -
As sales representative not able to edit notes under activity panelSummary: 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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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…
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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…
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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…
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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…
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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