Configuration
Discussion List
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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 40 views 4 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales -
Confirmation needed - trigger object workflow with file importSummary Confirmation needed - trigger object workflow with file importContent Hi, Do we trigger object workflow if we create/update record with File-Based Data Import? I… -
Inserting Sales Products upon creating LeadsSummary We want to create Sales Product upon creation of Sales Lead.Content We want to create a Sales Product upon creation of Leads. Since we cannot add a product group…
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Editing Product Selection Pages in CX Mobile applicationSummary: In CX Mobile application, On the Lead create page, while selecting a product on the Leads' Edit pages, under Products section, user needs to click on "Add Produ…
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Can we run Match and Merge for Custom objects in CDMHi Team, Consider , i have created a custom object in app composer with certain fields and i inserted data into this custom object,. will data be visible under CDM organ…
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How to sync products from Oracle PLM to Oracle Sales CloudSummary: I want to sync Oracle PLM products to Oracle sales cloud then need to sync with Oracle CPQ. Is there any OOTB options available? Referring - Import Sales Produc…
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CX Outlook Add-in - Can Appointments be created within the Add-in similar to Tasks?On the Outlook add-in configuration page, we can add an option for opening Tasks in CX, but this option does not appear for Appointments. Can this be done? Perhaps this …
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Service Request Attachment Privilege missing "You do not have permission to add a new attachment."Hello Community We have a Custom Role for Service Requests. This Role should be able to create all the different Service Request Messages and be able to attach Attachmen…
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All job roles are not showing up while defaulting the workspace searchSummary: Hi team, All job roles are not showing up while defaulting the workspace search. any reason? Thanks Nikhil Content (please ensure you mask any confidential info…
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Hi, We haveHi Need your help to resolve the below configuration CX sales. Please make the Currency field on the Creation page of Opportunities (Projects) in CRM updatable at the he…
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Video: Exporting Data from an Express ReportExporting Data from an Express Report From the Express Reporting series https://videohub.oracle.com/embed/secure/iframe/entryId/1_c22xxr6v/uiConfId/35965902 -
Video: Working with the Sales Team Hierarchy in Express ReportsWorking with the Sales Team Hierarchy in Express Reports From the Express Reporting series https://videohub.oracle.com/embed/secure/iframe/entryId/1_fnh39try/uiConfId/35…
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Video: Working with Real-time Filters in Express ReportsWorking with Real-time Filters in Express Reports From the Express Reporting series https://videohub.oracle.com/embed/secure/iframe/entryId/1_ewtzw7ut/uiConfId/35965902
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Video: Preview the Express ReportViewing the report output as a preview From the Express Reporting series https://videohub.oracle.com/embed/secure/iframe/entryId/1_e35ntep9/uiConfId/35965902
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Video: Duplicating an Existing Express ReportDuplicating an Existing Report and making derivative updates From the Express Reporting series https://videohub.oracle.com/embed/secure/iframe/entryId/1_x294jtya/uiConfI…
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Video: Create a Visualization in Express ReportsCreating new visualizations in Express Reports From the Express Reporting series https://videohub.oracle.com/embed/secure/iframe/entryId/1_kkmd7wj7/uiConfId/35965902
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Video: Create a Report in Express ReportsCreating new reports in Express Reports From the Express Reporting series https://videohub.oracle.com/embed/secure/iframe/entryId/1_pnmcsh8y/uiConfId/35965902
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Video: Configuring CX Sales Outlook Add-inConfiguring CX Sales Outlook Add-in: Tailor the CX Sales Outlok add-in experience for your business and your requirements https://videohub.oracle.com/embed/secure/iframe…
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How to adjust display length in landingpage tabelsSummary: In the classic UI I need to adjust the display length to show correctly on most screens. Content (please ensure you mask any confidential information): Version …
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Video: Orchestration Introduction and OverviewOrchestration Introduction and Overview An introduction and overview of Sales Orchestration in the Redwood Sales experience. From a multi-part video series on Sales Orch…
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Activity Pickers - Create a RecordSummary: It appears that the Account and Contact pickers include the Create Action on every object except activity. Account Picker on Opportunity Account Picker on Activ…
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Video: Orchestration RuntimeOrchestration Runtime Understanding how the runtime executes an Orchestration flow From a multi-part video series on Sales Orchestration. https://videohub.oracle.com/emb…
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Video: Orchestration ManagementOrchestration Management Managing the Orchestration instances From a multi-part video series on Sales Orchestration. https://videohub.oracle.com/embed/secure/iframe/entr…
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Video: Orchestration Step TemplatesOrchestration Step Templates: Defining and using Step Templates in an Orchestration flow From a multi-part video series on Sales Orchestration. https://videohub.oracle.c…
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Video: Orchestration Wait StepOrchestration Wait Step: Define the Wait step of an Orchestration flow From a multi-part video series on Sales Orchestration. https://videohub.oracle.com/embed/secure/if…
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Video: Orchestration Field Update StepOrchestration Field Update Step: Define the Field Update step of an Orchestration flow From a multi-part video series on Sales Orchestration. https://videohub.oracle.com…
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Video: Orchestration Stop and Next Stage StepsOrchestration Stop and Next Stage Steps Defining both the Stop and Next Stage steps of an Orchestration flow. From a multi-part video series on Sales Orchestration. http…
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Video: Orchestration Outbound Email Automation StepOrchestration Outbound Email Automation Step Defining the Outbound Email Automation step of an Orchestration flow From a multi-part video series on Sales Orchestration. …
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Video: Orchestration Logic Node StepOrchestration Logic Node Step: Defining the Logic Node steps of an Orchestration flow From a multi-part video series on Sales Orchestration. https://videohub.oracle.com/…
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Video: Orchestration Task StepOrchestration Task Step Defining the Task step of an Orchestration flow From a multi-part video series on Sales Orchestration. https://videohub.oracle.com/embed/secure/i…