Configuration
Discussion List
-
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… -
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… -
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…
-
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…
-
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…
-
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… -
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…
-
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…
-
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…
-
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 …
-
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 …
-
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…
-
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…
-
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…
-
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…
-
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
-
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…
-
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…
-
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…
-
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…
-
Sales Account - Shared Site - How and Where?Hi Oracle Documentation says that multiple customer accounts (within a party) can share the same customer account site. I do not see any options while creating customer …
-
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 … -
Is there a solution for creating a document from an attachment in Redwood Me > Resignation flow?Summary: Is there a solution for creating a document from an attachment in Redwood Me > Resignation flow? Content (please ensure you mask any confidential information): …Scott Foos - Sr Manager HR Technology at ADT LLC 22 views 2 comments 0 points Most recent by Scott Foos - Sr Manager HR Technology at ADT LLC Human Capital Management -
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…
-
Not able to add Metric card to sales dashboardSummary: While personalizing the Redwood Sales Dashboard, there is option to add KPI metric card when trying to add the metric the metric card is not getting added. Afte…
-
Can we create custom DCL for Country?Summary: Can we create dynamic choice list for Country? Content (please ensure you mask any confidential information): We want to create a dynamic choice list field for …