Core SFA
Discussion List
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OSC: Get account/address details from Address Id using REST APISummary: We are upgrading middleware calls from SOAP to REST API. The third party system is saving AddressId and was using AddressId to get to fetch the Address details … -
How to create B2C customer and differentiate it from the B2B contacts?Summary: Customers consist of B2B customers (using Account object) and B2C customers (using Contact object). How to create B2C customer and differentiate it from the B2B…
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Redwood CX - Filter custom FCL based on another text fieldSummary: How to filter a Custom FCL field based on a text field. Content (please ensure you mask any confidential information): We have a text field BU which has values …
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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. … -
Is Redwood UX available for Competitors?Summary: Is Redwood UX available for Competitors? Content (please ensure you mask any confidential information): If yes, what's the steps to enable, cause I can't seem t…
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How to refresh data in a custom panel?Summary: Hello, We have created a custom panel for a M:M intersection object between Opportunity and Account. We are also using a custom drawer to add the accounts to th… -
Will Business Plans be coming to Redwood?Summary: Pretty much what the question says. Will the Business Plans be added to Redwood along with their children objects like Objectives, SWOT Analysis, etc.? Content …
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How to use additional attributes (custom/standard) in opportunity assignment rules criteriaSummary: When creating a new Assignment Rule for opportunity, there is only a small quantity of fields to use in the criteria. How can we use additional fields, such as …
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Video: CX Sales Add-in for Microsoft OutlookCX Sales Add-in for Microsoft Outlook: Introducing the CX Sales add-in for Microsoft Outlook 365, bringing the power of CX Sales into the Outlook user experience -
What's the impact of Account Address Type Bill To/Ship To on downstream order and invoice?Summary: What's the impact of creating account address with address type Bill To/Ship To from CX Sales to the downstream order and invoice? Content (please ensure you ma…
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Select Single - Quick Start Option Missing in Custom DrawerSummary: Hello, We are trying to create a custom drawer on the opportunity object and want to create a drop down using the Account SDP in it. However, the Quick Start op…
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Redwood: Customer Summary Panel WidthSummary: We have added Customer Summary Panel but we want to enable only 2 cards in it. Even then the width occupied by this panel id quite large as compared to other pa…
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Self-service registration error messageSummary: While trying to approve a self-service registration request from Fusion we are getting below error when we click on Approve button: An error has occurred. For m…jatin_101111 37 views 1 comment 0 points Most recent by Narendra More-Support-Oracle Digital Customer Service
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Direct page link/navigation to the Custom object subtabHi All, I have custom object Name: "ParentObject" and this object having child object "ChildObject". I want direct url to open the childObject record…
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How to run territory assignment job with multiple view criteria parametersSummary Multiple view criteria in opportunity territory assignmentContent Hello Experts, While scheduling the territory assignment ESS job, we have requirement to schedu…
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How to add records in a custom 1:M relationship in Redwood?Summary: Hello, For one of the requirements, we created a 1:M relationship between Opportunity and Account (One opty can have many accounts of a certain sub-type). Addin…
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Need to clear out mass bell notifications for usersWe have RIVA integration enabled in Production to integrate Google appointments to Oracle sales. That created thousands of notifications for users, most of them are acti…
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Redwood How to know the name of the Layout rendered in RedwoodSummary: We have multiple layouts on Opportunities. Is there a way we can figure out which layout is rendered at runtime. It could be via console logs as well. Content (…
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Dispatcher Rule is not working on Opportunity Creation from Account Detail PageI have requirement to stop navigation to Opportunity detail page while creating opportunity from Account Detail Page. I have created dispacher rule to stay on same page …
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Will Standardized Event Handling be coming to Redwood Sales?Summary: Read about this feature for Service Center in 25C: I want to know if this will also come to Redwood Sales or not. Content (please ensure you mask any confidenti…
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What are the CX Sales application limitation on sending number of email notifications per day?Summary: We are implementing Oracle CX Sales module as part of a Fusion global single instance. and trying to gain following confirmed info applicable to our instance. C…
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Difference between Call and Log a call.Summary: We have two smart actions in sales Call and Log a Call and the same is there for every object in the system but when we try to execute these actions redirect to…
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Redwood: Opportunity Product Picker templateSummary: Currently, when we go to an opportunity > Add products, the product picker shows only "Item Description" (see screenshot below) and there is no option to - Use …
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Sales Account 'Prospect' to 'Customer' auto-conversionSummary: Here is my use case - I create a sales account with customer type 'ZCA_PROSPECT' in Sales, then I query this account in AR Manage Customer UI and add billing ac… -
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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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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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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Transition to the Redwood UX add-in for Microsoft 365 prior to 25B (July 2025)Summary: In Update 23C, we introduced our latest (third generation) Outlook add-in – Redwood UX Add-in for Microsoft 365, which caters to task-oriented flows providing s…
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Application of Password PolicyI changed the password length from 8 to 14 characters, but when saving the policy change,the message “Force all users to set a new password at their next login” was supp… -
Understanding the Sales Pipeline FunnelSummary The Sales Pipeline funnel is attention grabbing, but at the same time could prove to be intriguing until you understand it.Content So, what is the sales funnel ?…