Core SFA
Discussion List
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Does Routine support bell notification?Summary: Does Routine support bell notification? Content (please ensure you mask any confidential information): I want to create a routine to send in-app notification to… -
Can I use expression in Routine Field Update action?Summary: Can I use expression in Routine Field Update action? Content (please ensure you mask any confidential information): I want to create a Routine schedule to updat…
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Is Business Unit required for Opportunity in Redwood Sales?Summary: Is Business Unit required for Opportunity in Redwood Sales? Content (please ensure you mask any confidential information): In Redwood Sales, is Business Unit no…
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Opportunity browse catalog list priceSummary: Opportunity browse catalog list price question Content (please ensure you mask any confidential information): Is there any documentation on this feature? Where …
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Team Member Access Full vs EditSummary: What's the difference between Full and Edit? Content (please ensure you mask any confidential information): What's the difference between the Full and Edit acce…
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Activity Stream showing "Yesterday" for an attribute I just modifiedSummary: Activity Stream showing "Yesterday" for an attribute I just modified Content (please ensure you mask any confidential information): I just modified an account's…
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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 Display Follow-Up Activities Created via "Create Follow-Up Tasks" in a Subtab in classic UISummary: Hi all, In Oracle Sales Cloud, users can create follow-up activities using the "Create Follow-Up Tasks" action from within an existing activity. I'd like to dis…
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Remove OOTB "Depends on Business Unit Identifier" Message from Rank Field During Mass Lead UpdateWhen using the mass update feature on leads, how can I remove the default statement "Depends on business unit identifier" that appears on the page on selecting "Rank" fi…
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The Competitor Values are not corresponding to the line of business after duplicate error messageIn the Sales lead, when we select a competitor line of business and its corresponding competitor in the "Add Competitors" drawer page, it is working fine. When I try to …
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How to make default as All Activities in Activity sub tab on Contact edit pageSummary: In Contact details page, Activities sub tab, how can it be defaulted to always show "All Activities" in search Content (please ensure you mask any confidential …
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Opportunity Activities - recover dismissed recommendation?Summary: In the Opportunity Activities panel, is it possible to recover dismissed recommendation? Content (please ensure you mask any confidential information): If I hav…
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What does Email purpose "Mobile" mean in the Contact?Summary: In the Email Purpose drop-down list, there's "Mobile" value, what does it mean and when is it used? Content (please ensure you mask any confidential information…
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Show or hide a field based on Competitor DCL valueSummary: We have a scenario where we need to show/hide field based on specific value in DCL field. The Id field is used to select the value in competitor but as these co…
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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.… -
Create button missing for custom object after 25C update in Prod env in Sales CloudSummary: Create button missing for custom object after 25C update in Prod env in Sales Cloud. Test env is fine and the create button is present after 25C update too. Bef…
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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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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 …
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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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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
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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 32 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…