Core SFA
Discussion List
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How to integrate teams using delegate optionSummary: Hi, How could we integrate Sales Opportunity and Teams, using "Delegated Permissions" instead of "Application Permissions"? The reason for that, is that "Applic… -
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… -
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… -
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…
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Video: Orchestration ObjectivesOrchestration Objectives: Setting up the overall objectives of the orchestration, which will subsequently be broken down in to steps as you advance the sales play From a…
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BUG? - Resource role update in Manage User taskSummary Known bug?Content In Manage User task, if I update resource role for a user, a new role is added to JTF_RS_ROLE_RELATIONS. This is what happens - If user A has r… -
Have You Read This Latest Redwood UX Story: A Customer's Journey with Sales Redwood UX?Emser Tile's Journey: A Story of Success with Oracle Sales Redwood UX. Discover how a leading tile distributor streamlined its sales operations and enhanced collaboratio… -
Can we create custom Java scripts in Email Templates in Oracle CX Sales Classic?Summary: I must replace the comma with a new line character for a CX Sales String field that I used in the Email Template. Example: String str = "PRODUCT1, PRODUCT2, PRO… -
Enable Non-Sales Employees to Collaborate with Sales Teams in Oracle CX SalesCurrently, Oracle CX Sales limits team member additions to users with specific sales-related roles. However, our organization requires the ability to add non-sales emplo…
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How can end user reset personalization?Summary: How can the end user reset personalization changes themselves? Content (please ensure you mask any confidential information): Referring to the Sales Implementat…
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Is there a way to view the most recent user connections?Summary: I am looking for a way to find recent user connections to the application Content (please ensure you mask any confidential information): Is there a way to valid…
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Review Calls To Log on Sales MobileSummary: Hi, Quick question - I noticed that we can only use OOTB search 'My Calls to log' for this mobile card 'Review Calls To Log'. Is this hard coded in Mobile? Can …
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Add Field Names to CX Sales Mobile List and Summary ViewsSummary: Hi, Is it possible to add field display label for List and Summary Views in Sales Mobile? Thanks, Adam Content (please ensure you mask any confidential informat…
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Setting Up Sales ForecastingSummary: An overview of setting up Sales Forecasting in Redwood User Experience. Content: Please watch the following video for an overview of setting up sales forecastin… -
Which API should we call to retrieve the department of a resource user?Summary: Which API should we call to retrieve the department of a resource user? Content (please ensure you mask any confidential information): https://****.oraclecloud.…
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Sales Lead Mass Action - RetireSummary: Hi team, Is it possible to enable Retire for Sales Lead mass update? I don't see the option to turn it on in Smart Action. Thanks, Adam Content (please ensure y…
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Prerequisites of Sales ForecastingSummary: A review of the key prerequisites of Sales Forecasting in Redwood User Experience Content: Please watch the following video for a review of the key prerequisite…
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Sales Forecasting OverviewSummary: An overview of Sales Forecasting in Redwood User Experience fundamentals Content: Please watch the following video for an overview and demonstration of the fund…
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How to remove create account button for Specific rolesWe have requirement to hide the Create Account button for specific roles We have followed the below document , but still it doesn't help…
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How to add seconds to timestamp in groovy scriptWill would need to validate an opportunity keeping it editable for few seconds, then the sales stage changes into a particular value (after that the opportunity can not …
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Opportunity Revenue line search by Item Number (Product Number)Summary: How can we set Revenue item to search by Item Number instead of Product Name? Content (required): Hi, When we search for product while adding revenue line, we w…