Core SFA
Discussion List
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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 … -
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.… -
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… -
How to run a routine that is scheduled yearly on specific dateWe have a requirement where we need to run the routine on 1st of October every year, but when scheduling routines the start date is not present how do we acheive this
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REST APIs for Field Change History in Redwood Sales Activity PanelSummary: In Redwood Sales » Opportunity » Activities Panel shows the field changes of the record. do we have APIs separately for Redwood Sales Change history? we have th…Sunil.Kumar.Poojari 23 views 1 comment 0 points Most recent by Ravindra Sirigiri-Support-Oracle Sales
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How can we see the change history for Sales objects - NGSSummary: How to see the change history for Sales objects like Contact , Account, Lead, Opporunity. Content (please ensure you mask any confidential information): Classic…
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how to restore a deleted customer accountSummary:How to identify an recently deleted customer account in CRM Sales CX Content (please ensure you mask any confidential information): Version (include the version … -
Need ability to run assignment on demand for an account from redwood Accounts pageSummary: Need ability to run assignment on demand for an account from redwood Accounts page (like in Classic UI) Content (please ensure you mask any confidential informa… -
How do I Report on contact activity including appointments and emailsSummary: I am trying to get 2 reports: A report that shows all of the activities a Sales Rep did on a particular day - including: Appointments and emails sent - from bot…Tim Gruidl 82 views 8 comments 0 points Most recent by Dimple-Nagesh-Support-Oracle Reporting & Analytics for Sales
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rest resource not createdSummary: We created some custom objects . But somehow "rest resource" is not being created. Any lead will be helpful. Content (please ensure you mask any confidential in…
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CX Solution Overview Demos this week on December 11th & 12th!!Register today for our CX Solution Engineering led Solution Overview Demos this week on December 11th & 12th across our Marketing & Sales Unification, Revenue Transforma… -
Opportunity Assessments with Multiple Question Groups Not Displaying All QuestionsSummary: We are testing an opportunity assessment with 20 questions and multiple field groups. When filling out the assessment, only 17 out of 20 of the questions are vi… -
Create Appointments using RoutinesSummary: Hi, Is there any way to create Appointments as well using Routines? I know that we can create Tasks but creating Appointments is a very valid business case. Con… -
DeleteSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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document categorySummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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I want to refer to the owner's department on the opportunity details screenContent (please ensure you mask any confidential information): I would like to see the owner's department on the opportunity details screen. I tried verifying it with th…
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(CX4U) Links from Utility Account navigating to Digital Sales pages instead of Redwood SalesSummary: Hi, Please redirect me to the proper category if Sales is not the correct one as this is for the Customer Experience for Utilities (CX4U). We are implementing C…Vishnu_Mishra 25 views 2 comments 0 points Most recent by Vishnu_Mishra Customer Experience for Utilities - CX4U
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export management with csv in service/filtersSummary: export management with csv in service/filters Content (please ensure you mask any confidential information): Dear, please help me export data from a REST servic…
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Activity Calendar we have disabled activity types but they are still shown in calendar activity pageSummary:Activity types are still shown in calendar page with the explanation for every colour. Content (please ensure you mask any confidential information): In the end …
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proposal generation in OSC and getting customer signatureSummary: Hi, My customer is looking for a solution of generating proposals from the Account and Opty data and capture signature from customer. They want all this to be e…Prakash V - Argano 1 view 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Sales
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Team Subtab Searchable Region | Oracle SalesHi community! How are you? I´m facing a Sales Solution were we have multiple BUs. The client is reporting that when they want to add a team member to an opportunity, lea…
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How to grant account access, when the account has two different sites belong different territoryHi Team, Based on the attached we have implemented restricts all accounts and access groups.. Now we have requirement to implement to below scenario, If Account has two … -
How to Set Up Automated Round-Robin Assignment Based on Fields in Oracle Sales?Summary: How to Set Up Automated Round-Robin Assignment Based on Fields in Oracle Sales? Content (please ensure you mask any confidential information): Hello everyone, W…