Core SFA
Discussion List
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how to change object and Structure change in Partner's Login ?when partner logins the account, we want that some objects and visibility should be restricted. Can anyone suggest how to do that ?? Currently Sales Partner are seeing l… -
Fetch all OTBI Reports custom adhoc & scheduledSummary: Would it be possible to generate a OTBI report that includes all system-generated of adhoc and recurring reports/views ? I have tried to use OTBI Usage Real Tim… -
About the automatic setting of Sales StageContent (please ensure you mask any confidential information): When setting up an opportunity, I think the Sales Stage of the Sales Method is set as follows by default. …
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Microsoft 365 integration with Oracle Sales Redwood across multiple domainsSummary: We are implementing Oracle CX Sales for a customer and will extend it to their portfolio companies in later phases. As part of this process, we need to integrat…Sankalp-D 47 views 8 comments 0 points Most recent by Mullamuri Mallikharjuna Rao-Support-Oracle Sales
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All Phones and All Emails dialogs in Redwood UISummary: Hi, In the Simplified UI, we have the ability to add multiple phones and emails of the same or different type using the "All phones" and "All emails" dialogs. D… -
Runtime Message for API RestSummary: How to measure the execution time of custom validations when creating an SR via REST API? Content: Hello experts, We are reviewing the API Rest performance in o… -
opportunitiesOnBeforeSaveEvent() is not giving OptyNumber in the responseSummary: I am trying to use the opportunitiesOnBeforeSaveEvent() in the opportunities layout in Redwood Sales(CX-Sales). The use case that I am trying to use here is whe…Sreekanth M, Oracle-Oracle 35 views 7 comments 0 points Most recent by Sreekanth M, Oracle-Oracle Sales -
How to display data from secured external REST API in a Custom Panel and SV on Redwood Account pageSummary: Display data from secured external REST API in a Custom Panel on Redwood Account page Content (please ensure you mask any confidential information): We want to …
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update territory in oportunitySummary: update territory in oportunity Content (please ensure you mask any confidential information): Good day to all, My question is the following: Is there a way to u…
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Sales Forecasting in Redwood - Using and Implementing VideosSummary: Collection of videos and resources to learn more about Sales Forecasting in Redwood. Content: Sales Forecasting in Redwood user experience allows sales managers… -
How can I add fields in existing form of redwood AccountSummary: I want to add custom fields in Redwood Account Form. I am New in Redwood. please guide me step by step, how can I achieve this. Content (please ensure you mask …
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Redwood - How can we show the custom panels and subview layout which fetches data from External APIsSummary: How can we show the custom panels and subview layouts which fetches data from External APIs Content (please ensure you mask any confidential information): If we…
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How to configure competitor object fields ??Summary: If using sandbox>Application Composer > Sales competitor object > Desktop Pages - ONLY Limited fields are seen in available and selected fields table. Still the…
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CX Sales Mobile: Display for appointment spanning multiple daysSummary: Hi, For appointment spanning multiple days, it's displayed correctly on Web UI but not on Mobile. Can you advise if this is expected behavior and if we can fix … -
Video: Configuring and Tailoring the Mobile ExperienceConfiguring and Tailoring the Mobile Experience: Tailor the mobile experience to your company's specific requirements https://videohub.oracle.com/embed/secure/iframe/ent… -
Video: Oracle Sales Assistant in MobileOracle Sales Assistant in Mobile: Natural language interation with sales through mobile's use of OSA https://videohub.oracle.com/embed/secure/iframe/entryId/1_g3uyueoq/u…
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Video: Advanced Mobile FeaturesAdvanced Mobile Features: A look at some of the many addiitonal features, including receiving push notifications on your Apple watch https://videohub.oracle.com/embed/se…
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Video: Opportunities (Mobile)Opportunities: Work with opportunities and progress your deal on mobile https://videohub.oracle.com/embed/secure/iframe/entryId/1_65u2xyg0/uiConfId/35965902
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Video: Leads and Around Me (Mobile)Leads and Around Me: Manage leads and work with the accounts/contacts that are near my location, or a location where I will be in the future https://videohub.oracle.com/…
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Video: Activity Management (Mobile)Activity Management: Manage appointments and tasks with CX Sales mobile application https://videohub.oracle.com/embed/secure/iframe/entryId/1_qrm8n9u0/uiConfId/35965902
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Video: Mobile Introduction and OverviewMobile Introduction and Overview: A deep dive into the mobile features and functionality https://videohub.oracle.com/embed/secure/iframe/entryId/1_puvdh72b/uiConfId/3596…
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Video: How to Think About Adopting Redwood SalesVideo: How to Think About Adopting Redwood Sales: Apply Design Thinking and consider what it means to adopt Redwood Sales. Learn how Oracle recommends approaching the im…
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Display Opportunity In CX Sales Mobile Around Me Based on Custom Address AttributesSummary: Hi, We want to display opportunity in Around me based on custom attributes (address line 1, address line 2, city, county, state, zip code, Longitude, Latitude) …
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Adjust workspace object display sequenceSummary: Hi All, Is it possible to change the display sequence for the enabled objects in workspace? For example, we'd like to move Contacts to the top of the list. Than…
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Is Object Workflows Execution Schedule working?Content (please ensure you mask any confidential information): I set up Email Notification on Update for Activity in Object Workflows. When a record is updated, it is tr…Yusuke Shibuya -Oracle 25 views 3 comments 0 points Most recent by HD - Oracle Fusion ERP-Oracle Sales
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Restrict Activity Access to specific user(s)We've used access groups to allow our organizations users visibility into all records (Accounts, Contacts, Activities, etc.) so that any user can assist a customer. Howe…
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Notifications APISummary: 24B has new API https://docs.oracle.com/en/cloud/saas/applications-common/24b/farca/op-atkpopupitems-messageid-action-processoutcome-post.html Approve or reject…VarunShinde 28 views 4 comments 0 points Most recent by Venk Kudire- Support-Oracle Fusion Applications Administration
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How can I not see "Contacts not in Sales" in the Outlook Plugin side panelSummary: In the Outlook Side Panel, people who are part of our company show up as "Contacts not in Sales" Is there a way to not show contacts from our organization who a…
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Cisco AMP and OSC Outlook AddInSummary Any workaround for Outlook AddIn when ScriptControl (wshom.ocx) is enabled?Content Hi, we have Cisco AMP installed, and with increased frequency of cyberincidenc… -
What is the right way to show supplier data in Sales CloudSummary: We have Oracle Sales CLoud and Oracle Procurement implemented. What is the right way to show the supplier data in Sales Cloud which is also account in Oracle sa…