Redwood
Discussion List
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Hide "Lead Summary" tab from Account Hierarchy SubviewSummary: Is there a way to remove the "Lead Summary" section from the Account Hierarchy Subview? Our client is not using the Lead object at this time, and would like to … -
Redwood - How to Make A Custom Contact DCL Dependent On A Custom Account DCL? (Doc ID 2919529.1)Summary: The solution provided in the document doesn't work in Redwood. In workspace, we can see the restriction on contact DCL, but in Redwood pages, it is blank. We ha…
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Personalized Reports Not Retained for Some Users in Oracle Fusion's Sales DashboardSummary: Hi Community, We’re encountering an issue in the Sales Dashboard of Oracle Fusion Sales Cloud. Users with certain roles are able to use the Edit option on Sales…Naveen Marujolla 31 views 3 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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Do not close the editing screen on opportunity for redwood sales every time you click save.We need to avoid having to go back to the editing screen every time we save a change in Redwood Sales. Is there a way to prevent the screen from closing and having to go…
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Video: Creating AI Retrieval Augmented Generation Agents in CX SalesVideo: Creating AI Retrieval Augmented Generation Agents in CX Sales In 25B, an exciting new feature is available to create RAG based AI agents in the sales application.… -
What are the roles to update/manage redwood sales Objects?Hello Oracle Community, We are working with a customer who requires custom roles for the Redwood Sales Objects: Accounts, Contacts, Activities, Opportunities, and Leads.…
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How can I link 2 accounts to an opportunity?Summary: I have created a Dynamic Choice List type field in the Opportunities object that queries the accounts object for one type of accounts, but I need that Opportuni…
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What is the basis for sorting of records in Redwood UI and WorkspaceSummary: Tried to filter Account record by Country the sort it by name but it not really sorted out alphabetically. Could someone enlighten us on the basis of sorting re…
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Asset Redwood edit drawer buttonSummary: Hi, I am working on configuring the Asset in Redwood, for the drawer of edit asset page, there is a button between Create and Save with no text showing and no d…
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Navigate to application action is not working as expected in redwoodSummary: if I navigate to a leads details page using navigate to application action , smart actions are not working and Details page is alo not opening when we click on …
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Redwood Sales Dashboard is showing a date that is off by one daySummary: We are implementing Redwood and noticed the Sales Dashboard > My Opportunities tab is showing a different estimated booking date on the opportunities listed for…
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Video: Oracle Sales Cloud IntroductionOracle Sales Cloud Introduction: Introducing the Redwood and next generation sales experience. From the Implementing Redwood Sales video series.
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Video: Sales Dashboard PersonalizationSales Dashboard Personalization Starting with 25A, sales reps and managers can personalize the content on the Sales Dashboard.
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Tracking Trends and Changes in Your ForecastSummary: Tracking Trends and Changes in Your Forecast using the Changes Since filter Content: Please watch the following video for an overview of Sales Forecasting trend… -
How to modify related assets saved search in redwood.Summary: We want to know how can we modify related assets saved search as it is showing only account related assets. We have imported assets for both accounts and contac…
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How to concatenate and read field value in VBSSummary: PS: bear with me as I'm new to this application and JS coding we have a requirement to change the value of record name based on other fields field 1 is a date f…
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Translations of Badge Item in Redwood Sales DashboardSummary: Please find attached image, i need to translate the badge item to French language. I have added in translations bundle, just needed to make sure whether it is c…Manasi.Singh 11 views 1 comment 0 points Most recent by John Vakoc-Oracle Reporting & Analytics for Sales
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Configure Sales Coach in Opportunity to be visible in Redwood UISummary: As part of our migration from SUI to Redwood, we are migrating all of the contents of our edit layouts to VBS. How can we display the Sales Coach on each of our…
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Add Field Labels to Foldout PanelsSummary: Is there a way to add Field Labels to Foldout panels for Standard or Custom objects? In our instance, the Field Labels are displayed on custom child object pane…
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Account column "Party Number" label "Account Number" display "Registry ID" on some Redwood pagesSummary: We activate Redwood Sales and are confirming page layouts from original Sales page layouts. The Account object has a column "Party Number" and it's label is set…
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Video: Integrating Microsoft Exchange with CX SalesIntegrating Microsoft Exchange with CX Sales: Direct integration between Microsoft Exchange
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How to make field queriable in oracle sales cloud?Summary: How to make field queriable in oracle sales cloud? Content (please ensure you mask any confidential information): We want to access one field "Product_c" throug…Jidnyasa Falak 21 views 4 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
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CX Sales - Change Field Label on Redwood Contact List PageSummary: I would like to change the field label for a field on the Contact List View page. Specifically, I'd like "Employee name" to show up as "Contact Name" instead. T…
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Should I need to have Sales Catalog to run Import Sales Products from PIM Data Hub?Summary: I set the job "Import Sales Products from PIM Data Hub" When we use this job, should I implement Sales Catalog? Content (please ensure you mask any confidential…
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CX CLOUD: HOW TO: Flexible Contact Verification for Lead Creation in NEXT GEN/ Redwood SystemSummary: Exploring Methods for Validating Contact Information - Identifying a strategy to verify that at least one out of three contact details (Email, Office Phone, Mob… -
How can I restricted the contact phone number to only 10 numbers, no less and no more?When I create a contact in Redwood Sales, we need that when we enter a phone number, it must allow only 10 numbers, no less and no more. The problem is that Redwood does…
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How to use Call REST response in Javascript Action Chain?Summary: can someone show it here how we can consume REST response, I'm currently using the Call REST in action chain, and I need to get the a value of the specific fiel…
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For Assets drilldown feature to be enabled on the Consumer field and a Custom Field in Redwood pageSummary: On the list page of the Assets object (renamed as Financial Accounts), we have 5-6 fields out of which only the OOTB field 'AssetNumber' (CX Ref ID) is drill ab…
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Video: Working with AttachmentsWorking with Attachments: Adding the attachments component to a panel, subview and the create record page. From the Implementing Redwood Sales video series
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Extract Field and Page level properties from App composer for redwood ImplementationSummary: Extract Field and Page level properties from App composer for redwood Implementation Content (please ensure you mask any confidential information): We are curre…