Setup and Configuration
Discussion List
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PDH Custom role in in redwood UI is not working 25cSummary: PDH Custom role in in redwood UI is not working 25c Content (please ensure you mask any confidential information): we have created view and edit 2 role which is… -
25C Deprecating Adaptive Search AggregatesSummary: We are currently researching aggregate fields and came across this Oracle Community post [https://community.oracle.com/customerconnect/discussion/759916/determi…
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Determine all aggregated fields in Oracle Sales / Fusion CloudSummary: With Update 24B, the classic Aggregates in Adaptive Search will be replaced and made available as predefined Rollups in the Rollups framework. https://docs.orac…Christian Gerald Patacsil 49 views 5 comments 0 points Most recent by Praveen Desetty - Support-Oracle Sales
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CX Sales Mobile Quote ProposalIs this the complete guide to make "Quote Proposal" button to work on CX Sales Mobile App? https://docs.oracle.com/en/cloud/saas/sales/fasqa/how-do-i-get-sales-quotes-to…
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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.… -
Send Email from CX Sales Redwood - Different FROM addressesSummary: We'd like to configure different FROM addresses and Reply-to addresses when an Email is send from within Oracle Sales Cloud Redwood UI. Content (please ensure y…
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while updating multiple records on workspace getting errorSummary: While updating record on worksapce getting bellow error RO-000139:Applying List binding FK_LOV_For_Technician_c with given set of values leads to no matching ro…Sourabh Sen 13 views 4 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
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How to automate the file import process for administrator profile values?Summary: How to automate the file import process for administrator profile values? Content (please ensure you mask any confidential information): How to automate the fil…
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Missing documentation in docs.oracle to sales cloud or fusion service cloudSummary: It used to be easy to find documentation for Oracle Sales Cloud, such as user guides, administration manuals, implementation guides, tables, etc. Now it is impo…
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Need Capability of selecting specific Attributes to be part of Account MergeSummary: In CX Sales, we have two Accounts named as : customer 1 and prospect 2 Business wants to merge prospect 2 with customer 1 but after merge business wants that 'A…
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Need to clear out mass bell notifications for usersWe have RIVA integration enabled in Production to integrate Google appointments to Oracle sales. That created thousands of notifications for users, most of them are acti…
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I need to add an additional pause in the orchestration processSummary: On the basis of the header BU, and the Freight Terms on the line level, I need to introduce a pause in the Orchestration Process. Only once the order is shipped…
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As sales representative not able to edit notes under activity panelSummary: 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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How to enable document search in Search Contracts by Text featureSummary: Search Contracts by Text feature has been enabled. But the document/attachment search is not working. How to enable it? Content (please ensure you mask any conf…
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How to restore a set of backup of sandbox?Summary: Hi, I created a backup of sandbox configuration in jar file format. I successfully downloaded and save the sandbox configuration as a .jar file for future use, …
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Documentation for Enabling Sales AI FeatureSummary: We are working to enable the available Sales AI features and capabilities, but we are having trouble finding documentation for some of them: Pricing and discoun… -
Video: Deploying the Extension to the PRODUCTION EnvironmentDeploying the Extension to the PRODUCTION Environment: Package and deploy the extension to the production enviroment (or any environment other than -TEST) From the Imple…
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Video: CX Picker - Using Adaptive Search with DCL Field TemplatesCX Picker - Using Adaptive Search with DCL Field Templates: For Dynamic Choice List fields, that are in Adaptive Search (aka Workspace), you can use a powerful CX search…
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Restrict the user access based on the solution assigned on the opportunity revenue lineSummary: Requirement: Field-Based Edit Restriction on Opportunity Revenue Lines We have created a custom field named "Solution" at the Opportunity Revenue Line level in …
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Video: Parent Record Condition on Child Dynamic LayoutParent Record Condition on Child Dynamic Layout: Use the value of a field on the parent record to drive the condition on a child record dynamic layout From the Implement…
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roles and privileges required to get requisition one time locationSummary: Hi All, I'm facing issue while getting requisition One Time Address on RSSP screen. I'm using below REST API to create one time location with ABC user /fscmRest…
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Sales Account - Shared Site - How and Where?Hi Oracle Documentation says that multiple customer accounts (within a party) can share the same customer account site. I do not see any options while creating customer …
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Is there a solution for creating a document from an attachment in Redwood Me > Resignation flow?Summary: Is there a solution for creating a document from an attachment in Redwood Me > Resignation flow? Content (please ensure you mask any confidential information): …Scott Foos - Sr Manager HR Technology at ADT LLC 13 views 2 comments 0 points Most recent by Scott Foos - Sr Manager HR Technology at ADT LLC Human Capital Management -
DSP's not getting migrated from one instance to another because of the custom objects enabledSummary: DSP's are not getting migrated while migrating custom roles along with the dsp from one instance to another because of the custom objects enabled in the source …
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How to configure auxiliary dimension for opportunity custom field for territory assignmentContent Hi All, Can anyone help me with steps or special configuration steps required to setup opportunity object custom field as auxiliary dimension. i was following or…
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How to show attachments field in add-in for microsoft 365Summary: Not able to edit add-in for MS 365 Content (please ensure you mask any confidential information): I'm trying to edit the add-in for MS365, to add the attachment… -
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…
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CX Sales Mobile: Automatically open Summary Layout after Record creationSummary: If you create a record (e.g. Contact) in CX Sales Mobile, can you configure the app to automatically navigate to the Summary Layout of the newly created object?…Maximilian Winkler 23 views 8 comments 0 points Most recent by Mullamuri Mallikharjuna Rao-Support-Oracle Sales
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Scheduling a Process on Business Days OnlyHi, We have a requirement from the client to schedule the process "Schedule Custom Groovy Object Functions" only on business days. Is there a way to do this? Thank you, …
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Role / Privilege for Deleting Accounts in Redwood UIHello I have created a custom role that should be able to create, edit and delete accounts in redwood sales. The creation and editing works fine, however the deletion do…