Setup and Configuration
Discussion List
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Does Routine support bell notification?Summary: Does Routine support bell notification? Content (please ensure you mask any confidential information): I want to create a routine to send in-app notification to… -
Can I use expression in Routine Field Update action?Summary: Can I use expression in Routine Field Update action? Content (please ensure you mask any confidential information): I want to create a Routine schedule to updat…
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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… -
How to add a field in the Void Payment actions menu in the Manage Payments page?Summary: We are trying to add a custom field where we can add a Void reason field when the Void Payment action is initiated. What is the best way to add this field? Cont…Darita Dayaganon 80 views 3 comments 0 points Most recent by NewbieK Payables, Payments & Cash Management
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Advance Search Attributes are not removable on new custom object createdSummary: We have created a custom object named 'Cremation Target' and by default automatically there are some fields came on Advanced Search as you can see in below scre…
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Translation for OrchestrationSummary: How to have Sales Orchestration in multiple languages Content (please ensure you mask any confidential information): We have configured Sales Orchestration for …
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Rollups are not working on dashboard panel under accountSummary: We enabled rollups for # of open opportunities for account, email sent for contact in rollups tab and published it. also we published by enabling rollups for th…
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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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How can we default the Currency, Country & Phone Country Code on Leads/Opportunities based on BUSummary: We need to set several defaulting rules on the Lead and Opportunity objects based on the user's default Business Unit such as when a Sales Rep creates a new Lea…
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URL underneath mobile UI Proposal DocumentSummary: What is the URL underneath mobile UI Proposal Document button? Could you please provide the URL or REST API getting triggered when you click this button?
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Video: Customize Panel QueryCustomize Panel Query: Change the data requests to filter the records in the panel From the Implementing Redwood Sales video series
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how to edit Relationship roles and phrasesHow to edit Relationship roles and phrases inside the Manage Relationship Type?
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In Oracle Sales Cloud, is it possible to display “Log a Call” tasks on the calendar?Summary: Hello everyone, We’d like to have the “Log a Call” tasks appear in the calendar view ,similar to appointments . Is there any configuration or workaround in Appl… -
how to provide a notification to users on a particular date to review all their accountsHi All, We want to provide a notifications to only account owners asking to review their accounts on a particular date like once in a month/quarter/year. We need to prov…
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How to hide custom Link in Oracle Sales Cloud without creating a new Layout?Summary: I created a custom link under "Actions and Links". Is there a way to hide this link without creating a new layout? Content (please ensure you mask any confident…
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Can we modify the banner warning in redwood for mandatory fields?Summary: We need to modify the content of the banner warning which is displayed when a conditional mandatory field(category) is not filled in by the agents. Content (ple…
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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.…
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Is there a way to integrate Accounts Receivable customer billing accounts with Sales in Redwood?Summary: Hello Everyone, We are exploring options to integrate customer - Accounts from the Accounts Receivable module with Oracle Sales in the Redwood experience. Speci… -
Run when an event occurs - RoutinesSummary: We are using the Routines for scheduling , here we have a use case where we need to update the child account field when the respective parent account field is u…
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Create button missing for custom object after 25C update in Prod env in Sales CloudSummary: Create button missing for custom object after 25C update in Prod env in Sales Cloud. Test env is fine and the create button is present after 25C update too. Bef…
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CX Sales Dashboard control by which role and privilegeSummary: There is no CX Sales role assigned to user but still they can see the dashboard in landing page, want to know which role or privilege provide this access. Also … -
Clarification on verification usage quotaHi Team, Could you please clarify what does this statement mean from the below oracle documentation:- 'Enter the Selection Criteria. We highly recommend that each time y…Harshini Amancha 31 views 3 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
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In the custom object, the Create button is not showing, but the Create Smart Action is enabled.Hi, In 25C, the Create button is not showing for the custom object, but the Create Smart Action is enabled. Thanks, Babasaheb Pandhare
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25C How to attach image URL to ProductSummary: In 25C, we noticed Product object link has been changed: 25B: …/fscmUI/redwood/digital-sales/salescatalogadministration/products 25C: …/fscmUI/redwood/cx-sales/…
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is there a filter for Reporting Manager?Summary: in user and role when under resource information there is reporting manager we are trying to add one user that is already exist in the system but i can't see it…
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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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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…jatin_101111 32 views 1 comment 0 points Most recent by Narendra More-Support-Oracle Digital Customer Service
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How to Change the From Email Address (not the display name) to its Corresponding EnvironmentRecently, we had a P2T refresh and one thing that we found out that our email notification "from email address" is not pointing to its corresponding environment. This is… -
How to run territory assignment job with multiple view criteria parametersSummary Multiple view criteria in opportunity territory assignmentContent Hello Experts, While scheduling the territory assignment ESS job, we have requirement to schedu…