Setup and Configuration
Discussion List
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Video: Open URL In a New WindowOpen URL In a New Window: Use a Smart Action to open a contextual URLin a new browser window From the Implementing Redwood Sales video series -
Video: Resizable Text AreaResizable Text Area: Learn how to make text areas resizable to view more text at a point in time. From the Implementing Redwood Sales video series
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Video: Sales Dashboard UUID Key Abstraction (Obsolete)Sales Dashboard UUID Key Abstraction: Sales Dashboard now supports defining the query itself that you want to see in the sections, without requiring you to provide a que…
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Video: Remove a Build From an EnvironmentRemove a Build From an Environment: Un-deploy a previously deployed extension from the development, test or production environment From the Implementing Redwood Sales vi…
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Video: Client Side CalculationsClient Side Calcualtions: This video is admittedly a little dated (using the JSON action chains), but nonetheless… Show them what they are going to get... Pre-calculate …
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Video: Client Side Field RulesClient Side Field Rules: Using the Birthday date field as the example, you can set a client side rule to improve the immediate feedback to the user for valid and invalid…
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Video: Group Fields & Text AreaGroup Fields & Test Area: Using the Group feature for form alignment, and modifying the rendering to have Long Text be...long. From the Implementing Redwood Sales video …
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Video: Conditional Rendering for Dynamic LayoutsConditional Rendering for Dynamic Layouts: Using Role or Field Based Conditions on a Dynamic Form or Table From the Implementing Redwood Sales video series
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Video: Adding a Field to the Header Form and Changing the Default RenderingAdding a Field to the Header Form and Changing the Default Rendering: A specialization of the use case to add a field to the form, we'll do do to the header area which i…
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Video: Adding a Field to a Form and Changing the Default RenderingAdding a Field to a Form and Changing the Default Rendering: Adding a field to an edit form and using a field template to change the field rendering characteristics From…
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Video: Anatomy of a Redwood Sales ApplicationAnatomy of a Redwood Sales Application: The structure pages that make up core business flows for sales automation From the Implementing Redwood Sales video series
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CX Routines - Time Zone in emails taking standard +00 TZ.Hello, We have configured routines for one of the Client, wherein an email will be triggered to owner if Original Date (Custom DateTime field) is within next 7 days. Now… -
Best Practices for Product Catalog and Price ListsSummary: Is there anywhere that outlines the best practices for working with products, catalogs and price lists For example, how do I deal with products we no longer wan…
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Enterprise Structure SetupSummary: We have rolled out the setup for CX sales and in progress of configuring the products for CX service. Service module require Products setup, this process expect…
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Activities cannot be searchedActivities cannot be search on normal ADF UI, but can be searched on workspace. These activities have been created via import. What is the possible cause and solution of…
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Not able to translate Custom Sales Stages in OpportunitySummary: We are having some custom Sales Stages as per our requirement. But we are not able to find an option to translate those Sales Stage values. We are trying to tra… -
Why is there a delay in showing the recurrence activity in Sales Calendar?Summary: We are creating a recurring appointment -Team Huddle Type and it has a 30 mins or more delay in showing on the calendar. We have set up the recurring appointmen…
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Quota Required Setup that will not go through Setup and Maintenance Pages || Options via Roles SetupSummary: Due to security considerations, is there a way that our End Users responsible for Quotas Setup can access the following without going through Setup and Maintena…Christian Gerald Patacsil 32 views 2 comments 0 points Most recent by Christian Gerald Patacsil Sales
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Getting error while accessing the Configure a Model REST APISummary: We have a requirement to configure the model and add to existing quote through webservices. We tried with the oracle docs, but we are not able to process fully.…
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Lead to Opportunity Conversion not creating a new accountSummary: The REST Lead to Opportunity conversion smart action allows users to select two options to create new contacts/accounts: enableCreateContact enableCreateAccount…
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How can we disable / remove the 'Delete Note' Action from Note Object and Edit of the Note RecordSummary: We do not want to allow the user to delete the created notes and also once the note create should not allow to edit the record , how can we achieve this. Conten…
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what is the process of Quote and orderSummary: What is the process for quotes and orders without CPQ, and how is the data displayed? Content (please ensure you mask any confidential information): Version (in…
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Field Search not workingSummary: We have a DCL search page , in that we have DCL fields and all are working except one DCL. Though we are giving the value in it , it is not considering it for s…
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Adding a custom field to the Lead Convert Page LayoutI am looking to add a custom field that is associated to an opportunity to the lead convert page layout, the one to create an opportunity from a lead, but it is not avai…
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Workspace does not display recent changes in Account OwnerUpdates made to the Account Owner are visible on the Team page, but these changes are not appearing in the workspace area. Has anyone else seen such behavior and perhaps…
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Read Document Record Attributes values from an Attachment and create recordsSummary: In Oracle Sales Cloud is there any option to read .Xlsx file data and create records in custom Object. Content (please ensure you mask any confidential informat… -
Sales Module to Redwood SalesGood day, We are looking into the differences between Sales and Redwood Sales to relay this to our end users. We have enabled Redwood sales in our lower instance however…
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How to create custom Child object under Custom object in Application composer?I created a Custom Object under standard object Account in Application Composer. Now i need to create one more child object under my Custom Object. In Application compos…
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Is there any possibility to enable soft delete for objects in Sales Cloud ?Hi, Is there any possibility to enable soft delete for objects in Sales Cloud ? For example when I delete a revenue line from the opportunity object, I cannot see it whe…Vitejanu Vasile-Madalin 21 views 9 comments 0 points Most recent by Siraj Syed -Support-Oracle Sales
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how to display preferred name and resource hierarchy when clicking on opportunity ownerSummary: On the opportunity edit page, when we click on the owner name it pops up a page which shows the resource details, Is there any way to display preffered name and…Aditya Varma Gadiraju-Oracle 11 views 2 comments 0 points Most recent by Aditya Varma Gadiraju-Oracle Sales