AI for Sales
Discussion List
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CX Sales Deal Advisor Agent — 403 CLIENT_ERROR for specific roles onlyHas anyone run into the Deal Advisor Agent failing for only certain roles? Deal Advisor Agent configured in 26B via AI Agent Studio, smart action published and working f… -
July Interactive Demo Hours: Unified Marketing and SalesIn this one hour showcase, you’ll see Oracle’s complete suite for Unified Marketing & Sales including our customer data platform, marketing automation platform, sales au…Kayleigh Halko - Oracle-Oracle 1 view 0 comments 0 points Started by Kayleigh Halko - Oracle-Oracle Sales
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Attachment data from Account Advisor AI AgentSummary: Does Account Advisor AI Agent pull information from the attachment under sales account? we have tried to ask the information which is in the attachment, but did…
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Sales Orchestration Content Best PracticesWhite paper: Sales Orchestration Content Best Practices Key learnings from Oracle's own implementation of Sales Orchestration, specific to the context and content layers… -
Turn on the Sales Command CenterSummary: With the 26B release there has been demo's and videos about the new Sales Command Center. However, there is no documentation to show this feature or how to enab… -
Video: Accelerate Your Redwood Sales ImplementationHot off the press: A new tool has been releases to help you migrate your classic UI sales implementation to the Redwood Sales. Watch the replay of the webinar announcing… -
June Interactive Demo Hours: Unified Marketing and SalesIn this one hour showcase, you’ll see Oracle’s complete suite for Unified Marketing & Sales including our customer data platform, marketing automation platform, sales au…Kayleigh Halko - Oracle-Oracle 2 views 0 comments 0 points Started by Kayleigh Halko - Oracle-Oracle Sales
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Activity Summary Smart Action Deprecation in 26D for Account and ContactOverview As part of our continued investment in next-generation AI experiences and agentic workflows, we are making changes to how Activity Summaries are delivered withi…
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Ai Agent for Express ReportsSummary: Need Assistance with Step 5 implementing. Step 5: Configure Administrator Profile Values Go to Setup and Maintenance. Search for Manage Administrator Profile Va… -
The account does not exist in SFA but it does in OTBISummary: The account does not exist in SFA but it does in OTBI Content (please ensure you mask any confidential information): Good day, I have a question regarding SFA, …
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May Interactive Demo Hours: Unified Marketing and SalesIn this one hour showcase, you’ll see Oracle’s complete suite for Unified Marketing & Sales including our customer data platform, marketing automation platform, sales au…Kayleigh Halko - Oracle-Oracle 1 view 0 comments 0 points Started by Kayleigh Halko - Oracle-Oracle Sales
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Visibility of Sales Motion and Sales Play for Sales UsersSummary: Sales Motion and Sales Play are new features introduced in the 26B release. However, I’m unable to find any documentation for them. Could someone please confirm…
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Show product recommendations not displaying any data on account or opportunitySummary: Hi everyone, We've been working a lot with Oracle AI and Gen AI features in OSC lately, and we also recently discovered the need to have some sort of AI based p… -
Activity Template in SalesSummary: I’m trying to create an activity template using the Manage Sales Task Template task in Setup and Maintenance, but the available templates appear to be limited t…
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dynamic filter for products based on the product added to the product groupWe are maintaining fcl field named 'Division' at the header level of lead & opportunity, and based on the division lookup code we are maintaining the product group [same…ASHWINI_9876543678 11 views 1 comment 0 points Most recent by Florin Musatoiu - Support-Oracle Sales
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Using Smart Actions to Invoke Agent Teams – Quick POCSummary: I was doing a quick POC around Smart Actions and explored invoking Agent Teams directly from the UI. What I did: Created a Smart Action (Application Composer → …Yilmaz Ozturk-Oracle 12 views 1 comment 0 points Most recent by Florin Musatoiu - Support-Oracle Sales -
How to setup Orchestration setup agent team in Oracle RedwoodSummary: Setup Orchestration setup agent Content (please ensure you mask any confidential information): I want to setup OOTB AI Agent, Orchestration Setup Agent Team. Ho…
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April Interactive Demo Hours: Unified Marketing and SalesIn this one hour showcase, you’ll see Oracle’s complete suite for Unified Marketing & Sales including our customer data platform, marketing automation platform, sales au…Kayleigh Halko - Oracle-Oracle 11 views 0 comments 1 point Most recent by Kayleigh Halko - Oracle-Oracle Sales
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February Interactive Demo Hours: Unified Marketing and SalesIn this one hour showcase, you’ll see Oracle’s complete suite for Unified Marketing & Sales including our customer data platform, marketing automation platform, sales au…
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How to export all sales leads and opportunities created by all usersSummary: We have different BU's and want to export all sales leads and opportunities created by all users in cx sales along with business unit name from 01-Jan-2025 can … -
Business Object Tool for Opportunity in Agent AI StudioSummary: I have created new business object in AI Agent Studio for Opportunity. I have also created the Business Object tool (GetOpportunity) to fetch oppty information … -
AI Studio - Security using OOTB LLM's and monitoringSummary: AI Studio - clarifications on General, Security using OOTB LLM's and monitoring Content (please ensure you mask any confidential information): Looking out for c…Vijay Kumar J 21 views 1 comment 0 points Most recent by Raghavan p-Oracle AI for Fusion Applications
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January Interactive Demo Hours: Unified Marketing and SalesIt's that time again. Starting off the new year strong! In this one hour showcase, you’ll see Oracle’s complete suite for Unified Marketing & Sales including our custome…Kayleigh Halko - Oracle-Oracle 1 view 0 comments 0 points Most recent by Kayleigh Halko - Oracle-Oracle Sales
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Sales offering Opt-In Features for AISummary: Confusing Sales opt in features for AI Content (please ensure you mask any confidential information): Why are there two "Use Generative AI Features in Sales" in…
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MS Teams Integration is not working with CX SalesHi Team, We have completed the Microsoft Teams integration setup in Azure using a developer account, but the Smart Action button is still not appearing on the Opportunit…
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Regularly Updated - Redwood Resources for Oracle CX SalesRecommended to watch for Redwood Sales: How to think about adopting Redwood UX (Design Thinking) Prerequisites [for existing Sales Cloud customers] to enabling Redwood f…
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Interactive Demo Hours: Unified Marketing and SalesAlways live, never recorded! In this one hour showcase, you’ll see Oracle’s complete suite for Unified Marketing & Sales including our customer data platform, marketing …Kayleigh Halko - Oracle-Oracle 11 views 0 comments 0 points Most recent by Kayleigh Halko - Oracle-Oracle Sales
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How is the action item generated for the Meeting Note Gen AI feature?Summary: Meeting notes authoring gen AI feature - does it generate Action Item in the note body or does it auto-create an activity record? Content (please ensure you mas…
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Interactive Demo Hours: Unified Marketing and SalesAlways live, never recorded! In this one hour showcase, you’ll see Oracle’s complete suite for Unified Marketing & Sales including our customer data platform, marketing …Kayleigh Halko - Oracle-Oracle 1 view 0 comments 0 points Most recent by Kayleigh Halko - Oracle-Oracle Sales
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Do you know how simple it is to roll out an Agent in Sales?Summary: I put together a short video that shows how easy it is to activate an out of the box Sales agent using AI Agent Studio. Content: This is not a step by step tuto…