Category 42-2
Discussion List
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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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How to display standard address fields on custom object layoutSummary: We have a custom object and we would like to use the standard Address fields on the custom object layout. But the Address is not available on the list of fields…
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Video: Accessing Visual Builder StudioAccessing Visual Builder Studio: Understanding the access and authorization for using VBS with Next Gen CX Fusion applications. From the Implementing Redwood Sales video…
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Video: Introduction to the Tooling for Extending Redwood SalesIntroduction to the Tooling for Extending Redwood Sales: The role of Application Composer and Visual Builder for Extending Redwood Sales. From the Implementing Redwood S…
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Video: Thinking Inside the BoxThinking Inside the Box: A first look at Next Gen apps, their pattern, with an eye towards where UI extensions can be applied. From the Implementing Redwood Sales video …
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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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Video: How to Think About Adopting Redwood SalesVideo: How to Think About Adopting Redwood Sales: Apply Design Thinking and consider what it means to adopt Redwood Sales. Learn how Oracle recommends approaching the im…
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Video: Quick Start for Turning On Redwood SalesVideo: Quick Start for Turning On Redwood Sales. Cut to the chase and quickly learn how to opt-in to Redwood Sales and create the project in Visual Builder to begin cust…
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Video: Consumer Grade +Consumer Grade *: An overview of the Redwood User Experience and the philosophy behind it. From the Implementing Redwood Sales video series
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CDMSummary: We want to merge the duplicate contacts in Fusion Sales. However, we have an ERP system where these contacts have associated orders. If we merge the contacts in…
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Redwood sales forecast is not loading.Summary: We are trying to enable the forecast in Redwood, but no content is being displayed. Content (please ensure you mask any confidential information): Version (incl…
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CX - Email template must contain accept or reject button, triggered by Object WorkflowWe have employed Object Workflow to trigger emails to Approver whenever a lead or opportunity is submitted for approval (Submit For Approval button which is a custom che…
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Are there any database tables that store error codes and messages sent as responses by SOAP APIsHi, Are there any database tables that store error codes and messages sent as responses by SOAP APIs For example, while creating account site using following SOAP WSDL, …Ankit_Bhadja 11 views 1 comment 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
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Video: Configure Forecasting by OpportunitySummary: A step by step guide to configuring Sales Forecasting in Redwood User Experience to forecast by opportunity. Content: Is your sales forecasting process based on…
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Sales Quota allocation by salesperson and productSummary: Idea is declined, with suggestion to look at EPM Quota Planning instead. Content (please ensure you mask any confidential information): Referring to suggestion …Chin Chi-Oracle 22 views 3 comments 1 point Most recent by Priscila Terazawa - Support-Oracle Incentive Compensation
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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…
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Get data from Oracle CRM to PowerBIHow to get data from Oracle CRM to PowerBI? Additional info: We are trying to get data via Web. We are using this URL: http://servername.fa.us2.oraclecloud.com/crmRestAp…
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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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Notes : Adaptive Search via RESTIs there a way to search Notes via Adaptive Search REST?
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BICC View Object encountering errors on extract.Summary: We would like to seek assistance on this Issue. BICC Extract is failing and upon investigation, removing the Role Code column in View Object ResourcePartnerPVO …Carlo Orolfo 32 views 3 comments 0 points Most recent by Carlo Orolfo Reporting & Analytics for Sales
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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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opportunity revenue typeSummary: How should I display data of upside, committed, committed at risk in forecast? Content (please ensure you mask any confidential information): Version (include t…