Category 42-2
Discussion List
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Custom duplicated panel card layout appearing blank on RedwoodSummary: On the Account object, we are currently using the standard Opportunity template along with the standard panel card layout, which displays four fields. To add a … -
Video: Prerequisites for Implementing Redwood SalesPrerequisites for Implementing Redwood Sales: If you are an existing customer using Oracle Sales Cloud, look at the prerequisites (and how easy it is) to opt-in to using… -
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) https://videoh…
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I need to add a custom button on the Account Edit page.Hi, I need to add a custom button on the Account Edit page. Thanks, Babasaheb Pandhare
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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 81 views 3 comments 0 points Most recent by NewbieK Payables, Payments & Cash Management
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How to change column sorting in Express Report?Summary: How to change column sorting in Express Report? Content (please ensure you mask any confidential information): The output is always sorted by the first column/g…Chin Chi-Oracle 31 views 5 comments 0 points Most recent by Chin Chi-Oracle Reporting & Analytics for Sales
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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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Where can I get the list of standard reports for Sales?Summary: Where can I get the list of standard reports for Redwood Sales? Content (please ensure you mask any confidential information): In previous version, there is a l…
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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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How to increase the number of records displayed in the Subpanel?Summary: How to increase the number of records displayed in the Subpanel? Content (please ensure you mask any confidential information): Our client is using high resolut…
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Team Member Access Full vs EditSummary: What's the difference between Full and Edit? Content (please ensure you mask any confidential information): What's the difference between the Full and Edit acce…
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How to get Bearer token in oracle sales cloud?Hi Team, We are sharing the Oracle Sales Cloud API details to other teams to create/update details in the existing objects like account/oppotunity's. I need the option t…
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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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in Redwood Sales, can the "Create Quote" function be based on Sales Stage?With the new Redwood Sales UX, is there a way to restrict when the Create Quote option can be available? We want to direct users to have to be at a specific Sales Stage …
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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 https://videohub.oracle.com/embed/secure/iframe/entryId/1_bmkkenpj/uiConfId/35965902 F…
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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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What happened to sales implementation guides?Summary: Hi, I'm trying to find some information that used to be on the classic guides (implementation guide, reference guide, getting started….), but now they're gone. … -
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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Is there a way to disable/inactivate a particular question in Opportunity assessmentSummary: In opportunity assessment, is there a way or option to disable/inactivate, a particular or some of the questions so that users cannot choose a response or add c…
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Actions button in Plan Document worklistSummary: When a participant opens a plan document from the bell icon or the worklist area, there is an "Actions" button available on the top right corner. We do not want…
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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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Build BI Report on Contact Deduplication CX SalesOn our instance there are around 20000 duplicate contacts so we want to build a report on Contact Duplication data. Same report output will be send to business for appro…AMIT KUMAR YADAV 31 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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Copy Lead to Opportunity missing fieldsSummary: Only two out of four custom fields are included in the copy map when converting a Lead to an Opportunity. Content (please ensure you mask any confidential infor…
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Why some of our opportunity records are read onlySummary: Some of our opportunity records are read-only although we have an admin role. We are expecting that all of the opportunity records are editable in our view. Is …
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Adaptive search - how to set sort order of DCL field in search filterSummary: We have a DCL field used as search filter for Adaptive search. When typing in a value to search in the search bar, it displays a list of records that correspond…
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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 REST API or SOAP Web Service to Create Account Site Contacts in Customer?Summary: Looking for a REST API or SOAP Web Service to create Account Site Contacts in Customer (as shown in the UI under the Communication → Account Site Contacts secti…