Category 42
Discussion List
-
The Competitor Values are not corresponding to the line of business after duplicate error messageIn the Sales lead, when we select a competitor line of business and its corresponding competitor in the "Add Competitors" drawer page, it is working fine. When I try to … -
Redwood add in for Outlook - Calls to logSummary: In the Redwood add-in for Outlook, I cannot find the 'Log a Call' action. Could you guide me? Is there a specific setting I need to activate to enable this feat…
-
Question about executing APIs in Oracle Fusion SalesGoal I have created a custom object in Oracle Fusion Sales. I would like to create an attribute for this object via the API. Current Situation When I execute the followi…
-
The Comment Field on Edit Page is showing with HTML TagsSummary: In Opportunity, when we use the SmartAction generate win story, it populates the field comment with AI generated comment. When we save on that Layout it looks f…
-
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…
-
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?
-
What does Email purpose "Mobile" mean in the Contact?Summary: In the Email Purpose drop-down list, there's "Mobile" value, what does it mean and when is it used? Content (please ensure you mask any confidential information…
-
CX Opportunities - edit status and win/loss reasonsBusiness is requesting changes to the current Statuses (such as Win, Loss, No Sale, etc) and corresponding Win/ Loss probability reasons, and requesting to deactivate a …
-
Address validation is failing for some valid combination of city, State and postalSummary: We are trying to add an Account with address city :Sachse , State: Texas and Postal code:75048. Although this is a valid combination we are getting an error on …
-
Opportunity owner gets blank after click on save buttonSummary: When we change the owner and click save button and again come back on opportunity detail page the owner field become blank, user can update the order fields wit… -
Show or hide a field based on Competitor DCL valueSummary: We have a scenario where we need to show/hide field based on specific value in DCL field. The Id field is used to select the value in competitor but as these co…
-
EnrichmentSummary: I try to Merge sales account and i can't find Enrich Account Action Button ? Content (please ensure you mask any confidential information): Version (include the…
-
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 …
-
CDM License for end dating Ship to SiteSummary: Is it possible to end date a Customer Ship to Site and avoid getting it in the AR transaction LOV without CDM license? Content (please ensure you mask any confi… -
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…
-
What's the difference between Strategies and Objectives in Business Plan?@Sandeep Chowdhury-Oracle In SUI, we only have Business Plan —> Objectives But in Redwood, we have Business Plans (Renamed as Sustainability Goals in client instance) --…
-
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.… -
How to make a city state field as a dropdown field in account objectSummary: Content (please ensure you mask any confidential information): Hi Team, In the Account object in Redwood Sales, we have address fields such as Address Line 1, A… -
The sales outlook addin user interface does not display formatted fields.Summary: In contact custom creation layout, I have inserted the formatted fields. I attempted to add the formatted fields through the productivity application setup and …
-
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…
-
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… -
Unable to Update PartyStatus Field via REST API or Groovy – Field Appears Read-OnlySummary: We are attempting to programmatically update the PartyStatus field for a party record using both REST API and Groovy scripts. However, our attempts have been un…Abhishek Kumar Pandit 8 views 3 comments 0 points Most recent by Madhuri Cheruku-Support-Oracle Sales
-
How can a custom attribute be added at a contact point level?For every contact point (Email/Phone Number, etc.) created for a Person within the Customer Data Management module, I wish to create a custom check box that can individu…
-
Export App UIs to migrate to different environments?Summary: We created an app UI inside an install. We work with various clients and want to take this custom App UI elsewhere. Is there a clean way to export just this? Fr…
-
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 can I add an “Export Attachments” action on the Opportunity’s Attachment section?Summary: Hello everyone, We’d like to provide users with the ability to export all attachments directly from the Opportunity for example, by adding a button or custom ac…
-
How can I display the attachment creation date in the UI (Application Composer)?Summary: Hello everyone, In Opportunities, we have enabled attachments. How can we also display when each attachment was added? We’d like to show the Created Date of eac…
-
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…
-
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…
-
Is Redwood UX available for Competitors?Summary: Is Redwood UX available for Competitors? Content (please ensure you mask any confidential information): If yes, what's the steps to enable, cause I can't seem t…