Category 42
Discussion List
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[Redwood CX Migration Accelerator] - Migrate Legacy Layouts is missingHi, I followed the steps outlined in this video tutorial to enable the Redwood CX Migration Accelerator (CX – Sales: Accelerate Your Move to Redwood CX Sales with Oracle… -
Need Capability of selecting specific Attributes to be part of Account MergeSummary: In CX Sales, we have two Accounts named as : customer 1 and prospect 2 Business wants to merge prospect 2 with customer 1 but after merge business wants that 'A… -
Option to Remove Goals Section from Business Plan Details Page (Redwood UI)Summary: In the Business Plan details page (Redwood UI), we want to remove the Goals section. Currently, we do not see a separate layout or panel container for Goals. In…
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Can we display the SWOT Analysis in Business PlanSummary: Need to display the SWOT analysis tab in Redwood UI. How can we do it? Content (please ensure you mask any confidential information): Version (include the versi…
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Direct CPQ–Fusion PIM Integration with Salesforce CRM (No SPIM)Summary: The inquiry is about whether CPQ (Configure, Price, Quote) can be integrated directly with Fusion PIM (Product Information Management), bypassing SPIM (Sales Pr…Riddhi Soneji 20 views 1 comment 0 points Most recent by Emmanuel Zambrano-Support-Oracle Configure Price Quote
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How to Hide a Specific LOV Value in Oracle Sales Cloud Redwood?Summary: Hi All, In Oracle Sales Cloud (Redwood UI), we have an Opportunity Status LOV that includes a value "WON". Requirement: The value "WON" should not be visible to…
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Workflow Scheduled Actions Not Rescheduling When Date Field Changes in Oracle CX SalesSummary: I’m facing an issue with workflow scheduled actions in Oracle CX Sales. I have a workflow set to trigger 30 days before a specific date field, with the triggeri…
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Transition to the Redwood UX add-in for Microsoft 365 prior to 25B (July 2025)Summary: In Update 23C, we introduced our latest (third generation) Outlook add-in – Redwood UX Add-in for Microsoft 365, which caters to task-oriented flows providing s…
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How to retrieve full update history for a specific Opportunity via OTBIThe business requirement is to retrieve all records/updates (audit history) related to a specific Opportunity in Oracle Sales Cloud, using OTBI. Required fields to be re…Paraskevi Thanasi 49 views 5 comments 0 points Most recent by Patrick Breidel-Oracle Reporting & Analytics for Sales
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Where to modify the 'Create' and 'Edit Call Log'Summary: I Need to Modify the Create and Edit layouts of the Call a Log Activity. I am looking in the Activity, Account and Contact object but I can't see where to modif…
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How to assign opportunities and leads automatically in CX SALES?I need to assign opportunities automatically. I need to have a group of users to whom the opportunity owner is automatically assigned and change, similar to queues in se…
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How to Implement 'Select All' Feature in Multi-Select LOV in VBCSHow to implement a 'Select All' feature within a multi-select LOV (List of Values) in VBCS . Additionally, are there any standard LOV components in Oracle VBCS that alre…
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How Does Outlook Add-in Decide Which Account to ShowSummary: When using the Outlook add-in, the system selects an account linked to the contact’s email domain. However, the account shown is not the expected parent account…
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Outlook Add-In: Activities Not Visible in Real-Time, Created Later with Same TimestampSummary: We are experiencing an issue with the Outlook Add-In integration for Oracle CX. For two emails were successfully created follow up tasks to the correct account,…
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What is the best toolbar/option to display Messages in Service RequestSummary: I tried to pull out all messages in Service Request using overflow foldout and list view but I am getting the &nbpsp tag on the message content and if the conte…
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Redwood "Products" page has "Add Filter" button. What is the logic of filter ordering there?Summary: Ordering of the filters in "Add Filter" seems to be arbitrary and, in our understanding, there is no way to change the order. That's why, at least, we need to k…
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Synchronize Assets JobSummary: The current Out-of-the-Box (OOTB) behavior in Oracle CX does not reflect the "Expired" status in the CX Asset screen unless both the Asset Status is set to Inac…
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Not able to create Intersection object record from smart actionSummary: Target object record getting created using custom smart action from the Opportunity/Account object. But the Intersection object record not getting created with …
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Provide Approval from emailUse Case: Our VPs need to approve or reject requests, sent from Lead object. They need to take action directly from their email without logging into the CX application. …
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Address Verification Integration with Code 1 in Oracle CXSummary: I have implemented an address verification integration with Code 1 from Oracle CX, which is triggered during address creation in Oracle CX via OIC. When a user …
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The Validate Data button can't be clicked when bulk uploading contracts.Hello, I'm trying to bulk upload relationships between sales contracts. While executing the import flow for Contract, I can't see or click the "Validate Data" button. Th…Valentina Talani-Oracle 20 views 1 comment 0 points Most recent by Angel Tripp - Support-Oracle Enterprise Contracts -
Need to clear out mass bell notifications for usersWe have RIVA integration enabled in Production to integrate Google appointments to Oracle sales. That created thousands of notifications for users, most of them are acti…
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Application of Password PolicyI changed the password length from 8 to 14 characters, but when saving the policy change,the message “Force all users to set a new password at their next login” was supp… -
Redwood- Sales Gen AI-Send Email queriesSummary: Sales Gen AI-Send Email queries Content (please ensure you mask any confidential information): We are exploring this GenAI feature of using send email feature, …
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Insert images in Opportunity notesHello, I tried adding images in the opportunity note, but it exceeds 100,000 characters. Is it possible to create an attachment in the note or somehow reduce the image s…
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Rename "Resource" Label in Outlook Add-in Page LayoutSummary: Is it possible to rename the "Resource" label (under which a user is displayed in the Outlook add-in page layout) to a different name? If so, could you please a…
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Contacts are not visible in List view but able to see in Hierarchy ViewSummary: In Accounts we have Contacts and Relationships, but for 2 of the contacts we could see the Relationship but that contacts are not visible in contacts tab under …
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How to change default filter in DCL fields in redwoodSummary: Hi, In Redwood, the default filter on DCL field sometime does not make sense. For example, on create lead page from lead list view, contact DCL is filtered with… -
How do I enable duplicate checking for accounts and contacts in redwood UI based on phone numberSummary: We followed below document and dedupe is working based on named match. However We want duplicate check based on phone number in redwood ui. https://docs.oracle.…
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What is available for migrating Incentive Compensation between environments ?**This post was created as part of a How to Service Request (SR) Release: 21D Summary of the question: What is the best way to migrate entire elements (Plans, Components…Kim Vu-Support-Oracle 51 views 3 comments 0 points Most recent by Kim Vu-Support-Oracle Incentive Compensation