Category 42
Discussion List
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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 -
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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For Global Search and search within the Object in OutlookWe are still exploring the Outlook functionalities. For Global Search and searches within objects, could you please confirm whether Oracle Outlook uses “contains” logic …
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Account Plans RedwoodSummary: I have been going through the Readiness document for the 25D release and I do not see anything about the Account Plans feature for Redwood or I am complete over…
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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… -
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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Redwood-Search option is missing in global searchSummary: Hi team, Search option(box) is getting vanished on global search screen in redwood UI. In global search screen if we click on "Edit" action of any record and ca…
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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 …
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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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Multiple Attachment fields required for Opportunity?Summary: We have a requirement wherein we need 2 attachment fields in Opportunity as the client would use one of the field for attaching internal documents, and use anot…
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Opportunity browse catalog list priceSummary: Opportunity browse catalog list price question Content (please ensure you mask any confidential information): Is there any documentation on this feature? Where …
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how to apply validationSummary: When we create contact for customer or Prospect Phone no field can accept anything including numbers ,characters ,Special characters. required format would be t…
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What is the retention period of deleted opportunities?Summary: We are using the restAPI below to retrieve deleted opportunities in the system and would like to know the retention period. crmRestApi/resources/11.13.18.05/del…
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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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Missing Interview Definitions for Sales Lead and Opportunity After 25D UpdateAfter applying the 25D update, I can’t find the interview definitions that were previously configured for Sales Lead and Opportunity. Has anyone else faced this issue or…
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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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how to import audit history of Contracts with sell intentSummary: There is a requirement for a client where the Audit history of the Contracts to be imported to Oracle Cloud as part of their migration from other ERP to Oracle.…
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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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While creating a contact from a leadWhile Creating a Contact from a Lead "Use Account Address" checkbox field is disabled but When we are adding the Account this check box is enabled. Does this is the stan…
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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. … -
SQL script to fetch customer account level and site level communication email contact pointsSummary: Looking for below two sql script to Get customer account level communication Email Contact points Get customer account site level communication email contact po…
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What happens with Sales orders and AR documents upon using duplicate customer merge in CDM?Summary:What happens with Sales orders and AR documents upon using duplicate customer merge in CDM? Content (required): In document 2708893.1 it is explained how you can… -
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…