Core SFA
Discussion List
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Prepare for Oracle CX Sales Mobile Sign-In Changes (November 2026)Overview Starting November 2026 update, Oracle will no longer support basic authentication in the Oracle CX Sales Mobile app, which was primarily provided for developmen… -
REDWOOD - Business Plan Showing Error while creationSummary: Hello, We have business plan enabled for our application. However, we are facing an error while creating the business plans for Accounts. Content (please ensure… -
August Interactive Demo Hours: Unified Marketing and SalesIn this one hour showcase, you’ll see Oracle’s complete suite for Unified Marketing & Sales including our customer data platform, marketing automation platform, sales au…Kayleigh Halko - Oracle-Oracle 8 views 0 comments 0 points Started by Kayleigh Halko - Oracle-Oracle Sales
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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.… -
Is there a supported approach to display only the date (without the timestamp) in the Infolet DetailSummary: Problem Statement I have created an OTBI report in Oracle Sales Cloud where the Creation Date column is formatted as MM/DD/YYYY without a timestamp. When I run …
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How to Display Follow-Up Activities Created via "Create Follow-Up Tasks" in a Subtab in classic UISummary: Hi all, In Oracle Sales Cloud, users can create follow-up activities using the "Create Follow-Up Tasks" action from within an existing activity. I'd like to dis…
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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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Is There an Oracle-Recommended Approach for Cleaning Up Custom Security Roles in Engagement?Hello everyone, We would appreciate your guidance regarding a security administration question in Oracle Fusion Sales and Service. Background Our customer currently has … -
Data Segregation by Country in a Single Fusion Sales and Service Instance (Redwood Migration)Hello everyone, We are currently working with a customer that is implementing the migration from the classic Fusion Sales and Service UI to Redwood, and we would appreci…
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July Interactive Demo Hours: Unified Marketing and SalesIn this one hour showcase, you’ll see Oracle’s complete suite for Unified Marketing & Sales including our customer data platform, marketing automation platform, sales au…Kayleigh Halko - Oracle-Oracle 3 views 0 comments 0 points Started by Kayleigh Halko - Oracle-Oracle Sales
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Redwood UI - Embed content on Account/Contact/Opportunity edit layoutSummary: Is it possible to embed static content like images/documents or BIP reports on Account/Contact/Opportunity edit layout ? This is useful for cases where customer…
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Selecting multiple contacts on Appointment Edit page in redwoodSummary: Is there a way to select multiple contacts at a time on the Appointment Edit Page (In the contacts section) in the Redwood UI. There is a plus icon to add one b…
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Has anyone designed a renewal opportunity creation from oracle fusion CXHas anyone designed a renewal opportunity creation from oracle fusion CX that will allow sales users to manually create a renewal opportunity from a source opportunity? … -
Video: Integrating Microsoft Teams Web Conferencing with CX SalesIntegrating Microsoft Teams Web Conferencing with CX Sales: Microsoft Teams Web Conferencing can work with your Oracle CX Sales solution
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Experiencing Slowness in China & JapanSummary: We’ve received feedback from users in China and Japan that they are experiencing slow application performance (e.g., page load times, general responsiveness) wh…
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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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Contact List View to be displayed only Contacts created in Oracle SalesThe Contact List view shows contacts who have not been created in Sales, and who are not associated with an Oracle Sales account. The client would want to see only conta…
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June Interactive Demo Hours: Unified Marketing and SalesIn this one hour showcase, you’ll see Oracle’s complete suite for Unified Marketing & Sales including our customer data platform, marketing automation platform, sales au…Kayleigh Halko - Oracle-Oracle 2 views 0 comments 0 points Started by Kayleigh Halko - Oracle-Oracle Sales
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DocuSign Integration with CX SalesSummary: Integrate DocuSign with Oracle CX Sales Content (please ensure you mask any confidential information): Hi Team , Do we have any OOTB integration capability to i…
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Quota Details Not Showing in Sales ForecastingSummary: Quota Details Not Showing in Sales Forecasting Content: Problem After upgrading to 26B, some users may notice that quota details no longer appear in the forecas… -
Redwood Account Overview Active Subscriptions Exist but Subscription Panel on Overview Page Is BlankSummary: Hi Oracle Community, I’m working in Fusion Sales Redwood and have enabled the Subscriptions tab/panel on the Account experience. Here’s the issue: The customer …
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Opportunity Subview under account doesn't let us search for records using Sales StageSummary: Under Oracle CX Sales Cloud Redwood version Account Page we have Opportunity Subview. Since Account has a lot of opportunities, we're trying to search Opportuni…
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Oracle Fusion Sales - Parent Account fields to be visible and overwritable on children AccountsHello! we have a structure with Parent Account:Child Account that is 1:N. In the Parent Account there are some editable fields, and we need to display their value in eac…
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Sales Orchestration - How to Reorder StepsSummary: Hi, We have a Sales Orchestration for Lead and want to reorder the steps: The issue is that the Guidance panel on the Lead doesn't follow the Diagram but the or… -
The account does not exist in SFA but it does in OTBISummary: The account does not exist in SFA but it does in OTBI Content (please ensure you mask any confidential information): Good day, I have a question regarding SFA, …
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Adjust column width in My Forecasts Redwood UISummary: Is it possible to adjust the column width in Redwood Sales > My Forecasts UI? Content (please ensure you mask any confidential information): Name column is too …
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May Interactive Demo Hours: Unified Marketing and SalesIn this one hour showcase, you’ll see Oracle’s complete suite for Unified Marketing & Sales including our customer data platform, marketing automation platform, sales au…Kayleigh Halko - Oracle-Oracle 2 views 0 comments 0 points Started by Kayleigh Halko - Oracle-Oracle Sales
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Is it possible to have a full copy between environments from different tenants?Summary: Hi, Our customer is renewing his contract with Oracle, and is getting a new tenant with fresh environments. He needs to migrate everything from his old producti… -
Will Business Plans be coming to Redwood?Summary: Pretty much what the question says. Will the Business Plans be added to Redwood along with their children objects like Objectives, SWOT Analysis, etc.? Content …
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Help Needed: Managing Customer Center Assignment Objects and RulesSummary: Hi Everyone, We have a requirement to roll down Account team members based on the parent account, and we’re attempting to achieve this using Account Assignment …