Core SFA
Discussion List
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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… -
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 … -
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 have Category Options in attachment field on sales account ?Summary: We have a request to collect specific documents on attachment field on sales account object. Like list of document to open a Account Oracle does not give this f… -
Quote - without CPQSummary Quote 20CContent Hi all, In Oracle Sales Cloud 20C is there a Quotes tool to work on the Opportunity or Accounts with approval processes, SLAs, download and prin… -
CX Sales BI Publisher report to show payment terms for accountsSummary: Is it possible to have a BI publisher report to show list of account and their payment terms which would have been setup in accounts receivables ? What tables a…Anurag M-Oracle 1 view 0 comments 0 points Started by Anurag M-Oracle Reporting and Analytics for ERP
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Is there any way to manage Federated Lists in Oracle Sales Cloud?Summary:We have a client who already has an application that hosts the value lists used by all their applications, ensuring they all use the same values. This client is …
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Disable Export to Excel and Export to PDF for Accounts and Contacts in Oracle Sales CloudHi community, how can I disable Export to Excel and Export to PDF for Accounts and Contacts in Oracle Sales Cloud? I need some users to view data but prevent exporting f… -
Can clicking on Contact number from list page or header layout redirect the user to Teams dialer?Summary: I click on Contacts from Redwood Sales, on getting redirected to the list page, when i click on the contact number, it redirects me to log a call page. Similarl…
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Microsoft teams integration mashupSummary: Hello, Some time ago I had found an article from ATeam blog, about integrating Opportunty and MS Teams. This is the article: https://blogs.oracle.com/ateam/post… -
How to differentiate a customer contact created in Sales vs Receivables?Summary: How to differentiate a contact created by salespeople for an account in CX Sales vs a contact created by AR specialist for a Site in Receivables? Content (pleas…
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CX Sales Mobile and OAuth authentication tokensSummary: Hi, We'd like to use IDCS OAuth token to increase the session timeout, and configured IDCS and Fusion CX Sales based on this document - https://docs.oracle.com/… -
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 … -
April 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 12 views 0 comments 1 point Most recent by Kayleigh Halko - Oracle-Oracle Sales
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Accounts and contacts cannot be updated on an email interaction.Accounts and contacts cannot be updated on an email interaction when the flow of creating email interaction is initiated from an account. When we create an email interac… -
Groovy to copy account industry to opportunity custom FCLSummary: Is it possible to use groovy script to copy the industry to opportunity's account to a custom FCL industry field in Opportunity ? Content (please ensure you mas…
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CX Sales Mobile opportunity products recurrency shows as multiple productsSummary: In Sales Mobile, the product recurrency shows up as multiple products instead of one product with a recurrency. How can we have a view similar to SUI, where use…
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Activity not showing in account details redwoodUISummary: Hi, We have copied the customer role for Sales Representative, activities under associated to account is showing in Classic UI. We have enabled redwood UI for o…
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Sales Coach and Orchestration for Campaign Response Tasks-Other Objects besides Lead and OpportunitySummary: We create campaigns and create Campaign Responses for the sales reps to follow up on. We want the ability to have a guided orchestration for the sales reps on t…
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How to increase number of attachments in a knowledge articleSummary: We have a requirement to increase number of attachments allowed in a knowledge article. Current limit is around 20 attachments. Can we increase this limit? Cont…
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Redwood Sales - Activity and Interaction access controlSummary: What's the access control for Activity and Interaction? Are they treated like master data (visible to all) or do they inherit the visibility based on the parent…
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How to disable products with standard sales and service license.Summary: Currently we can create products in CX sales and service but we need to disable products too or make them inactive. Content (please ensure you mask any confiden…
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February 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…
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Can a custom object be created in the CRM Cloud application using an ERP/SCM license?Summary: Customer has licensed ERP/SCM Cloud subscription including as well the Fusion Product Hub subscription (without any CX/CRM license). Is it possible to create a …
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Is it possible to have dynamic layout in Resource Details page?Summary: Can the Resource details page/layout be personalized similar to other Sales objects like Opportunity, for example different roles accessing different layouts? C…
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How to convert a Lead to an existing Opportunity?I saw that with the 25C release that the ability to convert a Lead to an existing Opportunity is now available (https://docs.oracle.com/en/cloud/saas/readiness/sales/25c… -
Your Guide to Success: Implementing Redwood Sales with Best PracticesWe are excited to present our Redwood Implementation Checklist and Playbooks, thoughtfully developed by our product team. These guides are designed to help you track you… -
Is it possible to hide seeded Save Searches in Redwood landing page?Summary: As a Sales Administrator, I want to replace the seeded saved searches with customized save searches in Accounts landing page (Redwood) for everyone. Content (pl…
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How to track when an address is removed from an account?Summary: Account contains multiple addresses. How to track if an address is removed from the account? Content (please ensure you mask any confidential information): I ha…
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How to expose the Group By in Redwood landing page?Summary: How do I expose or enable the Group By selection in Account landing page? Content (please ensure you mask any confidential information): Sample screenshot taken…