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Sales
Discussion List
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END OF LIFE NOTICE: Classic Sales and Service Experience in FusionOracle is announcing the retirement of the Classic Sales and Service user experience in upcoming Fusion releases. Beginning with the 26D update, the Classic interface wi… -
Interactive Demo Hours: Unified Marketing and SalesAlways live, never recorded! In this one hour showcase, you’ll see Oracle’s complete suite for Unified Marketing & Sales including our customer data platform, marketing …Kayleigh Halko - Oracle-Oracle 9 views 0 comments 0 points Started by Kayleigh Halko - Oracle-Oracle -
Do you know how simple it is to roll out an Agent in Sales?Summary: I put together a short video that shows how easy it is to activate an out of the box Sales agent using AI Agent Studio. https://videohub.oracle.com/embed/secure…
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Regularly Updated - Redwood Resources for Oracle CX SalesRecommended to watch for Redwood Sales: How to think about adopting Redwood UX (Design Thinking) Prerequisites [for existing Sales Cloud customers] to enabling Redwood f…
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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.… -
New! AI Agent Collaboration CenterWe are excited to introduce the AI Agent Collaboration Center – a dedicated space for our community members and Oracle, to showcase, exchange and explore real-world AI A… -
Join Redwood Sales Today: Maximize Your Project's Success with Our Support Implementation Program!Are you currently implementing CX Sales, or already live with our products, and looking to enable exciting new features like Workspace, O365, Sales Mobile App, or migrat… -
Redwood - Address DCL in OptySummary: https://us.v-cdn.net/6034893/uploads/23KN448WACLA/uptake-address-picker.pdf I'm initiating this thread from the below referred context. I'm looking for any orac… -
Manager Update not reflecting for inactive resource via data importHi Team, I'm trying to replace the existing manager with another manager for an Inactive resource in Oracle sales cloud. I used data import, and the import completed suc…
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How to add "Add Products" as section in Create Lead Redwood PageHi Everyone, We have a requirement to expose “Add Products” as a section on the Lead Create page in Oracle Fusion Sales, including product details such as Quantity, Unit…
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how to find Users with Dual Resource RoleHi We have a requirement where we need to export Users having dual Resource Role in CX Sales application. We have gone through the document "User and Role Access Audit R…
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REDWOOD: How to Display Attachments In Business PlanSummary: Attachment is one of the key content of our Business Plans setup. How can we display this using the Show Attachment smart action on details page. On other objec…
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What is the distinction of a contact synced from Oracle Sales Cloud add-in?What are the characteristics of a contact that was just shared to oracle from oracle sales cloud add-in? Is the owner of that contact named after the email address where…
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can we change lead territory manually?Hi Team, Is there any way to change lead territory manually from UI, not by changing coverages. Thanks & Regards, Nikhil
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Deal Size Not Mapping to Opportunity Revenue During Lead ConversionWhen a Lead is converted to an Opportunity, we have enabled the copy maps to transfer the Deal Size value to the Opportunity Revenue (standard field) based on the client…
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Primary Business Unit Not Auto-Populating in Redwood UIWe have enabled the standard Business Unit field in the Redwood UI. Normally, this field auto-populates based on the user’s assignment in Manage Resource Organization Me…
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REST API or SOAP webservice for Customer creation and updateSummary: We have a requirement to create Customers and sometimes to update Customers in Oracle Fusion Cloud. Is there a REST API or SOAP webservice available for creatin…
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Automatically generated sequence scenario for custom objectSummary: We are in a unique situation for generating the sequence for custom object in a specific format. Content (please ensure you mask any confidential information): …
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Am facing error while creating in contact in redwoodSummary: Am facing error while creating in contact in redwood. Error Message : You must enter either the first name or last name or both for a person. (HZ-120071) Conten…
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OOTB Expected Revenue Becomes Zero After Opportunity Creation or UpdateWe are using the OOTB Expected Revenue field on the Opportunity. The field is enabled in the UI, and we enter a value during Opportunity creation. However, after saving …
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Business Plan in Redwood is available from 25C release but the Tile is not yet updated for RedwoodSummary: The Business Plan for accounts are available as part of 25C release but we see that the Business Plan tile still points to the classic ui and we do not have a s…
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CX Sales Mobile Script get related object fieldsSummary: We need to get a value from a related object. How to achieve that? Content (please ensure you mask any confidential information): In Opportunity, On Edit event,… -
Video: Change Drawer SizeChange Drawer Size: While the drawer views such as the "Creates" in the Sales application ship with a size that makes sense for the number of fields included by Oracle, …
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In Opportunity Object Activity Panel is showing as UnauthorizedSummary: Hi Team , In Redwood sales , Opportunity Object I have created activity but in Activity Panel it is showing as Unauthorized . How to fix this ? Content (please … -
Am not able to see Product icon on Spring Board for Sales Manager under Redwood Sales TabSummary: Am not able to see Product icon on Spring Board for Sales Manager under Redwood Sales Tab. But am able to see under Classic Sales Tab. Content (please ensure yo…
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Video: Dynamic Links - a deep-link standard that works with both Redwood and Classic UI for CX SalesDynamic Links - a deep-link standard that works with both Redwood and Classic UI for CX Sales With 25B, a new dynamic link URI/API format is available to deep link into …
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Display fields of the current record in a panel on the details pageWe have a customer requirement where the customer would like to have the ability to display fields of a record in a dedicated panel section of the object's details page.…
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Video - Account Link Sets - Connecting Financial and Sales AccountsAccount Link Sets - Connecting Financial and Sales Accounts: Get a quick understanding of the powerful account link sets solution where you can link multiple accounts (i…
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Redwood: Why does the new version of MS Outlook 365 add-in is not visible in the 'New Outlook'?Summary: I am in the process of migrating the old version of 0365 add-in into CX Sales Redwood UX. I was able to generate the manifest file and deployed it. It is visibl…
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VBCS Redwood cx-picker for custom object showing extra unknown filter that causes errorSummary: We created a custom cx-picker template for custom object in VBCS for our Redwood UX. However, in the LOV it has an option that appears to be a saved search that…
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Video: CX Picker - Using Adaptive Search with DCL Field TemplatesCX Picker - Using Adaptive Search with DCL Field Templates: For Dynamic Choice List fields, that are in Adaptive Search (aka Workspace), you can use a powerful CX search…
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copy sandbox to other instanceSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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Groovy Script to Return an Error Message if User Leaves Page Before Finishing RunSummary: I am currently working with a Groovy script in Oracle Sales/CRM Cloud. The requirement is to either warn or return an error message if a user navigates away fro…
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Need Clarification - How "Link" action works in Redwood Sales AccountsSummary: In Oracle Redwood sales Account object, we see an action called "Link". We would like to understand the functional purpose and expected behaviour of the action.…
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REST API - Unable to create a custom field of type Text for object AccountSummary: Unable to create a custom field of type Text for object Account Content (please ensure you mask any confidential information): We're trying to create a custom f…
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We are looking for the privilege or role that grant access to customer Invoices from Sales Redwood.Summary: Could you please help me find what is the role or privilege needed to see invoices from Sales Redwood in My accounts page. Is it possible to see the invoices wi…
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Opportunity edit layout not getting defaulted as per assigned roleSummary: We have coped the opportunity page layout for another BU and new custom role is created and that layout is VBS, now login with user having that particular role …