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For more information, please refer to this announcement explaining best practices for getting answers to questions.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
Sales
Discussion List
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Upcoming Changes to Oracle Sales Assistant and Sales Recommendations (November 2026)Overview Oracle previously announced the deprecation of prepackaged Oracle SaaS Skills for Oracle Digital Assistant for Fusion Applications. These skills entered mainten… -
NOTICE: Classic Sales and Service Experience in Fusion — Redwood Adoption Required Before 27AUPDATE — September 2026: Oracle shared the latest Redwood adoption timelines, availability, and transition resources during the CX Sales & Service: Redwood Adoption Time… -
Territory Management - Using and ImplementingSummary: Collection of videos and resources to learn more about Territory Management. Content (please ensure you mask any confidential information): This is a collection… -
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…
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September Interactive Demo Hours: Deliver Revenue Growth (Sales & Marketing)In this one hour showcase, you’ll see Oracle’s complete suite for Delivering Revenue Growth (Sales & Marketing), including our customer data platform, marketing automati…Kayleigh Halko - Oracle-Oracle 33 views 0 comments 0 points Started by Kayleigh Halko - Oracle-Oracle -
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.… -
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… -
Territory Assignment only for Latest updates/created recordsSummary: We have territory assignment based on postal code for accounts. and 14lak account records we have and "Request Account Assignment" job is scheduled daily once. …
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Redwood UI: "To" field missing from "Log an Email" Smart Action drawer on Inventory objectUI Version: Redwood Experience Object: Inventory Action: Log an Email / Send an Email Issue Description: We are experiencing an issue where the "To" (recipient) field is…
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Can Opportunity Summary generated by AI appearing unrequested in foldout view after 26A be disabled?Summary: I am aware that the Opportunity Summary (and other summaries generated by AI) can be opened in a view by calling a Show request in the Action Bar, but with 26A …
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Enforce BU-Based Contact Access When Accounts Are Shared Across Business UnitsHi Everyone, We have a requirement where Accounts need to be shared across all Business Units, while Contact access should be restricted based on the user's Business Uni…
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Aside from OwnerEmailAddress, is there any field in account to update sales team member in CRM?Summary: Currently facing a data discrepancy in Sales Team Member of accounts in CRM. The source application is not storing the OwnerEmailAddress that can be used in int…
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Does DCL fields inside picker layout for a DCL works in CX?We have a requirement where custom object(A)under account is pointing to a related contact object(1:M).And that related contact object has 4 DCL fields.We want A field w…
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How to configure Activity Feed to Only Display Tasks and Appointments Instead of UpdatesHello Team, Currently we have a requirement, that we would like to display only Tasks and Appointments created for an object (let us take opportunities as an example) in…
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Document that explains the benefit of migrating to redwoodSummary: Client is looking for an official documentation or summary of benefits of migrating from Classic to the Redwood UI, particularly from a financial or cost-saving…
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VBS - Empty Build Job Queue History and No Last Successful time for JobsSummary: Hello, We have published multiple workspaces in our VBS but we can't see any build history or the last successful time for our builds. Changes are being reflect… -
Redwood list page using custom field template is not working for Sales Stage fieldSummary: Hi everyone, I am trying to assign template for the sales stage field for the "Configure redwood list page fields using custom field template" for displaying st…
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Adding User to a Resource Organization via REST APISummary: Hello, We are creating resource users using the "/crmRestApi/resources/11.13.18.05/resourceUsers" REST API. Is there a way to associate the users to an existing…
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Integration of Zoom (ZRA) with Oracle Fusion CX Sales Using OIC – Supported Approach?Summary: We are evaluating an integration between Zoom Revenue Accelerator (ZRA) and Oracle Fusion CX Sales using Oracle Integration Cloud (OIC) and would like to get fe…
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Attachment in Redwood UISummary: For Attachment, is it possible to display title and description in panel, subview and fold-out? Content (please ensure you mask any confidential information) We…
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How to disable the create button on the account creation page in redwoodSummary: Can we controll the Create button ebaling and disabling using a variable similar to custom button. Content (please ensure you mask any confidential information)…
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Sales Orchestration Content Best PracticesWhite paper: Sales Orchestration Content Best Practices Key learnings from Oracle's own implementation of Sales Orchestration, specific to the context and content layers… -
Lead qualification template for redwood salesSummary: Hello, In Standard Sales, we’ve been using an out-of-the-box (OOTB) Lead Qualification template in the Lead object, which includes a set of specific questions t…
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In 26C We have enabled feature Called DirtyDataWarning But it is not working as expectedSummary: We have enabled 26C feature to show error message as below but this error message is coming up only when if user clicked on Home icon button. If user clicked on…
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[REDWOOD] How to display the Eloqua Engage in Lead page?Summary: In classic UI, we have the Eloqua Engage tab in Lead details page. How can we have the same in Redwood pages? Version (include the version you are using, if app… -
Redwood: Custom Icons in Activity Feed panel to filter Activity TypesSummary: Redwood: How can we implement Icons in Activity Feed panel under objects like Opportunity, contacts, accounts, leads to filter Activity Types For example, in th…
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Automatic Territory Assignment for Leads in RedwoodHi All, We have a requirement to automatically assign a territory to a Lead when the Lead is created or updated in Oracle Fusion CRM Redwood. Any guidance or documentati…
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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…
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JBO-27014: Attribute ActivityTemplateId in OrchestrationStepTasksDTEO is requiredSummary: While migrating orchestrations using CSM, the process is throwing below error : JBO-27014: Attribute ActivityTemplateId in OrchestrationStepTasksDTEO is require…
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Video: Enable/Disable Feed Filters in the Ask Oracle Action BarEnable/Disable Feed Filters in teh Ask Oracle Action Bar: On the Sales objects: Account, Contact, Lead and Opportunity (those object which can use the Activity Feed), op…
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Contact Merge — Export/Edit/Re-import proposal & Cancel-with-Rollback for batch merges: feasible?Summary: Contact Merge — Export/Edit/Re-import proposal & Cancel-with-Rollback for batch merges: feasible? Content (please ensure you mask any confidential information):…
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How to automatically Run Assignment for lead based on rules?Summary: How to automatically Run Assignment for lead based on rules? Content (required): How to automatically Run Assignment for lead based on rules? Version (include t…
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Deeplink for Activities in RedwoodBasically we are sending email notification to users about the activities being assigned to them, from email we want to bring them directly to this particular activity i…
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Custom Redwood/NGS Pages don't recognize the "Open in New tab" built-in function.All our Custom Redwood/NGS Pages (e.g. fscmUI/redwood/custom-objects/quotes) links from those pages can only be opened from the same tab when trying to use the "Open in …
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Disable "Use Account Address" Checkbox When Account Is Removed in Contact Create PageSummary: Hi Team, I have a requirement related to the Create Contact page in Oracle Sales Cloud Redwood UI. In my Contact Create layout, I have added the Account field a…
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Redwood Activity Create page layout when ActivityFunctionCode = CALLREPORTSummary: We understand that Call Reports are no longer delivered as a standard feature in Redwood UI. Instead, similar functionality is available through Interactions an…
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Zoom Contact Center with Oracle Fusion Service for CTI integrationSummary: Hello Team, We have a requirement to configureZoom Contact Center with Oracle Fusion Service for CTI integration including both inbound and outbound calling. I …