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Sales
Discussion List
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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.… -
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… -
Oracle CX AI & Redwood Enablement SessionsWe invite you to join us in person for these full day, hands-on AI and Redwood enablement sessions. Don’t miss this opportunity to accelerate your transformation journey… -
END OF LIFE NOTICE: Classic Sales and Service Experience in Fusionhttps://us.v-cdn.net/6034893/uploads/2CCVM71KMVB4/eol-sales-and-service-classic-ui-v3.docx Oracle is announcing the retirement of the Classic Sales and Service user expe… -
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… -
Account Address site number in LOV based on account populated in DCL for Custom objectSummary: we have custom object where Account DCL is field populates the account Id based on from which account the custom object record is created using smart action. We…
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We need to set the Site Name on the SR create page based on Address SourceSummary: We have a requirement to populate the Site Name on the Service Request create layout based on the Address Source field. However, the Address ID is not available…
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Video: Call an Groovy Server Side Object Function from Redwood Sales UI TierCall an Groovy Server Side Object Function from Redwood Sales UI Tier There are times when you want to perform some service side logic in a groovy object function, typic…
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Sales representative are not able too whole dashboard.Summary: Sales rep's are not able to see full dashboard even after configuring the whole dashboard. but when i logged back in with sales manager i am able to see full da…
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Video: Enable the ... Action Menu for Records in the Panel ListsEnable the ... Action Menu for Records in the Panel Lists: Show the available smart actions for the record in the panel list, on the detail fold out view. https://videoh…
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Is there a way to obtain the following information how is the Parent Account field "structured"?Summary: Is there a way to obtain the following information: how is the Parent Account field "structured"? How is the parent-child relationship established in Account? I… -
NullSummary Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets th…
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why is lead assignment not triggering on the first frequency (hourly)In our CX Sales environment, we're seeing that leads are not being assigned at the frequency increment we set. Our frequency is now set to 'hourly', so we expect (and ha…
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How do we enable Enrich Account button in Redwood Sales?In Redwood Sales, is there a way to enable the Enrich account? Sales: Redwood Sales:
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Is it possible to remove unwanted filter and manage column options from Redwood UiHello Team, As we are transitioning from Sales Classic to Redwood, our group noticed that the filter lists in the sales objects include a lot of options users don’t real…
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Video: Adding Top Level Object Records and Child Records at the Same TimeAdding Top Level Object Records and Child Records at the Same Time Learn how to add a child record table to the create form for creating a top level object record. In th…
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Is it possible to change the summary text in panel view for Redwood UIFor context, we have some custom objects under the Accounts page (specifically the Customer Form custom object as shown in screenshot below). When there are no Customer …
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REST API to Retrieve info from Manage Geography Hierarchy (HZ_GEOGRAPHIES,HZ_GEOGRAPHY_IDENTIFIERS)Summary: We are looking for a supported REST API to retrieve Country, State details from the Manage Geography Hierarchy in Oracle Fusion. Currently, geography-related da…
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How can we enable validation for Address Line1 on the Account in Redwood UISummary: We have a requirement to validate Address Line 1 for an Account Address in Redwood UI. Currently, by enabling Manage Geography Validation, the State/County/City…
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Is there a way to allow all users to see all activities on all accounts?I need to allow all users all roles to see all activities on all accounts. -
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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In Redwood activity feed is it possible to delete an email interaction?Summary: A user has accidentally sent a blank email to her customer which shows up in her activity feed in Redwood. It has no subject line and no content. The sys admin …
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Restricting Sales Method LOV Based on Opportunity Type in Redwood UI (VBS)Hello , I have a requirement from a client to restrict the Sales Method LOV based on a custom field called Opportunity Type in Redwood UI. Summary: If Opportunity Type =…
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Configure LOVs for Channel Type field in outlookSummary: Need to configure the LOVs for the Channel Type field in CX Sales Outlook plug-in Content (please ensure you mask any confidential information): Whenever we sch…
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Child Object of Account - Subview is blankSummary: Created a child object under Accounts called Fleet Information, and used CX Extension Generator to create the new pages. I was aware of the slash that needed to…
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Why Are Recurring Appointments Not Getting Created Within The Specified Date Range?Let's say I create an appointment on an account such that the start date and end date have a gap of 1 day between them, with the recurrence type set as "Daily", having n…
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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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Need to inactive Products created in Sales. We dont have PIM enabledSummary: We have implemented Sales and the Products are created directly in Sales with Sales/Service attributes enabled. We need to Inactivate these products, so that th…
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Allow non-Admin roles to edit Account Profile fields (Granular Field Security)Summary: I am facing a challenge regarding Role-Based Access Control (RBAC) and field editability on the Account/Customer Profile page in CX Sales, and I would like to k…
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P2T for Fusion Sales cloudSummary: Hi Team, Our customer is looking for a P2T in 1st week of April for the fusion sales cloud application followed by CPQ. We would like to know if there are any p…Aditya Varma Gadiraju-Oracle 7 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle
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OTBI Analysis - Create Action Link for Workspace Activity SubtabSummary: Hi All, In Oracle Sales Cloud we have a workspace tab and we have a Activities subtab. I have an analysis report from OTBI where there is an Activity Title fiel…
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Account Audit is not showing under accountsSummary: We did all the configuration related to account audit and opportunity audit, audit is coming up under opportunity but not in account. Even in custom object we e…
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Default “Source” (FCL) Field to “Email” for Leads and Opportunities Created via Outlook Add-inWe have a field named Source on both the Lead and Opportunity objects, configured as an FCL field. Our requirement is that whenever a Lead or Opportunity is created thro…
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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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How to automatically change account owner temporarily when owner is on vacation?Summary: When the owner of account is on vacation, he wants to assign another user as owner, for a fixed duration, after that duration is over then owner will be reverte…