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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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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.… -
March 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 1 view 0 comments 1 point Most recent by Kayleigh Halko - Oracle-Oracle -
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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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… -
Service Request statuses not appearing in the subject areaSummary: I have created a custom subject area for Service Requests. The Status field only shows the high-level (parent) values and not the detailed (child) statuses. Cou…
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Can we segregate the Data access for the legal employer specifically between CDM and SalesSummary: Is there any possibility to provide the data restriction that has the same customer for the two different legal employees Content (please ensure you mask any co…
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Territory Bulk Update - Proposal AdditionSummary: I have to update around 50 territories (add new sales reps, remove sales reps, create new territories etc) . How do i add all those 50 territories to a proposal…
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How to sync products from Oracle PLM to Oracle Sales CloudSummary: I want to sync Oracle PLM products to Oracle sales cloud then need to sync with Oracle CPQ. Is there any OOTB options available? Referring - Import Sales Produc…
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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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Restrict access to contact records based on custom attributeSummary: We would like to add a custom attribute in contact records, and based on the value of custom attribute, only certain users should be able to view the record. Th…
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Will the Service items option under sales be converted to a Redwood Ui viewSummary: Currently I can view an option called Service Items from my desktop under Sales. I have proper permissions. When I look for the same icon in Redwood Sales is do…
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Video: CX Extension GeneratorCX Extension Generator: CX Extension Generator automates the work of creating a top level custom objects, child objects (for both standard [24C and higher] and custom to…
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Lead Currency inherited from Lead Creator's profileSummary: Oracle Cx Cloud > Redwood > Lead Object > Create Lead Layout: LeadCurrency needs to be inherited & auto-populated from the LeadCreator's profile. Content (pleas… -
Unable to add Project details on work order charges UISummary: We followed the steps below: Service Request Creation → Work Order Creation → Manage Debrief → Work Order Charges However, we are unable to proceed with enterin…
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Creating a Custom Object for Redwood in Lower environment and migrating to PRODSummary: Hello CX Team, This might be a confusion question, but here is the context before asking my question: We have a new requirement to create a custom object/form. …
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Oracle Fusion Applications - Upcoming Exception Migration to Identity and Access Management (IAM)Summary: Hi, We have received the following notification: “Oracle Fusion Applications: upcoming migration of exceptions to Identity and Access Management (IAM)” indicati… -
Child object subtab rendering blank white screen in Installed Base Asset DetailSummary: I have created a custom child object "Health Metrics" under the "Installed Base Asset" standard object. After adding this as a subtab to the "Detailed Layout," …
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Need to UI Validation code State & Country field in RedwoodSummary: HI Team, We have country and state fields in contact page which is depending on location field. we need to write UI validation for Country and State fields. If …
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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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Not able to setup(Create) recurring web conference appointmentsSummary: Not able to create recurring meeting for web conference appointments Content (please ensure you mask any confidential information): Hello Experts, Scenario: We …
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Gen Ai Summary Toggel Missing In App CompSummary: Redwood add-in , Summarize Email Redwood add-in , The Summarize Email toggle button not in app comp. Content (please ensure you mask any confidential informatio… -
Export Setup Data to CSV File Results: Manage Qualification Models is blankSummary: while exporting task Manage Qualification Models the export file comes blank Content (please ensure you mask any confidential information): Version (include the…
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How can we set the address fields on Account creation based on a third-party API responseSummary: We have added a custom field on the Account creation page and configured its template to work as an address input search. When the user types an address in this…
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Making a Field Required conditionally which is inside the templateSummary: In Account Object we have a field for getting the Phone Number. If we check this field in layout, It is actually a virtual field having Account Phone Template a…
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Can I assign a custom template for Product DCL in the Mass Update layout?I want the default list to be 'All Products' when updating records using the bulk update feature. Is it possible to set a default saved search list for Product DCL in Ma…
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How to update the legal entity of a Sales Resource userSummary Unable to update the Legal Entity of a sales resourceContent Hi, I tried to update the legal entity of a sales resource through file based approach and webservic… -
Lead Converted via Import Without Opportunity Creation – Clarification on API convertLeadToOptyHello Oracle Support, We are facing an issue while converting Leads to Opportunities through Import Management. Observation: When importing the lead conversion file, the…
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DCL Field Value Becoming Blank When Using Show Field Condition in Redwood Layout (Service Request)Hi, In Redwood layouts (Service Request UI), we are facing an issue where a DCL field becomes blank after saving the record. The DCL field is configured with a Show Fiel…
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Notify Opportunity Owner for Incoming EmailWe have a requirement to send Bell Notification to Opportunity Owner, when an incoming email is received for an email which was sent using "Send Email" smart action in R…
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Note Email Template removes HTML formatting after Save in Oracle Sales CloudHello, We are experiencing a different behavior between Email Templates on Note entity versus Activity / Opportunity in Oracle Sales Cloud. In Activity and Opportunity E…
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opportunity schedule UI shows extra columns in redwood UISummary: The opportunity schedule UI shows extra columns in redwood UI. Content (please ensure you mask any confidential information): We've observed that 3 extra column…
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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… -
Assigning territories for opportunities associated with Contacts without Accounts – Oracle CX SalesSummary: Hello everyone, We are implementing Oracle CX Sales for a B2C scenario. Our current model is: • Contacts: used for individuals (consumers) • Opportunities remai…
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What's the difference between Strategies and Objectives in Business Plan?@Sandeep Chowdhury-Oracle In SUI, we only have Business Plan —> Objectives But in Redwood, we have Business Plans (Renamed as Sustainability Goals in client instance) --…