To ensure that questions get required attention from community members and are NOT left unanswered, it’s important for the author to indicate (by selecting “Yes” or “No” when prompted) whether the question was answered. (newly added) Please note that it is also important to respond to EACH comment your question receives. Your Yes or No response ensures an accurate status for your question.
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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October 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… -
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… -
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… -
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 53 views 0 comments 0 points Started by Kayleigh Halko - Oracle-Oracle
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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.… -
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… -
Feasibility to add Contract Team object in RedwoodSummary: Hello, is it feasible to add the "Contract Teams" object in Redwood? Currently, it's existing in the classic UI. However, upon migrating in redwood, the Contrac…
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rounding off logic for currency conversionSummary: Need to understand the rounding-off logic for the adf.util.getCurrencyRate() function. Content (please ensure you mask any confidential information): We have a …
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Oracle CX Sales - Predefined Object Sharing Rules is not workingSummary: Hi all, We're running into a permission error that doesn't seem to be resolved by data access changes, and we'd appreciate some guidance on which role/privilege… -
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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Language support in App ComposerSummary Language support in App ComposerContent Hi, For custom object and attribute, do they support multi-languages like OOTB ones? For example, I login to English and … -
Not able to see any Appointment Calendar feature in Redwood Sales as seen in Classic UISummary: We have the standard Appointment Calendar functionality in Classic UI , but the same is not visible by default in Redwood UI. So , is that a known limitation or… -
Defaulting the value on Template added FieldSummary: In Opportunity we have a field 'Currency Code'. The LOV's of this field comes from a Task where the rates of the currencies are uploaded. It's Value is defaulti…
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Smart Action as a Quick Action button in VB EnterHi Team, We are facing an issue while configuring a Smart Action as a Quick Action button in VB Enter. Environment Smart Action configured and working correctly when tri…
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You can't publish your sandbox now because you haven't yet made any changes in it.Summary: Hello, Has anyone got this issue already? You create a sandbox, go to App Composer and made a few changes (in my case, I changed few scripts, created a webservi… -
what is the issue, not getting objects to view, even enabled in adaptive searchSummary: Created a custom role for viewing contracts, but when we open a contracts tile, it is showing as You can't access this information because the object isn't enab…
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Is CDM planned to move to Redwood?Summary: Is Customer Data Management module planned to move to Redwood? Is Organization and hierarchy moved to redwood or is planned? Is there any documentation specific…
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Is it possible to import the bulk postal code in oracle CX sales.Summary: Is it possible to import the bulk postal code in oracle CX sales. Content (please ensure you mask any confidential information): Version (include the version yo…
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Lead Contact Preference Not Auto Populating for “OK to Email”Hi Oracle Community, When creating a Lead and selecting a Primary Contact, the Contact Preference is populated correctly for values such as None and Do Not Email. Howeve…
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How does creating appointments from Sales Cloud to Outlook work?Summary: How do appointments created in Sales Cloud behave when they are synchronized with Outlook? Content (please ensure you mask any confidential information): I'm ex… -
Setting Up Sales ForecastingSummary: An overview of setting up Sales Forecasting in Redwood User Experience. Content: Please watch the following video for an overview of setting up sales forecastin…
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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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How to have Price Books functionality in Redwood?Summary: In classic UI we have price books, are we having them in Redwood as well? Version (include the version you are using, if applicable): 26C
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[Redwood] Issue on Page reloading after DCL field change and displays previous value after reloadSummary: I have an edit layout with DCL field and Field Groups which are conditionally visible. When DCL is change (ex. Apple ⇒ Banana) a variable is set to true that tr…
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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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How to add a deep link in Oracle delivered Redwood pageSummary: How to add a deep link in Oracle delivered Redwood page Content (please ensure you mask any confidential information): Need to add Deeplink for Internal PO, In …
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Redwood - Navigate to Detail page from Landing PageSummary: Current Behavior - For a custom object , If we click on Hyperlink on Landing Page (List Page), it takes user to Detail Page (Foldout Panel). Expecetd Behaviour …
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What is the correct sequence of migrating customer records from EBS to Oracle Fusion using FBDI?Summary: Customer records: around 350,000. Customer master from legacy system involves locations, parties, party sites, accounts, account sites, account site uses, custo… -
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… -
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…