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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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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… -
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.… -
Oracle is a Leader in the 2025 Gartner Magic Quadrant for Sales Force AutomationSummary: For the ninth year in a row, Gartner recognizes Oracle Sales as a Leader for sales force automation. Read the full report to find out why Oracle delivers one of… -
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… -
How to add Custom Cards in Account Summary Panel Template?Summary: In Cards Container Layout I have added custom Section for Bank Accounts. but when we add below code inside the template then cards are not reflecting. Even if w…
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Video: Add Products On Opportunity Create and Override Revenue Items TitleAdd Products On Opportunity Create and Override Revenue Items Title Using visual builder, we can toggle a flag to enable adding Products (Child Revenue lines) to the opp…
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Issue in Updating Account DataSummary: We are trying to update the Account Owner using the File Import process. In the import file, we are providing the Account Party Number and the Owner Party ID, a…
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Is Redwood UX available for Competitors?Summary: Is Redwood UX available for Competitors? Content (please ensure you mask any confidential information): If yes, what's the steps to enable, cause I can't seem t…
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Can we modify the banner warning in redwood for mandatory fields?Summary: We need to modify the content of the banner warning which is displayed when a conditional mandatory field(category) is not filled in by the agents. Content (ple…
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DQ capabilities in CDM Oracle FusionHello Team, We would like to understand the data quality features available in Oracle CDM and learn how to set up rules that checks both standard and custom attributes. …
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is there a filter for Reporting Manager?Summary: in user and role when under resource information there is reporting manager we are trying to add one user that is already exist in the system but i can't see it…
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How can we add attachments under child object in Redwood?Currently we have attachment as a panel under custom object. But is there a way to add attachments under child object which is under a custom object in Redwood? -
How to create B2C customer and differentiate it from the B2B contacts?Summary: Customers consist of B2B customers (using Account object) and B2C customers (using Contact object). How to create B2C customer and differentiate it from the B2B…
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How to refresh data in a custom panel?Summary: Hello, We have created a custom panel for a M:M intersection object between Opportunity and Account. We are also using a custom drawer to add the accounts to th… -
Which PIM field maps to 'Eligible to Sell' in Oracle Sales CloudHi all, Could someone please clarify which attribute or field in Oracle product Information Management(OIM) corresponds to this 'Eligible to Sell' field in Oracle Sales …
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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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Sales Representative Custom Role not able to create Sales Object RecordsHi Team, I’ve created a top-level role by copying the Sales Representative role (ORA_ZBS_SALES_REPRESENTATIVE_JOB) and assigned it to a user. After that, I executed the …
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What is the order of execution for server scripts between parent/child objects?Summary: If I have groovy scripts in a parent object and in its child objects, which scripts run first? Parent scripts or child scripts? Version (include the version you… -
Will Business Plans be coming to Redwood?Summary: Pretty much what the question says. Will the Business Plans be added to Redwood along with their children objects like Objectives, SWOT Analysis, etc.? Content …
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Is there a way to disable/inactivate a particular question in Opportunity assessmentSummary: In opportunity assessment, is there a way or option to disable/inactivate, a particular or some of the questions so that users cannot choose a response or add c…
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Error when uploading documents for custom objects from redwoodSummary: Upload documents for custom objects from redwood fails with REST API 403 error Content (please ensure you mask any confidential information): We are facing an i…
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Video - Working with Additional Names on an AccountWorking with Additional Names on an Account Enable and work with additional names such as transliteration or phonetic values for an Account in Redwood Sales.
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how to bulk update the resource role in person recordAs part of employee conversion, we have created person record using hcm load. where we didnt get any option to input resource role for users. So after employee load how …
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Actions button in Plan Document worklistSummary: When a participant opens a plan document from the bell icon or the worklist area, there is an "Actions" button available on the top right corner. We do not want…
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Account and Contact visibilitySummary: In Oracle Sales Cloud , what happens if we have access to all Contacts but the all account view is restricted for Sales Rep? Will they be able to see the Contac…
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How to use additional attributes (custom/standard) in opportunity assignment rules criteriaSummary: When creating a new Assignment Rule for opportunity, there is only a small quantity of fields to use in the criteria. How can we use additional fields, such as …
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Video: CX Sales Add-in for Microsoft OutlookCX Sales Add-in for Microsoft Outlook: Introducing the CX Sales add-in for Microsoft Outlook 365, bringing the power of CX Sales into the Outlook user experience
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What's the impact of Account Address Type Bill To/Ship To on downstream order and invoice?Summary: What's the impact of creating account address with address type Bill To/Ship To from CX Sales to the downstream order and invoice? Content (please ensure you ma…
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Select Single - Quick Start Option Missing in Custom DrawerSummary: Hello, We are trying to create a custom drawer on the opportunity object and want to create a drop down using the Account SDP in it. However, the Quick Start op…
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How to make attachment read only in Redwood CX Sales under Attachment PanelWe want to make Attachments read-only under Attachment panel in Redwood based on a custom field on the the object. We tried the solution mentioned in below document but …
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Oracle_Security_Alert_CVE-2025-61882_for_E-Business_SuiteHello I received a security alert (see attached email) about a vulnerability. We'd like to confirm, to be completely sure, whether this affects our Eloqua and Engagement…
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Show Smart List in ContactWhen I navigate to Application Composer» Contacts» Fields, I don't see any fields such as Show Smart List. Also I tried through Rest API, I didn't find any such field th…
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Do we have business events available for AR Customer Accounts and Customer Account Sites?Summary: We have a requirement to build a real time Outbound integration for Customer Master Data from Oracle Fusion to Boundary applications, do we have ERP Cloud Busin…
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How can I use access groups to give user A access to the records visible to User BI currently, have the need to provide 'proxy' access for user A to the records visible/editable of User B. However, I've not been able to setup the rules correctly and a…