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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24C Update - Decommission for Impersonating a Partner User FunctionalitySummary: Starting with 24C, the Partner Relationship Management Impersonation functionality will not be available anymore. The feature will be decommissioned due to secu…Priscila Terazawa - Support-Oracle 562 views 8 comments 4 points Most recent by Soma Santhosh Kotrike -
Video: Deploying the Extension to the PRODUCTION EnvironmentDeploying the Extension to the PRODUCTION Environment: Package and deploy the extension to the production enviroment (or any environment other than -TEST) From the Imple… -
Video: Concatenate FieldsConcatenate Fields: Combine multiple fields into a single display in a dynamic form From the Implementing Redwood Sales video series
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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.…
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Video: Demonstration of Redwood Sales (Updated Oct 2024)Demonstration of Redwood Sales: Watch a demonstration of the Redwood next generation sales experience showing the Sales Manager and Rep experiences. Updated October 2024…
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Your Guide to Success: Implementing Redwood Sales with Best PracticesWe are excited to present our Redwood Implementation Checklist and Best Practices, thoughtfully developed by our product team. This guide is designed to help you track y…Priscila Terazawa - Support-Oracle 1.1K views 6 comments 4 points Most recent by Priscila Terazawa - Support-Oracle
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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…Oana Grigorie - Support-Oracle 894 views 7 comments 10 points Most recent by Oana Grigorie - Support-Oracle -
which tables to refer to get Partner addressSummary: What is tables to get partner address?? partner +partner address Content (please ensure you mask any confidential information): Version (include the version you… -
need to change the country geography structure for the United StatesSummary: I need to change the country geography structure for the United States. I don't want the county field to be displayed. Specifically, the county field should not…
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Error In Workspace when Mass Updating ObjectsIssue Summary: In update 24B, Oracle introduced Parent-Child relationships between fields. We’re now encountering a problem with the Region and Branch custom fields due …
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Create Appointments using RoutinesSummary: Hi, Is there any way to create Appointments as well using Routines? I know that we can create Tasks but creating Appointments is a very valid business case. Con… -
How to send only one email notification to manager for leads unqualified for 30 daysSummary: We have a requirement to send email notification to manager if lead remains in unqualified status for 30 days after creation. We have tried using Routines and o…
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Integration between eloqua and sales for contactsSummary: Eloqua automatically logs a contact's interactions. To retrieve the interaction data from contacts in Eloqua, is there an OOTB integration or do we need to crea…
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Detail required for View Trading Community Common Setup & View Trading Community Location PrivilegesSummary: The InfoSec team is requesting more detail than is available in the descriptions of the two below privileges. These privileges are needing to be added to roles … -
How to change number format to remove spacesHello, I would like to remove the spaces in the number format of CX Sales: Ex: I have 2 999. I would like to have 2999. I can choose among multiple number formats (in Ge…
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Can we open the Deep Link for Qoute (CPQ) as separate window not within the frame of CX App?Summary: Currently, we are using the Deep Link for Quote based on this document "https://docs.oracle.com/en/cloud/saas/sales/oasal/configure-deep-links-for-workspace.htm…
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Performance Issues for Agents with Restricted PrivilegesHi experts, We have observed that agents with specific roles and restricted privileges experience increased loading times and reduced performance while using the Sales a…
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How to make page customization to make the Sales and Services Access Management work area read-only?Summary: The requirement is to hide any create, edit or delete related buttons which is present in the Sales and Services Access Management related work area for users h…
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Opportunity Assessments with Multiple Question Groups Not Displaying All QuestionsSummary: We are testing an opportunity assessment with 20 questions and multiple field groups. When filling out the assessment, only 17 out of 20 of the questions are vi… -
How to remove Assignee, Contacts, Notes from Edit Task Layout in Activity object from redwood salesIn our current project, we do not assign a Contact to an Activity, and the Notes section is also not being used. As part of streamlining the user experience, we would li…
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Partner contacts can we have filter to show only contacts which are activeSummary: Partner contacts we want to have filter to show only contacts matching crtieria, Content (please ensure you mask any confidential information): Version (include…
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Interview Feature is not working for Sales and OpportunitiesSummary: We realized that in 24D release Interview feature is working on Leads and Opportunities. Even I have created an Interview Definition and it is published for bot… -
REST/SOAP Webservices for Customer RelationshipSummary: I am looking for web services provided by Oracle that can create a relationship between customers. From the Oracle Customer screen, I can create the contact rel…
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How to display more than one pending activity in the Activity Panel?Summary: Hi, In the OOTB activity panels of Activity, only 1 pending activity is displayed even if there are more: Is there any way to display more than one pending acti…
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How can I check if the owner of an account is in the territory through groovy script?Currently, In Oracle CX Sales, I have a custom DCL field named 'Secondary Owner'. This field is linked to the Resource object. When a resource is selected in the DCL, a …
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Programatically get a Field's Display Name via Groovy ScriptSummary Looking for a way to programatically get the field's Display Name via groovy script.Content Hi All, Would like to ask if anyone had a similar requirement as belo…
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How to hide/throw an error when we have a particular value for an Identifier type?Hello Team, Is there a way to hide a certain identifier type from CDM UI? or else is it possible to throw an error if we select a particular identifier type? For Example…
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Is it possible to change the displayed Fields in the window "Possible Duplicates"?Hello Oracle Cloud Customer Connect Community Our customer has requested that different fields be displayed when a duplication is identified for Contacts/Accounts. For e…
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How to parse error body in REST API call with Groovy?Summary: Good afternoon. Hope you can help me out. We have a Groovy script in our Fusion environment that sends a REST call. Once in a while we will receive an error fro…
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Not Able to Update Manager - HRManagerEmailAddress via API after 24D Update?Not Able to Update Manager in Resource Attribute HRManagerEmailAddress via REST API(crmRestApi) after Oracle Update 24D? before we can update the said Attribute: /crmRes…
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Official release to migrate to Redwood SalesSummary: When do we officially have to migrate to Redwood Sales? Release? Date? Content (please ensure you mask any confidential information): Version (include the versi…
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Redwood-How to add dynamic mashup url with dynamic parameters in redwood in oracle sales cloud.Hi team, Our requirement is pass dynamic url with parameters in redwood. Dynamic URL(contact360) is consist of partynumber(from contact object) , branch(resource object)…
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Create DCL on Opportunity from Custom ObjectSummary: We have a custom text field on a custom object called Premise. We would like to create a DCL on the Opportunity object where the user could select values from t…
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Forecast Options in Classic UIHi there, we are trying to set up the Forecasting in the Classic UI according to the requirements of our customer. The requirements are the following: Forecasts should b…
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How many maximum addresses can be stored/displayed under one contactSummary: What is maximum number of addresses that we can store under one contact and how until how many addresses can be displayed under one contact in CX Sales. When tr…
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Unable to add Team Members in Opportunity from redwood UII am trying to add Team members in Opportunity from redwood screen, but unable to add as users are not visible in the LOV Upon inspect found issue with below API For the…
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How to enable Partner Badge which is displayed on Partner Overview PageSummary: We have demo screen shots from oracle support ..How to enable Badge which is displayed on Partner Overview Page Content (please ensure you mask any confidential…