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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July 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 3 views 0 comments 0 points Started by Kayleigh Halko - Oracle-Oracle -
Quota Details Not Showing in Sales ForecastingSummary: Quota Details Not Showing in Sales Forecasting Content: Problem After upgrading to 26B, some users may notice that quota details no longer appear in the forecas… -
END OF LIFE NOTICE: Classic Sales and Service Experience in FusionOracle is announcing the retirement of the Classic Sales and Service user experience in upcoming Fusion releases. Beginning with the 26D update, the Classic interface wi… -
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… -
A 500 error occurred on VBS, and deployment failedSummary: To migrate SFA to Redwood, I imported the page layouts generated by the CX Extension Generator. However, the deployment failed due to a 500 error. Content (plea…
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how to extend Oracle CX Sales express report historical view timeframeIn Oracle CX Sales Redwood's Express Reports, our users have asked for a bigger time frame to query data. As of now, it seems we are stuck to a year at most. Is there an…
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Privileges for Resolution Request Dispatch JobSummary: User need to merge customer and for that they need a Resolution Request Dispatch Job and that is available only through application implementation consultant ro…
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How Do i enable task and appointment notification to show in email and notification listSummary: I do enabled all the settings to show up notifications of task and appointment reminders to come up in email and notification list. Still i am not able to recei…
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Outlook Integration with Multiple Tenant Ids and Primary DomainsThe client has multiple business units, and each business unit is further divided into sub-divisions. Each business unit uses Microsoft Outlook with its own Microsoft 36…
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"Is it possible to create attachment categories for Account and Activity records?Summary: Hi all, We need to create custom attachment categories for two objects — Accounts and Activities — so that sales users can select the appropriate category direc…
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Can I inactivate the all parties and all prospect rules or would that make a problemcan I inactivate the all parties and all prospect rules in access groups or would this make any problem as I 'm making account and contacts appear for only team members …
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Video: Open URL In a New WindowOpen URL In a New Window: Use a Smart Action to open a contextual URLin a new browser window From the Implementing Redwood Sales video series
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Video: Change Drawer SizeChange Drawer Size: While the drawer views such as the "Creates" in the Sales application ship with a size that makes sense for the number of fields included by Oracle, …
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Message template is not visible for sales manager role?Summary: Content (please ensure you mask any confidential information): we have Message Templates used in Opportunity, sales reps are able to access it but not Sales man…
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Update a Product Status via APISummary: We are synchronizing products from our ERP to Oracle Sales Cloud. This process includes both creating new products and updating existing products. We are encoun…
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Account Address RegionSummary: Can we confirm on which area can we see the following related details on Oracle Sales relating to Account Address are configured? Is it under the Setup and Main…
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REDWOOD - Business Plan Showing Error while creationSummary: Hello, We have business plan enabled for our application. However, we are facing an error while creating the business plans for Accounts. Content (please ensure…
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Connection link from Oracle Sales Cloud to OutlookSummary: When an appointment is created from Sales Cloud, the user does not receive the connection link in Outlook to connect to the meeting. Content (please ensure you … -
Transition to the Redwood UX add-in for Microsoft 365 prior to 25B (July 2025)Summary: In Update 23C, we introduced our latest (third generation) Outlook add-in – Redwood UX Add-in for Microsoft 365, which caters to task-oriented flows providing s…
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How to make Boolean field value as Yes/NO instead of On/OffSummary: Organization - Terex In opportunity we have Boolean fields e.g Request cost and Cost Completed from below picture. There are some scenario or conditions where t…
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CX Sales Delete HZ_LOCATIONSI want to delete HZ_LOCATION records in Import Management. I initially thought that the Address Object would be the right place to do so, but it appears to only delete t…
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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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Video: Working with AttachmentsWorking with Attachments: Adding the attachments component to a panel, subview and the create record page. From the Implementing Redwood Sales video series
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Redwood Migration: Are Dynamic Lists and Their Associated UI Pages Migrated Automatically?Hello, We are supporting a customer who is migrating Oracle Fusion Sales and Service to Redwood. The customer has a large number of configured lookups, many of which are… -
Is There an Oracle-Recommended Approach for Cleaning Up Custom Security Roles in Engagement?Hello everyone, We would appreciate your guidance regarding a security administration question in Oracle Fusion Sales and Service. Background Our customer currently has …
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Data Segregation by Country in a Single Fusion Sales and Service Instance (Redwood Migration)Hello everyone, We are currently working with a customer that is implementing the migration from the classic Fusion Sales and Service UI to Redwood, and we would appreci…
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CX Sales Deal Advisor Agent — 403 CLIENT_ERROR for specific roles onlyHas anyone run into the Deal Advisor Agent failing for only certain roles? Deal Advisor Agent configured in 26B via AI Agent Studio, smart action published and working f…
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Video: Dynamic Links - a deep-link standard that works with both Redwood and Classic UI for CX SalesDynamic Links - a deep-link standard that works with both Redwood and Classic UI for CX Sales With 25B, a new dynamic link URI/API format is available to deep link into …
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Sample code for cx-actions-menu component to view activity smart actions in edit pageSummary: Hi I have added cx-actions-menu fragment in a field template in activity Redwood edit page and would like to get the smart actions of the activity record in thi…
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403 Forbidden Error on Project REST API Dropdown in Fusion Service Custom FieldSummary: Hi Everyone, We are working on a Redwood extension in Visual Builder Studio (VBS) for Oracle Fusion Service and have run into a 403 Forbidden security issue wit… -
Video: Group Fields & Text AreaGroup Fields & Test Area: Using the Group feature for form alignment, and modifying the rendering to have Long Text be...long. From the Implementing Redwood Sales video …
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Navigating to Custom App UI using DispatcherSummary: Hello, We have created a custom object and are creating a custom App UI for it in VBS as the customer doesn't want to have the default UI created by the CX Exte… -
CRM REST API (Opportunities) で全件取得ができず、500〜600件程度で制限される事象についてSales CloudのREST APIを利用したデータ取得について 以下のエンドポイント（商談）を使用してデータを全件取得しようとしておりますが、データが600件弱（500件程度）までしか返っ… -
Vídeo: Acelere la implementación de ventas de RedwoodVídeo: Acelere la implementación de ventas de Redwood: Última hora: Se ha lanzado una nueva herramienta para ayudarte a migrar tu implementación de ventas de interfaz de…