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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.… -
April 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 12 views 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 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… -
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 do you know when the Activities Purge scheduled process has completed ?I am specifically looking for the Activities Purge Scheduled Process mentioned in this article from when this feature became available with the 25A release. https://docs… -
Data Table for Activity Streams in RedwoodSummary: Hi, Are there any data tables or subject areas available for the Activity Stream in Redwood? We would like to create some reports on them. https://docs.oracle.c… -
Microsoft Teams Web Conference Integration Issues in Oracle Fusion SalesHi Team, We have completed the Microsoft Teams integration setup on both the Azure side and within the Oracle Fusion Sales application as per the Oracle documentation be…
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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… -
We could not see the table for Email Communication functionalitySummary: We could not see the table for Email Communication functionality for Activities, we would like to seek assistance on locating the backend table for this. Conten…
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The panels of a child Custom Object of a Standard Object are not displaying in Redwood VSB.Summary: I created a Custom Object called "REGALO" as a Parent/Child relationship with the standard object "Contact," and I generated the extension export file using the…
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After Merging Accounts want to remove merged account from accounts list viewSummary: We are merging accounts in customer data management tab. Once the 2 accounts are merged in one master account still we are seeing second account in accounts lis…
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Redwood How to add task creation buttons, appointments, and interactions within opportunitiesSummary: We want to add creation buttons so that it's not just about having to type in the record search. Content (please ensure you mask any confidential information): … -
How to add Attachments in creation page of custom objects**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: Is it possible to to add Attachments in creation page of custom ob…
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Is changing icon for standard actions like log a call for mobile UI possible ?Summary: We are unable to change the icon for the "Log an Interaction" action (previously known as "Log a Call") in the Oracle CX Sales Mobile app. We attempted this usi…
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Is renaming saved search on mobile possible ?Summary: We want to rename the seeded saved search from "My Calls to Log" to "Interactions to Log" for better alignment with the new terminology. The Mobile UI does not …
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Why are we not able to see CAD in the drop-down of currency code OOTB field in custom object?We are unable to see any other currency other than USD in the drop-down list of Currency Code field in Custom Objects. We have CAD enable and also start date is given. T…
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REST API details to pull service request details from My Oracle SupportSummary: We are working on a POC where we are working to create dashboards on our end and the data that the dashboard needs to pull is to project the data with respect t…
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How to Edit the Redwood Partner Dashboard?Hi @John Vakoc-Oracle , We need to edit the following Partner Dashboard in VBS. But if we click "Edit Page in VBS", it's showing the default Sales Dashboard in the VBS P…
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How to make a URL field clickable on Contact object (Classic UI)Hello, We are using Oracle Sales Cloud – Classic UI. On the Contact object, we need a custom text field called “Contact URL”, where users enter a web link (for example: …
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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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Perform 'Run Assignment' on Account Object using ScriptSummary Perform 'Run Assignment' on Account Object using ScriptContent Hi I have a requirement to perform territory assignment operation on account automatically when th…
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How to fetch Business Unit ID in groovy script?There are two Business Units in our system. We had a script to invoke one REST API depending on BU ID. So, we need to fetch the BU IDs from the instance into groovy scri…
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Visibility of Sales Motion and Sales Play for Sales UsersSummary: Sales Motion and Sales Play are new features introduced in the 26B release. However, I’m unable to find any documentation for them. Could someone please confirm…
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Is it possible to exceed 10 parallel imports when using Oracle Sales Cloud - Import Management?We want to know if it is possible to exceed 10 parallel imports having 500k records each import (Accounts) when using Oracle Sales Cloud - Import Management. If Yes, How?
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How to enable sales forecasting for Partner Sales Reps and Partner Sales Managers?Summary: Hi, As the title says, is there any OOTB way to enable forecasting for partner users and have them use it like normal sales users? It seems the OOTB Partner rol…
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what is a good way to remove hardcoding in a groovy script?Summary: We want to remove the hard code and want to use lookups/any other way to remove the hardcode, what is the best method? how can we attain this requirement in the…
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Invoices / Quotes and Orders panels are empty in Next Gen UISummary: Invoice panel and Quotes & Orders panel in Next Gen UI are empty for Salesperson and Sales Manager roles. Content (please ensure you mask any confidential infor…
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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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Adjust column width in My Forecasts Redwood UISummary: Is it possible to adjust the column width in Redwood Sales > My Forecasts UI? Content (please ensure you mask any confidential information): Name column is too …
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VBCS Redwood cx-picker for custom object showing extra unknown filter that causes errorSummary: We created a custom cx-picker template for custom object in VBCS for our Redwood UX. However, in the LOV it has an option that appears to be a saved search that…
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Business Events for Customer Accounts, Vendor / Supplier, Sites, PartnerSummary: We want to integrate our custom application with Oracle ERP product. As part of integration we ingest master data like Customer Accounts, Vendor / Supplier, Sit…
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Does Oracle Fusion CX Sales cloud supports Microsoft teams as CTI Telephony tool?We want to know if Oracle Fusion CX Sales cloud supports Microsoft teams as CTI Telephony tool. https://docs.oracle.com/en/cloud/saas/fusion-service/facti/what-is-cti.ht… -
We don't want to update parties via the losing source systemBusiness requirement- After merging two parties, both the parties source system references are retained in the master party. Current case- We get updates from losing as …
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logout screen points to Oracle linksSummary: User is logged-out of the instance after some inactivity. Content (please ensure you mask any confidential information): Whenever there is some inactivity and t…