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
-
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… -
Regularly Updated - Redwood Resources for Oracle CX SalesRecommended to watch for Redwood Sales: How to think about adopting Redwood UX (Design Thinking) Prerequisites [for existing Sales Cloud customers] to enabling Redwood f… -
Interactive Demo Hours: Unified Marketing and SalesAlways live, never recorded! In this one hour showcase, you’ll see Oracle’s complete suite for Unified Marketing & Sales including our customer data platform, marketing …Kayleigh Halko - Oracle-Oracle 16 views 0 comments 0 points Started by Kayleigh Halko - Oracle-Oracle
-
Do you know how simple it is to roll out an Agent in Sales?Summary: I put together a short video that shows how easy it is to activate an out of the box Sales agent using AI Agent Studio. https://videohub.oracle.com/embed/secure…
-
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.… -
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… -
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… -
Custom Filter for Tables in Redwood sales dashboardIs there a way to create and apply custom filters to an entire tab on the Sales Dashboard? We are trying to add custom filters to our Sales Dashboard ‘Pipeline’ and ‘Tea…
-
Will validation trigger for records created within seconds of each other?Summary: We have a validation trigger on the Contacts object to restrict duplicate emails while creating contacts. This works fine within Sales Cloud when users create c…
-
What's the subject area for Opportunity recurring revenue?Summary: What's the subject area to use for OTBI analysis on Opportunity with recurring revenue (schedules)? Content (please ensure you mask any confidential information…
-
How to make address fields not required for all countries?Summary: Define address fields as not required for all countries? Content (please ensure you mask any confidential information): We want to make address fields as not re… -
How to Use Customer/Organization as Identification Criteria in Manage Enterprise Data Quality JobsIn Oracle Fusion CDM, we are configuring Manage Enterprise Data Quality Jobs for Contacts and would like to use Email + Customer/Organization as the identification crite…
-
Transfer Pending Activities from Lead to Opportunity Using Copy MapsHi Everyone, As per the standard procedure, when a Lead is converted to an Opportunity, all associated activities are transferred by default, regardless of their status.…
-
Any profile options to store email Id's to use in object workflows?Summary: Is there any profile option or any way through which we can store email Id's and use it in object workflows for sending email. Content (please ensure you mask a…
-
OOTB Expected Revenue Becomes Zero After Opportunity Creation or UpdateWe are using the OOTB Expected Revenue field on the Opportunity. The field is enabled in the UI, and we enter a value during Opportunity creation. However, after saving …
-
Filter Contacts in Contacts Panel under Accounts Based on Contact Owner RoleHello, We are working in Oracle Sales Cloud (Redwood UI) and would like to filter the Contacts shown under an Account so that only Contacts whose Owner has a specific ro…
-
Bring Financial Account Details into CX SalesSummary: We're trying to display a list of financial accounts within the CX Sales Accounts on the customer 360 panel. Specifically, we need to include a few credit-relat… -
Displaying accounts (party) registered in ERP in SFAContent (please ensure you mask any confidential information): I have the following questions. Receivables→Billing→Create Customer I have registered an account and site …
-
How to skip the verification of open orders when merging customers?Summary: In the system setup, we have set only two main order statuses: processing and reference. After invoicing, it does not trigger the order header status to change …
-
MS Teams Integration is not working with CX SalesThere was an error rendering this rich post.
-
API or SOAP to create the contact address under the customer.Summary: Navigated to manage customer--> we wants to update the contact address. There are two address on customer profile. one is customer address and other is contact …HD - Oracle Fusion ERP-Oracle 24 views 1 comment 0 points Most recent by HD - Oracle Fusion ERP-Oracle -
Error while Synchronizing Products to CPQSummary: We are getting error when opening OOTB Synchronize Products with CPQ ( DATAINTG-100 ) Error: Status : 400{"title":"Bad Request","status":"400","o:errorDetails":… -
Video: Accelerate Your Redwood Sales ImplementationHot off the press: A new tool has been releases to help you migrate your classic UI sales implementation to the Redwood Sales. Watch the replay of the webinar announcing…
-
How to display data based on FSCM REST API in a custom Panel on Redwood Account Detail foldout pageSummary: I created a new service connection using fscmRestAPI with a GET call and want to display the response data on the CX Account Detail foldout page. I added a new …
-
How to export all sales leads and opportunities created by all usersSummary: We have different BU's and want to export all sales leads and opportunities created by all users in cx sales along with business unit name from 01-Jan-2025 can …
-
Is there a feasibility to add "Create" smart actions to Accounts - Contacts object?We want to add below smart actions to Accounts-Contacts objects. When you navigate to an Account record in Redwood and open the contact sub view from there, we have 3 do… -
Redwood - Address DCL in OptySummary: https://us.v-cdn.net/6034893/uploads/23KN448WACLA/uptake-address-picker.pdf I'm initiating this thread from the below referred context. I'm looking for any orac…
-
I am not able to open Mobile app in various devices and with multiple usersSummary: I am trying to log in to mobile app of fusion sales cloud but the application is not loading. I tried in both IOS & Android still the application showing blank …
-
Is it possible to get account and party number value in strategy dropdown searchCreated Strategy DCL field in Activity Object. Strategy is child object of Goals which is a child object of Business Plan, added picker template for Strategy to show rec…
-
Video: Custom DrawerCustom Drawer: Use a smart action to invoke a custom drawer with your own content on the drawer https://videohub.oracle.com/embed/secure/iframe/entryId/1_fp910c8v/uiConf…
-
Users are getting the error "The value of the attribute team member isn't valid"Users are getting the error "The value of the attribute team member isn't valid" while creating Accounts in the Oracle Fusion CX Sales Cloud Service application. Please …
-
Is Redwood UI/UX available for Territory Management?Summary: Is Redwood UI/UX available for Territory Management? Content (please ensure you mask any confidential information): Is Redwood UI/UX available for Territory Man…
-
How to Disable GEN AI Summary on Opportunity 360 PageWe would like a way to remove the GEN AI summary from the Opportunity 360 page, as it occupies UI space, given that the “Generate Opportunity Summary” feature is already…
-
Manager Update not reflecting for inactive resource via data importHi Team, I'm trying to replace the existing manager with another manager for an Inactive resource in Oracle sales cloud. I used data import, and the import completed suc…
-
What is the privilege/duty role to update a Quote in Oracle Sales Cloud?I have a groovy script to update "ActiveVersionFlag" to "Y" but the user doesn't have access to query/update the quote record. I'm logged in as a user with "Employee", "…
-
Implementing Translation for Error Messages in action chainSummary: We have an error message that has been implemented from VBCS action chain. Now we got a requirement that this message should be translated in multiple other lan…
-
CX-Standard PostalCode field visible on Opportunity in CX Sandbox but not exposed in VBCSStandard PostalCode field visible on Opportunity in CX Sandbox but not exposed in VBCS