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.
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Sales
Discussion List
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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… -
Transition to the Redwood UX add-in for Microsoft 365 prior to 25BSummary: 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… -
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.… -
Seeking your Input for OCW 2025- CX Keynote and Theater SessionsWe want your input ! Planning is underway for Oracle Cloud World 2025 October 13—16, 2025 in Las Vegas. For our CX Keynote and Theater Sessions- we want to hear your sug… -
Getting Error While adding a field to the mobile layoutSummary: I have a custom field I made it searchable, include in service payload, updatable. I am trying to add that field to the mobile layout but when I am selecting th…
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unable to remove revenue lines using groovySummary: We want to delete revenue line using groovy scripting when a new revenue line is added for the same Opportunity. Scenario is: For example we have an Opportunity…
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In Batch operation, can we pass the response of first part of API call to the request of second APISummary: As part of Batch operation, can we pass the response of first part of API call to the request of second part of API call. Content (please ensure you mask any co…
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Notes Object VisiblitySummary: We have Opportunity, Lead, and Activity objects in our Oracle Fusion Sales environment. When a user adds notes in any of these objects, the expectation is that …
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Scanning outbound emailSummary: Scanning outbound email before sending to the customer Content (please ensure you mask any confidential information): Hi, We are trying to understand if there i…
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Looking for taskflow ID for create account under create actions under Quick ActionsMy customer is looking for taskflow ID to create account under create actions - Quick Actions. I am not able to find create account page URL similar to create opportunit…
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create partner contact and user account issueSummary: We want to create partner contact without user. We used this api : https://eoid-test.fa.em2.oraclecloud.com:443/crmRestApi/resources/11.13.18.05/partners/03131/…
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Error while updating Sales Order it doesn't include a value for the BillToContactPointId or invalidSummary: While invoking below Fusion REST API to update a Sales Order in OIC integration curl --verbose -X PATCH «Fusion HOST»/fscmRestApi/resources/latest/salesOrdersFo…
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A new role applied to a Redwood Search list is not retained after saving - what could cause this?Summary: We created a new role which is an exact copy of 29 other roles except for the name and role code. The sole purpose of these roles are to control search list beh…
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Are there REST API's for integrating AR Customers, Sites etc into OracleSummary: Are there REST API's for integrating AR Customers, Sites etc into Oracle Content (please ensure you mask any confidential information): We are trying to integra…
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Subscription Sub View Layout on Account Redwood is not Visible (Redwood)Summary: We are currently unable to view the subscription data on the Account subview layout, although the data is visible on the panel layout. Could you please confirm …
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How to update the account owner automatically if the territory owner is changed.In Oracle Sales Cloud, if I update the territory owner then it should also update the owner of associated account records. Can we achieve this functionality? If yes, ple… -
Navigation Dots in Redwood UIHi, We noticed that five dots have appeared to navigate between panels in the Redwood UI. Are these dots only meant for navigation, or do they have additional functions …
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CSS changes are not reflecting in mainline after publishing the changes.Summary: We have facing issue to migrating css changes to mainline. Those changes are available in preview but not moving to mainline. Content (please ensure you mask an…
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Redwood: Enable for list view same field available in edit view in VBSSummary: Hi, we would like to add in the list view for an object in Redwood the same field we can add in the edit detail view for the same object. Content (please ensure…
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How to integrate CX with VPNWe want to know the possibility of restricting access to Oracle CX (Customer Experience) web services through our corporate network by enforcing the use of our internal …
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Restrict Organization visibility on the basis of Custom Attribute for different user rolesSummary: Our client have a requirement, where Organization are being updated as Status - Active, Inactive, Pending, Failed on basis of some internal processes and criter…
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How "Oracle Fusion Data Quality Cloud Service" license is added to the oracle fusion appSummary: What is the way to check whether the "Oracle Fusion Data Quality Cloud Service" license is used by the project Content (please ensure you mask any confidential …
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What is the correct data store to export CRM Sales Accounts and Sales Products from BICC?Summary: Hi, We're using BICC to export data from CRM and we're confused about which one is the correct Data Store for Sales Accounts. Also, what is the Data Store for S… -
Hide Hierarchy representation in relationship sub Tab of Partner EntityIn the Relation tab when the user enter in the page see the Hierarchy representation, We don't want to use the Hierarchy representation , we want to see only the Relatio…
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Redwood: Unexpected Behaviour of Read only property in fields of RevenueSummary: Hi Team, When I go to Redwood Opportunity > Show products and then edit one of the products, a custom Revenue Edit Layout is rendered. This is a copy of standar…
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Impact of Location Change in Oracle Fusion FinancialsHi Oracle Team , Our requirement is to make the following field mandatory in Manage Location for United States Country. Address Line 1, City ,State, Postal Code , Countr…
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Migrate Sales Territory to another Environment (Dev to Prod)Summary: Is there a way to export Migrate Sales Territory to another Environment (Dev to Prod) Is this through Export Management > FILE > Import Management File Type (XM…Christian Gerald Patacsil 36 views 5 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle
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Adding Campaign Member list in the Campaign RedwoodUISummary: in the Classic UI we can have the campaign members as tab in the campaign edit layout, however this one seems like not supported in the Redwood UI, is there awa…
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How to enable Web Activity object to sync with Eloqua?Summary: We've configured a couple of Web Activity Rules to build the synchronization with Eloqua. However, when setting up the Marketing Activity export in the CX Sales…
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Adaptive Search Query: No Data Displayed for ListOfContactsHi All, I am trying to fetch data via adaptive search query. Despite enabling the field, I have noticed that no data is being displayed for ListOfContacts. Could you ple…
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Unable to View Leads and Opportunities with Custom Role in Redwood UIDear Oracle Community, We are currently facing an issue while configuring a custom role intended to provide access to Contacts, Accounts, Activities, Leads, and Opportun…
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What is equivalent of EBS Territory management in CloudSummary: I am looking for a way to tie the customers to salesrep hierarchy. In EBS there was sales territory assignment that can be based on FIPS/Zip code. In CRM founda…
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How to set Account default search as 'Contains'Summary: I am looking for an option to search partial Account Number. Suppose if I search with 18529008, it should return the Account AP18529008. Currently it is working…
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how can I deactivate multiple resources in bulkSummary: I am looking to deactivate multiple resources in bulk as their 'user' record was suspended but their resource is still active. As a result, they are still 'sele…