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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.… -
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… -
Oracle is a Leader in the 2025 Gartner Magic Quadrant for Sales Force AutomationSummary: For the ninth year in a row, Gartner recognizes Oracle Sales as a Leader for sales force automation. Read the full report to find out why Oracle delivers one of…
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Announcing: Oracle CX Partner Enablement Training Series (Sep 8 - Oct 2)We’re excited to invite all Oracle implementation partners to join our upcoming Oracle CX Partner Enablement Training Series, starting September 8 and running through Oc… -
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… -
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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Asset data is not appearing in the Asset Picker under the Service Request objectSummary: Asset data is not appearing in the Asset Picker under the Service Request object We have asset data in system, and we can see under asset and IB asset object. B…
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How can I remove "Resource Role" from a user under "Manage Users"?Setup and Maintenance > Manage users > Edit user I have a Resource Role set as "Contract Administrator" for this particular user. How can I remove this resource role? Se…
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Direct page link/navigation to the Custom object subtabHi All, I have custom object Name: "ParentObject" and this object having child object "ChildObject". I want direct url to open the childObject record…
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Redwood UI 'Group Collapsible' property is not workingSummary: The 'Group Collapsible' property in Redwood UI Rule Set is not working. Given this definition guide: Group Collapsible - Specifies whether the form group is col…
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Cannot make standard Task fields (etc.Due Date,Status) read-only via Layout or Page ComposerHello, In Oracle Sales Cloud, I need to restrict editing of some standard Task fields (etc. Subject, Due Date, StatusCode). In Page Layouts, I don’t see any option to ma…
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How I can access 'Custom Field Allocation Issues' option in Diagnose under Metadata UpdateSummary: I am encountering an error when creating a new custom field in a custom object. I found this article: however, there is conflict on accessing the 'Custom Field …
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How to Change the From Email Address (not the display name) to its Corresponding EnvironmentRecently, we had a P2T refresh and one thing that we found out that our email notification "from email address" is not pointing to its corresponding environment. This is… -
Fusion Identity Upgrade performed - MFA enabledSummary: This friday a mandatory security upgrade was performed on our test environment. We are surprised that we need to enable MFA. This was not mentioned in the accom…
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How to run territory assignment job with multiple view criteria parametersSummary Multiple view criteria in opportunity territory assignmentContent Hello Experts, While scheduling the territory assignment ESS job, we have requirement to schedu…
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is it possible export all addresses using BULK API without a parent Account ?Summary: is it possible export all addresses using BULK API without a parent Account ? Content (please ensure you mask any confidential information): Version (include th…
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How to add records in a custom 1:M relationship in Redwood?Summary: Hello, For one of the requirements, we created a 1:M relationship between Opportunity and Account (One opty can have many accounts of a certain sub-type). Addin… -
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LOQATE for address validationSummary: Will LOQATE validate address line 1 & 2 and will it give prompt as USPS does to select the correct address? Is there a license fee involved to get this feature …
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Forecast Sales based on the demand received from the customerWe have requirement as below: Customer of Christensen Farms (CF) sends the Delivery Schedule to CF for the upcoming 2 weeks. This includes the quantity of items required…
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Account and Contact visibilitySummary: In Oracle Sales Cloud , what happens if we have access to all Contacts but the all account view is restricted for Sales Rep? Will they be able to see the Contac…
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URL underneath mobile UI Proposal DocumentSummary: What is the URL underneath mobile UI Proposal Document button? Could you please provide the URL or REST API getting triggered when you click this button?
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Need to clear out mass bell notifications for usersWe have RIVA integration enabled in Production to integrate Google appointments to Oracle sales. That created thousands of notifications for users, most of them are acti…
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How to create and customize filters in Oracle Sales Mobile App?Hello, I am trying to create and customize filters in Oracle Sales Mobile App but I could not find a clear way to do it from the application. For example, I would like t…
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How to update on mass sales account profile org typeSummary: I would like to be able to extract all organizations where the org type on the account profile is x and update to y on mass. Content (please ensure you mask any…
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How to fetch field from adaptive search in cx-picker?Summary: As cx-picker configuration is dependent on query if it should go to adaptive or REST. We are keeping our Partner picker as we have ootb but when we are adding C…
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Redwood remove standard field validator when using custom in Visual Builder Studio (VBS)Summary: Hi, we need to customize the validation rules for some standard fields. We are doing it in VBS adding a Field Validator. In the ui when the field is selected we…
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How to find customer accounts using the DFF under CustAcctSiteInformationSummary: Need sample payload to find customer using DFF Content (please ensure you mask any confidential information): We are currently using the SOAP /foundationParties…
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Is Oracle planning to release a native calendar view for activities in Redwood for Fusion Sales?Summary: Is Oracle planning to release a native calendar view for activities and appointments in Redwood UX for Fusion Sales? Content (please ensure you mask any confide…
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Do we have business events available for AR Customer Accounts and Customer Account Sites?Summary: We have a requirement to build a real time Outbound integration for Customer Master Data from Oracle Fusion to Boundary applications, do we have ERP Cloud Busin…
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Redwood How to know the name of the Layout rendered in RedwoodSummary: We have multiple layouts on Opportunities. Is there a way we can figure out which layout is rendered at runtime. It could be via console logs as well. Content (…
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Is it possible to invoke a Groovy "Global Function" via REST call?I want to find out if invoking a Groovy-implemented Global Function is possible. And if so, how to do it. -
Customer Need 10 Digit Record Number for Custom Objects and ActivitiesThe customer has requested that the Record Number be in a 10-digit format, starting from 1000000001. Could you please confirm whether this requirement can be implemented…
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Integration of Phone Fields between Eloqua and Fusion SalesSummary: Integration of Oracle Fusion Sales and Oracle Eloqua: Phone Number Fields Content (please ensure you mask any confidential information): We are searching for ex…
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Can I get some clarity on the future of CX Sales Quotas, Forecasts and Incentives?Summary: Hi everyone - I'm looking forward to understanding how are CX Sales Quotas, Forecasts and Incentives going to coexist in the Redwood world. Content (please ensu…