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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.… -
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… -
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… -
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… -
Is it possible to purge Address data?Addresses were inactive and we can't change the status of the addresses to active again. We need to reimport the address with the same SourceSystemReferenceValue, howeve…
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custmore bankaccountSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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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. Content: This is not a step by step tuto… -
Merge customer account numbers in different Registry IDSummary: We have requirement to merge Account Number N-39 under Registry ID N65 with N-37 under Registry ID N64.Retain the organization N-37. Content (please ensure you …
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Is Product Recommendations available for Account?Summary: Is Product Recommendations feature available for Account? Content (please ensure you mask any confidential information): If yes, how to enable it? Version (incl…
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VBAFE-00108: Invalid finder Parameter Blocks Data Load for "Lead" Object (but works for others obj)Summary I am encountering a persistent error (VBAFE-00108) when attempting to Download Data for the Lead Business Object (BO) using the Oracle Visual Builder Add-in for …
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Activities visible in Classic UI are not visible in redwoodI've noticed that i'm not able to see activities in Redwood that I can see in Classic ui. I only noticed once I was trying to export activities and saw not all activitie…
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24C Update - Decommission for Impersonating a Partner User FunctionalitySummary: Starting with 24C, the Partner Relationship Management Impersonation functionality will not be available anymore. The feature will be decommissioned due to secu… -
Alternative for proxy featureSummary: Our customer was really fond of the Proxy Feature in CX Sales. However, this was removed last year, they are expecting something to replace it. Is that the case…
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How Do I Add Validation (LOV) to City in Address FormatSummary: I have a requirement that City should be picked from LOV of Specific Countty - how can it be Done ? This is For Logistic Locations Content (please ensure you ma… -
Is Business Unit required for Opportunity in Redwood Sales?Summary: Is Business Unit required for Opportunity in Redwood Sales? Content (please ensure you mask any confidential information): In Redwood Sales, is Business Unit no…
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Change in Fonts of PanelSummary: We are using OOTB panels and there have been change in the font size of elements in Guidance panel recently. Due to which its not looking consistent with other …
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How do we make layout changes on Mobile UISummary: In the mobile layout, we currently have two standard column sections (left and right). A custom field, Quote ID, is aligned in the left column, while the corres…
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Refresh Sales Forecast Dimensions process erroring outSummary: Hello, Refresh Sales Forecast Dimensions process is erroring out even after running "Generate Sales Forecast Metrics process" first. the error log says - You mu…
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How to Add a refresh button to the Account object Landing Page?Summary: How to Add a refresh button to the Account and other sales redwood object Landing Page? Content (please ensure you mask any confidential information): I have im…
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How can I change the title or highlight field for Asset edit page in Oracle Sales Cloud?Summary: How can I change the title or highlight field for Asset edit page in Oracle Sales Cloud? I want to change the highlight field instead of the Name field on the A…
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Can I use mobile phone browser for Redwood Sales?Summary: Can I use mobile phone browser for Redwood Sales? Content (please ensure you mask any confidential information): Instead of the mobile app, can I use the mobile…
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How to enable drill-down for BIP reports.Summary: Need to enable drill-down feature for BIP report in oracle fusion cloud. Content (please ensure you mask any confidential information): We have created one regi…
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How to display an notification popup message (not error or warning) in Oracle Sales Cloud UIHello, I would like to display an informational (non-blocking) popup message on the Oracle Sales Cloud UI — for example, before the Save action or when a specific field …
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Can I use expression in Routine Field Update action?Summary: Can I use expression in Routine Field Update action? Content (please ensure you mask any confidential information): I want to create a Routine schedule to updat…
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Video: CX Picker - Using Adaptive Search with DCL Field TemplatesCX Picker - Using Adaptive Search with DCL Field Templates: For Dynamic Choice List fields, that are in Adaptive Search (aka Workspace), you can use a powerful CX search…
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Advance Search Attributes are not removable on new custom object createdSummary: We have created a custom object named 'Cremation Target' and by default automatically there are some fields came on Advanced Search as you can see in below scre…
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Will Outlook events sync to the Oracle Sales Cloud Web Calendar via Oracle Sales for Outlook?I’d like to confirm the behavior of calendar events created in Outlook when using Oracle Sales for Outlook (our Appointment functionality is in Redwood). If I create a c…
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Limitation on Fusion Custom objectSummary: Limitation on Fusion Custom object Content (required): We have created custom objects in Fusion as there is a need based on our client requirement. Is there any…
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why is lead assignment not triggering on the first frequency (hourly)In our CX Sales environment, we're seeing that leads are not being assigned at the frequency increment we set. Our frequency is now set to 'hourly', so we expect (and ha…
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Activity Stream showing "Yesterday" for an attribute I just modifiedSummary: Activity Stream showing "Yesterday" for an attribute I just modified Content (please ensure you mask any confidential information): I just modified an account's…
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How to add a custom field in the Contact subpanel under the Account object?Summary: How to add a custom field in the Contact subpanel under the Account object? Content (please ensure you mask any confidential information): I have created a cust…
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Redwood UI: How to restrict address changes based on address type?Summary: How to restrict Sales user from editing or deleting addresses that were sync over from Receivables customer? Content (please ensure you mask any confidential in…
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Lead Custom Panel Layout is not getting mapped to the Lead panel template on Opportunity on RedwoodSummary: I'm working with the standard Lead Panel Card layout on the Account object and wanted to replicate a similar experience for the Opportunity object. However, the…
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How can we disable the display of matching contacts based on email on the CX Sales Contact create.We are currently using the masked email address field on the Contacts list page, and we would like to disable the functionality that displays potential duplicate contact…