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
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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… -
Redwood: How can we display or access resources (Team) on Business PlanSummary: Team is one of the subtab of Business Plan in Classic UI. As we are migrating the configuration to redwood UI, we need also to display this in UI for the users …
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Application Composer registering webservice with dynamic prrerfixSummary: After cloning Prod to Dev, the URL in application composer/Web Services in Dev instance are pointing to the Production URLs. Is there a way to create the url us…
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How to set default value of fixed choice list in RedwoodSummary: We have a Custom object with custom FCL with default value set up in Application Composer. But the default value is not reflecting in Visual Builder. I tried to…Mary Jane Dimaano 13 views 3 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle
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Why newly created 2 fields not vsisble in CPQ for field mapping?We created two fields in Quotes and Order, enabled them, and performed a full publish in Configure Adaptive Search. After this, the fields appeared in the OSC UI, but th… -
Video: Audit Change History in Redwood Sales Detail Record PageAudit Change History in Redwood Sales Detail Record Page Learn how to add a new subview on the detail page, to display the change history of field values (audit trail). …
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Error on Workspace Full PublishSummary: As part of the post-upgrade activity, we are conducting a full workspace publish on all of our environments. The upgrade was done on the Weekend and I am doing …
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Rename the 'Revenue Items' headingSummary: Rename the 'Revenue Items' heading Content (please ensure you mask any confidential information): As part of adding products on the Create Opportunity layout, w…
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Unable to query custom data object using SQLSummary: We have two custom objects in Fusion CX Sales, both of them are custom top level objects. However, when I try to pull these two custom object data through creat…
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Can not find ‘Parties’under Customer Data ManagementHi we want to default ship to on party level. I have added role:Data Steward Manager, run job:Retrieve Latest LDAP Changes But still can not see 'Parties' option in navi…
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How to add new customer account flex fields using FBDIHow to add new customer account flex fields using FBDI. Please find the screenshot reference and let us know which sheet and column should be used to add the flex field …
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unable to load address format using import/export (FBDI) funactionalityHi , We are trying to edit the address formats of multiple countries so that we can see the address 3 and 4 under manage customer pageand we are trying through import ex…
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Sales Account 'Prospect' to 'Customer' auto-conversionSummary: Here is my use case - I create a sales account with customer type 'ZCA_PROSPECT' in Sales, then I query this account in AR Manage Customer UI and add billing ac… -
[Redwood CX Migration Accelerator] - Migrate Legacy Layouts is missingHi, I followed the steps outlined in this video tutorial to enable the Redwood CX Migration Accelerator (CX – Sales: Accelerate Your Move to Redwood CX Sales with Oracle… -
Can we maintain documents in folders for lead and opportunitySummary: Basically, we want a functionality like when the lead or Opportunity is created, some specific folders should be automatically created where we can store the do…
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CCC Linked In Sales Navigator Integration with CX SalesAs part of the 25C feature, we are looking to enable the LinkedIn Sales Navigator integration within our Oracle CX Sales instance. However, the documentation provided la…
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Generic Error on updating opportunity status by a team member with full accessSummary: Business user with full access to the opportunity is trying to update the status and gets a very generic error saying 'Save failed'. The user has the right priv…
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Send Email from CX Sales Redwood - Different FROM addressesSummary: We'd like to configure different FROM addresses and Reply-to addresses when an Email is send from within Oracle Sales Cloud Redwood UI. Content (please ensure y…
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How to make Long Text field visible in Adaptive Search ?Summary: 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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Video: Defining a Custom Smart Action to Open A Drawer Containing Your Own Custom ContentDefining a Custom Smart Action to Open A Drawer Containing Your Own Custom Content From Redwood Sales list pages or record detail pages, your smart action can open a dra…
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For existing customer Lead is to be converted without creating any corresponding OpportunityBusiness Requirement: To close/convert a Lead while business do not want to create an opportunity in few cases and end the Sales process journey with the Lead closure it…
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How to Remove the Opportunities Section in Busineess Plan Details of Redwood UISummary: We are not using the opportunity object for Business Plan. Is there a way we can remove this feature in the UI? Content (please ensure you mask any confidential…
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25C Deprecating Adaptive Search AggregatesSummary: We are currently researching aggregate fields and came across this Oracle Community post [https://community.oracle.com/customerconnect/discussion/759916/determi…
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Determine all aggregated fields in Oracle Sales / Fusion CloudSummary: With Update 24B, the classic Aggregates in Adaptive Search will be replaced and made available as predefined Rollups in the Rollups framework. https://docs.orac…Christian Gerald Patacsil 49 views 5 comments 0 points Most recent by Praveen Desetty - Support-Oracle
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Can I use Deep Links in report to tie to Redwood Activity screen?Summary: We're testing the Redwood UI in CX Sales and we have reports that use deep links (where you can click on a column in the report and be taken directly to the scr…
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How to adjust the Business Plan Period Start and End dateSummary: in creating business plan their is a field name period in which you can choice the period type, (Quarterly, Yearly , Period) we notice that the start year is al…
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Resizing Columns in OracleSummary: I'm trying to edit the sizing of my columns but the system reverts back to its own sizing after multiple attempts. I've even tried to save after eachadjustment …
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CX Sales Mobile Quote ProposalIs this the complete guide to make "Quote Proposal" button to work on CX Sales Mobile App? https://docs.oracle.com/en/cloud/saas/sales/fasqa/how-do-i-get-sales-quotes-to…
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Call Smart ActionHello, I have a question: How can I call a smart action using a button in Redwood? Currently, I do it with an Open URL, but it refreshes the screen, which is what I don'…
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Can we change the OOTB email template for appointmentsSummary: We are trying to create appointment and adding a contact and clicking on create button, appointment is getting created and Contact is getting the email, but we …
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Video: Adding Top Level Object Records and Child Records at the Same TimeAdding Top Level Object Records and Child Records at the Same Time Learn how to add a child record table to the create form for creating a top level object record. In th…