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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NOTICE: Classic Sales and Service Experience in Fusion — Redwood Adoption Required Before 27AOracle is moving customer-facing Sales and Service innovation to the Redwood experience in Fusion. Beginning with the 26D update, the Classic Sales and Service experienc… -
Prepare for Oracle CX Sales Mobile Sign-In Changes (November 2026)Overview Starting November 2026 update, Oracle will no longer support basic authentication in the Oracle CX Sales Mobile app, which was primarily provided for developmen… -
August Interactive Demo Hours: Unified Marketing and SalesIn this one hour showcase, you’ll see Oracle’s complete suite for Unified Marketing & Sales including our customer data platform, marketing automation platform, sales au…Kayleigh Halko - Oracle-Oracle 9 views 0 comments 0 points Started by Kayleigh Halko - Oracle-Oracle -
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.… -
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 – Error During Business Plan CreationHello, We have business plan enabled for our application. However, we are facing an error while creating the business plans for Accounts. a. The error - Row validation m…
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How to update the legal entity of a Sales Resource userSummary Unable to update the Legal Entity of a sales resourceContent Hi, I tried to update the legal entity of a sales resource through file based approach and webservic… -
How can I implement Field Rules and Object Functions on Redwood CX Sales pages?Summary: After migrating from Classic CX Sales to Redwood CX Sales using the Oracle Redwood Migration Accelerator, our existing server-side customization no longer works…
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What is the recommended Oracle chatbot solution after ODA licensing has been sunset?Summary: Seeking Oracle's recommended replacement for Oracle Digital Assistant (ODA) for implementing customer-facing and internal AI assistants integrated with Oracle F…
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Redwood: Unable to remove the Account Filter in Lead Conversion PageSummary: We have a requirement where a Lead should be converted to an existing Opportunity. We enabled the profile option ORA_MKL_LEAD_CONVERT_TO_EXISTING_OPTY and set i…
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How to pass dynamically filter criteria to a picker in fusion RedwoodSummary: Have a picker B whose filter criteria is based on picker A value(selected from list), how to achieve this in picker B? Content (please ensure you mask any confi…
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REDWOOD - Business Plan Showing Error while creationSummary: Hello, We have business plan enabled for our application. However, we are facing an error while creating the business plans for Accounts. Content (please ensure…
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"Lifecycle - Handling Times"."Total Handling Time (Work Minutes)" fact Ignores CoveragesSummary: The custom analysis using the fact "Lifecycle - Handling Times"."Total Handling Time (Work Minutes)" from the Service - CRM Service Request Lifecycle subject ar…
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Address field(SiteNumber) not displayed in Audit page in Redwood UISummary: Address field(SiteNumber) not displayed in Audit page in redwood Content (please ensure you mask any confidential information): Version (include the version you…
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VBS - Creating a Country Dropdown using Field Templates/Virtual FieldsSummary: Hello, We have a custom object and we have created a UI for it using CX Extension Generator. There's a custom text field for storing the country on the object b… -
You must enter a valid organization ID. (QSC-375047)Summary: ERROR WHILE ADDING PRODUCTS TO PRODUCT GROUP Content (please ensure you mask any confidential information): Version (include the version you are using, if appli…
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CX Sales / Eloqua Integration App - Notifications triggered for large exportsHello, We receive a CX Sales email notification with the subject "The GCSCHEMA_XXXXXXX_**** file export activity has completed with Completed status." whenever an export…Justine BONDIL - Oracle-Oracle 9 views 1 comment 0 points Most recent by Florin Musatoiu - Support-Oracle
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How does creating appointments from Sales Cloud to Outlook work?Summary: How do appointments created in Sales Cloud behave when they are synchronized with Outlook? Content (please ensure you mask any confidential information): I'm ex… -
Microsoft teams Web conference integration problem in Oracle CX salesSummary: While creating an appointment of type Web Conference in CX Sales, the following error message is displayed: "Creating Microsoft Teams web conferences from Sales…
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Redwood UX Duplicate checker is not showingWith the release of 26B, we were trying to test out the Duplicate checker functionality for Redwood UX. In the documentation it said there was no setup required (see tex…
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how to add 'activitySubType' to express report as a columnSummary: In the predefined 'activity' report type template, provided by Oracle, we see that there is no 'activtySubtype' column to add in our express reports. I believe …
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how to bulk update the resource role in person recordAs part of employee conversion, we have created person record using hcm load. where we didnt get any option to input resource role for users. So after employee load how …
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Video: Customize Panel QueryCustomize Panel Query: Change the data requests to filter the records in the panel From the Implementing Redwood Sales video series
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Video: SynonymsSynonyms: Adding synonyms to actions in the Action Bar From the Implementing Redwood Sales video series
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Sample code for cx-actions-menu component to view activity smart actions in account roll page-tableSummary: Hi @John Vakoc-Oracle I want to add ActionsMenu in the Account-Contacts Rollup page as shown in the screenshot below. When I add OOB ActionsMenu field in the la…
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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…
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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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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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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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Custom Font Not Rendering in BI Publisher PDFSummary: Problem Statement: I have uploaded a custom SABIC font and am using it in my BI Publisher RTF template. The report renders correctly in HTML, but when generated…
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Is there a supported approach to display only the date (without the timestamp) in the Infolet DetailSummary: Problem Statement I have created an OTBI report in Oracle Sales Cloud where the Creation Date column is formatted as MM/DD/YYYY without a timestamp. When I run …
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How to Display Follow-Up Activities Created via "Create Follow-Up Tasks" in a Subtab in classic UISummary: Hi all, In Oracle Sales Cloud, users can create follow-up activities using the "Create Follow-Up Tasks" action from within an existing activity. I'd like to dis…
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Product Type - Default on OpportunitySummary: How to set the 'Type' as Product by default on a Revenue line in Opportunity? Content (please ensure you mask any confidential information): Hi, I need to set t…
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Not able to add member as Sales ManagerContent Hi, In the manage resources when I add another user with Sales Manager role I receive the error attached in the screenshot. " An active manager with an overlappi… -
How to hide a field using Page composer base on a certain condition?Summary: I am trying to hide a field (Sourcing mechanism) via page composer base on the Intent condition. Enter an expression to test the returned value- when I say Inte…