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Sales
Discussion List
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Quota Details Not Showing in Sales ForecastingSummary: Quota Details Not Showing in Sales Forecasting Content: Problem After upgrading to 26B, some users may notice that quota details no longer appear in the forecas… -
END OF LIFE NOTICE: Classic Sales and Service Experience in FusionOracle is announcing the retirement of the Classic Sales and Service user experience in upcoming Fusion releases. Beginning with the 26D update, the Classic interface wi… -
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… -
"Partner Track Name" field displayed (No results found) when selecting Partner Track in Mobile CX.Summary: In the Mobile CX Sales application, when creating an Opportunity, after selecting a Partner, the Partner Track field becomes mandatory. While the Partner select… -
Has anyone designed a renewal opportunity creation from oracle fusion CXHas anyone designed a renewal opportunity creation from oracle fusion CX that will allow sales users to manually create a renewal opportunity from a source opportunity? … -
what is the issue, not getting objects to view, even enabled in adaptive searchSummary: Created a custom role for viewing contracts, but when we open a contracts tile, it is showing as You can't access this information because the object isn't enab…
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Sales Orchestration Content Best PracticesWhite paper: Sales Orchestration Content Best Practices Key learnings from Oracle's own implementation of Sales Orchestration, specific to the context and content layers… -
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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FBDI Import- Customer Import- Not visible in Oracle Sales UIWe loaded 13000 contact persons through Customer FBDI using HZ_IMP_PARTIES_T, HZ_IMP_CONTACTPTS_T, HZ_IMP_CONTACTS_T, HZ_IMP_RELATIONSHIPS_T. The contacts exist in HZ_PA…
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We could not see the table for Email Communication functionalitySummary: We could not see the table for Email Communication functionality for Activities, we would like to seek assistance on locating the backend table for this. Conten…
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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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Unable to schedule Lead Processing Activities to run for every 5 minutesUnable to schedule Lead Processing Activities to run for every 5 minutes using schedule option. The least value we can enter is 1 hour. We have a requirement to run this…
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Default "My Organization" as filter while adding Team members for OpportunitySummary: In Redwood UI, when we use "Add Team Members" as an action on Lead or Opportunity. The "Team member" field filter defaults to "Default Search View". Is it possi…
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How to show multiple addresses in 'Account' edit page in CX Sales Redwood?For standard object 'Account', we have enabled Redwood Pages. Now in Edit page, we are able to add the fields as per our classic page layout. Now in classic page, if an …
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How to remove Assignee, Contacts, Notes from Edit Task Layout in Activity object from redwood salesIn our current project, we do not assign a Contact to an Activity, and the Notes section is also not being used. As part of streamlining the user experience, we would li…
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How to Change Sub-view Sort Order for Account-Contact Object?Hi Team, I’m trying to modify the subview sort order for the Account-Contact object (child object of Account). This subview appears on the Account Details page. I have a… -
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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configure adaptive search for Account to allow search for any linked custom objectSummary: In CX Sales, our standard object 'Account' is linked with another custom object through a field. We want user to be search in 'Account' landing page for any fie…
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Video: Enable "Save and Continue" Equivalent in Redwood SalesIn 26B, you can enable the ability to Save a record on the edit page, and stay on the edit page to continue to make additional changes to the record. This is the equival…
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What kind of custom role (with which privileges and roles) to be created to achieve the below?Hi Everyone, We have a requirement to restrict a user who can only access the below modules. Can anyone know if this can be achieved by manually creating custom roles an…
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CX Sales - Organization / HZ Party Record Accidently DeletedI have a record that was accidently deleted and needs restored. The record is showing as Status = 'I' and needs to be marked back to Active or somehow merged to a new re…
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how to update "due date" field format while using it in RoutinesSummary: Hi Team, We have created a Routines for ACTIVITIES and using "DUE DATE" field on the SUBJECT of email. When email is triggered, with date, Time is also seen on …
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How can we access the Manage Daily Rates in groovy scriptHello Team, We have a requirement in our current implementation like we need to convert the a currency value to different currency based on the Manage Daily Rates stored…
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Guidelines to upload the renewed SAML Signing Certificate into Oracle Sales Cloud ApplicationSummary: We are uploading the new signing certificate through the SSO Sign On Configuration Tab in the Security Console, however the said tab is no longer available in t…
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Object Workflow – Email Notification not showing Custom Role / How to send to dynamic userSummary: Object Workflow Email Notification not displaying Custom Role / Need to send notification to a dynamic user instead of a static user Content (please ensure you …
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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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Custom Object Bell Notification - Configuration InquirySummary: To enable Custom Event notification Bell Function is there a way to include our Custom Sales Object in Notification Preferences (under Application Composer > No…
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Unable to create account,lead, opportunity and contact after migrating to 26b in redwoodHi Team, After migrating to 26B, we are unable to create records across multiple objects, including Account, Contact, Lead, and Opportunity. I also created a new project…
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Impact of P2T on CX Mobile Application and Post-P2T TasksHi team, We are planning a P2T (Production-to-Test) refresh soon and would like to know if there are any specific impacts on the CX Mobile application. Could anyone shar… -
Redwood Create Account/Create Party flow, duplicate identification match score is not displayedSummary: In Oracle Sales Redwood Create Account/Create Party flow, duplicate identification is working and similar accounts are displayed in the review section. However,…
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What is the Expected Behavior of Multi-select Choice List in Redwood UISummary: I just noticed that there are LOVs which are not displaying in Redwood UI. One example of this is our custom field MEIncumbentMulti_c. This field has more than …
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I'm getting this errorI'm getting this error while updating opportunity "There's no currency conversion rate for the USD to INR currencies for the corporate rate type. Contact your help desk …
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Build a recent audit preview panelSummary: As many of you may have already implement the subview of audit history of object records , however, i would like to build a panel view of recent audit trail in …