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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… -
redwood multiple addressesSummary: How can i add multiple addresses on account entity on redwood UI Content (please ensure you mask any confidential information): Version (include the version you… -
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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Video: Control the Panels Views and Display OrderControl the Panels Views and Display Order: Show, hide and change the order of panels in the foldout detail view From the Implementing Redwood Sales video series
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Approval BPM Not Triggering on Opportunity Sales Stage Change (Redwood UI)Summary: Hi Everyone, I am facing an issue while configuring an approval cycle for the Opportunity object in Redwood UI, and I would appreciate your guidance. What I hav…
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Warning message is not displaying on Redwood page but visible on classic pageSummary: Warning message is not displaying on Redwood page but visible on classic page. Content (please ensure you mask any confidential information): Version (include t…
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Contact List View to be displayed only Contacts created in Oracle SalesThe Contact List view shows contacts who have not been created in Sales, and who are not associated with an Oracle Sales account. The client would want to see only conta…
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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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How to allow the Support User to View All AccountsSummary: Account View Content (please ensure you mask any confidential information): What Data Security Policies do I use to allow Support User to View All Accounts Vers… -
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: In App Navigation BarIn App Navigation Bar: One click navigation to Sales Dashboard and the first 8 items in Redwood Sales menu group. From the Implementing Redwood Sales video series
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Why am I unable to assign a duplicate resolution request to my user?I am currently trying to use the 'merge account' action from the redwood account list view. This generates a duplicate resolution request which needes to be assigned so …
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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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June 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 4 views 0 comments 0 points Started by Kayleigh Halko - Oracle-Oracle
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Sorting options in nearby activities of map viewHi @Dima Buldakov I’m trying to better understand how the sorting filters work in the Nearby Activities section of the map view in Oracle Fusion Field Service. Specifica…
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Custom Object BPM Approval Process Not Working as ExpectedHello Experts, I am implementing an approval workflow for a custom object in Oracle CX Sales. Configuration completed: Custom object workflow starts when InitiatorStatus…
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DocuSign Integration with CX SalesSummary: Integrate DocuSign with Oracle CX Sales Content (please ensure you mask any confidential information): Hi Team , Do we have any OOTB integration capability to i…
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Fields are not updating on page created by Custom Object from Application ComposerSummary: I have a page created from Custom Object from Application Composer. There are values in this table already created. I like to update the value and when trying t…
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We have multiple ( 200 +) dynamic sections in Service Request Details page, best way to achieve itSummary: We are a new implementation to Redwood Service Centre. We have dynamic forms based on combination of SR category field and other custom fields. Based on the com…
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Expected Behavior for Create Opportunity Redirection from Microsoft 365 Outlook PluginIn Oracle Sales, when a user selects Create Opportunity from the Microsoft 365 Outlook plugin, is it expected that the system redirects to new window differently based o…
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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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how to enable additional fields like industries to be available in access groups for accountsWe want to enable industries field in account object access group. How can we achieve this, The list of attributes available under account object rule in access groups a…
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Support Required to Restrict Create/Edit Organization Access in CDMHi Team, We have a requirement in Oracle Fusion Customer Data Management (CDM) to provide users with view-only access for Organizations. Users should not be able to crea…
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Is it possible to change the summary text in panel view for Redwood UIFor context, we have some custom objects under the Accounts page (specifically the Customer Form custom object as shown in screenshot below). When there are no Customer …
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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…Manideep Thikkisetti-Oracle 13 views 1 comment 0 points Most recent by Prasanth Prabhu-Support-Oracle
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How to Edit the Relationship Redwood Pages?Hi @John Vakoc-Oracle , We have created two relationships in Opportunity. Opportunity (Parent) - Opportunity (Partner) - 1:M Opportunity - Service Request - 1:M We have …
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Need format for the conditions in task "Manage Oracle CX Sales to Oracle CPQ Cloud Integration"Summary: We have multiple CPQ process which we need to use from Oracle Sales Cloud. We are using https://docs.oracle.com/en/cloud/saas/configure-price-quote/faicp/use-mu…
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Unable to rename Amount and Win Probability Field label for Opportunity ObjectI got requirement to change display label as below Win Probability -> Commitment Probability Amount -> Commitment Amount I changed the Display Name in Application Compos… -
Left Indent field in field grouping in page layoutSummary: We are using Classic UI, not yet transitioned into Redwood I added a single field (Long text) in a field grouping in Account page layout and it appears as below…
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Access group isn't workingSummary: Access group isn't working, user has only custom role and but able to see all records records in the account, In explore access for that user,object,partyid, it…
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Video: Sales Dashboard PersonalizationSales Dashboard Personalization Starting with 25A, sales reps and managers can personalize the content on the Sales Dashboard.