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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… -
Address validation is failing for some valid combination of city, State and postalSummary: We are trying to add an Account with address city :Sachse , State: Texas and Postal code:75048. Although this is a valid combination we are getting an error on …
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CX Opportunities - edit status and win/loss reasonsBusiness is requesting changes to the current Statuses (such as Win, Loss, No Sale, etc) and corresponding Win/ Loss probability reasons, and requesting to deactivate a …
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In Oracle Sales Cloud, is it possible to display “Log a Call” tasks on the calendar?Summary: Hello everyone, We’d like to have the “Log a Call” tasks appear in the calendar view ,similar to appointments . Is there any configuration or workaround in Appl… -
Question about executing APIs in Oracle Fusion SalesGoal I have created a custom object in Oracle Fusion Sales. I would like to create an attribute for this object via the API. Current Situation When I execute the followi…
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CDM Data Verification Batch Job picks up no dataSummary: We are performing batch address cleansing for customer data via the Data Verification module. However, the selection criteria provided fails to pick up any data…
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Show or hide a field based on Competitor DCL valueSummary: We have a scenario where we need to show/hide field based on specific value in DCL field. The Id field is used to select the value in competitor but as these co…
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The Competitor Values are not corresponding to the line of business after duplicate error messageIn the Sales lead, when we select a competitor line of business and its corresponding competitor in the "Add Competitors" drawer page, it is working fine. When I try to …
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Redwood add in for Outlook - Calls to logSummary: In the Redwood add-in for Outlook, I cannot find the 'Log a Call' action. Could you guide me? Is there a specific setting I need to activate to enable this feat…
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The Comment Field on Edit Page is showing with HTML TagsSummary: In Opportunity, when we use the SmartAction generate win story, it populates the field comment with AI generated comment. When we save on that Layout it looks f…
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How to hide custom Link in Oracle Sales Cloud without creating a new Layout?Summary: I created a custom link under "Actions and Links". Is there a way to hide this link without creating a new layout? Content (please ensure you mask any confident…
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URL underneath mobile UI Proposal DocumentSummary: What is the URL underneath mobile UI Proposal Document button? Could you please provide the URL or REST API getting triggered when you click this button?
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What does Email purpose "Mobile" mean in the Contact?Summary: In the Email Purpose drop-down list, there's "Mobile" value, what does it mean and when is it used? Content (please ensure you mask any confidential information…
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Copy Lead to Opportunity missing fieldsSummary: Only two out of four custom fields are included in the copy map when converting a Lead to an Opportunity. Content (please ensure you mask any confidential infor…
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Opportunity owner gets blank after click on save buttonSummary: When we change the owner and click save button and again come back on opportunity detail page the owner field become blank, user can update the order fields wit… -
EnrichmentSummary: I try to Merge sales account and i can't find Enrich Account Action Button ? Content (please ensure you mask any confidential information): Version (include the…
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Why some of our opportunity records are read onlySummary: Some of our opportunity records are read-only although we have an admin role. We are expecting that all of the opportunity records are editable in our view. Is …
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CDM License for end dating Ship to SiteSummary: Is it possible to end date a Customer Ship to Site and avoid getting it in the AR transaction LOV without CDM license? Content (please ensure you mask any confi… -
What is the exact expected behavior of Adding a postal code or other geographic data into the hierar1. Will this user entered data get removed with each quarterly update? 2. If we create a zipcode that eventually comes with a future release from loqate, will it create …
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Geography code to be made 3 alphabets code instead of 2!Summary: Our Client has a specific requirement of Geography code to be made 3 alphabets code instead of 2, as they multiple vendor integrations dependent on that. EX: US…
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Adaptive search - how to set sort order of DCL field in search filterSummary: We have a DCL field used as search filter for Adaptive search. When typing in a value to search in the search bar, it displays a list of records that correspond…
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What's the difference between Strategies and Objectives in Business Plan?@Sandeep Chowdhury-Oracle In SUI, we only have Business Plan —> Objectives But in Redwood, we have Business Plans (Renamed as Sustainability Goals in client instance) --…
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How to make a city state field as a dropdown field in account objectSummary: Content (please ensure you mask any confidential information): Hi Team, In the Account object in Redwood Sales, we have address fields such as Address Line 1, A…
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The sales outlook addin user interface does not display formatted fields.Summary: In contact custom creation layout, I have inserted the formatted fields. I attempted to add the formatted fields through the productivity application setup and …
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Is there a REST API or SOAP Web Service to Create Account Site Contacts in Customer?Summary: Looking for a REST API or SOAP Web Service to create Account Site Contacts in Customer (as shown in the UI under the Communication → Account Site Contacts secti…
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Is there a way to integrate Accounts Receivable customer billing accounts with Sales in Redwood?Summary: Hello Everyone, We are exploring options to integrate customer - Accounts from the Accounts Receivable module with Oracle Sales in the Redwood experience. Speci… -
Unable to Update PartyStatus Field via REST API or Groovy – Field Appears Read-OnlySummary: We are attempting to programmatically update the PartyStatus field for a party record using both REST API and Groovy scripts. However, our attempts have been un…
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How can a custom attribute be added at a contact point level?For every contact point (Email/Phone Number, etc.) created for a Person within the Customer Data Management module, I wish to create a custom check box that can individu…
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Export App UIs to migrate to different environments?Summary: We created an app UI inside an install. We work with various clients and want to take this custom App UI elsewhere. Is there a clean way to export just this? Fr…
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How can I add an “Export Attachments” action on the Opportunity’s Attachment section?Summary: Hello everyone, We’d like to provide users with the ability to export all attachments directly from the Opportunity for example, by adding a button or custom ac…
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How can I display the attachment creation date in the UI (Application Composer)?Summary: Hello everyone, In Opportunities, we have enabled attachments. How can we also display when each attachment was added? We’d like to show the Created Date of eac…