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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 18 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… -
Video: Integrating Microsoft Teams Web Conferencing with CX SalesIntegrating Microsoft Teams Web Conferencing with CX Sales: Microsoft Teams Web Conferencing can work with your Oracle CX Sales solution
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Redwood Activity Create page layout when ActivityFunctionCode = CALLREPORTSummary: We understand that Call Reports are no longer delivered as a standard feature in Redwood UI. Instead, similar functionality is available through Interactions an…
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Custom "Create Call Report" Smart Action in Workspace after 27ASummary: We understand that Call Reports are no longer delivered as a standard feature in Redwood UI. Instead, similar functionality is available through Interactions an…
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(OOTB) "Create Call Report" Smart Action in Workspace after 27ASummary: We understand that Call Reports are no longer delivered as a standard feature in Redwood UI. Instead, similar functionality is available through Interactions an…
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@ mention available in Redwood Activity Notes/Description ?Summary: Customer would like to know if there is anything that can be customized in the CX Sales Redwood - Activity - Notes or Description textbox fields, to use @ menti…
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DB table for Redwood - Log a Call recordsSummary: Need to understand the database details for Log a Call, Log an Email, Log an Interaction records in Redwood. Basically looking for database table details where …
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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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Resources does not reflect the correct Manager and Department values coming from Manage Users.Summary: does the Manage Resources screen does not reflect the correct Manager and Department values coming from Manage Users? Content (please ensure Hello experts, I am…
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Territory Assignment Based on Lead Address in Redwood UIHi All, I want to implement territory assignment based on the Lead’s own address in Redwood UI. Currently, territory assignment works when using the associated Lead Acco…
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Video: Fax Number and Phone TemplateVideo: Fax Number and Phone Template: Using a virtual field in visual builder to combine the various parts of a fax number (country code, area code, number) and using th…
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How to create a dcl field pointing to Business Unit in Custom ObjectSummary: Hi team , On a Custom Object we want to create a one custom DCL field which is pointing to business Unit Name . but we are not able to get the related Object. P…
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Generate Win Story EmailHi, When I look for Generate Win Story smart action I am getting pop-up as below and if I click Generate Win Story to whom does this email goes to Why this window is not… -
In Redwood there is no popup message while convertLeadToOptySummary: In CX Sales Redwood Leads, on selecting action Convert, there is no confirmation message as was in Classic UI. Content (please ensure you mask any confidential …
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Video: Using Dispatcher to Override Default Navigation (Hyperlinks)Using Dispatcher to Override Default Navigation (Hyperlinks) With the dispatcher tool, which can be launched from Application Composer, you can override the Redwood Sale…
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Redwood - Inline editing on ObjectsSummary: Is there a way to enable inline editing on Opportunity landing pages in Redwood? Though I see this is going to be available for Opty Revenue in 25B. Content (pl…
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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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Disable Actions-->Export from list view in RedwoodSummary: Hi, we would like to know if there is a way to disable the "Export" action available in list view in redwood. For security reasons we should not allow users to …
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Under what parameters do the AI Lead scoring and Opportunity Win Probability work?Summary: We have implemented some Sales Intelligence functionalities such as: AI Lead scoring, Opportunity Win Probability. However, we are not clear about the reason fo… -
Opportunity predicted win probability explanationSummary: In the Predicted Win Probability explanation, how is the Recommended Next Steps generated? Content (please ensure you mask any confidential information): How do…
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"Predicted Win Probability and AI Lead Score" is not workingSummary: We are facing an issue where the Predicted Win Probability and AI Lead Score fields are not being populated or displayed correctly in the application UI. Detail…
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On Account, "Show Duplicate Account" feature is not workingSummary: Hi Team, I have built the ML model for duplicate accounts and defined all the required criteria. However, the results are still not appearing on the UI panel. W…
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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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window.location.reload is used to reload the custom page- IssueSummary: window.location.reload is used to reload the custom page but after reload the cancel button is completely closing redwood application and going to the main appl…
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Sales Orchestration 26C – CREATE authorization denied for Sales Motion and Data Capture RuleWe are configuring Sales Orchestration in Oracle Fusion Cloud Sales 26C. Our user has the Sales Administrator role (ORA_ZBS_SALES_ADMINISTRATOR_JOB) and can access the …
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Default Country & Phone CodeContent Hi, Is there a way to set the default value while creating the Contact / Account record in Site level & User level? Address - Country field and Country Code in W… -
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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CX Extension Generator fails with duplicate layoutId=Layout1 when importing Metadata Manager XMLSummary: Hi everyone, We are trying to use the CX Extension Generator to migrate legacy Fusion/Sales layouts to a Visual Builder extension. The process we are following …
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Attachment panel appearing blank on Redwood UI for all objectsSummary: On navigating to Account Object and drilling into any record, the attachment panel has no content and appears blank instead of displaying standard message like …
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Can I get some clarity on the future of CX Sales Quotas, Forecasts and Incentives?Summary: Hi everyone - I'm looking forward to understanding how are CX Sales Quotas, Forecasts and Incentives going to coexist in the Redwood world. Content (please ensu… -
Is Redwood UI/UX available for Territory Management?Summary: Is Redwood UI/UX available for Territory Management? Content (please ensure you mask any confidential information): Is Redwood UI/UX available for Territory Man…