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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February 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 5 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.… -
January Interactive Demo Hours: Unified Marketing and SalesIt's that time again. Starting off the new year strong! In this one hour showcase, you’ll see Oracle’s complete suite for Unified Marketing & Sales including our custome…Kayleigh Halko - Oracle-Oracle 3 views 0 comments 0 points Started by Kayleigh Halko - Oracle-Oracle
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Oracle CX AI & Redwood Enablement SessionsWe invite you to join us in person for these full day, hands-on AI and Redwood enablement sessions. Don’t miss this opportunity to accelerate your transformation journey… -
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… -
Regularly Updated - Redwood Resources for Oracle CX SalesRecommended to watch for Redwood Sales: How to think about adopting Redwood UX (Design Thinking) Prerequisites [for existing Sales Cloud customers] to enabling Redwood f…
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Interactive Demo Hours: Unified Marketing and SalesAlways live, never recorded! In this one hour showcase, you’ll see Oracle’s complete suite for Unified Marketing & Sales including our customer data platform, marketing …Kayleigh Halko - Oracle-Oracle 11 views 0 comments 0 points Started by Kayleigh Halko - Oracle-Oracle
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Do you know how simple it is to roll out an Agent in Sales?Summary: I put together a short video that shows how easy it is to activate an out of the box Sales agent using AI Agent Studio. https://videohub.oracle.com/embed/secure…
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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…
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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… -
Get Started with the Sales Dashboard in 5 MinutesYou can get up and running with the Sales Dashboard in just a few minutes by importing three prebuilt files into your environment. This quick start is designed for Sales… -
Redwood Sales - Filter sales method available when creating an opportunitySummary: Hi All, in our setup we are using Redwood and have different sales method available for opportunities. Some custom salesperson job roles are limited to creating…
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Adding an Activity Subpanel to a Custom Object in Oracle Sales Cloud (Redwood UI)Summary: I have created a custom object in Oracle Sales Cloud and I would like to add an Activity subpanel under this custom object in the Redwood UI. Is there a way to …
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when create a "create" smart action for custoom object > it appears as "Header.Create..."Summary: When creating a "create" smart action for a custom object, it appears as "Header.Create..." How can I remove the "header." from the button?
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Can a custom object be created in the CRM Cloud application using an ERP/SCM license?Summary: Customer has licensed ERP/SCM Cloud subscription including as well the Fusion Product Hub subscription (without any CX/CRM license). Is it possible to create a …
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What is the process to bring in Supplier information in to Oracle Sales CloudSummary: As per our project requirement suppliers which will be a part of the Procurement Cloud needs to be pulled into Partner Relationship Management which is a part o… -
Unable to query Product Group Hierarchy from ProductGroup Object using groovy.Summary: We are trying to display the product group hierarchy in a text field within the adaptive picker. While querying the data using groovy, we are unable to get the …
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P2T for Fusion Sales cloudSummary: Hi Team, Our customer is looking for a P2T in 1st week of April for the fusion sales cloud application followed by CPQ. We would like to know if there are any p…
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CDM to Procurement process flowInitially, we loaded a few suppliers into CDM as organization records, using the custom usage COOK_SUPPLIER. Currently, using Supplier FBDI, we are using the Registry ID…
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Custom object data importSummary: I created a custom object, but I’m unable to import data into it. The system isn’t generating any log files, and the import keeps failing. I’m uploading the CSV…
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What is the official documentation to configure SAML SSO between Sales Cloud and Microsoft ADFS?Hello, As part of our SSO implementation planning, we would like to align with Oracle on the recommended approach to configure SAML-based Single Sign-On (SSO) between Or…
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CX Picker: help with returning only Active users within the Resource objectHello, I'm currently attempting to configure the CX Picker 'OwnerPickerTemplate', so that it only returns 'Active' system users from the Resource object. However, I'm st…
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Is there any API to get AR Account details and display it in CX Accounts?Summary: Any available API to get AR Account details and display in CX Account details? I am attaching the details of the AR Account details that needs to be posted in A…
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How to transfer contacts from one user to another user using mass transfer?I am trying to transfer the contacts of one user to another using Mass transfer but couldn't find the contact object in mass transfer. How to transfer the contacts using…
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Is it possible to have dynamic layout in Resource Details page?Summary: Can the Resource details page/layout be personalized similar to other Sales objects like Opportunity, for example different roles accessing different layouts? C…
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Unable to Restrict Interaction Visibility and Configure Access Groups for Role-Based AccessHello Team, We are seeking guidance on restricting Log an Interaction / Call Report data visibility based on user roles (role matrix) in Oracle Sales Cloud. Current Unde…
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OIC Incremental Tiering CalculationSummary: Hi, we are creating a tier based rate table as below- Booking Count Revenue Share 0 – 10,000 -> 60% 10,001 – 30,000 -> 63% 30,001 – 40,000 -> 65% 40,001+ -> 70%…
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Attachment subobject on Contact Detail LayoutSummary: Attachment as a field/subobject does not show up on the detail layout when the field is added to the Contact Detail Layout through Redwood UI Content (please en…
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REST API and Import Mgt for Link Financial CustomerSummary: For the Link Financial Customer feature in Redwood Account UI, what are the REST API and Import Mgt we can use to convert the data in batch instead of adding th… -
How to get a dump of records from Oracle Fusion CX CloudHi Team, We need to extract a complete dump of all Contacts and Accounts from CX, including all available fields (full record details). Since most of these records were …
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Sales Coach and Orchestration for Campaign Response Tasks-Other Objects besides Lead and OpportunitySummary: We create campaigns and create Campaign Responses for the sales reps to follow up on. We want the ability to have a guided orchestration for the sales reps on t…
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Performing action after smart action is succeededSummary: We have a requirement where we need to perform action once the smart Action is succeeded. How can we get the condition for completion of smart action. For e.g. …
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REST API results are not showing in AccountHierarchySummary endpointSummary: I have changed the parent accounts, but the hierarchy data is not showing in the REST API. I also run a scheduled process. But the data is still not showing. Co…
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How to convert a Lead to an existing Opportunity?I saw that with the 25C release that the ability to convert a Lead to an existing Opportunity is now available (https://docs.oracle.com/en/cloud/saas/readiness/sales/25c… -
how to create customer site level contact address using soap/rest apiSummary: need guidance on add address for contact on customer account site level using api. Content (please ensure you mask any confidential information): i am able to c…
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Your Guide to Success: Implementing Redwood Sales with Best PracticesWe are excited to present our Redwood Implementation Checklist and Playbooks, thoughtfully developed by our product team. These guides are designed to help you track you… -
Obtain a list of Smart Action keys that need to be enabled in the Redwood UI for each objectSummary: We require a complete list of Smart Action keys that must be enabled in the Redwood UI for each object to fully utilize the standard Redwood functionalities. An… -
Utilize the CX rollup functionality to do cross pillar rollups with ARCan anyone of you please confirm if there is a way to utilize the CX rollup functionality to do cross pillar rollups with AR. The business use case is to pull the AR acc…
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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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How to increase the number of records displayed in object's panel?Summary: Content (please ensure you mask any confidential information): In Account object, we need to increase the number of records displayed in Opportunity's panel fro…