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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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… -
May 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 7 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.… -
April 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 12 views 0 comments 1 point Most recent by Kayleigh Halko - Oracle-Oracle
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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…
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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… -
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… -
Regarding the issue of "Manage Data Integration" no longer appearing.Content (please ensure you mask any confidential information): I would like to ask the following questions. The "Manage Data Integration" setting no longer appears in se…
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lead to opportunity conversion in redwood - how to get account and contact created during convrsion?Summary: lead to opportunity conversion in redwood - how to get account and contact created during convrsion? Content (please ensure you mask any confidential informatio… -
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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Service Request One‑Time Address: Default Country Not Populating Despite Account Address SetupSummary: We are currently unable to default the Country value on the Service Request object for the Service Address (One‑Time Address). While the default country value N…
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Manage AI taskSummary: We are not able to access manage AI task. Content (please ensure you mask any confidential information): Version (include the version you are using, if applicab…
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Steps to Migrate all AI agent from one pod to anotherSummary: I have attached a document to migrate AI agent from one pod to another. Content (please ensure you mask any confidential information): Version (include the vers…
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Opportunity Subview under account doesn't let us search for records using Sales StageSummary: Under Oracle CX Sales Cloud Redwood version Account Page we have Opportunity Subview. Since Account has a lot of opportunities, we're trying to search Opportuni…
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Unable to Create OrchestrationSummary: When I navigate to Navigator > Configuration > Application Composer > Guidance Setup > Create Guidance I see a blank list page and no option to create new Guida…
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Oracle Fusion Sales - Parent Account fields to be visible and overwritable on children AccountsHello! we have a structure with Parent Account:Child Account that is 1:N. In the Parent Account there are some editable fields, and we need to display their value in eac…
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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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Object Workflow deactivated but delayed Task Creation still occursSummary: We have an Object Workflow that was configured to create Tasks with a delayed execution (184 days after the triggering event / about 6 months). We deactivated (…
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Tracking Trends and Changes in Your ForecastSummary: Tracking Trends and Changes in Your Forecast using the Changes Since filter Content: Please watch the following video for an overview of Sales Forecasting trend… -
Activity Summary Smart Action Deprecation in 26D for Account and ContactOverview As part of our continued investment in next-generation AI experiences and agentic workflows, we are making changes to how Activity Summaries are delivered withi…
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Where can we store logistic address details such as Dock or Receiving Bay information?Where can we store logistic address details such as Dock or Receiving Bay information? Example- address1-215 E WATER ST address2-CENTRAL PA RECEIVING DOCK city-Muncy Sta…
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Video: CX Extension GeneratorCX Extension Generator: CX Extension Generator automates the work of creating a top level custom objects, child objects (for both standard [24C and higher] and custom to…
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How to change the alignment of Country Field in the Leads Redwood Layout?Hi @John Vakoc-Oracle, We need to move the Country field to the bottom of Postal Code. Since it's a Virtual field, how to achieve this? Regards, Vignesh
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Sales Orchestration - How to Reorder StepsSummary: Hi, We have a Sales Orchestration for Lead and want to reorder the steps: The issue is that the Guidance panel on the Lead doesn't follow the Diagram but the or… -
Ai Agent for Express ReportsSummary: Need Assistance with Step 5 implementing. Step 5: Configure Administrator Profile Values Go to Setup and Maintenance. Search for Manage Administrator Profile Va… -
Video: Dynamic Links - a deep-link standard that works with both Redwood and Classic UI for CX SalesDynamic Links - a deep-link standard that works with both Redwood and Classic UI for CX Sales With 25B, a new dynamic link URI/API format is available to deep link into …
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Video: Change Drawer SizeChange Drawer Size: While the drawer views such as the "Creates" in the Sales application ship with a size that makes sense for the number of fields included by Oracle, …
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How can we default the Currency, Country & Phone Country Code on Leads/Opportunities based on BUSummary: We need to set several defaulting rules on the Lead and Opportunity objects based on the user's default Business Unit such as when a Sales Rep creates a new Lea…
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The account does not exist in SFA but it does in OTBISummary: The account does not exist in SFA but it does in OTBI Content (please ensure you mask any confidential information): Good day, I have a question regarding SFA, …
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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…
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[Redwood CX Migration Accelerator] - Migrate Legacy Layouts is missingHi, I followed the steps outlined in this video tutorial to enable the Redwood CX Migration Accelerator (CX – Sales: Accelerate Your Move to Redwood CX Sales with Oracle… -
Redwood Migration: Custom Opportunity Page Buttons/ActionsHi, we have a lot of custom buttons/actions, as you can see from the screenshot below, on the Opportunity detail page in Sales (Classic UI). How can we recreate them in …
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Is it possible out of the box to send customer contact created in CX over to AR moduleSummary: Hello CX Team, I would like to confirm on a feature, if this is available or not. The use case: User would like to send the customer contact created for an acco…
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Microsoft Teams Web Conference Integration Issues in Oracle Fusion SalesHi Team, We have completed the Microsoft Teams integration setup on both the Azure side and within the Oracle Fusion Sales application as per the Oracle documentation be…
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Can we remove attachment delete access for usersSummary: User should not allow to delete Attachment in partner or Any custom object . Content (required): Is this possible ? Version (include the version you are using, …
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how we can add the product in two different product groups under the product catalogWe want to maintain the same product in multiple product groups in sales catalog and products in CRM fusion. Like there is a root catalog, under there are 5-6 product gr…
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A database constraint was violated while storing the changes in the database in CX Sales ActivitiesSummary: When we try to change any fields or status in the Activities it is showing A database constraint was violated while storing the changes in the database error wh…