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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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 -
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… -
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… -
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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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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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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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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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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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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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… -
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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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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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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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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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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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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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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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…
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Legal Compliance Confirmation for Plan Document Digital Signature Acceptance - OFICSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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OFIC-Is there a configuration to add a confirmation popup before plan acceptanceSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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documentation supports accepting plan document is compliant in oracle fusion incentive compensationSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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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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Is there a REST API or SOAP Web Service to Create Account Site Reference AccountsSummary: Is there a REST API or SOAP Web Service to Create Account Site Reference Accounts The Requirement is that Customer Account Site Reference create/update via REST…
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While creating a opportunity getting error in redwoodWhen creating an opportunity getting error "The value of the attribute Template ID isn't valid" where the Sales Method is "Standard Sales Process" but when creating the …
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How do you know when the Activities Purge scheduled process has completed ?I am specifically looking for the Activities Purge Scheduled Process mentioned in this article from when this feature became available with the 25A release. https://docs… -
Redwood How to add task creation buttons, appointments, and interactions within opportunitiesSummary: We want to add creation buttons so that it's not just about having to type in the record search. Content (please ensure you mask any confidential information): … -
Is changing icon for standard actions like log a call for mobile UI possible ?Summary: We are unable to change the icon for the "Log an Interaction" action (previously known as "Log a Call") in the Oracle CX Sales Mobile app. We attempted this usi…
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Is renaming saved search on mobile possible ?Summary: We want to rename the seeded saved search from "My Calls to Log" to "Interactions to Log" for better alignment with the new terminology. The Mobile UI does not …
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How to make a URL field clickable on Contact object (Classic UI)Hello, We are using Oracle Sales Cloud – Classic UI. On the Contact object, we need a custom text field called “Contact URL”, where users enter a web link (for example: …
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How to fetch Business Unit ID in groovy script?There are two Business Units in our system. We had a script to invoke one REST API depending on BU ID. So, we need to fetch the BU IDs from the instance into groovy scri…
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Visibility of Sales Motion and Sales Play for Sales UsersSummary: Sales Motion and Sales Play are new features introduced in the 26B release. However, I’m unable to find any documentation for them. Could someone please confirm…