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 2 views 0 comments 0 points Started by Kayleigh Halko - Oracle-Oracle -
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 2 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… -
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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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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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… -
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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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… -
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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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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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… -
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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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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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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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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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… -
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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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 disable products with standard sales and service license.Summary: Currently we can create products in CX sales and service but we need to disable products too or make them inactive. Content (please ensure you mask any confiden…
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Get Child Accounts from Parent Account Record using groovySummary: I want to get all child accounts from parent account using groovy script Content (please ensure you mask any confidential information): Need to perform update o…
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Convert groovy to javascriptSummary: Can anyone recommend a good AI tool to easily convert Groovy expressions used in CX Sales Application Composer to Javascript to be used in VBCS for Redwood?
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Approach to migrate the Redwood sales configuration from test to Prod in VBSSummary: We have enabledredwood Sales in our TEST environment and did the configuration in VBS. Now MayI know what the best approach to migrate those changes into PROD? …
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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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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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Sales Cloud to CPQ integration - Custom objectsSummary: Can I leverage the out-of-the-box integration from Sales Cloud to CPQ to send data from Custom Objects (Either top level or child)? Couldnt find any documentati…
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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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Custom object deleted dataSummary: We want to bulk delete the data from Custom object. Does the delete of custom object data does the Purge too or is there any scheduled job we need to run. Conte…
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How to Apply Work Phone Field Template to Home Phone On Contact - Redwood SalesSummary: How to Apply Work Phone Field Template to Home Phone On Contact Content (please ensure you mask any confidential information): We don't have a Field Template fo…
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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…
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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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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… -
What's the sync interval from Fusion to IDCS for VBS access?Summary: How to check what's the sync interval from Fusion to IDCS for VBS access? Content (please ensure you mask any confidential information): I added the Application…
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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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Groovy to copy account industry to opportunity custom FCLSummary: Is it possible to use groovy script to copy the industry to opportunity's account to a custom FCL industry field in Opportunity ? Content (please ensure you mas…
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Some fields cannot be set to read-only on the mobile UI for Opportunities.Summary: Some fields like Creation Date, Created By, Last Updated Date and Last Updated by cannot be set to read-only on the mobile UI for Opportunities even after confi…
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Can we add custom fields in Email share page for outlook add-inSummary: Content (please ensure you mask any confidential information): How to add custom fields in Email share page for Microsoft 365 outlook add-in Version (include th…
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i need to populate the SIC description and Naics description in accounts detail pageSummary: Content (please ensure you mask any confidential information): We have a requirement to populate the SIC Description and NAICS Description on the Account Detail…