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Sales
Discussion List
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Territory Management - Using and ImplementingSummary: Collection of videos and resources to learn more about Territory Management. Content (please ensure you mask any confidential information): This is a collection… -
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… -
September Interactive Demo Hours: Deliver Revenue Growth (Sales & Marketing)In this one hour showcase, you’ll see Oracle’s complete suite for Delivering Revenue Growth (Sales & Marketing), including our customer data platform, marketing automati…Kayleigh Halko - Oracle-Oracle 25 views 0 comments 0 points Started by Kayleigh Halko - Oracle-Oracle -
NOTICE: Classic Sales and Service Experience in Fusion — Redwood Adoption Required Before 27AUPDATE — September 2026: Oracle shared the latest Redwood adoption timelines, availability, and transition resources during the CX Sales & Service: Redwood Adoption Time… -
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… -
How to disable the create button on the account creation page in redwoodSummary: Can we controll the Create button ebaling and disabling using a variable similar to custom button. Content (please ensure you mask any confidential information)…
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Redwood list page using custom field template is not working for Sales Stage fieldSummary: Hi everyone, I am trying to assign template for the sales stage field for the "Configure redwood list page fields using custom field template" for displaying st…
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[REDWOOD] How to display the Eloqua Engage in Lead page?Summary: In classic UI, we have the Eloqua Engage tab in Lead details page. How can we have the same in Redwood pages? Version (include the version you are using, if app… -
Automatic Territory Assignment for Leads in RedwoodHi All, We have a requirement to automatically assign a territory to a Lead when the Lead is created or updated in Oracle Fusion CRM Redwood. Any guidance or documentati…
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JBO-27014: Attribute ActivityTemplateId in OrchestrationStepTasksDTEO is requiredSummary: While migrating orchestrations using CSM, the process is throwing below error : JBO-27014: Attribute ActivityTemplateId in OrchestrationStepTasksDTEO is require…
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Redwood: Custom Icons in Activity Feed panel to filter Activity TypesSummary: Redwood: How can we implement Icons in Activity Feed panel under objects like Opportunity, contacts, accounts, leads to filter Activity Types For example, in th…
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Integration of Zoom (ZRA) with Oracle Fusion CX Sales Using OIC – Supported Approach?Summary: We are evaluating an integration between Zoom Revenue Accelerator (ZRA) and Oracle Fusion CX Sales using Oracle Integration Cloud (OIC) and would like to get fe…
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Contact Merge — Export/Edit/Re-import proposal & Cancel-with-Rollback for batch merges: feasible?Summary: Contact Merge — Export/Edit/Re-import proposal & Cancel-with-Rollback for batch merges: feasible? Content (please ensure you mask any confidential information):…
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In 26C We have enabled feature Called DirtyDataWarning But it is not working as expectedSummary: We have enabled 26C feature to show error message as below but this error message is coming up only when if user clicked on Home icon button. If user clicked on…
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Disable "Use Account Address" Checkbox When Account Is Removed in Contact Create PageSummary: Hi Team, I have a requirement related to the Create Contact page in Oracle Sales Cloud Redwood UI. In my Contact Create layout, I have added the Account field a…
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Zoom Contact Center with Oracle Fusion Service for CTI integrationSummary: Hello Team, We have a requirement to configureZoom Contact Center with Oracle Fusion Service for CTI integration including both inbound and outbound calling. I …
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Automatic Territory Assignment for Leads in RedwoodHi All, We have a requirement to automatically assign a territory to a Lead when the Lead is created or updated in Oracle Fusion CRM Redwood. Any guidance or documentati…
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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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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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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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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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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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"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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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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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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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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Custom Partner Portal similar to DCS for ServiceSummary: Does Oracle offer a separate Partner Portal for Fusion Sales, similar to the DCS portal for Fusion Service, rather than having partners access the Fusion Portal…
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Is there a Redwood UI planned for Sales Territories / Territory Management?Summary: What is the current Redwood UI support for configuring Sales Territories / Territory Management in Oracle CX 26B or 26C? We’d like to understand whether Territo…
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What is the correct sequence of migrating customer records from EBS to Oracle Fusion using FBDI?Summary: Customer records: around 350,000. Customer master from legacy system involves locations, parties, party sites, accounts, account sites, account site uses, custo… -
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…