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Sales
Discussion List
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Video: In App Navigation BarIn App Navigation Bar: One click navigation to Sales Dashboard and the first 8 items in Redwood Sales menu group. From the Implementing Redwood Sales video series -
Video: Deploying the Extension to the PRODUCTION EnvironmentDeploying the Extension to the PRODUCTION Environment: Package and deploy the extension to the production enviroment (or any environment other than -TEST) From the Imple…
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Video - Deploying the Extension to the -TEST EnvironmentDeploying the Extension to the -TEST Environment: Package and deploy the extension to all users of the -TEST environment From the Implementing Redwood Sales video series
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Video: Group Fields & Text AreaGroup Fields & Test Area: Using the Group feature for form alignment, and modifying the rendering to have Long Text be...long. From the Implementing Redwood Sales video …
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Video: Control the Panels Views and Display OrderControl the Panels Views and Display Order: Show, hide and change the order of panels in the foldout detail view From the Implementing Redwood Sales video series
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Video: Create the Visual Builder Studio ProjectCreate the Visual Builder Studio Project: One time setup to create the Extend Redwood Sales project in VBS From the Implementing Redwood Sales video series
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Video: Workspaces, Branches and SandboxesWorkspaces, Branches and Sandboxes: Understanding workspaces, branches and sandboxes in your extension From the Implementing Redwood Sales video series
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Video: Introduction to the Tooling for Extending Redwood SalesIntroduction to the Tooling for Extending Redwood Sales: The role of Application Composer and Visual Builder for Extending Redwood Sales. From the Implementing Redwood S…
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Video: Anatomy of a Redwood Sales ApplicationAnatomy of a Redwood Sales Application: The structure pages that make up core business flows for sales automation From the Implementing Redwood Sales video series
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Video: Demonstration of Redwood Sales (Updated Oct 2024)Demonstration of Redwood Sales: Watch a demonstration of the Redwood next generation sales experience showing the Sales Manager and Rep experiences. Updated October 2024…
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Video: Configure Forecasting by OpportunitySummary: A step by step guide to configuring Sales Forecasting in Redwood User Experience to forecast by opportunity. Content: Is your sales forecasting process based on… -
Tabular layout in sub tabsHi, In the opportunity page I have created custom fields and created new custom sub tab. Next is I would like to know how to have these custom fields to be displayed in … -
Transition to the Redwood UX add-in for Microsoft 365 prior to 25B (July 2025)Summary: In Update 23C, we introduced our latest (third generation) Outlook add-in – Redwood UX Add-in for Microsoft 365, which caters to task-oriented flows providing s… -
Export OSNHi, As per the note How To Export OSN Conversations? ( Doc ID 1951008.1 ) I am unable to find options to export kindly advise Thanks
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Decommission of OSNHi, As Oracle Social Network (OSN) is getting decommissioned by end of September 2024 please advise on the alternate. For the custom object the customer is using OSN las…
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Sub object fields in Next gen sales, How do they work?Summary: I am trying to display the relationship subtab (workspace) in redwood sales. I have found the {} Relationship subobject field but it is blank. Is there another …
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Any tool to automate migration of customizations to Redwood?Summary: Is there any tool that can help to migrate customizations e.g. pages/layouts to Redwood without developing from scratch? Content (please ensure you mask any con…
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Embed Map in Contacts sub tabHi, I need to have custom sub tab in contacts page to locate the address say with post code (UK) or zip code (US) Kindly assist on the customization please Thanks
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CPQ Quotes in OpportunityHi, Is there way to link and display all CPQ quotes using an API in custom tab in the opportunity screen please Thanks
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Enhanced Deletion Capability in Sales Cloud for Accounts & ContactsSummary: We are introducing an upcoming enhancement in the Sales Cloud, to provide better capability to delete accounts, contacts, and households effortlessly from both …
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How to automatically synchronize new products added to Inventory Product Master in Oracle CX Sales?Summary: Whenever a new item enters to the Item Master Organization in Inventory, this two following processes can be automatically scheduled to synchronize the new item…
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Join us for Oracle Product Council Week (May 15th - May 19th )What are Product Council Meetings? Product Council Meetings are Customer Exclusive Events to listen and engage with our customers to articulate development plans, strate…Declan Cunningham-Support-Oracle 51 views 0 comments 2 points Started by Declan Cunningham-Support-Oracle -
TCA feature update: Address CPUI (Common Party User Interface) change to filter alternative namesSummary: The current Address CPUI functionality supports displaying alternative names for the Geography elements (e.g. city, state, county, etc) We are providing a bette… -
How To Remove Values From Relationship Dropdown ?**This post was created as part of a How to Service Request (SR)** Release: 22D Summary of the question: From Contact/Account detailed page, In Relationship tab, you can…Alexandra Timplaru- Support-Oracle 102 views 3 comments 2 points Most recent by Manoj Kumar-Support-Oracle -
How to do Staged migrating from MS Office 2016 (Outlook) to Office 365 and Exchange 2016 On-Premise**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: How to do Staged migrating from MS Office 2016 (Outlook) to Office… -
How to navigate back to the same Opportunity Page after clicking on "Return to sales" on Quotes**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: How to make the user navigate back to the same Opportunity Page af…
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Territory Assignment to Opportunities Using Custom Dimensions: Setup and DemoSummary: Overview of the Territory Custom Dimensions feature and a demonstration of the one-time setup steps to enable a Line of Business custom dimension and update the…
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How to make a field conditionally required in CX Sales Mobile App**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: We have a conditionally required field in SUI and will need to rep…Hector Dantas-Support-Oracle 81 views 1 comment 2 points Most recent by Hector Dantas-Support-Oracle
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How to add the currency field in the creation layout of Opportunities in CX Sales Mobile?Release: 22C Summary of the question: I need to add the Currency field in the creation layout of the Opportunity Object in the Sales Mobile Application Supporting Docume…Hector Dantas-Support-Oracle 41 views 2 comments 2 points Most recent by Hector Dantas-Support-Oracle
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Is there a way to autorefresh infolets on login?Summary: Is there a way to autorefresh infolets on login? currently if logged into oracle sales cloud, the infolets section shows up, but need to click on 'Refresh' to l…