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Sales
Discussion List
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Video: Fax Number and Phone TemplateVideo: Fax Number and Phone Template: Using a virtual field in visual builder to combine the various parts of a fax number (country code, area code, number) and using th… -
Option to Remove Goals Section from Business Plan Details Page (Redwood UI)Summary: In the Business Plan details page (Redwood UI), we want to remove the Goals section. Currently, we do not see a separate layout or panel container for Goals. In… -
Remove OOTB "Depends on Business Unit Identifier" Message from Rank Field During Mass Lead UpdateWhen using the mass update feature on leads, how can I remove the default statement "Depends on business unit identifier" that appears on the page on selecting "Rank" fi…
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Opportunity predicted win probability explanationSummary: In the Predicted Win Probability explanation, how is the Recommended Next Steps generated? Content (please ensure you mask any confidential information): How do…
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How to enable/disable Recommended Actions in opportunity?Summary: How to enable/disable Recommended Actions in opportunity? Content (please ensure you mask any confidential information): How to enable/disable Recommended Actio…
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Redwood add in for Outlook - Calls to logSummary: In the Redwood add-in for Outlook, I cannot find the 'Log a Call' action. Could you guide me? Is there a specific setting I need to activate to enable this feat…
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The Competitor Values are not corresponding to the line of business after duplicate error messageIn the Sales lead, when we select a competitor line of business and its corresponding competitor in the "Add Competitors" drawer page, it is working fine. When I try to …
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how to provide a notification to users on a particular date to review all their accountsHi All, We want to provide a notifications to only account owners asking to review their accounts on a particular date like once in a month/quarter/year. We need to prov…
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Is there a way to call out Required Fields in Redwood Sales by changing the color of the fieldIs there a way that we can visually show what fields are required, by having them be in a different color (like Red)? Currently the only way to call this out is if the d… -
Is there a way to disable/inactivate a particular question in Opportunity assessmentSummary: In opportunity assessment, is there a way or option to disable/inactivate, a particular or some of the questions so that users cannot choose a response or add c…
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Actions button in Plan Document worklistSummary: When a participant opens a plan document from the bell icon or the worklist area, there is an "Actions" button available on the top right corner. We do not want…
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What's the difference between Strategies and Objectives in Business Plan?@Sandeep Chowdhury-Oracle In SUI, we only have Business Plan —> Objectives But in Redwood, we have Business Plans (Renamed as Sustainability Goals in client instance) --…
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How to hide custom Link in Oracle Sales Cloud without creating a new Layout?Summary: I created a custom link under "Actions and Links". Is there a way to hide this link without creating a new layout? Content (please ensure you mask any confident…
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Delete Attributes, Delete Price Tag, Run Purge Obsoleted Smart Action Records, Use Generative AI FeaSummary:Could you please help us understand the functionality and navigation of the below privileges and provide us with any reference documents for testing ? Delete Att…
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CX Opportunities - edit status and win/loss reasonsBusiness is requesting changes to the current Statuses (such as Win, Loss, No Sale, etc) and corresponding Win/ Loss probability reasons, and requesting to deactivate a …
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Redwood - Inline editing on ObjectsSummary: Is there a way to enable inline editing on Opportunity landing pages in Redwood? Though I see this is going to be available for Opty Revenue in 25B. Content (pl…
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How to make default as All Activities in Activity sub tab on Contact edit pageSummary: In Contact details page, Activities sub tab, how can it be defaulted to always show "All Activities" in search Content (please ensure you mask any confidential …
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CDM Data Verification Batch Job picks up no dataSummary: We are performing batch address cleansing for customer data via the Data Verification module. However, the selection criteria provided fails to pick up any data…
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Do we have an option to add the 'Add to address book' on Partner Contact in redwood?Summary: We are currently migrating classic UI to redwood UI and one of our object is the Partner Contact. There is an option in Classic UI that users are able to add th…
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Opportunity Activities - recover dismissed recommendation?Summary: In the Opportunity Activities panel, is it possible to recover dismissed recommendation? Content (please ensure you mask any confidential information): If I hav…
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Video: Add Products On Opportunity Create and Override Revenue Items TitleAdd Products On Opportunity Create and Override Revenue Items Title Using visual builder, we can toggle a flag to enable adding Products (Child Revenue lines) to the opp…
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What does Email purpose "Mobile" mean in the Contact?Summary: In the Email Purpose drop-down list, there's "Mobile" value, what does it mean and when is it used? Content (please ensure you mask any confidential information…
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Question about executing APIs in Oracle Fusion SalesGoal I have created a custom object in Oracle Fusion Sales. I would like to create an attribute for this object via the API. Current Situation When I execute the followi…
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What is the order of execution for server scripts between parent/child objects?Summary: If I have groovy scripts in a parent object and in its child objects, which scripts run first? Parent scripts or child scripts? Version (include the version you… -
Address validation is failing for some valid combination of city, State and postalSummary: We are trying to add an Account with address city :Sachse , State: Texas and Postal code:75048. Although this is a valid combination we are getting an error on …
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Show or hide a field based on Competitor DCL valueSummary: We have a scenario where we need to show/hide field based on specific value in DCL field. The Id field is used to select the value in competitor but as these co…
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The Comment Field on Edit Page is showing with HTML TagsSummary: In Opportunity, when we use the SmartAction generate win story, it populates the field comment with AI generated comment. When we save on that Layout it looks f…
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Copy Lead to Opportunity missing fieldsSummary: Only two out of four custom fields are included in the copy map when converting a Lead to an Opportunity. Content (please ensure you mask any confidential infor…
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Opportunity owner gets blank after click on save buttonSummary: When we change the owner and click save button and again come back on opportunity detail page the owner field become blank, user can update the order fields wit… -
EnrichmentSummary: I try to Merge sales account and i can't find Enrich Account Action Button ? Content (please ensure you mask any confidential information): Version (include the…