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Sales
Discussion List
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Video: Customize Panel QueryCustomize Panel Query: Change the data requests to filter the records in the panel From the Implementing Redwood Sales video series -
how can I hide inactive users in the account owner picklist without removing them completelyCurrently, have a question from the business I am struggling with. It seems that I cannot use 'dynamic filtering' on the standard 'Owner' field on the Account object. My… -
How can I add custom panels (Custom and Standard Object) to Account ObjectSummary: I am currently migrating layouts of Account object from classic UI to Redwood UI. One of the component are the subtabs (panels on VBS). Is there a clear documen…
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How to get the extended attributes of product from PIM to Sales cloudSummary: We are looking to get the products from PIM to Sales which includes the extended custom attributes. We are aware of the schedule process to run to get data from…
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Raise your game with the Oracle Cloud Applications skills challengeNow through May 15, join the Raise Your Game skills challenge to access free training and certifications on the latest in Oracle Fusion Cloud HCM, ERP, SCM, and CX. Buil… -
How to add custom class to field group label in CX Redwood to override group label font size &color.Summary: 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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Country name in the different languagesSummary: Hi Our user has a requirement where to change the country name from North Macedonia to Republic of North Macedonia. So we have changed it from Manage Territorie…
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Is it possible do make the default Phone Country Code empty?Hello, Is it possible to set the default Phone Country Code to empty for Contacts and Accounts? Currently, the default is set to Switzerland (+41), which means that ever…
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how to create custom virtual fieldSummary: we are currently exploring VBS and we saw that we can create a one field containing other fields through virtual fields i found this documents however, it was n…
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How to Merge Organization Party manually in CDM.Summary: Unable to Merge Organization Party manually in CDM. Content (please ensure you mask any confidential information): Version (include the version you are using, i…
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How to enable Verify address button for Account and Contact Object in redwood salesSummary: How to enable Verify address button for Account and Contact Object in redwood sales . As in Classic UI we have this button but in redwood UI how can we enable s… -
Is it possible to change the displayed Fields in the window "Possible Duplicates"?Hello Oracle Cloud Customer Connect Community Our customer has requested that different fields be displayed when a duplication is identified for Contacts/Accounts. For e…
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BUG? - Resource role update in Manage User taskSummary Known bug?Content In Manage User task, if I update resource role for a user, a new role is added to JTF_RS_ROLE_RELATIONS. This is what happens - If user A has r… -
*Find* Field - instead of Partner name is any option to look by custom fields?Summary: HI, In landing page of partner object, we have *Find* Field to search partner based on name. instead of Partner name is any option to look by custom fields. Reg…
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Filter by age of Lead record in RedwoodSummary: We're trying to add a visualization on our landing page dashboard in Redwood (My Open Leads) that is based on how old the lead is. We tried to use a Group by fi…
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Have You Read This Latest Redwood UX Story: A Customer's Journey with Sales Redwood UX?Emser Tile's Journey: A Story of Success with Oracle Sales Redwood UX. Discover how a leading tile distributor streamlined its sales operations and enhanced collaboratio… -
Redwood-Search option is missing in global searchSummary: Hi team, Search option(box) is getting vanished on global search screen in redwood UI. In global search screen if we click on "Edit" action of any record and ca…
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Which privileges or duty role required to access user details data in Manager users?Summary: We need to create a custom role that allows access to manage users and also enables us to view existing user data through search Any one can help us in this to … -
fetch product image in RTF Template BIP ReportSummary: How to fetch and show the product image in RTF template Content (please ensure you mask any confidential information): We are trying to fetch the product image …
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Video: CX Picker - Using Adaptive Search with DCL Field TemplatesCX Picker - Using Adaptive Search with DCL Field Templates: For Dynamic Choice List fields, that are in Adaptive Search (aka Workspace), you can use a powerful CX search…
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How to update Associated Party Information to Associated Worker InformationHello Community, I associated my Worker information, now its showing the Associated Party Info , How can I change it back to Worker information? Thanks, Gail 24D -
Redwood Sales VBS Page Designer blank when editing the DashboardFor some reason when I logged into VBS to edit a page I am getting a blank page in Page Designer. There is a message that "This area will be replaced by the flow content… -
Access in the list of values from the CX Picker Saved Search ListsSummary: Access in the drop down list from the CX Picker Saved Search Lists Content (please ensure you mask any confidential information): Hi, Could someone assist with … -
How to enable multiple Phone Numbers for the Duplicate CheckHello, We are currently using four different phone numbers in the Sales Cloud for contacts. Our customer has requested that all two of these phone numbers be included in…
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How to calculate Holidays and Weekends using groovy in Fusion Sales Cloud ObjectsSummary: The requirement is to calculate calculate age of the record which is (today()-creation date). But the age should exclude weekends and public holidays. Is this p…
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Schedule BIP Report notification server without Credentials in PayloadSummary: scheduleReport operation in the ScheduleReportWSSService wsdl requires notificationTo and notificationPassword to be set in order to use the notificationServer.…
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Adding Multiple Filters to Visualization Graph in Redwood Sales DashboardI want to add multiple filters to the visualization graph in the Redwood Sales Dashboard. Currently, we are only able to add one filter to the report. Please suggest how…
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How to share a full email chain via the office 365 plugin?When users share an email from the Office 365 plugin (redwood version), it only shares that specific email, not the full past conversation. I know that once the email is…
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How can I load a file of contacts and tie them to an existing Sales LeadI'm in the standard UI and I have a file of contacts and I see I can tie them to an Account, but I need to tie them to existing Sales Leads. I don't see a field in the C…
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Is there any way to view the logs of the REST API calls made from external system to CX?Summary: Hi we have an external integration that is invoking REST Calls to CX (Sales Cloud). The integration receives the posoble error responses in the moment that it i…