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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Oracle Sales Cloud Special Interest GroupSummary Oracle Sales Cloud Special Interest Group [SIG1429]Content 2 results found Oracle Sales Cloud Special Interest Group [SIG1429] Vicki Novosad, Engineering/Oracle …User_2025-01-22-19-25-37-588 65 views 0 comments 2 points Most recent by User_2025-01-22-19-25-37-588 -
OpenWorld Sales Cloud SIG (SIG1429) Sunday, Sept 18, 9:15 am - 10:00 am Moscone West - 2011Summary Special Interest GroupContent Vicki Novosad, Laser Technology, Inc. and Allison Kutz, Apex IT are hosting Sales Cloud SIG at OpenWorld. Come join the meeting and…User_2025-01-22-19-25-37-588 23 views 0 comments 2 points Most recent by User_2025-01-22-19-25-37-588
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Not able to figure out RelationshipRecId field for /accounts/{PartyNumber}/child/RelationshipSummary Not able to figure out RelationshipRecId field for /accounts/{PartyNumber}/child/RelationshipContent Below is the path to get a Relationship as per the oracle do… -
Meet the Experts - Open Forum and Q&A with Sales Cloud Development Experts: May 25, 2016, 9 a.m. PTContent Submit your questions for the Meet the Experts - Open Forum and Q&A with Sales Cloud Development Experts session to have them answered during the live event. Pos…
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Expression Language ( EL ) and Cloud Applications. Take 2.Summary How is EL used within Cloud Applications and where can I find out information ?Content Due to technical difficulties experienced when we ran this session on the … -
How to customize Announcement section of SUI salesSummary I need to have todays date(system date) in announcement section and below that i will provide news or some similar stuffContent Thanks
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Turn on the Sales Command CenterSummary: With the 26B release there has been demo's and videos about the new Sales Command Center. However, there is no documentation to show this feature or how to enab… -
Opportunity Subview under account doesn't let us search for records using Sales StageSummary: Under Oracle CX Sales Cloud Redwood version Account Page we have Opportunity Subview. Since Account has a lot of opportunities, we're trying to search Opportuni…
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How to export the information that is in the Sales Dashboard from UI RedwoodSummary: I want to export the reports that are in the Sales Dashboard. Content (please ensure you mask any confidential information): I've created several reports in OTB… -
REDWOOD - Business Plan Showing Error while creationSummary: Hello, We have business plan enabled for our application. However, we are facing an error while creating the business plans for Accounts. Content (please ensure…
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Is it possible to remove objects from the bottom tab of the custom object's pages.Hello Team, We have a requirement, where we are trying to create a custom stand-alone object. Now we have created this object in CRM and since we have already gotten the…
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Is CDM License Required for Enabling EDQ Duplicate Check Configuration in Oracle Sales CloudSummary: I am currently configuring duplicate checking functionality in Oracle Sales Cloud using Enterprise Data Quality (EDQ). Below are the configurations that have be…
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Restrict access to contact records based on custom attributeSummary: We would like to add a custom attribute in contact records, and based on the value of custom attribute, only certain users should be able to view the record. Th…
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Assigning territories for opportunities associated with Contacts without Accounts – Oracle CX SalesSummary: Hello everyone, We are implementing Oracle CX Sales for a B2C scenario. Our current model is: • Contacts: used for individuals (consumers) • Opportunities remai…
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April 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 11 views 0 comments 1 point Most recent by Kayleigh Halko - Oracle-Oracle
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How to Use Related Object Fields in Redwood Layout Conditions for a Custom Object?We have a custom object called Part Details. This object is not a child of Lead or Opportunity, but it is linked to both of them as a related object.In the Classic UI, w…
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We need to set the Site Name on the SR create page based on Address SourceSummary: We have a requirement to populate the Site Name on the Service Request create layout based on the Address Source field. However, the Address ID is not available…
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How can we enable validation for Address Line1 on the Account in Redwood UISummary: We have a requirement to validate Address Line 1 for an Account Address in Redwood UI. Currently, by enabling Manage Geography Validation, the State/County/City…
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Clarification on Oracle’s Definition of Configuration vs. Configuration Extension in RedwoodSummary: Is duplicating a Redwood layout to reorder fields considered configuration or configuration extension? Does Oracle recommend duplicating the layout for all impl…
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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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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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Microsoft Teams Web Conference Integration Issues in Oracle Fusion SalesHi Team, We have completed the Microsoft Teams integration setup on both the Azure side and within the Oracle Fusion Sales application as per the Oracle documentation be…
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Accounts and contacts cannot be updated on an email interaction.Accounts and contacts cannot be updated on an email interaction when the flow of creating email interaction is initiated from an account. When we create an email interac… -
Add a button to the Redwood account edit screenContent (please ensure you mask any confidential information): I have the following question. I am currently using a Redwood account. I would like to make the following …
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How to add "Add Products" as section in Create Lead Redwood PageHi Everyone, We have a requirement to expose “Add Products” as a section on the Lead Create page in Oracle Fusion Sales, including product details such as Quantity, Unit…
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How to add address in custom object in oracle sales redwood user interfaceSummary: We are in a situation in which we need to use a custom object in oracle sales to hold the data of one of the custom extensions of customer's legacy system data.…
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How to Add CRM Contacts Under Accounts in Account Receivables?Summary: Can anyone share how we can add CRM contacts under Accounts in Account Receivables? Currently, when we add contacts in CRM, they sync to AR and are added at the… -
How to Sync AR Contact Fields to CX Sales Contact Object?Summary: Recently, we observed this behavior in our system: when we add contacts in Account Receivables under Account and run the ESS scheduled job, those contacts sync …
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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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In Classic UI, the Lead Questionnaire feature is available OOTB. Is it available in Redwood UI?Summary: In Classic UI, the Lead Questionnaire feature is available out-of-the-box (OOTB). Is it available in Redwood UI? If yes, how can we enable it? If not, what are …