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Sales
Discussion List
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How to Remove the Opportunities Section in Busineess Plan Details of Redwood UISummary: We are not using the opportunity object for Business Plan. Is there a way we can remove this feature in the UI? Content (please ensure you mask any confidential… -
Oracle recruiting cloud - Microsoft 365 integration to multiple M365 accountsSummary: Hi Team, My client is maintain the multiple M365 accounts each per agency, as we know we can integrate one M365 account to ORC for Interview calendar integratio…
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Cancelled tasks in activites are showing under pending tasksCanceled Tasks are showing as pending in Activity Feed panel under Account, Lead or Opportunities.
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Video: Calling Object Functions Over RESTCalling Object Functions Over REST This tutorial will show you how to create an object function in Application Composer both with and without input parameters and call t… -
Expose Object Function to Web ServiceHello community! I use Oracle Sales Cloud -25B (11.13.25.04.0) , I was wondering of we could expose a custom object function to a web service. I have found the below Doc…
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Missing documentation in docs.oracle to sales cloud or fusion service cloudSummary: It used to be easy to find documentation for Oracle Sales Cloud, such as user guides, administration manuals, implementation guides, tables, etc. Now it is impo… -
How do I update organization and site descriptive flexfields?Summary: We need to upload customers into Fusion and we need to add descriptive flexfield information on the party level and site level. Is there a way to do this via RE…
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How to Hide a Specific LOV Value in Oracle Sales Cloud Redwood?Summary: Hi All, In Oracle Sales Cloud (Redwood UI), we have an Opportunity Status LOV that includes a value "WON". Requirement: The value "WON" should not be visible to…
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CCC Linked In Sales Navigator Integration with CX SalesAs part of the 25C feature, we are looking to enable the LinkedIn Sales Navigator integration within our Oracle CX Sales instance. However, the documentation provided la…
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How to assign opportunities and leads automatically in CX SALES?I need to assign opportunities automatically. I need to have a group of users to whom the opportunity owner is automatically assigned and change, similar to queues in se…
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Oracle is a Leader in the 2025 Gartner Magic Quadrant for Sales Force AutomationSummary: For the ninth year in a row, Gartner recognizes Oracle Sales as a Leader for sales force automation. Read the full report to find out why Oracle delivers one of…
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Workspace Maximum Limit of Fields that can be enabledHi, What is the maximum limit of fields that can be enabled in workspace? Maximum number of Filters - ? Maximum number of fields to be displayed - ?
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Redwood remove standard field validator when using custom in Visual Builder Studio (VBS)Summary: Hi, we need to customize the validation rules for some standard fields. We are doing it in VBS adding a Field Validator. In the ui when the field is selected we…
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Can we display the SWOT Analysis in Business PlanSummary: Need to display the SWOT analysis tab in Redwood UI. How can we do it? Content (please ensure you mask any confidential information): Version (include the versi…
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Outlook Add-In: Activities Not Visible in Real-Time, Created Later with Same TimestampSummary: We are experiencing an issue with the Outlook Add-In integration for Oracle CX. For two emails were successfully created follow up tasks to the correct account,…
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How do I enable duplicate checking for accounts and contacts in redwood UI based on phone numberSummary: We followed below document and dedupe is working based on named match. However We want duplicate check based on phone number in redwood ui. https://docs.oracle.…
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Events in fusion SalesSummary: I recently came across an Events object under Sales in a demo environment of Oracle Fusion CX Sales. However, I couldn’t find any documentation or configuration…
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Sales Forecast Quotas - are Territory Quota and Sales Resource Quota still valid?Summary: Since Quota Management is being deprecated, are Territory and Resource Quota still valid? Content (please ensure you mask any confidential information): In Redw…
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Rename "Resource" Label in Outlook Add-in Page LayoutSummary: Is it possible to rename the "Resource" label (under which a user is displayed in the Outlook add-in page layout) to a different name? If so, could you please a…
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How Does Outlook Add-in Decide Which Account to ShowSummary: When using the Outlook add-in, the system selects an account linked to the contact’s email domain. However, the account shown is not the expected parent account…
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Redwood "Products" page has "Add Filter" button. What is the logic of filter ordering there?Summary: Ordering of the filters in "Add Filter" seems to be arbitrary and, in our understanding, there is no way to change the order. That's why, at least, we need to k…
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Insert images in Opportunity notesHello, I tried adding images in the opportunity note, but it exceeds 100,000 characters. Is it possible to create an attachment in the note or somehow reduce the image s…
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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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How to Implement 'Select All' Feature in Multi-Select LOV in VBCSHow to implement a 'Select All' feature within a multi-select LOV (List of Values) in VBCS . Additionally, are there any standard LOV components in Oracle VBCS that alre…
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Video: AI Account AdvisorAI Account Advisor: Using the power of Generative AI, learn about the AI Account Advisor agent, and how to enable this in your Redwood Sales environment. https://videohu…
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Announcing: Oracle CX Partner Enablement Training Series (Sep 8 - Oct 2)We’re excited to invite all Oracle implementation partners to join our upcoming Oracle CX Partner Enablement Training Series, starting September 8 and running through Oc… -
Enable attachment categories for Accounts (HZ_PARTIES)Summary Hello, I need to enable categories for attachments in Accounts. I created the category for the module Trading Community Model and linked it to the entity HZ_PART…
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Workflow Scheduled Actions Not Rescheduling When Date Field Changes in Oracle CX SalesSummary: I’m facing an issue with workflow scheduled actions in Oracle CX Sales. I have a workflow set to trigger 30 days before a specific date field, with the triggeri…
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Quota Attainment is not coming in Redwood ForecastingWe have complete setup for Territory,Quota and Redwood Forecast , still we can not see Quota Attainment under Redwood Forecast but we can see Quota Attainment correctly … -
How can we add a button under accounts subview pages.The requirement is to add a button (Sync Customer Note) on the subview page of Account Notes Panel under Accounts in Redwood CX Sales. PFA the screenshots. Version (incl…