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Sales
Discussion List
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how to enable sales lightbox under redwoodHi Everyone, we have a requirement to enable the sales lightbox under the redwood sales. Currently we can see the lightbox only in classic sales group only. Even in stru… -
How do we set sales target at Customer LevelSummary: We have a customer requirement in which sales Targets are not only set at Salesperson level but they also have the requirement to set targets at "Customer Level… -
How can I link 2 accounts to an opportunity?Summary: I have created a Dynamic Choice List type field in the Opportunities object that queries the accounts object for one type of accounts, but I need that Opportuni…
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Filter contact's account's address in Contact object - redwood UISummary: Need to see a list of the Contact's Account's addresses. Content (please ensure you mask any confidential information): Suppose I am creating a new Contact or e…
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How can I restricted the contact phone number to only 10 numbers, no less and no more?When I create a contact in Redwood Sales, we need that when we enter a phone number, it must allow only 10 numbers, no less and no more. The problem is that Redwood does…
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Do not close the editing screen on opportunity for redwood sales every time you click save.We need to avoid having to go back to the editing screen every time we save a change in Redwood Sales. Is there a way to prevent the screen from closing and having to go…
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Drill-down link for bell notifications be updated to Redwood pages instead of SUI/Classic pages?Can we update the drill-down link for BPM worklist bell notifications to route users to Redwood pages instead of SUI/Classic pages?
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Video: Working with Contact Photos in Redwood SalesWorking with Contact Photos in Redwood Sales Using standard extensibility techniques with visual builder, enable adding and viewing a photo to a contact in Redwood Sales… -
How to remove Continue with create button in dupplicate check of accountsWe need to restrict user to create Duplicate account, but duplicate check only displays warning and if we click on continue with create it let us create the duplicate ac…
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How to modify email template associated with business Process - ExtnBusinessProcessCompositeSummary: Hi Team, We are using ExtnBusinessProcessComposite Business Process in object workflow for Lead Object in Oracle fusion Sales Cloud. We wanted to modify the ema… -
Video: Call an Groovy Server Side Object Function from Redwood Sales UI TierCall an Groovy Server Side Object Function from Redwood Sales UI Tier There are times when you want to perform some service side logic in a groovy object function, typic…
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Video Series: Redwood Sales Rollup FrameworkVideo Series: Redwood Sales Rollup Framework Learn about creating rollup metrics which summarize related data for your accounts and account hierarchies. Rollups allow yo…
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Video Series: Express Reporting for Redwood SalesExpress Reporting for Redwood Sales bring power and high performance reporting and analytics to the sales manager and rep through a simple, approachable user interface. …
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Video: Orchestration RuntimeOrchestration Runtime Understanding how the runtime executes an Orchestration flow From a multi-part video series on Sales Orchestration. https://videohub.oracle.com/emb…
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Video: Orchestration ManagementOrchestration Management Managing the Orchestration instances From a multi-part video series on Sales Orchestration. https://videohub.oracle.com/embed/secure/iframe/entr…
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Video: Orchestration Step TemplatesOrchestration Step Templates: Defining and using Step Templates in an Orchestration flow From a multi-part video series on Sales Orchestration. https://videohub.oracle.c…
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Video: Orchestration Wait StepOrchestration Wait Step: Define the Wait step of an Orchestration flow From a multi-part video series on Sales Orchestration. https://videohub.oracle.com/embed/secure/if…
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Video: Orchestration Field Update StepOrchestration Field Update Step: Define the Field Update step of an Orchestration flow From a multi-part video series on Sales Orchestration. https://videohub.oracle.com…
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Video: Orchestration Stop and Next Stage StepsOrchestration Stop and Next Stage Steps Defining both the Stop and Next Stage steps of an Orchestration flow. From a multi-part video series on Sales Orchestration. http…
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Video: Orchestration Logic Node StepOrchestration Logic Node Step: Defining the Logic Node steps of an Orchestration flow From a multi-part video series on Sales Orchestration. https://videohub.oracle.com/…
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Video: Orchestration ObjectivesOrchestration Objectives: Setting up the overall objectives of the orchestration, which will subsequently be broken down in to steps as you advance the sales play From a…
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Video: Orchestration Setup and SelectionOrchestration Setup and Selection Define the properties and conditions for which leads, opportunities, accounts or custom objects to include in the orchestration flow. F…
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Video: Orchestration Introduction and OverviewOrchestration Introduction and Overview An introduction and overview of Sales Orchestration in the Redwood Sales experience. From a multi-part video series on Sales Orch…
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Video: Sales Dashboard PersonalizationSales Dashboard Personalization Starting with 25A, sales reps and managers can personalize the content on the Sales Dashboard. https://videohub.oracle.com/embed/secure/i…
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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… -
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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Create an Opportunity in Oracle Sales for OutlookWhen using the new Oracle Sales for Outlook add-in, clicking Create Opportunity is taking users to Saved Searches, and not an Opportunity Creation. If a user tried to cr… -
Editing Product Selection Pages in CX Mobile applicationSummary: In CX Mobile application, On the Lead create page, while selecting a product on the Leads' Edit pages, under Products section, user needs to click on "Add Produ…
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Setting Up Sales ForecastingSummary: An overview of setting up Sales Forecasting in Redwood User Experience. Content: Please watch the following video for an overview of setting up sales forecastin… -
Deeplink for Activities in RedwoodBasically we are sending email notification to users about the activities being assigned to them, from email we want to bring them directly to this particular activity i…