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Sales
Discussion List
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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… -
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 …
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Redwood UI: How to restrict address changes based on address type?Summary: How to restrict Sales user from editing or deleting addresses that were sync over from Receivables customer? Content (please ensure you mask any confidential in…
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Opportunity browse catalog list priceSummary: Opportunity browse catalog list price question Content (please ensure you mask any confidential information): Is there any documentation on this feature? Where …
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Export App UIs to migrate to different environments?Summary: We created an app UI inside an install. We work with various clients and want to take this custom App UI elsewhere. Is there a clean way to export just this? Fr…
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In the custom object, the Create button is not showing, but the Create Smart Action is enabled.Hi, In 25C, the Create button is not showing for the custom object, but the Create Smart Action is enabled. Thanks, Babasaheb Pandhare
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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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Get ER Model and Data dictionary of a Fusion CX instanceSummary: Hi. Is there a way to get the entity-relationship model and the data dictionary of a Fusion CX instance? Regards, Content (please ensure you mask any confidenti…
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Integration of Phone Fields between Eloqua and Fusion SalesSummary: Integration of Oracle Fusion Sales and Oracle Eloqua: Phone Number Fields Content (please ensure you mask any confidential information): We are searching for ex…
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Wrote an object validation on Account and Address under CRM and now these validations are enforcedSummary: Hi for my customer's business requirement, I Wrote an object validation on Account and Address under CRM and now these validations are enforced even in Customer…
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Displaying Validation Errors in Mobile App via Smart ActionWe are experiencing a critical issue in Oracle Sales Cloud concerning the Mobile App and Smart Action(Object function-based action): We have created a Smart Action that …
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Manage AI taskSummary: We are not able to access manage AI task. Content (please ensure you mask any confidential information): Version (include the version you are using, if applicab…
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Is Oracle planning to release a native calendar view for activities in Redwood for Fusion Sales?Summary: Is Oracle planning to release a native calendar view for activities and appointments in Redwood UX for Fusion Sales? Content (please ensure you mask any confide…
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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… -
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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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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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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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. -
Video: Enabling Generative AI in SalesVideo: Enabling Generative AI in Sales This video will introduce how to opt-in to Generative AI features generally, and how to enable some for smart actions that allow y…
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Redwood Migration Accelerator still not enabled after CWB is appliedSummary: We are currently in 25B and have requested a CWB applied to enable the Redwood Migration Accelerator before 25C. The CWB has been applied successfully but we ar…
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[Redwood CX Migration Accelerator] - Migrate Legacy Layouts is missingHi, I followed the steps outlined in this video tutorial to enable the Redwood CX Migration Accelerator (CX – Sales: Accelerate Your Move to Redwood CX Sales with Oracle… -
Address Verification Integration with Code 1 in Oracle CXSummary: I have implemented an address verification integration with Code 1 from Oracle CX, which is triggered during address creation in Oracle CX via OIC. When a user …
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Video: Change Drawer SizeChange Drawer Size: While the drawer views such as the "Creates" in the Sales application ship with a size that makes sense for the number of fields included by Oracle, …