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Sales
Discussion List
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How to add customer notes using Import Management option?Summary: We have a requirement to add the customer notes using import management options at customer level. I went through the below link but I received the error messag… -
Integrating the Outlook Redwood Plugin with our CRM application.Hello Team, We are integrating the Outlook Redwood Plugin with our CRM application. From our CRM application, a sales representative can send an email using the "Send Em…
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Can a Redwood Opportunity DCL field be auto-populated based on another DCL?Summary: Requirement to auto-populate a DCL field on Opportunities which is from Territory. The value is derived from the combination of Account object DCL field and an … -
Help Hint Definition,Tooltip or Field Help Supported inoracle fusion CX salesSummary: I have a few questions: Is Help Hint Definition supported for in Oracle Fusion CX Sales Redwood 26B? Can a Tooltip be implemented for standard fields such as Ta…
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Unable to add Audit history under Opportunity ObjectSummary: Hi, We are trying to add the Audit History component to the Opportunity Detail page by following Oracle documentation. However, the Code tab is not available fo…
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Account Audit is not showing under accountsSummary: We did all the configuration related to account audit and opportunity audit, audit is coming up under opportunity but not in account. Even in custom object we e…
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CX Translation of labels going forwardSummary: Considering As Classic UI is being deprecated. We have a custom field named Legal Entity and have updated its Label Hint in VB Studio to display as "CX Legal En…
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A 500 error occurred on VBS, and deployment failedSummary: To migrate SFA to Redwood, I imported the page layouts generated by the CX Extension Generator. However, the deployment failed due to a 500 error. Content (plea…
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how to extend Oracle CX Sales express report historical view timeframeIn Oracle CX Sales Redwood's Express Reports, our users have asked for a bigger time frame to query data. As of now, it seems we are stuck to a year at most. Is there an…
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Privileges for Resolution Request Dispatch JobSummary: User need to merge customer and for that they need a Resolution Request Dispatch Job and that is available only through application implementation consultant ro…
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How Do i enable task and appointment notification to show in email and notification listSummary: I do enabled all the settings to show up notifications of task and appointment reminders to come up in email and notification list. Still i am not able to recei…
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Outlook Integration with Multiple Tenant Ids and Primary DomainsThe client has multiple business units, and each business unit is further divided into sub-divisions. Each business unit uses Microsoft Outlook with its own Microsoft 36…
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"Is it possible to create attachment categories for Account and Activity records?Summary: Hi all, We need to create custom attachment categories for two objects — Accounts and Activities — so that sales users can select the appropriate category direc…
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Can I inactivate the all parties and all prospect rules or would that make a problemcan I inactivate the all parties and all prospect rules in access groups or would this make any problem as I 'm making account and contacts appear for only team members …
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Video: Open URL In a New WindowOpen URL In a New Window: Use a Smart Action to open a contextual URLin a new browser window From the Implementing Redwood Sales video series -
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, …
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Message template is not visible for sales manager role?Summary: Content (please ensure you mask any confidential information): we have Message Templates used in Opportunity, sales reps are able to access it but not Sales man…
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Update a Product Status via APISummary: We are synchronizing products from our ERP to Oracle Sales Cloud. This process includes both creating new products and updating existing products. We are encoun…
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Account Address RegionSummary: Can we confirm on which area can we see the following related details on Oracle Sales relating to Account Address are configured? Is it under the Setup and Main…
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Connection link from Oracle Sales Cloud to OutlookSummary: When an appointment is created from Sales Cloud, the user does not receive the connection link in Outlook to connect to the meeting. Content (please ensure you … -
Transition to the Redwood UX add-in for Microsoft 365 prior to 25B (July 2025)Summary: In Update 23C, we introduced our latest (third generation) Outlook add-in – Redwood UX Add-in for Microsoft 365, which caters to task-oriented flows providing s…
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How to make Boolean field value as Yes/NO instead of On/OffSummary: Organization - Terex In opportunity we have Boolean fields e.g Request cost and Cost Completed from below picture. There are some scenario or conditions where t…
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CX Sales Delete HZ_LOCATIONSI want to delete HZ_LOCATION records in Import Management. I initially thought that the Address Object would be the right place to do so, but it appears to only delete t…
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[Redwood] Issue on Page reloading after DCL field change and displays previous value after reloadSummary: I have an edit layout with DCL field and Field Groups which are conditionally visible. When DCL is change (ex. Apple ⇒ Banana) a variable is set to true that tr…
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Video: Working with AttachmentsWorking with Attachments: Adding the attachments component to a panel, subview and the create record page. From the Implementing Redwood Sales video series
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Redwood Migration: Are Dynamic Lists and Their Associated UI Pages Migrated Automatically?Hello, We are supporting a customer who is migrating Oracle Fusion Sales and Service to Redwood. The customer has a large number of configured lookups, many of which are… -
Redwood Child Object Subview – Best Practice for Adding a Visible Create ButtonSummary: We are currently migrating Oracle CX Sales customizations to the Redwood UX and have encountered a challenge with child object subviews. Scenario We have a cust…
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Is There an Oracle-Recommended Approach for Cleaning Up Custom Security Roles in Engagement?Hello everyone, We would appreciate your guidance regarding a security administration question in Oracle Fusion Sales and Service. Background Our customer currently has …
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Data Segregation by Country in a Single Fusion Sales and Service Instance (Redwood Migration)Hello everyone, We are currently working with a customer that is implementing the migration from the classic Fusion Sales and Service UI to Redwood, and we would appreci…
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CX Sales Deal Advisor Agent — 403 CLIENT_ERROR for specific roles onlyHas anyone run into the Deal Advisor Agent failing for only certain roles? Deal Advisor Agent configured in 26B via AI Agent Studio, smart action published and working f…