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Sales
Discussion List
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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… -
What's the difference between Strategies and Objectives in Business Plan?@Sandeep Chowdhury-Oracle In SUI, we only have Business Plan —> Objectives But in Redwood, we have Business Plans (Renamed as Sustainability Goals in client instance) --…
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Can clicking on Contact number from list page or header layout redirect the user to Teams dialer?Summary: I click on Contacts from Redwood Sales, on getting redirected to the list page, when i click on the contact number, it redirects me to log a call page. Similarl…
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Video: "On Before Save" Client Side UI ValidationsVideo: "On Before Save" Client Side UI Validations In the Redwood user experience for the Sales applications, you can add your own logic to run before date on a page is … -
Application composer how to create Dynamic Choice List for Employees and emailsSummary: How to create Dynamic Choice List for Employees and emails Content (required): We have created a custom object using Application Composer and we need to include…
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Video: Dynamic Links - a deep-link standard that works with both Redwood and Classic UI for CX SalesDynamic Links - a deep-link standard that works with both Redwood and Classic UI for CX Sales With 25B, a new dynamic link URI/API format is available to deep link into …
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Create Customer Contact Point at Account Level using SOAP Webservice- Oracle FusionSummary: i use below steps it created but still Account Contacts not show any phone , and contact points is empty if and Reset API or i need to adust any of below steps …
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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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Visual Builder : How to migrate changes from one environment to anotherSummary: I'm just new in this Visual Basic Studio. we have 4 CX environments (Dev, QA, UAT and Prod), we are doing our change in Dev environment, just wondering how we c…
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Oracle Fusion Sales Cloud Resource User conversion to PRM userWe are planning to migrate existing CRM resource users to PRM users as part of our system transition. During this process, we would like to understand whether there is a…
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Bulk Update Sales TerritoriesSummary: I need to make below updates to sales territories in bulk Create new territories. Update existing territories ( remove few sales reps, add new sales reps to exi…
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Microsoft teams integration mashupSummary: Hello, Some time ago I had found an article from ATeam blog, about integrating Opportunty and MS Teams. This is the article: https://blogs.oracle.com/ateam/post… -
Is it possible to integrate LinkedIn with Classic SUI?Summary: I was checking the documentation on integration with LinkedIn: https://docs.oracle.com/en/cloud/saas/sales/fails/overview-of-linkedin-sales-navigator.html I won…
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Zoom Integration with Oracle fusion sales cloudSummary: Content (please ensure you mask any confidential information): We have a requirement to integrate with Zoom. Sales reps should be able to use the Zoom service t…
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How to remove Assignee, Contacts, Notes from Edit Task Layout in Activity object from redwood salesIn our current project, we do not assign a Contact to an Activity, and the Notes section is also not being used. As part of streamlining the user experience, we would li…
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How to differentiate a customer contact created in Sales vs Receivables?Summary: How to differentiate a contact created by salespeople for an account in CX Sales vs a contact created by AR specialist for a Site in Receivables? Content (pleas…
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Video: Audit Change History in Redwood Sales Detail Record PageAudit Change History in Redwood Sales Detail Record Page Learn how to add a new subview on the detail page, to display the change history of field values (audit trail). …
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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…
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URL for creation page of follow up task or appointment in Redwood - Oracle Fusion ActivitiesThe url for activity creation page in Redwood is https://{{instanceURL}}/fscmUI/redwood/cx-sales/application/container/activities/activities-edit?mode=create What is the…
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Best Practices for Implementing Oracle Fusion CX Sales Cloud Directly on Redwood UIHello everyone, I’m starting a new implementation project for Oracle Fusion CX Sales Cloud, and the client would like to implement directly using the Redwood UI, without…
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CX Sales Mobile and OAuth authentication tokensSummary: Hi, We'd like to use IDCS OAuth token to increase the session timeout, and configured IDCS and Fusion CX Sales based on this document - https://docs.oracle.com/… -
Will Business Plans be coming to Redwood?Summary: Pretty much what the question says. Will the Business Plans be added to Redwood along with their children objects like Objectives, SWOT Analysis, etc.? Content … -
Is it possible to change the subview layouts of attachments in VBS to display the entire name.Hello Team, During our migration from Classic to Redwood sales, we have identify a new requirement where the users would like to see the entire name of the attached file…
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Redwood Addin Discrepancy in the Mail Currently ViewingSummary: Scenario: The email chain currently open is about 'Oracle Account' (sample account only) and even includes full Sales Cloud Account IDs. But the add-in recommen…
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ActivityTypeCode of Type Attribute is not found in SyncOperationsSummary: Error 'ActivityTypeCode of Type Attribute is not found in SyncOperations' being encountered in Redwood Outlook Addin when creating follow-up Task. Content (plea…
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How can we add custom description on Standard BPM TaskWe have requirement to add custom description on Standard BPM Task . As checked we are not getting option to edit the description , can anyone suggest if any workaround … -
Can we utilize an internal API for fetching non primary address details for a customerWe have a requirement to allow users to override the bill to or ship address to a non primary address in CPQ before creating an order / subscription. Currently, CPQ only…
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Custom Filter for Tables in Redwood sales dashboardIs there a way to create and apply custom filters to an entire tab on the Sales Dashboard? We are trying to add custom filters to our Sales Dashboard ‘Pipeline’ and ‘Tea…
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Getting error while approving deal record in Redwood "Permission is required to edit this field"Summary: We are having Custom Role using which we are trying to approve deal record but getting "Permission is required to edit this field" error when we click approve C…
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CDM to Procurement process flowInitially, we loaded a few suppliers into CDM as organization records, using the custom usage COOK_SUPPLIER. Currently, using Supplier FBDI, we are using the Registry ID…