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Sales
Discussion List
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Redwood Sales - Filter sales method available when creating an opportunitySummary: Hi All, in our setup we are using Redwood and have different sales method available for opportunities. Some custom salesperson job roles are limited to creating… -
Adding an Activity Subpanel to a Custom Object in Oracle Sales Cloud (Redwood UI)Summary: I have created a custom object in Oracle Sales Cloud and I would like to add an Activity subpanel under this custom object in the Redwood UI. Is there a way to …
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Can a custom object be created in the CRM Cloud application using an ERP/SCM license?Summary: Customer has licensed ERP/SCM Cloud subscription including as well the Fusion Product Hub subscription (without any CX/CRM license). Is it possible to create a …
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What is the process to bring in Supplier information in to Oracle Sales CloudSummary: As per our project requirement suppliers which will be a part of the Procurement Cloud needs to be pulled into Partner Relationship Management which is a part o… -
Unable to query Product Group Hierarchy from ProductGroup Object using groovy.Summary: We are trying to display the product group hierarchy in a text field within the adaptive picker. While querying the data using groovy, we are unable to get the …
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P2T for Fusion Sales cloudSummary: Hi Team, Our customer is looking for a P2T in 1st week of April for the fusion sales cloud application followed by CPQ. We would like to know if there are any p…
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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…
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Custom object data importSummary: I created a custom object, but I’m unable to import data into it. The system isn’t generating any log files, and the import keeps failing. I’m uploading the CSV…
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What is the official documentation to configure SAML SSO between Sales Cloud and Microsoft ADFS?Hello, As part of our SSO implementation planning, we would like to align with Oracle on the recommended approach to configure SAML-based Single Sign-On (SSO) between Or…
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Is there any API to get AR Account details and display it in CX Accounts?Summary: Any available API to get AR Account details and display in CX Account details? I am attaching the details of the AR Account details that needs to be posted in A…
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How to transfer contacts from one user to another user using mass transfer?I am trying to transfer the contacts of one user to another using Mass transfer but couldn't find the contact object in mass transfer. How to transfer the contacts using…
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Is it possible to have dynamic layout in Resource Details page?Summary: Can the Resource details page/layout be personalized similar to other Sales objects like Opportunity, for example different roles accessing different layouts? C…
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Attachment subobject on Contact Detail LayoutSummary: Attachment as a field/subobject does not show up on the detail layout when the field is added to the Contact Detail Layout through Redwood UI Content (please en…
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REST API and Import Mgt for Link Financial CustomerSummary: For the Link Financial Customer feature in Redwood Account UI, what are the REST API and Import Mgt we can use to convert the data in batch instead of adding th… -
How to get a dump of records from Oracle Fusion CX CloudHi Team, We need to extract a complete dump of all Contacts and Accounts from CX, including all available fields (full record details). Since most of these records were …
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Performing action after smart action is succeededSummary: We have a requirement where we need to perform action once the smart Action is succeeded. How can we get the condition for completion of smart action. For e.g. …
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REST API results are not showing in AccountHierarchySummary endpointSummary: I have changed the parent accounts, but the hierarchy data is not showing in the REST API. I also run a scheduled process. But the data is still not showing. Co…
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How to convert a Lead to an existing Opportunity?I saw that with the 25C release that the ability to convert a Lead to an existing Opportunity is now available (https://docs.oracle.com/en/cloud/saas/readiness/sales/25c… -
how to create customer site level contact address using soap/rest apiSummary: need guidance on add address for contact on customer account site level using api. Content (please ensure you mask any confidential information): i am able to c…
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Your Guide to Success: Implementing Redwood Sales with Best PracticesWe are excited to present our Redwood Implementation Checklist and Playbooks, thoughtfully developed by our product team. These guides are designed to help you track you… -
Obtain a list of Smart Action keys that need to be enabled in the Redwood UI for each objectSummary: We require a complete list of Smart Action keys that must be enabled in the Redwood UI for each object to fully utilize the standard Redwood functionalities. An… -
Utilize the CX rollup functionality to do cross pillar rollups with ARCan anyone of you please confirm if there is a way to utilize the CX rollup functionality to do cross pillar rollups with AR. The business use case is to pull the AR acc…
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Approval BPM Not Triggering on Opportunity Sales Stage Change (Redwood UI)Summary: Hi Everyone, I am facing an issue while configuring an approval cycle for the Opportunity object in Redwood UI, and I would appreciate your guidance. What I hav…
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How to increase the number of records displayed in object's panel?Summary: Content (please ensure you mask any confidential information): In Account object, we need to increase the number of records displayed in Opportunity's panel fro…
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Official release to migrate to Redwood SalesSummary: When do we officially have to migrate to Redwood Sales? Release? Date? Content (please ensure you mask any confidential information): Version (include the versi…
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Get Child Accounts from Parent Account Record using groovySummary: I want to get all child accounts from parent account using groovy script Content (please ensure you mask any confidential information): Need to perform update o…
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Sales Cloud to CPQ integration - Custom objectsSummary: Can I leverage the out-of-the-box integration from Sales Cloud to CPQ to send data from Custom Objects (Either top level or child)? Couldnt find any documentati…
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Approach to migrate the Redwood sales configuration from test to Prod in VBSSummary: We have enabledredwood Sales in our TEST environment and did the configuration in VBS. Now MayI know what the best approach to migrate those changes into PROD? …
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What's the sync interval from Fusion to IDCS for VBS access?Summary: How to check what's the sync interval from Fusion to IDCS for VBS access? Content (please ensure you mask any confidential information): I added the Application…
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Is it possible to hide seeded Save Searches in Redwood landing page?Summary: As a Sales Administrator, I want to replace the seeded saved searches with customized save searches in Accounts landing page (Redwood) for everyone. Content (pl…