To ensure that questions get required attention from community members and are NOT left unanswered, it’s important for the author to indicate (by selecting “Yes” or “No” when prompted) whether the question was answered. (newly added) Please note that it is also important to respond to EACH comment your question receives. Your Yes or No response ensures an accurate status for your question.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
Sales
Discussion List
-
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… -
Oracle CX Sales plugin in Microsoft outlook is inactiveDear all, We are trying to implement the Oracle CX Sales for Microsoft outlook. After referring to the below documentation and following all necessary steps, it was obse…
-
Can we hide the Save and Save & Close buttons on the ADF screen using Page Composer?Summary: We want to hide the Save and Save & Close buttons for the Sales Opportunity Inquiry role. Content (please ensure you mask any confidential information): We want…
-
Difference between Call and Log a call.Summary: We have two smart actions in sales Call and Log a Call and the same is there for every object in the system but when we try to execute these actions redirect to…
-
How to run the Lead Territory Assignment process automaticallySummary: Currently when a Lead record is created we are running the Lead Territory assignment process manually. The business case scenario is when a record gets created …
-
How to show Activities Panel in Redwood for Custom ObjectsSummary: I wanted to show the audit logs for Custom Objects in redwood, but activities panel is not available as OOTB. How can I show the activities panel or the audit l…
-
Fusion Identity Upgrade performed - MFA enabledSummary: This friday a mandatory security upgrade was performed on our test environment. We are surprised that we need to enable MFA. This was not mentioned in the accom…
-
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 … -
Redwood: Opportunity Product Picker templateSummary: Currently, when we go to an opportunity > Add products, the product picker shows only "Item Description" (see screenshot below) and there is no option to - Use …
-
Suggestions for replacing the Sales Campaign feature in CX Sales ?Question : **This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: Discontinue of the Sales Campaign feature in CX Sales. …
-
Redwood: Custom object Create triggerSummary: In Custom object on record creation I want to copy the RecordID in RecordName. Which page and event I can use for above to work. I have tried via groovy script …
-
After Creating OTBI Reports when i select that report in visualization data is inaccurateSummary: I created analysis on custom object and used sum filter on one column called total, in analysis it is reflecting correctly, but when i select that report in vis…
-
Redwood Forecast - DocumentationSummary: Redwood Forecast - Documentation Content (required): Looking for documentation to enable and use Redwood Forecasting, we already have ADF forecasting but when w…
-
I want to check the file name of Opportunity attachments using Groovy.I want to generate an error when saving if there is an apostrophe in the file name of an Opportunity attachment. When I implemented this in the BeforeUpdate trigger, if … -
Unable to fetch the PUID for a particular account in the button action chain invoking OIC iSummary: Unable to fetch the PUID in the field having a button named as Sync Customer Note for a particular account in the button action chain invoking OIC in the header…
-
Add Group of Team members on Opportunity directlySummary: We are trying to implement the solution for adding the group team members directly on the lead and opportunity instead of adding single team member in lead or o…
-
How to track if an Activity/Task was updated from Mobile App in Oracle Sales Cloud?Hi, I want to know if there is any built-in field in Oracle Sales Cloud that automatically indicates when an Activity/Task has been created or updated from the Mobile Ap…
-
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…
-
How can I remove "Resource Role" from a user under "Manage Users"?Setup and Maintenance > Manage users > Edit user I have a Resource Role set as "Contract Administrator" for this particular user. How can I remove this resource role? Se…
-
Custom smart action on case objects not workingSummary: REST-Based smart actions are not triggering on the Case object Content (please ensure you mask any confidential information): We’ve successfully created and tes…
-
How to create a common Redwood navigation URL for Create Notes to be used in all objectsSummary: Redwood Navigation URL for Create Notes Content (please ensure you mask any confidential information): Customized redwood sales Dashboard and added Action menu …
-
How to create a Sales guide to use in orchestrationsGreetings! We are adopting orchestrations for our current implementation, and we would like to use the Sales Guide feature. I'll explain: While creating a task inside a …
-
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 …
-
How to add description field in attachmentsSummary: How to add description field in attachments of any standard or custom object. Content (please ensure you mask any confidential information): We are trying to ad…
-
Task Object – Conditional Field Updateability (On Edit Script not working dynamically)At Mobile Application Setup (at CX Sales Mobile Scripts), I am trying to make the custom field Reject Division (PRTFixChoiceListField_02_c) editable only when the vanill…
-
Unable to find Industry field in Accounts object at sales module.Summary: Dear team, Hope you are doing well. I am unable to find Industry filed for adding new industry codes. I searched it from Sandbox and Setup/Configuration but i a… -
Batch update leads in Redwood CX SalesSummary: We want to update more than 25 leads at the same time. In Classic this was possible, in Redwood there seem to be a limit. Can we make the limit higher? Or are t…
-
Configuration Migration from Test to PRODSummary: We have our application live with HCM since last 2 year and CRM which went live 2 months back. Parallel we have P2P implementation going on which might go-live … -
How can we display custom OTBI dashboard in CX Sales mobile appHi team, We've developed a custom OTBI dashboard for CX Sales which is visible in the application. But when it comes to mobile application, do we have the provision to a…
-
Fields are not updating on page created by Custom Object from Application ComposerSummary: I have a page created from Custom Object from Application Composer. There are values in this table already created. I like to update the value and when trying t…