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Sales
Discussion List
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How to get Document view option in Oracle RedwoodSummary: Users want to see an option where they can view the attached documents in Redwood UI without downloading it . Just like preview option in Outlook. Content (plea… -
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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When opening the quote from CX Sales opportunity is not workingAccessing the CPQ quotes from CX sales Opportunity is not working. Here are the steps. Created quote from CX sales Opporunity Added details on quote and approved Return …
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Direct Page Links for CX Sales in UI RedwoodSummary: Hello, we are migrating to Redwood. I would like to know what URL we could use to direct a user to the details of the sales opportunity they receive in the emai… -
Is it possible to add the sales team section to the opportunity creation pages?Content (please ensure you mask any confidential information): I want to add the "Sales Team" section to the creation page. This is so I can add team members from the op…
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Lead Run assignment REST API from VBS on CreateHi Everyone, We have a use case to run assignment(automatically) before the lead is converted. We identified the REST API for running lead assignment, but we are unable …
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Attachment data from Account Advisor AI AgentSummary: Does Account Advisor AI Agent pull information from the attachment under sales account? we have tried to ask the information which is in the attachment, but did…
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Are you able to assign a resource the Contract Administrator role for multiple Contract OrganizationSummary: I am receiving the error "An active role for this resource already exists in an overlapping date range, either in this organization or in a different organizati…
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Redwood UI - Embed content on Account/Contact/Opportunity edit layoutSummary: Is it possible to embed static content like images/documents or BIP reports on Account/Contact/Opportunity edit layout ? This is useful for cases where customer…
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While adding cities under geography hierarchies cities not availableSummary: As per our client requirement there are few cities which needs to be added in geography hierarchies in recruitment but while searching for them within the count…
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automatically set the value of a custom field based on the value selected on the sales methodWe have a requirement to automatically set the value of a custom field based on the value selected in the Sales Method field in oracle cx sales app. This functionality i…
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Default "My Organization" as filter while adding Team members for OpportunitySummary: In Redwood UI, when we use "Add Team Members" as an action on Lead or Opportunity. The "Team member" field filter defaults to "Default Search View". Is it possi…
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Selecting multiple contacts on Appointment Edit page in redwoodSummary: Is there a way to select multiple contacts at a time on the Appointment Edit Page (In the contacts section) in the Redwood UI. There is a plus icon to add one b…
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REDWOOD – Error During Business Plan CreationHello, We have business plan enabled for our application. However, we are facing an error while creating the business plans for Accounts. a. The error - Row validation m…
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How can I create OTBI report using unionSummary: I am trying to create report using 2 subject areas using union all operator. I want to add columns from both the subject areas in result tab but not getting an …
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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… -
Generating dynamic link in Leads and OpportunityHello, We've referred to the mentioned document and tried to incorporate dynamic link for Leads and Opportunity Approvals. Whenever the Object Workflow is triggered, the…
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what is the issue, not getting objects to view, even enabled in adaptive searchSummary: Created a custom role for viewing contracts, but when we open a contracts tile, it is showing as You can't access this information because the object isn't enab…
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We have a functionality where selecting a value in one DCL field should dynamically filter for otherSummary: We have a functionality in Oracle CX Sales where selecting a value in one DCLfield should dynamically filter the values in a dependent DCL field. Content (pleas…
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Has anyone designed a renewal opportunity creation from oracle fusion CXHas anyone designed a renewal opportunity creation from oracle fusion CX that will allow sales users to manually create a renewal opportunity from a source opportunity? … -
Sales Orchestration Content Best PracticesWhite paper: Sales Orchestration Content Best Practices Key learnings from Oracle's own implementation of Sales Orchestration, specific to the context and content layers… -
REDWOOD – Error During Business Plan CreationHello, We have business plan enabled for our application. However, we are facing an error while creating the business plans for Accounts. a. The error - Row validation m…
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FBDI Import- Customer Import- Not visible in Oracle Sales UIWe loaded 13000 contact persons through Customer FBDI using HZ_IMP_PARTIES_T, HZ_IMP_CONTACTPTS_T, HZ_IMP_CONTACTS_T, HZ_IMP_RELATIONSHIPS_T. The contacts exist in HZ_PA…
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We could not see the table for Email Communication functionalitySummary: We could not see the table for Email Communication functionality for Activities, we would like to seek assistance on locating the backend table for this. Conten…
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How to update on mass sales account profile org typeSummary: I would like to be able to extract all organizations where the org type on the account profile is x and update to y on mass. Content (please ensure you mask any…
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Unable to schedule Lead Processing Activities to run for every 5 minutesUnable to schedule Lead Processing Activities to run for every 5 minutes using schedule option. The least value we can enter is 1 hour. We have a requirement to run this…
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How to show multiple addresses in 'Account' edit page in CX Sales Redwood?For standard object 'Account', we have enabled Redwood Pages. Now in Edit page, we are able to add the fields as per our classic page layout. Now in classic page, if an …
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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 Change Sub-view Sort Order for Account-Contact Object?Hi Team, I’m trying to modify the subview sort order for the Account-Contact object (child object of Account). This subview appears on the Account Details page. I have a… -
Redwood UX Duplicate checker is not showingWith the release of 26B, we were trying to test out the Duplicate checker functionality for Redwood UX. In the documentation it said there was no setup required (see tex…