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Sales
Discussion List
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Video: Fax Number and Phone TemplateVideo: Fax Number and Phone Template: Using a virtual field in visual builder to combine the various parts of a fax number (country code, area code, number) and using th… -
Territory Assignment Based on Lead Address in Redwood UIHi All, I want to implement territory assignment based on the Lead’s own address in Redwood UI. Currently, territory assignment works when using the associated Lead Acco… -
Automatic Territory Assignment for Leads in RedwoodHi All, We have a requirement to automatically assign a territory to a Lead when the Lead is created or updated in Oracle Fusion CRM Redwood. Any guidance or documentati…
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Error while creating Lead in redwood salesSummary: While creating lead from Redwood sales page, Getting error related to binding LOV_BuId. Content (please ensure you mask any confidential information): Applying …
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Changing Existing Field Values in Redwood Using JavaScriptHello Team, I'm looking a guidance on how to change the value of existing standard and custom object fields in Redwood using JavaScript. Could someone please advise on t… -
Video: Integrating Microsoft Teams Web Conferencing with CX SalesIntegrating Microsoft Teams Web Conferencing with CX Sales: Microsoft Teams Web Conferencing can work with your Oracle CX Sales solution
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Custom "Create Call Report" Smart Action in Workspace after 27ASummary: We understand that Call Reports are no longer delivered as a standard feature in Redwood UI. Instead, similar functionality is available through Interactions an…
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(OOTB) "Create Call Report" Smart Action in Workspace after 27ASummary: We understand that Call Reports are no longer delivered as a standard feature in Redwood UI. Instead, similar functionality is available through Interactions an…
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@ mention available in Redwood Activity Notes/Description ?Summary: Customer would like to know if there is anything that can be customized in the CX Sales Redwood - Activity - Notes or Description textbox fields, to use @ menti…
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DB table for Redwood - Log a Call recordsSummary: Need to understand the database details for Log a Call, Log an Email, Log an Interaction records in Redwood. Basically looking for database table details where …
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What is the recommended Oracle chatbot solution after ODA licensing has been sunset?Summary: Seeking Oracle's recommended replacement for Oracle Digital Assistant (ODA) for implementing customer-facing and internal AI assistants integrated with Oracle F…
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Resources does not reflect the correct Manager and Department values coming from Manage Users.Summary: does the Manage Resources screen does not reflect the correct Manager and Department values coming from Manage Users? Content (please ensure Hello experts, I am…
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How to create a dcl field pointing to Business Unit in Custom ObjectSummary: Hi team , On a Custom Object we want to create a one custom DCL field which is pointing to business Unit Name . but we are not able to get the related Object. P…
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Generate Win Story EmailHi, When I look for Generate Win Story smart action I am getting pop-up as below and if I click Generate Win Story to whom does this email goes to Why this window is not… -
In Redwood there is no popup message while convertLeadToOptySummary: In CX Sales Redwood Leads, on selecting action Convert, there is no confirmation message as was in Classic UI. Content (please ensure you mask any confidential …
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Video: Using Dispatcher to Override Default Navigation (Hyperlinks)Using Dispatcher to Override Default Navigation (Hyperlinks) With the dispatcher tool, which can be launched from Application Composer, you can override the Redwood Sale…
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Redwood - Inline editing on ObjectsSummary: Is there a way to enable inline editing on Opportunity landing pages in Redwood? Though I see this is going to be available for Opty Revenue in 25B. Content (pl…
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Video: Accelerate Your Redwood Sales ImplementationHot off the press: A new tool has been releases to help you migrate your classic UI sales implementation to the Redwood Sales. Watch the replay of the webinar announcing…
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Disable Actions-->Export from list view in RedwoodSummary: Hi, we would like to know if there is a way to disable the "Export" action available in list view in redwood. For security reasons we should not allow users to …
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Under what parameters do the AI Lead scoring and Opportunity Win Probability work?Summary: We have implemented some Sales Intelligence functionalities such as: AI Lead scoring, Opportunity Win Probability. However, we are not clear about the reason fo… -
Opportunity predicted win probability explanationSummary: In the Predicted Win Probability explanation, how is the Recommended Next Steps generated? Content (please ensure you mask any confidential information): How do…
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"Predicted Win Probability and AI Lead Score" is not workingSummary: We are facing an issue where the Predicted Win Probability and AI Lead Score fields are not being populated or displayed correctly in the application UI. Detail…
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On Account, "Show Duplicate Account" feature is not workingSummary: Hi Team, I have built the ML model for duplicate accounts and defined all the required criteria. However, the results are still not appearing on the UI panel. W…
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Video: Customize Panel QueryCustomize Panel Query: Change the data requests to filter the records in the panel From the Implementing Redwood Sales video series
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window.location.reload is used to reload the custom page- IssueSummary: window.location.reload is used to reload the custom page but after reload the cancel button is completely closing redwood application and going to the main appl…
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Sales Orchestration 26C – CREATE authorization denied for Sales Motion and Data Capture RuleWe are configuring Sales Orchestration in Oracle Fusion Cloud Sales 26C. Our user has the Sales Administrator role (ORA_ZBS_SALES_ADMINISTRATOR_JOB) and can access the …
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Default Country & Phone CodeContent Hi, Is there a way to set the default value while creating the Contact / Account record in Site level & User level? Address - Country field and Country Code in W… -
How can I implement Field Rules and Object Functions on Redwood CX Sales pages?Summary: After migrating from Classic CX Sales to Redwood CX Sales using the Oracle Redwood Migration Accelerator, our existing server-side customization no longer works…
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CX Extension Generator fails with duplicate layoutId=Layout1 when importing Metadata Manager XMLSummary: Hi everyone, We are trying to use the CX Extension Generator to migrate legacy Fusion/Sales layouts to a Visual Builder extension. The process we are following …
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Attachment panel appearing blank on Redwood UI for all objectsSummary: On navigating to Account Object and drilling into any record, the attachment panel has no content and appears blank instead of displaying standard message like …