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Sales
Discussion List
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Document that explains the benefit of migrating to redwoodSummary: Client is looking for an official documentation or summary of benefits of migrating from Classic to the Redwood UI, particularly from a financial or cost-saving… -
VBS - Empty Build Job Queue History and No Last Successful time for JobsSummary: Hello, We have published multiple workspaces in our VBS but we can't see any build history or the last successful time for our builds. Changes are being reflect… -
Integration of Zoom (ZRA) with Oracle Fusion CX Sales Using OIC – Supported Approach?Summary: We are evaluating an integration between Zoom Revenue Accelerator (ZRA) and Oracle Fusion CX Sales using Oracle Integration Cloud (OIC) and would like to get fe…
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Attachment in Redwood UISummary: For Attachment, is it possible to display title and description in panel, subview and fold-out? Content (please ensure you mask any confidential information) We…
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How to disable the create button on the account creation page in redwoodSummary: Can we controll the Create button ebaling and disabling using a variable similar to custom button. Content (please ensure you mask any confidential information)…
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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… -
Lead qualification template for redwood salesSummary: Hello, In Standard Sales, we’ve been using an out-of-the-box (OOTB) Lead Qualification template in the Lead object, which includes a set of specific questions t…
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[REDWOOD] How to display the Eloqua Engage in Lead page?Summary: In classic UI, we have the Eloqua Engage tab in Lead details page. How can we have the same in Redwood pages? Version (include the version you are using, if app… -
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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REDWOOD - Business Plan Showing Error while creationSummary: Hello, We have business plan enabled for our application. However, we are facing an error while creating the business plans for Accounts. Content (please ensure…
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JBO-27014: Attribute ActivityTemplateId in OrchestrationStepTasksDTEO is requiredSummary: While migrating orchestrations using CSM, the process is throwing below error : JBO-27014: Attribute ActivityTemplateId in OrchestrationStepTasksDTEO is require…
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Video: Enable/Disable Feed Filters in the Ask Oracle Action BarEnable/Disable Feed Filters in teh Ask Oracle Action Bar: On the Sales objects: Account, Contact, Lead and Opportunity (those object which can use the Activity Feed), op… -
Contact Merge — Export/Edit/Re-import proposal & Cancel-with-Rollback for batch merges: feasible?Summary: Contact Merge — Export/Edit/Re-import proposal & Cancel-with-Rollback for batch merges: feasible? Content (please ensure you mask any confidential information):…
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How to automatically Run Assignment for lead based on rules?Summary: How to automatically Run Assignment for lead based on rules? Content (required): How to automatically Run Assignment for lead based on rules? Version (include t…
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Deeplink for Activities in RedwoodBasically we are sending email notification to users about the activities being assigned to them, from email we want to bring them directly to this particular activity i…
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Custom Redwood/NGS Pages don't recognize the "Open in New tab" built-in function.All our Custom Redwood/NGS Pages (e.g. fscmUI/redwood/custom-objects/quotes) links from those pages can only be opened from the same tab when trying to use the "Open in …
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Disable "Use Account Address" Checkbox When Account Is Removed in Contact Create PageSummary: Hi Team, I have a requirement related to the Create Contact page in Oracle Sales Cloud Redwood UI. In my Contact Create layout, I have added the Account field a…
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Redwood Activity Create page layout when ActivityFunctionCode = CALLREPORTSummary: 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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Zoom Contact Center with Oracle Fusion Service for CTI integrationSummary: Hello Team, We have a requirement to configureZoom Contact Center with Oracle Fusion Service for CTI integration including both inbound and outbound calling. I …
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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…
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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…
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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…