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Sales
Discussion List
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How to assign opportunities and leads automatically in CX SALES?I need to assign opportunities automatically. I need to have a group of users to whom the opportunity owner is automatically assigned and change, similar to queues in se… -
Oracle is a Leader in the 2025 Gartner Magic Quadrant for Sales Force AutomationSummary: For the ninth year in a row, Gartner recognizes Oracle Sales as a Leader for sales force automation. Read the full report to find out why Oracle delivers one of…
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Workspace Maximum Limit of Fields that can be enabledHi, What is the maximum limit of fields that can be enabled in workspace? Maximum number of Filters - ? Maximum number of fields to be displayed - ?
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Redwood remove standard field validator when using custom in Visual Builder Studio (VBS)Summary: Hi, we need to customize the validation rules for some standard fields. We are doing it in VBS adding a Field Validator. In the ui when the field is selected we…
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Can we display the SWOT Analysis in Business PlanSummary: Need to display the SWOT analysis tab in Redwood UI. How can we do it? Content (please ensure you mask any confidential information): Version (include the versi…
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Outlook Add-In: Activities Not Visible in Real-Time, Created Later with Same TimestampSummary: We are experiencing an issue with the Outlook Add-In integration for Oracle CX. For two emails were successfully created follow up tasks to the correct account,…
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How do I enable duplicate checking for accounts and contacts in redwood UI based on phone numberSummary: We followed below document and dedupe is working based on named match. However We want duplicate check based on phone number in redwood ui. https://docs.oracle.…
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Events in fusion SalesSummary: I recently came across an Events object under Sales in a demo environment of Oracle Fusion CX Sales. However, I couldn’t find any documentation or configuration…
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Sales Forecast Quotas - are Territory Quota and Sales Resource Quota still valid?Summary: Since Quota Management is being deprecated, are Territory and Resource Quota still valid? Content (please ensure you mask any confidential information): In Redw…
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Rename "Resource" Label in Outlook Add-in Page LayoutSummary: Is it possible to rename the "Resource" label (under which a user is displayed in the Outlook add-in page layout) to a different name? If so, could you please a…
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How Does Outlook Add-in Decide Which Account to ShowSummary: When using the Outlook add-in, the system selects an account linked to the contact’s email domain. However, the account shown is not the expected parent account…
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Redwood "Products" page has "Add Filter" button. What is the logic of filter ordering there?Summary: Ordering of the filters in "Add Filter" seems to be arbitrary and, in our understanding, there is no way to change the order. That's why, at least, we need to k…
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Insert images in Opportunity notesHello, I tried adding images in the opportunity note, but it exceeds 100,000 characters. Is it possible to create an attachment in the note or somehow reduce the image s…
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Video: Add Products On Opportunity Create and Override Revenue Items TitleAdd Products On Opportunity Create and Override Revenue Items Title Using visual builder, we can toggle a flag to enable adding Products (Child Revenue lines) to the opp… -
How to Implement 'Select All' Feature in Multi-Select LOV in VBCSHow to implement a 'Select All' feature within a multi-select LOV (List of Values) in VBCS . Additionally, are there any standard LOV components in Oracle VBCS that alre…
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Video: AI Account AdvisorAI Account Advisor: Using the power of Generative AI, learn about the AI Account Advisor agent, and how to enable this in your Redwood Sales environment.
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Announcing: Oracle CX Partner Enablement Training Series (Sep 8 - Oct 2)We’re excited to invite all Oracle implementation partners to join our upcoming Oracle CX Partner Enablement Training Series, starting September 8 and running through Oc… -
Enable attachment categories for Accounts (HZ_PARTIES)Summary Hello, I need to enable categories for attachments in Accounts. I created the category for the module Trading Community Model and linked it to the entity HZ_PART…
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Workflow Scheduled Actions Not Rescheduling When Date Field Changes in Oracle CX SalesSummary: I’m facing an issue with workflow scheduled actions in Oracle CX Sales. I have a workflow set to trigger 30 days before a specific date field, with the triggeri…
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Quota Attainment is not coming in Redwood ForecastingWe have complete setup for Territory,Quota and Redwood Forecast , still we can not see Quota Attainment under Redwood Forecast but we can see Quota Attainment correctly … -
How can we add a button under accounts subview pages.The requirement is to add a button (Sync Customer Note) on the subview page of Account Notes Panel under Accounts in Redwood CX Sales. PFA the screenshots. Version (incl…
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Global Smart Action for list pagesSummary: Global smart actions are row-less and can be enabled for the Sales Dashboard. We have a smart action called Create Event which is a type of Appointment and we w…
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Help Needed: Managing Customer Center Assignment Objects and RulesSummary: Hi Everyone, We have a requirement to roll down Account team members based on the parent account, and we’re attempting to achieve this using Account Assignment … -
How to add a deep link in Oracle delivered Redwood pageSummary: How to add a deep link in Oracle delivered Redwood page Content (please ensure you mask any confidential information): Need to add Deeplink for Internal PO, In …
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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…
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Option to Remove Goals Section from Business Plan Details Page (Redwood UI)Summary: In the Business Plan details page (Redwood UI), we want to remove the Goals section. Currently, we do not see a separate layout or panel container for Goals. In…
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Why Business Unit ID is mandatory in Redwood Sales opportunity creationWe are enabling Redwood Sales. When we are trying to create opportunity in Redwood Sales >> Opportunity page, its asking for Business Unit ID. It was not the case in Cla…
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How make a field required based on a layout variableSummary: In Redwood , how can we make a field required based on a layout variable. We have created a boolean layout variable and set its value in an actin chain. when we…
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Video: Working with the Generative AI Writing Tools Feature in SalesWorking with the Generative AI Writing Tools Feature in Sales: Leverage the power of the large language model to help you create emails and other text flows in CX Sales.…
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Video: Enabling Generative AI in SalesVideo: Enabling Generative AI in Sales This video will introduce how to opt-in to Generative AI features generally, and how to enable some for smart actions that allow y…