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Sales
Discussion List
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Webinar: Get Started Today With The First Enterprise Agents for CXApril 1, 8 AM Pacific | 11 AM Eastern Customer experience teams across marketing, sales, and service need to accelerate to keep ahead of customer expectations, but they … -
How to add photo to redwood contactsSummary: Our client would like to add customer photos to Redwood Contact Edit layout. I have found instructions for doing this in the classic version, but wondered if th…Carol Schiffler 41 views 2 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle -
Important Reminder: Transition to the Redwood UX add-in for Microsoft 365 prior to 25BDue to changes Microsoft is making to their APIs, anyone using the older versions of the Oracle Sales add-in for Outlook must transition to the latest version of the add… -
How to add Revenue Table or Product section with Browse Catalog button in Lead creation page?Summary: We are planning to add the revenue table or the product section in lead creation page in order for our user to select product during lead creation. Is this poss… -
How to Fetch Large Volumes of Data from Oracle CDM CloudSummary: I am running a query using BI Publisher to fetch data from Oracle CDM Cloud, but due to the size of the data, I am unable to generate the report even after addi…
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Is it possible to import the bulk postal code in oracle CX sales.Summary: Is it possible to import the bulk postal code in oracle CX sales. Content (please ensure you mask any confidential information): Version (include the version yo…
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Why does the Address Type filter is not showing in Workspace but is enabled in the Adaptive Search?Summary: Hi, We have a scenario where in the Address Type field is ticked and enabled in the Adaptive Search but we can't search it in the filters in Workspace. Content …
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When Adding Team Members in the Teams, Option My Organization is not workingSummary: we notice that there is other option when adding team members in redwoodUI, My Organization just wondering how it works? because when i select it, it show nothi…
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Redwood addin for outlook - deactivate auto sync appointmentsSummary: In the Redwood add-in for Outlook, there is a functionality that automatically syncs all appointments that include a contact that exists in Oracle Sales Cloud. …
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Standard field startdateactive in Address Object cannot be updated even the updateable is checkSummary: Standard field startdateactive in Address Object cannot be updated even the updateable is check Content (please ensure you mask any confidential information): W…
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Can i store data related to other domains like Vessel dataSummary: We are mastering Organizations in CDM as customers. We have a use case where we want to master Vessel data in CDM and then create relationship between Organizat…
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How to import product structure and its components in Sales cloudSummary: Need to prepare CSV files for both product structure and its components to import through import management Content (please ensure you mask any confidential inf…
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Redundant OOB relationships in menu - how to removeSummary: We are implementing Relationships for Contact. We are not creating any custom relationships. When using the OOB relationships, the relationship menu shows: Dome…
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Change Visualization Configuration Reference NumbersSummary: When building Visualizations for the Redwood Sales Dashboard, if you use the Visualization Configurations they are given a reference number. This ref num is use… -
How to edit the URL of Web Services in App Composer?Summary: After a P2T or T2T, how do I update the URL in the Web Services in the App Composer of Dev/Test instance to point to the correct target URL? Content (please ens…
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Is it possible to get details on the records that are processed during the O365 Synchronization?Would like to see the details for records that are touched when the "Microsoft 365 Instant Sync Job" & "Microsoft 365 Standard Sync Job" sync jobs complete. This will ai… -
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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In the Redwood Outlook AddIn it asks to log in repeatedly during the same dayIt was configured according to the documentation so that users do not have to log in to the Outlook Redwood Add-In, but it is not working because it requires us to log i…
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Redwood - How to Make A Custom Contact DCL Dependent On A Custom Account DCL? (Doc ID 2919529.1)Summary: The solution provided in the document doesn't work in Redwood. In workspace, we can see the restriction on contact DCL, but in Redwood pages, it is blank. We ha…
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Video: Call an Groovy Server Side Object Function from Redwood Sales UI TierCall an Groovy Server Side Object Function from Redwood Sales UI Tier There are times when you want to perform some service side logic in a groovy object function, typic…
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Without 'Customer Data Management' license, how to disable 'Ship-To' site?Summary: Without 'Customer Data Management' license, how to disable 'Ship-To' site so that disabled sites do not show up in the LOV in order entry screen? Content (pleas…
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Sort by Sales Stage in Redwood Sales OpportunitiesSummary: It looks like sorting by Sales Stage is not supported in Redwood Sales? In Workspace this is an option and works well. We are building Visualizations for the da…
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For Assets drilldown feature to be enabled on the Consumer field and a Custom Field in Redwood pageSummary: On the list page of the Assets object (renamed as Financial Accounts), we have 5-6 fields out of which only the OOTB field 'AssetNumber' (CX Ref ID) is drill ab…
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What is the Expected Behavior of Multi-select Choice List in Redwood UISummary: I just noticed that there are LOVs which are not displaying in Redwood UI. One example of this is our custom field MEIncumbentMulti_c. This field has more than …
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Audit table details for the Sales Business Object details in Oracle fusionSummary: Hi Team, There is a business requirement actually they have created some wrong records in Sales account. They wanted to check the same for which we are trying t…
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Redwood- Sales Gen AI-Send Email queriesSummary: Sales Gen AI-Send Email queries Content (please ensure you mask any confidential information): We are exploring this GenAI feature of using send email feature, …
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Adding Campaign Member list in the Campaign RedwoodUISummary: in the Classic UI we can have the campaign members as tab in the campaign edit layout, however this one seems like not supported in the Redwood UI, is there awa…
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Install base Asset sub view in AccountSummary: Not able to manage/customize(asset's sorting) the Install base Asset sub tab in Account Content (please ensure you mask any confidential information): We have e…
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Can we run Match and Merge for Custom objects in CDMHi Team, Consider , i have created a custom object in app composer with certain fields and i inserted data into this custom object,. will data be visible under CDM organ…
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Which privilege allows a user to update/modify a rejected status deal standard fields?Summary: Hi All, Which privilege allows a user to update/modify a rejected status deal's standard fields in CX Sales? Thanks in advance, Anuj