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Sales
Discussion List
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How are "Log a Call" records Stored in RedwoodSummary: We're migrating to Redwood UI and can "Log a Call" from Opportunity or Contact and see the records in the Activities panel. However, when we go to Activities ob… -
How to transfer contacts from one user to another user using mass transfer?I am trying to transfer the contacts of one user to another using Mass transfer but couldn't find the contact object in mass transfer. How to transfer the contacts using…
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How can I create rules to merge prospects and customers using CDM?Summary: How to combine rules to merge customers type ZCA_CUSTOMER or ZCA_PROSPECT Content (please ensure you mask any confidential information): I have two scenarios fo… -
You can't create, update, or delete the home address because you don't have permission. (HZ-120789)Hello community, Some users are experiencing this error, they cannot create addresses within contacts. The Geography Validation Level for Country option was reviewed and… -
How to avoid duplicate contact creation?Summary: Hi @John Vakoc-Oracle, @Edson Junior, Oracle, If contact is already exists how to warn/show msg to user that this contact is already exists if user trying to cr…
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Why CDM Page is throwing 'You Cannot Lock this record because it has already been deleted'?Summary: Hello Team, Can you please let us know what does this error message mean? Thanks, Harshini Content (please ensure you mask any confidential information): Versio…
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Updating the Party Name in resource fileSummary: Hello, We have a situation where several users were initially set up with extra spaces between their first and last name. It looks like the issue has been corre…
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how do we configure workspace in CDM?How do we configure workspace in CDM. Please help us with the configuration steps. Thanks, Harshini
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How do we change the Business Units in Sales LeadsSummary: We have a scenario where in Leads Created by users belonging to a different Business Unit (A) are created in a different Business Unit (B). The owner remains fr…
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How to set the Revenue territory copying it from the related account?Summary: We would like to use redwood forecast based on territory and opportunity amount. Unluckily it is not possible, so as a workaround, we are developping a groovy s…
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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 add Help hint defination to fields at layout level.Summary: We want to show help text for one field in opportunity. Content (please ensure you mask any confidential information): In opportunity we have one requirement to…
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How to remove Continue with create button in dupplicate check of accountsWe need to restrict user to create Duplicate account, but duplicate check only displays warning and if we click on continue with create it let us create the duplicate ac…
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Links to dashboards placed in the Sales InfoletsSummary: We have a link to the dashboard in the Sales Infolets, and when the link is pressed, the dashboard is displayed within the home page. Is it possible to open it … -
Sales representative are not able too whole dashboard.Summary: Sales rep's are not able to see full dashboard even after configuring the whole dashboard. but when i logged back in with sales manager i am able to see full da…
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Trouble Updating Fusion Company LogoSummary: Our leadership is requesting we update the CRM company logo. I'm working through the guide "Configuring and Extending Applications - Configure Redwood Themes" b…
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Data Loader-How to import contact team member and ownerSummary: Hi Team, I want to create an import template to import contact team members and contact owner. Could you please guide me on how to achieve Thanks Anjanah
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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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Video: Working with Contact Photos in Redwood SalesWorking with Contact Photos in Redwood Sales Using standard extensibility techniques with visual builder, enable adding and viewing a photo to a contact in Redwood Sales… -
How to enable redwood in SFA/CPQHello dears, I need to know how I can enable reewod in SFA(24D) and CPQ (24D Patch 4). If the process is massive or can be done per screen or user. Whether it affects th…
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Confirmation needed - trigger object workflow with file importSummary Confirmation needed - trigger object workflow with file importContent Hi, Do we trigger object workflow if we create/update record with File-Based Data Import? I… -
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 … -
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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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…
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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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Inserting Sales Products upon creating LeadsSummary We want to create Sales Product upon creation of Sales Lead.Content We want to create a Sales Product upon creation of Leads. Since we cannot add a product group…
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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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Video Series: Redwood Sales Rollup FrameworkVideo Series: Redwood Sales Rollup Framework Learn about creating rollup metrics which summarize related data for your accounts and account hierarchies. Rollups allow yo…
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Way to exclude records from Duplicate IdentificationHello, We have a requirement here where we want to exclude matches for those two records which are having a particular source_system. Meaning in a duplicate Set lets say…
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Retrieve query behind PVOSummary: Is there any way to run the query to pull the data which extracted using PVO. Or Can we get the query running behind the PVO. Content (please ensure you mask an…