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Sales
Discussion List
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Video: MashupsMashups: Creating a UI Mashup with an external system, including the assistant based navigation. https://videohub.oracle.com/embed/secure/iframe/entryId/1_fgngmohn/uiCon… -
I want to add OTBI reports to the Sales Dashboard of Redwood Sales.Content (please ensure you mask any confidential information): I want to add OTBI reports to the Sales Dashboard of Redwood Sales. The manual below explains how to add O… -
Products Not Loading in Redwood Sales but Visible in Classic SalesSummary: We are experiencing an issue where products are not being loaded in Redwood Sales, though they are visible in Classic Sales. Content (please ensure you mask any…
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while converting leads, any profile option to default Address type to Bill To, Sell To?Summary: While converting a simplified lead , the account created should have its address purpose type defaulted to Bill To, Sell To . Is there any profile option availa…
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How to create a custom field for a new classification category?Summary: How to create a custom field for a new classification category? Content (please ensure you mask any confidential information): Created a new classification cate…
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Is it possible to enable Audit policy for the Resource object?Is it possible to enable audit policy for Resource? So that there's audit log when changes are made to a custom field in the Resource.
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Available Today: Out of the Box Reports for Subscription ManagementSummary: Out of the Box Reports for Subscription Management - available today in Oracle Sales. Content (required): Out of the Box Reports for Subscription Management - a… -
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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How to resolve this issue while creating a custom object "“An object named **** already exists.”?Summary: I was working on creating custom objects in a sandbox. However, due to an error, I had to delete the sandbox. After creating a new sandbox to recreate those obj…
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Address Type field in Sales Object Redwood UI Layouts - How to enable a drop down field?Summary: Hi, In Account/Contact Object Create/edit layouts in Redwood Sales "FormattedAddress_address" field is available to show the address fields. The address field i… -
Sales offering Opt-In Features for AISummary: Confusing Sales opt in features for AI Content (please ensure you mask any confidential information): Why are there two "Use Generative AI Features in Sales" in…
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Redwood hide Delete option from account address ActionsMenu based on address TypeSummary: We need to hide the delete option from the account address actionsmenu to ensure addresses with address type Bill to and Ship to (which are created by ERP users…
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Migrating Test to Production: SalesSummary: We are currently migrating from the Test environment to Production and have identified discrepancies in both configuration and API field names between the two e…
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Notify Opportunity Owner for Incoming EmailWe have a requirement to send Bell Notification to Opportunity Owner, when an incoming email is received for an email which was sent using "Send Email" smart action in R…
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Filter Contacts in Contacts Panel under Accounts Based on Contact Owner RoleHello, We are working in Oracle Sales Cloud (Redwood UI) and would like to filter the Contacts shown under an Account so that only Contacts whose Owner has a specific ro…
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Perform Object Sharing Rule Assignment Processing ErrorSummary: Perform Object Sharing Rule Assignment Processing Error on Sales Leads. Content (please ensure you mask any confidential information): The Object sharing rules …
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How to delete custom objects in Oracle Fusion CRM?Hi everyone, I'm trying to look for any option to delete the custom objects. If anyone has an idea related to it please answer this post.
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how to find Users with Dual Resource RoleHi We have a requirement where we need to export Users having dual Resource Role in CX Sales application. We have gone through the document "User and Role Access Audit R…
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Is it possible to associate a new Solution Provider in the Manage Electronic Signature screen?Summary: **This post was created as part of a How to Service Request (SR)** Content (required): We are making the switch from Docusign to Adobesign. I created the Adobe …
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How to download the activity report from microsoft 365 outlookSummary: Steps to download user activity reports from Microsoft 365 (Outlook) using the Microsoft 365 Admin. Content (please ensure you mask any confidential information…
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What's the subject area for Opportunity recurring revenue?Summary: What's the subject area to use for OTBI analysis on Opportunity with recurring revenue (schedules)? Content (please ensure you mask any confidential information…
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Is Redwood UI/UX available for Territory Management?Summary: Is Redwood UI/UX available for Territory Management? Content (please ensure you mask any confidential information): Is Redwood UI/UX available for Territory Man…
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Custom Filter for Tables in Redwood sales dashboardIs there a way to create and apply custom filters to an entire tab on the Sales Dashboard? We are trying to add custom filters to our Sales Dashboard ‘Pipeline’ and ‘Tea…
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Will validation trigger for records created within seconds of each other?Summary: We have a validation trigger on the Contacts object to restrict duplicate emails while creating contacts. This works fine within Sales Cloud when users create c…
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How to make address fields not required for all countries?Summary: Define address fields as not required for all countries? Content (please ensure you mask any confidential information): We want to make address fields as not re… -
How to Use Customer/Organization as Identification Criteria in Manage Enterprise Data Quality JobsIn Oracle Fusion CDM, we are configuring Manage Enterprise Data Quality Jobs for Contacts and would like to use Email + Customer/Organization as the identification crite…
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Transfer Pending Activities from Lead to Opportunity Using Copy MapsHi Everyone, As per the standard procedure, when a Lead is converted to an Opportunity, all associated activities are transferred by default, regardless of their status.…
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Any profile options to store email Id's to use in object workflows?Summary: Is there any profile option or any way through which we can store email Id's and use it in object workflows for sending email. Content (please ensure you mask a…
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OOTB Expected Revenue Becomes Zero After Opportunity Creation or UpdateWe are using the OOTB Expected Revenue field on the Opportunity. The field is enabled in the UI, and we enter a value during Opportunity creation. However, after saving …
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Bring Financial Account Details into CX SalesSummary: We're trying to display a list of financial accounts within the CX Sales Accounts on the customer 360 panel. Specifically, we need to include a few credit-relat…