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Sales
Discussion List
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Custom object deleted dataSummary: We want to bulk delete the data from Custom object. Does the delete of custom object data does the Purge too or is there any scheduled job we need to run. Conte… -
How to Apply Work Phone Field Template to Home Phone On Contact - Redwood SalesSummary: How to Apply Work Phone Field Template to Home Phone On Contact Content (please ensure you mask any confidential information): We don't have a Field Template fo…
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User License AuditSummary: Would like to understand how to Audit and review User LIcense in Fusion Sales Content (please ensure you mask any confidential information): We are going throug…
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OTBI Analysis - Create Action Link for Workspace Activity SubtabSummary: Hi All, In Oracle Sales Cloud we have a workspace tab and we have a Activities subtab. I have an analysis report from OTBI where there is an Activity Title fiel…
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How to show/hide an attribute when another attribute is changed anytime in Oracle Redwood SalesSummary: In classic UI we have used a groovy condition of isAttributeChange ("field1_c") to show/hide another attribute (field 2) on Contact layout expression. We want t…
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Video: Sales Dashboard PersonalizationSales Dashboard Personalization Starting with 25A, sales reps and managers can personalize the content on the Sales Dashboard. https://videohub.oracle.com/embed/secure/i… -
Lead Conversion to Existing Opportunity-Manage Saved search functionalityHi Everyone, We have Lead Conversion to existing Opportunity feature where we can see Manage saved search edit button during conversion. When we click on it, it navigate… -
Lead Conversion to Existing Opportunity-what criteria is used to fetch the existing Opportunity?Hi Everyone, We have Lead Conversion to existing Opportunity feature. In Classic UI it this feature allows us to select all the Opportunities. But in Redwood when we try…
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Global Actions to Launch AI Agents from the Sales Dashboard not workingSummary: Content (please ensure you mask any confidential information): Hello, I have setup a Global action to launch AI Agent from the Sales Dashboard by following: Set…
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How to track when an address is removed from an account?Summary: Account contains multiple addresses. How to track if an address is removed from the account? Content (please ensure you mask any confidential information): I ha…
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Some fields cannot be set to read-only on the mobile UI for Opportunities.Summary: Some fields like Creation Date, Created By, Last Updated Date and Last Updated by cannot be set to read-only on the mobile UI for Opportunities even after confi…
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Activity sorting not working in sales mobileSorting in activities object is not happening as per expected behaviour in Sales mobile UI. On sorting activities, it pops a 'No Result Found' page.
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Video: Working with AttachmentsWorking with Attachments: Adding the attachments component to a panel, subview and the create record page. https://videohub.oracle.com/embed/secure/iframe/entryId/1_h8ho…
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Can we add custom fields in Email share page for outlook add-inSummary: Content (please ensure you mask any confidential information): How to add custom fields in Email share page for Microsoft 365 outlook add-in Version (include th…
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i need to populate the SIC description and Naics description in accounts detail pageSummary: Content (please ensure you mask any confidential information): We have a requirement to populate the SIC Description and NAICS Description on the Account Detail…
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Does Territory assignment work with multiple fieldsQuestion : Does the system allow you to assign territories based off of geographic element AND another field value? Example: we have geographic assignment for all of out… -
Redwood: Can the standard Invoice Panel be displayed in English when user preference are in HebrewSummary: In Account screen on CX, Invoice Panel supports only English. the panel shows no data when the user preferences are in a different language (for example: Hebrew…
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Redwood outlook addin - share email layout missing informationHello Team, i'm configuring the new CRM addin for outlook and i have a few iussues - if maybe you can assist - 1. when i open the addin from email - (and i use a contact…
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How to convert leads in bulk using import managementSummary: We are looking for inputs on converting bulk of leads using import management Content (please ensure you mask any confidential information): Version (include th…
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TypeError: Cannot read properties of undefined (reading 'length') Creating Contact from Lead RedwoodSummary: I am encountering a UI error while creating a Contact from the Lead object in Oracle Sales Redwood UI. The error displayed on the Create Contact page is: “TypeE…
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OTBI Report – Notes associated with ActivitiesHello, I am trying to create an OTBI report to retrieve Notes linked to Activities in Oracle Sales Cloud. So far, I found subject areas that allow Notes related to Oppor…
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Lead Retire Reason – Newly added lookup values not reflecting in Lead UISummary: We have a standard Lead field Retire Reason which uses the lookup code MKL_RETIRE_REASON_CD. Originally, the LOV had only two values. We have added additional l…
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Your meeting has started, would you like to take notes Popup in Outlook pluginSummary: Your meeting has started, would you like to take notes Popup in Outlook plugin - this is redirecting to new interaction page. Is this expected? Content (please …
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How to expose the Group By in Redwood landing page?Summary: How do I expose or enable the Group By selection in Account landing page? Content (please ensure you mask any confidential information): Sample screenshot taken…
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If we are using in the same Ocloud instance with CRM and ERP, what do we to the crm-account in ARSummary: If we are using in the same Ocloud instance with CRM and ERP, should we use the CustomerAccountService (SOAP) or CRM REST APIs , to see the CRM-Account in ERP-A…
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Reporting Instructions Oracle Fusion Cloud ApplicationsHello Are there any materials, manuals, or instructions available for building Eloqua and Engagement reports (Oracle Fusion Cloud Applications)? I'd like to learn how to…
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Feasibile to migrate the "Schedule Custom Groovy Object Functions" schedule job to routineSummary: Is it possible to migrate the "Schedule Custom Groovy Object Functions" schedule job to routine? Content (please ensure you mask any confidential information): …
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In Redwood Time zone field On activity Create page is showing as a text field.Summary: On SUI of Activity create and edit page we have Time Zone field which is showing as Fixed choice list with List of Values. But when we tried to arrange similar …
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Audit add contact, delete/remove contact or any updates made on the contact sub view in accountSummary: We have requirement to audit add contact, delete/remove contact or any updates made on the contact sub view (Changing the primary contact) in the account object…
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how to include custom child object in lead to opportunity copy mapsWe have created a custom child object called as Appliance in both lead and opportunity object, we will add the appliances when the lead is created and when the lead conv…