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Sales
Discussion List
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Will Business Plans be coming to Redwood?Summary: Pretty much what the question says. Will the Business Plans be added to Redwood along with their children objects like Objectives, SWOT Analysis, etc.? Content … -
How to override or customize OOTB Error messages in redwood?Is there a way to customize or override the OOTB error message in redwood such as one shown below: -
Customer account creation for REST API/Roles or privilegesSummary: We are implementing an integration for creating receivable customer accounts from other systems. We are using below REST and SOAP services in our integration. I…
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Display email/message Template conditionally based on Smart ActionSummary: We want to show email template based on smart action. We have 2 different custom smart actions of type send email. Based on that smart action we want to display…
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Custom Account DCL as Hyperlink on header section in RedwoodSummary: We have custom object which is associated to account using custom DCL field. Now we have exposed the Custom DCL Account field on Custom object details layout in…
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Missing Routine Templates and Missing Routine Type- 'Run when an event occurs'Hi , We are trying to create few routines based on the routine type- "Run when an event occurs" for Opportunity object based on an attribute changed. But we are seeing s… -
How do "remove" the Make Active action from the Quotes section in CXWe have various actions from the smart action like Create/Copy but the business wants to remove the Make Active on the CX side as their process is to only change it on t…
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Lead qualification template for redwood salesSummary: Hello, In Standard Sales, we’ve been using an out-of-the-box (OOTB) Lead Qualification template in the Lead object, which includes a set of specific questions t…
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Show product recommendations not displaying any data on account or opportunitySummary: Hi everyone, We've been working a lot with Oracle AI and Gen AI features in OSC lately, and we also recently discovered the need to have some sort of AI based p… -
Defaulting 'Appointment' fields in 'Log an Interaction', WrapUps fields are disappearingTried to default Appointment's Subject field and Assignee's/ Contacts to "Log an Interaction" Subject and Participants fields respectively using onCreate event listener …
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How to export the information that is in the Sales Dashboard from UI RedwoodSummary: I want to export the reports that are in the Sales Dashboard. Content (please ensure you mask any confidential information): I've created several reports in OTB… -
Custom object data importSummary: I created a custom object, but I’m unable to import data into it. The system isn’t generating any log files, and the import keeps failing. I’m uploading the CSV…
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Activity Template in SalesSummary: I’m trying to create an activity template using the Manage Sales Task Template task in Setup and Maintenance, but the available templates appear to be limited t…
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Custom Object is not available in Import ManagementSummary Custom Object is not available in Import Management even after adding 'Custom Object Administration' role to User and checking Create,Update,Delete check-boxes f…
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Is there any Rest Api or Soap WebService to update status of a record in HZ_ORG_CONTACT_ROLES table?Summary: We need to end date a HZ_ORG_CONTACT_ROLES record or mark its Status as ''Inactive'. Does any Api or Soap Web service exist to perform the same?
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How to show Activities Panel in Redwood for Custom ObjectsSummary: I wanted to show the audit logs for Custom Objects in redwood, but activities panel is not available as OOTB. How can I show the activities panel or the audit l…
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Making the field visible in header even when values are not populatedSummary: When we add any fields to header layout of some object. Its shown on the header if that field has any value else that field is not visible on header. The requir…
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Add Buttons on Account Header section in RedwoodSummary: Hi, As we are using Redwood, we want to have buttons like "Create Lead" or "Create Quote" button on the account header section in Oracle Redwood. Please let us …
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How to access opportunity Scheduling data for reporting?Summary: In CX, there's a way that reps can forecast, monthly, how much an opportunity product will bring in using the schedule piece. How can we access and report on th…
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Territory Custom Dimensions OverviewSummary: This is an overview and demonstration of the Territory Management custom dimensions feature. Content (required): Sales organizations can use up to 10 custom dim… -
REST API to Retrieve info from Manage Geography Hierarchy (HZ_GEOGRAPHIES,HZ_GEOGRAPHY_IDENTIFIERS)Summary: We are looking for a supported REST API to retrieve Country, State details from the Manage Geography Hierarchy in Oracle Fusion. Currently, geography-related da…
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Can I configure the 'Created By' and 'Opportunity Owner' Workspace filters for Opportunity object?Summary: We want to add and remove results (checkboxes) in 'Created By' and 'Opportunity Owner' Workspace filters. However, after searching for the user, once the user i…
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dynamic filter for products based on the product added to the product groupWe are maintaining fcl field named 'Division' at the header level of lead & opportunity, and based on the division lookup code we are maintaining the product group [same…
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Extension dimension not working for TerritoriesSummary: We've created a customer centric territory , in which we've two dimensions Standard: zip code and custom: Extension 1( Custom FCL). The coverages are updated an…
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REDWOOD - Business Plan Showing Error while creationSummary: Hello, We have business plan enabled for our application. However, we are facing an error while creating the business plans for Accounts. Content (please ensure…
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Using Smart Actions to Invoke Agent Teams – Quick POCSummary: I was doing a quick POC around Smart Actions and explored invoking Agent Teams directly from the UI. What I did: Created a Smart Action (Application Composer → … -
In Redwood Add schedule not appearing in Opportunity Revenue Edit pageSummary: Add schedule not appearing in Opportunity Revenue Edit page Content (please ensure you mask any confidential information): Version (include the version you are …
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How to bypass logic specifically for the Sales application within a groovy script?Summary: We have groovy script written on Address object which should be triggered only within sales UI not in other modules like AR. So we want to bypass sales applicat…
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Guidance Required: Calling Sales and Service Access Management API for Redwood Dynamic LayoutsSummary: We are currently using the Redwood Accelerator tool (RAT) to migrate legacy pages to Redwood. In our legacy setup, we use Dynamic Layouts driven by Advanced Exp… -
ContactのStateの値を文字数制限を行いたいSalesCloudのContactの住所項目Stateで文字数制限を行いたいです。 4文字以上を入力するとエラーになるように検証ルールで設定できますか？ できる場合のスクリプト例をお願いします…