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Sales
Discussion List
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Generate Account Description smart action not workingSummary: We're trying to implement the smart action "Generate Account Description" on Redwood Account, but it's not workint as expected. Content (please ensure you mask … -
Disable Actions-->Export from list view in RedwoodSummary: Hi, we would like to know if there is a way to disable the "Export" action available in list view in redwood. For security reasons we should not allow users to … -
Enabling duplicate Check for Accounts and Contacts in Redwood UIHello Oracle Community, We configured the duplicate check for Accounts and Contacts and on the old/classic UI it works as intended and during the creation of an Account/…
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Remove "Add" button of Growth Program and Agreement Tabs in Account RecordSummary: How to remove/hide the "Add" button on the account page (Growth Program and Agreements page)? See attached. Navigation: On a standard UI > Go to Sales > Account…
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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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Sales Manager role can't update opportunitiesSummary: Our Sales Manager cannot update Opportunities and re-assign them to another sales rep if the prior Sales Manager is the owner. What role do I need to add to ena…
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Redwood Plugin Microsoft Authorization ErrorHello @all We have implemented the Outlook Redwood plugin for but we face an issue upon logging. Once the user tries to login to the plugin receives the error below: "Mi…
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How to restrict data visibility of Accounts and Contacts records to Relationship Manager.Summary: We have requirement to restrict accounts and contacts records to Relationship Manager(sales representative, service representative). Relationship Manager should…
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Video - Account Panels Showing Information from the Back OfficeVideo - Account Panels Showing Information from the Back Office: Bring Invoice and Order data from the back office into the accounts customer center view. https://videoh… -
Video - Account HierarchiesVideo - Account Hierarchies: Work throughout the account hierchy viewing data at all levels of the accounts to account parent-child relationship https://videohub.oracle.…
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In case you missed this event, the replay is now available CX – Sales: Oracle Sales 25B RoadmapIn case you missed this event, the replay is now available CX – Sales: Oracle Sales 25B Roadmap Update https://community.oracle.com/customerconnect/events/606473-cx-sale…Graham McInnes, OPM Team-Oracle 16 views 0 comments 1 point Started by Graham McInnes, OPM Team-Oracle -
Redwood Visual Builder studio Action Chain: how to access parent and child object fieldsSummary: How to read or set data for parent and child object when using scripting in Action chains for Visual builder studio to implement Redwood. Content (please ensure…
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Sales Stage ChevronSummary: Looking for various ways to implement Sales Stage Chevron on Opportunity Content (please ensure you mask any confidential information): User would like to see a…
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Default Values in Create Appointment not working in RedwoodSummary: We had created a custom groovy scripts to auto populate Account Name, and address after selecting the registry ID in create new appointment screen. We revert no…
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Do we have Gmail integration with Oracle Sales Redwood?Summary: In 25B, Can we integrate Gmail with Oracle Sales Redwood. If not in 25B, is it planned in any future releases? In documentation, we could not find any reference…
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how to make opportunity record editable for all users without team restrictionSummary: Hi, we have a requirement to make opportunity record editable for all the users. Currently if you are a member of the opportunity team you can edit the opportun…
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how to enable sales lightbox under redwoodHi Everyone, we have a requirement to enable the sales lightbox under the redwood sales. Currently we can see the lightbox only in classic sales group only. Even in stru… -
How to Modify Assignee, Contacts section in Edit Tasks Layout in Activities object for Redwood SalesSummary: For Tasks and Appointments that we create in the Activities object in Redwood Sales, we enter the Assignees and Contacts. However, when viewing these Assignees …
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How to remove Assignee, Contacts, Notes from Edit Task Layout in Activity object from redwood salesIn our current project, we do not assign a Contact to an Activity, and the Notes section is also not being used. As part of streamlining the user experience, we would li…
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REST API to fetch Customer Account level Relationships.Summary: Is there any REST API available to fetch Customer Account level Relationships with Customer Account Number as query parameter? Able to fetch the details using S…
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Creating Mashup url in page container via VBS with dynamic parameterSummary: we have Eloqua profiler embedded in our contact object as sub tab in the classic UI as we adopting the redwood UI we would like to make this tab available in Co…
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How to display custom object page records based on the user accessing the pageSummary: I've created a custom object under Application "ERP and SCM Cloud" and created a page to display the custom object records for the user. I want to filter displa… -
how to import Global Location number for customersI want to add the Global Location Number at the site level for customers. But I wasn't able to find any column in the Import Management/customer Import FBDI template/sim…
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Hide "Lead Summary" tab from Account Hierarchy SubviewSummary: Is there a way to remove the "Lead Summary" section from the Account Hierarchy Subview? Our client is not using the Lead object at this time, and would like to …
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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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Do not close the editing screen on opportunity for redwood sales every time you click save.We need to avoid having to go back to the editing screen every time we save a change in Redwood Sales. Is there a way to prevent the screen from closing and having to go…
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Calender invites via JourneysSummary: Content (required): Hi all, Does anyone know if Calendar Invites (MS Outlook) can be sent/triggered via a task in Journeys? Thank you! Andreea Version (include …
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Video: Creating AI Retrieval Augmented Generation Agents in CX SalesVideo: Creating AI Retrieval Augmented Generation Agents in CX Sales In 25B, an exciting new feature is available to create RAG based AI agents in the sales application.…
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Vertex or GBG Loqate License InformationSummary: Client is implementing Oracle Cloud Global Human Resources in 11 Countries including the United States. Client will use Oracle Cloud Global Payroll in 10 of tho… -
What are the roles to update/manage redwood sales Objects?Hello Oracle Community, We are working with a customer who requires custom roles for the Redwood Sales Objects: Accounts, Contacts, Activities, Opportunities, and Leads.…