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Sales
Discussion List
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Customer Summary Panel Configuration on Redwood Sales AccountsIn early 2024, we released a new double-panel layout into the Account Foldout that provides a way for summary information to be configured and displayed to users when th… -
Not able to add tables in Mobile UI.Summary: We have Sales information tab in Account Object, where it displays reports based on the list selected I need to show the reports in Mobile UI but now I'm not ab…
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All job roles are not showing up while defaulting the workspace searchSummary: Hi team, All job roles are not showing up while defaulting the workspace search. any reason? Thanks Nikhil Content (please ensure you mask any confidential info…
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Hi, We haveHi Need your help to resolve the below configuration CX sales. Please make the Currency field on the Creation page of Opportunities (Projects) in CRM updatable at the he…
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Creating a Lead using Rest API by stamping the CreatedBy field with some other Active usernameOur Business Requirement is to Create a Lead using Rest API call where the CreatedBy field is to have a different valid Resource user name instead of the Integration use…
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How could we fix the missing layout on custom panel of AccountSummary:I am currently migrating custom object and add it as panel in Account Object. I was able to make the 1st panel worked without any issue but I am encountering an …
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How do i specify a value for location source system reference when loading addresses?Summary: I'm using Import Management to mass import contact addresses. I notice that after a load, the value I put in SourceSystemReference ends up in the ORIG_SYSTEM_RE…
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possibility of a user being in two business units at the same timeWe would like to know if there is the possibility of a user being part of two business units.
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Video: AI for Sales Automation (Webinar Replay)AI for Sales Automation (Webinar Replay): Watch this replay of the AI for Sales Automation webinar delivered by our colleagues in Oracle Europe. -
Merge Party - Supplier and CustomerSummary: We have: A) Supplier with some active documents: Just a Supplier, no other relationships. B) Customer with invoices ongoing: Just a Customer (no relationship wi… -
In custom subviews template properties enable In line update is not workingSummary: Hi Team, I have created a custom subview template. In the properties, there is an 'Enable In line Update' field for updating the line, but we are unable to set … -
How to search opportunities with accounts in my territory?Summary: Customer is searching opportunities using the Record set "My territory membership hierarchy". However, when an opportunity is on its early stages and doesn't ha… -
Video: Creating Custom Rollup Attributes in Redwood SalesCreating Custom Rollup Attributes in Redwood Sales From the Rollups series
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Video: Creating Custom Rollups in Redwood SalesCreating Custom Rollups in Redwood Sales From the Rollups series
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Video: Rollup Explainability for Redwood SalesRollup Explainability for Redwood Sales From the Rollups series
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Video: Publishing Pre-defined Rollups in Redwood SalesPublishing Pre-defined Rollups in Redwood Sales From the Rollups series
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Video: Enabling Rollups for Adaptive Search in Redwood SalesEnabling Rollups for Adaptive Search in Redwood Sales From the Rollups series
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Video: Introduction and Setup of Rollups in Redwood SalesIntroduction and Setup of Rollups in Redwood Sales From the Rollups series
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Video: Exporting Data from an Express ReportExporting Data from an Express Report From the Express Reporting series
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Video: Working with the Sales Team Hierarchy in Express ReportsWorking with the Sales Team Hierarchy in Express Reports From the Express Reporting series
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Video: Working with Real-time Filters in Express ReportsWorking with Real-time Filters in Express Reports From the Express Reporting series
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Video: Preview the Express ReportViewing the report output as a preview From the Express Reporting series
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Video: Duplicating an Existing Express ReportDuplicating an Existing Report and making derivative updates From the Express Reporting series
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Video: Create a Visualization in Express ReportsCreating new visualizations in Express Reports From the Express Reporting series
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Video: Create a Report in Express ReportsCreating new reports in Express Reports From the Express Reporting series
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Video Series: Express Reporting for Redwood SalesExpress Reporting for Redwood Sales bring power and high performance reporting and analytics to the sales manager and rep through a simple, approachable user interface. …
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Multiple Attachment fields required for Opportunity?Summary: We have a requirement wherein we need 2 attachment fields in Opportunity as the client would use one of the field for attaching internal documents, and use anot…
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Video: Configuring CX Sales Outlook Add-inConfiguring CX Sales Outlook Add-in: Tailor the CX Sales Outlok add-in experience for your business and your requirements
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Questions about scheduled process 'Maintain Party and Location Current Record Information'**This post was created as part of a How to Service Request (SR): 11.13.23.01.0 Summary of the question: 1.what is the functionality/purpose/expected behavior for these …Robert Mutton-Support-Oracle 571 views 5 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle
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How to adjust display length in landingpage tabelsSummary: In the classic UI I need to adjust the display length to show correctly on most screens. Content (please ensure you mask any confidential information): Version …