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Sales
Discussion List
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How to set the Revenue territory copying it from the related account?Summary: We would like to use redwood forecast based on territory and opportunity amount. Unluckily it is not possible, so as a workaround, we are developping a groovy s… -
View "My Accounts" on a Map in Redwood SalesSummary: Is there a way to view the "My Accounts" saved search on a Map? Currently you can click on an address and it will pull up on a map. User's would like to be able… -
Deeplink for Activities in RedwoodBasically we are sending email notification to users about the activities being assigned to them, from email we want to bring them directly to this particular activity i…
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Get ResourceUsers data via groovy scriptWe need to create a trigger that, when a Resource User is created, sets a custom field with specific values. How can we retrieve data from ResourceUsers in a Groovy scri…
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Create a trigger based on resource person typeHi, We need to create a trigger based on the PersonType attribute of the Resource object. The logic should be as follows: if(PersonType='EMP'){ setAttribute(newField_c,'…
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Can we trace the API calls happening in CX considering both Inbound and OutboundSummary: Can we trace all the API calls happening in CX (both Inbound and Outbound), including the past dated invocations. We understand that the currently we can trace …
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Which API should we call to retrieve the department of a resource user?Summary: Which API should we call to retrieve the department of a resource user? Content (please ensure you mask any confidential information): https://****.oraclecloud.…
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Unable to access Manage Task Configurations for Customer Relationship ManagementWe are unable to access/open the Task 'Manage Task Configurations for Customer Relationship Management'. Whenever we click the Task, a new browser tab is redirected. But…
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How are "Log a Call" records Stored in RedwoodSummary: We're migrating to Redwood UI and can "Log a Call" from Opportunity or Contact and see the records in the Activities panel. However, when we go to Activities ob…
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You can't publish your sandbox now because you haven't yet made any changes in it.Summary: Hello, Has anyone got this issue already? You create a sandbox, go to App Composer and made a few changes (in my case, I changed few scripts, created a webservi… -
How get all contacts linked to Account in groovy scriptSummary: In Accounts groovy script I want to get all the Contact's those are linked to it. Content (please ensure you mask any confidential information): Version (includ…
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How can I create rules to merge prospects and customers using CDM?Summary: How to combine rules to merge customers type ZCA_CUSTOMER or ZCA_PROSPECT Content (please ensure you mask any confidential information): I have two scenarios fo… -
Is there any way we can extend the maximum limit of DCL'sHello Team, We have reached maximum limit of DCL's in a custom object but we have a requirement of creating a DCL's field to be created in the same object. So wanted to …
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Dynamic Default value for Fixed Choice ListSummary: In Fusion CX sales, I have created a Fixed Choice List field in that I want to default the value based on the roles of the user. For Example:- Field Name Accoun…
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Partner relationship management - Geographies covered functionalitySummary: Partner relationship management - Geographies covered functionality Content (please ensure you mask any confidential information): Partner relationship manageme… -
Why include in forecast field we are not able to see in Configure adaptive searchSummary: Hi Team, In opportunity we have one standard field Include in Forecast it is not available in configure adaptive search . because in redwood opportunity dcl fil… -
why custom fields changes are not reflected under activitiesSummary: Hi Team, In Opportunity we have created custom fields and enabled it in Audit policy to track the change history, In Classic UI We are able to see the change hi…
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how to bulk update the resource role in person recordAs part of employee conversion, we have created person record using hcm load. where we didnt get any option to input resource role for users. So after employee load how …
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How to transfer null value from CDM to FA through OICSummary: Hi, I have an integration from CDM to Fusion Application through OIC. But, I've found out that null or '' values can not be sent to FA. For example current valu…
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CX Sales add-in for Microsoft Outlook 365 QuestionsSummary: We have a couple questions/potential bugs pertaining to the functionality of CX Sales add-in for Microsoft Outlook 365. Since Support usually requires us to mak…
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You can't create, update, or delete the home address because you don't have permission. (HZ-120789)Hello community, Some users are experiencing this error, they cannot create addresses within contacts. The Geography Validation Level for Country option was reviewed and… -
How to transfer contacts from one user to another user using mass transfer?I am trying to transfer the contacts of one user to another using Mass transfer but couldn't find the contact object in mass transfer. How to transfer the contacts using…
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Can we create custom Java scripts in Email Templates in Oracle CX Sales Classic?Summary: I must replace the comma with a new line character for a CX Sales String field that I used in the Email Template. Example: String str = "PRODUCT1, PRODUCT2, PRO… -
How to Mass Delete Records in Oracle Sales Cloud?Summary: We have to Delete 8000+ SR records in Oracle Sales Cloud. Normally we have to delete a records through the action button (SUI) or use an automation file to do t…Patrick Anthony Yu-Asensi 24 views 3 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle
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How to enable redwood in SFA/CPQHello dears, I need to know how I can enable reewod in SFA(24D) and CPQ (24D Patch 4). If the process is massive or can be done per screen or user. Whether it affects th…
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How to export accounts territoriesSummary: Is it possible to export all accounts with their territories? In Export Management there is the option for AccountTeam, but it's not exporting any territory. I'…
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Introducing Redwood PRM: Empowering Channel Organizations to Drive Partner SuccessSummary: Starting 25A, Channel organizations can now use the Redwood Partner Relationship Management UI to recruit partners. This helps them sell products and services m… -
Unable to collapse page sections on Edit Page layoutsSummary: Unable to collapse page sections on Edit Page layouts: On Opportunity Edit page we have more than 30 fields and have been grouped but we are unable to format th…
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Redwood-Product hierarchy in OOTB product fields of leadSummary: Hi Team, In classic UI while adding a product to opportunity revenue line, user is able to select the product group/product from product hierarchy. Could you pl…
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Related Links showing blank for BPM Notification emailWe have configured a Business Process flow levergaing BPM Approval Groups via Object Workflows for Sales Lead Object However the Related Links is showing blank for the n…