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Sales
Discussion List
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How to update a text field to blank with a routineHi, We need to update with a routine a custom text field to blank. We tried putting NULL, #NULL, '', ' '… but it didn't work. How should we put the condition? Regards, -
How to customize Create Task layout for Oracle Sales for Outlook (Redwood) App?Summary: One of the great features of Oracle Sales for Outlook (Redwood) App is that users can create follow-up task without leaving their Outlook. This features is wide…
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"Add Product" on Opportunity Page Not working Redwood NGSSummary: Add Product Page in NGS sales on Opportunity Page is not working. Content (please ensure you mask any confidential information): Version (include the version yo…
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Hi can someone help me understand what does "Show smart list" filter in workspace does?Summary: Hi, in Workspace under Opportunity list of saved searches, we've a OOTB saved search "My list of opportunities", when we select it, it automatically enables a f…
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Digital Sales: Run the Publish Feed Elements Process to Index Activities errorSummary: I completed all the duplication of the activities pages and followed all the steps in this document Following the documentation to setup the Activities panel in…
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Ability to create smart action from opportunity to custom quote object that will create new quoteSummary: A new custom object 'Quote' is created and requirement is to create a new quote from Opportunity. To achieve this, a new smart action is created and passed rela…
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opportunitiesOnBeforeSaveEvent() is not giving OptyNumber in the responseSummary: I am trying to use the opportunitiesOnBeforeSaveEvent() in the opportunities layout in Redwood Sales(CX-Sales). The use case that I am trying to use here is whe… -
Mass delete of test environmentHi, We would like to know how can we delete all of the records of the test environment. We know that we can do making imports of the different objects, but is there any …
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Not Receiving Password Reset EmailWe’re attempting to send an email with an automatically generated password to allow the user to reset their password, but they aren’t receiving it. This process was work…
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How to create hierarchy and hierarchy members using APIs?In CDM we are using "Trading Community party hierarchy" as hierarchy type for our business use case. Through UI and import management we can create hierarchy and add its…
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Unable to change the Subject of the Notification through Notification PreferencesSummary: Trying to change the subject part of the notification through notification preferences but unable to do so. Content (please ensure you mask any confidential inf…
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Not able to see Guidance tab on Lead and OpportunitySummary: We have enabled Orchestrations for Lead and Opportunity in Redwood. we have ran the process of associating the records with Orchestration as well. But we are no…
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What does the SOA Artifacts contain in CSM Migration set?Summary: Anyone knows what does the SOA Artifacts contain while doing the CSM migration? Content (please ensure you mask any confidential information): Version (include …
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How to remove type field from Contact- Address in mobile pageSummary: We would like to removed Type field in Contact - Address field to resemble the web page UI. We tried to hide the field via app composer > Mobile app setup > CX …
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Can a bind variable be passed as a value dynamically to the filter on the list pageSummary: While adding filter in list page we are able to give a alpha numeric value as a filter for a particular attribute. Can a bind variable or parameter be passed as…
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oracle engagement cloud Service documentationSummary: Hi, can anyone share with me the engagement cloud Service implementation document? we currently use the engagement cloud Sales and we need to implement also the…
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Blank Customer Summary panel on Redwood Account pageSummary: I added Customer Summary Panel to show 360 degree view of the customer. However, it is blank. Nothing is shown. Content (please ensure you mask any confidential…
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How to display data from secured external REST API in a Custom Panel and SV on Redwood Account pageSummary: Display data from secured external REST API in a Custom Panel on Redwood Account page Content (please ensure you mask any confidential information): We want to …
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update territory in oportunitySummary: update territory in oportunity Content (please ensure you mask any confidential information): Good day to all, My question is the following: Is there a way to u…
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How to import latest file from BI report to WCC to import management?Summary: we have BI Report, and we are exporting it to WCC everyday, and we notice that its Content ID is different every time, we are planning to create an automation t…
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Retrieve customers and their sites from AR to salesSummary: Retrieve customers and their sites from AR to sales to be able to see all the contacts related to each site Content (please ensure you mask any confidential inf… -
which is the preferred way - SOAP/REST API or FBDI for Customer data conversion from legacy system?Summary: We are migrating customer data from legacy system and wanna inquire which would be better option to move forward with 1. Rest API/ SOAP 2. FBDI Content (please …
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Sales Forecasting in Redwood - Using and Implementing VideosSummary: Collection of videos and resources to learn more about Sales Forecasting in Redwood. Content: Sales Forecasting in Redwood user experience allows sales managers… -
Customer Data Management work area in Oracle cloud is a separate module and requires separate licensSummary: I want to know, if Customer Data Management work area a separate module in Oracle and requires separate licensing Content (please ensure you mask any confidenti…
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Please ELI5 - How to get the ADF log outputSummary: CX Sales hosted on oraclecloud.com - can't find anywhere to see ADF logging output Content (please ensure you mask any confidential information): Hi all, We are…
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Why Am I being Forced to Enter Reason Won/Competitor when Marking Opportunity as Closed WON?In DEV1 and DEV3 Environments, I'm getting an error message when closing opportunity as WON, when in PROD, that doesn't happen. I checked all requirement scripts on App …
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Date and Timestamp of Attachment FieldHi, I have enabled attachment field in a custom object. When a file is attached how can the date and timestamp be captured. Thanks -
DCL with Multi SelectHi, I have created DCL to display the resource name at the moment I have the option to select only one value. Is there any possibilities to have DCL with multi select op…
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NGS - How to change title in mashup ?Summary: On Account Object details screen we are tying to add VBCS page link. On Account we have Bank Account Foldout Panel. On Bank Account View All(subview ) we want t…
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In Redwood, for searching an Account, we would like to capture the search keyword to embed into URLWe have a business Requirement to capture the Keyword entered in the Account Adaptive search to be used in a url 'Create an Order'. Currently we have created Finder chil…