To ensure that questions get required attention from community members and are NOT left unanswered, it’s important for the author to indicate (by selecting “Yes” or “No” when prompted) whether the question was answered. (newly added) Please note that it is also important to respond to EACH comment your question receives. Your Yes or No response ensures an accurate status for your question.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
Sales
Discussion List
-
Redundant OOB relationships in menu - how to removeSummary: We are implementing Relationships for Contact. We are not creating any custom relationships. When using the OOB relationships, the relationship menu shows: Dome… -
Important Reminder: Transition to the Redwood UX add-in for Microsoft 365 prior to 25BDue to changes Microsoft is making to their APIs, anyone using the older versions of the Oracle Sales add-in for Outlook must transition to the latest version of the add… -
When Adding Team Members in the Teams, Option My Organization is not workingSummary: we notice that there is other option when adding team members in redwoodUI, My Organization just wondering how it works? because when i select it, it show nothi…
-
Inserting Sales Products upon creating LeadsSummary We want to create Sales Product upon creation of Sales Lead.Content We want to create a Sales Product upon creation of Leads. Since we cannot add a product group…
-
Redwood addin for outlook - deactivate auto sync appointmentsSummary: In the Redwood add-in for Outlook, there is a functionality that automatically syncs all appointments that include a contact that exists in Oracle Sales Cloud. …
-
Video Series: Redwood Sales Rollup FrameworkVideo Series: Redwood Sales Rollup Framework Learn about creating rollup metrics which summarize related data for your accounts and account hierarchies. Rollups allow yo…
-
Way to exclude records from Duplicate IdentificationHello, We have a requirement here where we want to exclude matches for those two records which are having a particular source_system. Meaning in a duplicate Set lets say…
-
Retrieve query behind PVOSummary: Is there any way to run the query to pull the data which extracted using PVO. Or Can we get the query running behind the PVO. Content (please ensure you mask an…
-
What is the category Name for Partner User? Sales CloudWhen Partner user are created what should be the Category name it can be tagged to?
-
Has the ZMM_ACTIVITY_DISABLE_TASKS_EXTERNAL_NOTIFICATION profile option been deprecated?Summary: Why are we no longer able to find the Setup and Maintenance "Sales" profile option ZMM_ACTIVITY_DISABLE_TASKS_EXTERNAL_NOTIFICATION , after the 25A quarterly up… -
Change Visualization Configuration Reference NumbersSummary: When building Visualizations for the Redwood Sales Dashboard, if you use the Visualization Configurations they are given a reference number. This ref num is use… -
Is the Enrich Account CDM options available in Redwood?Summary: Is the Enrich Account CDM options available in Redwood? Content (please ensure you mask any confidential information): Is the Enrich Account CDM options availab… -
How to edit the URL of Web Services in App Composer?Summary: After a P2T or T2T, how do I update the URL in the Web Services in the App Composer of Dev/Test instance to point to the correct target URL? Content (please ens…
-
Need Duplication identification User Batches Created for Action table details in Oracle CDMNeed Duplication identification User Batches Created for Action table details in Oracle CDM
-
Rejected - Error on table HZ_IMP_RELSHIPS_T, column START_DATESummary: We have Dev and Test environments. I am loading the same file in both environments. In Dev I am getting below error: Rejected - Error on table HZ_IMP_RELSHIPS_T…
-
Is it possible to get details on the records that are processed during the O365 Synchronization?Would like to see the details for records that are touched when the "Microsoft 365 Instant Sync Job" & "Microsoft 365 Standard Sync Job" sync jobs complete. This will ai… -
About mass update in workspaceHow can I increase the maximum number of mass updates when update of Opportunities and Leads in a workspace? -
Is payload level encryption supported for Oracle Fusion APIs?Summary: Is payload level encryption supported for Oracle Fusion APIs? Content (please ensure you mask any confidential information): We have given direct CX endpoints t…
-
Editing Product Selection Pages in CX Mobile applicationSummary: In CX Mobile application, On the Lead create page, while selecting a product on the Leads' Edit pages, under Products section, user needs to click on "Add Produ…
-
Which privilege allows a user to update/modify a rejected status deal standard fields?Summary: Hi All, Which privilege allows a user to update/modify a rejected status deal's standard fields in CX Sales? Thanks in advance, Anuj
-
How do we remove a mapped field from a smart action (NGS)Summary: We are using NGS and have created a custom smart action for converting leads. We have one field in the map that does not need to be there and may be causing an …
-
In the Redwood Outlook AddIn it asks to log in repeatedly during the same dayIt was configured according to the documentation so that users do not have to log in to the Outlook Redwood Add-In, but it is not working because it requires us to log i…
-
Fix broken email links to tasks and opportunitiesSummary: When email notifications are sent out that an Opportunity or Task has been created, the link to said Opportunity or Task is broken. Only part of the link is cli…
-
The configure forecasting is not working in redwood sales UISummary: The configure forecasting is not working in redwood sales UI for the second time we could see only read only field Content (please ensure you mask any confident…
-
Customer related document sequencesSummary: Can't find where the cache value of customer related document sequences is using in the system. Content (please ensure you mask any confidential information): F…
-
Calling object function in visual builderSummary: We have an object function that will calculate the country region based on the selected country, and we would like to trigger it every time that the country fie…
-
How to limit account visibility for some usersSummary: We are looking for ways to limit access to accounts for the OOTB roles Sales Representative and Sales Manager. Content (please ensure you mask any confidential …
-
Can we run Match and Merge for Custom objects in CDMHi Team, Consider , i have created a custom object in app composer with certain fields and i inserted data into this custom object,. will data be visible under CDM organ…
-
Query limit in groovySummary: Currently engaged in a customization project within Oracle Sales Cloud utilizing Groovy scripting. I am aware that the default limit for fetching records at one… -
Can we add or update products on rejected deals in CX Sales?Summary: Hi All, Can we add or update products on rejected deals in CX Sales? If yes, which privilege granted this access to user? Thanks, Anuj