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
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Seeking your Input for OCW 2025- CX Keynote and Theater SessionsWe want your input ! Planning is underway for Oracle Cloud World 2025 October 13—16, 2025 in Las Vegas. For our CX Keynote and Theater Sessions- we want to hear your sug… -
Changes to VBS in 25B for Redwood SalesSummary: Was VBS changed for Redwood Sales in 25B? We just received the upgrade into our Test environment and now the editing pages are different. It looks like the Prop… -
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 … -
Edit Opportunity Revenue is showing White Screen Only in RedwoodSummary: Edit Opportunity Revenue is showing Blank page in Redwood UI, i checked the smart action we only have below actions related to revenue, and I have the said priv… -
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 …
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How to Enable Membe Opportunity Visibility Across Multiple Organizations in Standard Sales Security?Hi, We’re working with standard sales security in Oracle Fusion Sales (not using Advanced Sales Security or Enhanced Territory Management) and facing a visibility issue …
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Clarification on Loqate ServicesHi Team, Our business utilizes Loqate services for batch cleansing, but we've been encountering numerous anomalies. I would like to understand how Loqate services functi…
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How to add a script on click of Approve Button in Oracle Sales Cloud ?I need to run a groovy script on click of approve button.
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How can opportunity be accessed based on groupsSummary: Opportunity should be accessed based on groups other than creating team for each opportunity. Content (please ensure you mask any confidential information): Opp… -
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. -
Video - Account HierarchiesVideo - Account Hierarchies: Work throughout the account hierchy viewing data at all levels of the accounts to account parent-child relationship
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Video - Account Link Sets - Connecting Financial and Sales AccountsAccount Link Sets - Connecting Financial and Sales Accounts: Get a quick understanding of the powerful account link sets solution where you can link multiple accounts (i…
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How to pass dynamically filter criteria to a picker in fusion RedwoodSummary: Have a picker B whose filter criteria is based on picker A value(selected from list), how to achieve this in picker B? Content (please ensure you mask any confi…
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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 11 views 0 comments 1 point Most recent by Graham McInnes, OPM Team-Oracle
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How to Get the properties of objectSummary: I have obtained details by using the describe webservice of the object, however it doesn't show when the field was created and by which user. crmRestApi/resourc…
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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 get custom field value for the logged in user in RedwoodSummary: We have a custom field on Resource object. We need the data of this custom field in Action chain for the Logged in user and set it to another custom field in Op…
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need REST endpoints to get and update customer details like address etcSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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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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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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How will loading another third party vendor geography data interact with Loqate dataSummary: Loading third party geography data other than Loqate and its impact on existing Loqate data Content (please ensure you mask any confidential information): If a … -
CX Sales Mobile: Is it possible to show a custom message after a record has been saved?In CX Sales Mobile, I would like to show a custom confirmation message AFTER a record has been successfully created. I was not able to do that using the AfterSave hook a…
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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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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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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… -
update customer dff at party levelSummary: DFF defined at customer party level. We need to update the value to Yes Content (please ensure you mask any confidential information): Hi Team We don't find any…
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We are using CX modules both OSC and CPQ. We are looking for actions in mobile applications ?Summary: We are currently using CX modules specifically OSC and CPQ and are looking for enabling actions through mobile applications. For example: 1) In OSC: Creating ap…
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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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Migrate Sales Territory to another Environment (Dev to Prod)Summary: Is there a way to export Migrate Sales Territory to another Environment (Dev to Prod) Is this through Export Management > FILE > Import Management File Type (XM…Christian Gerald Patacsil 32 views 5 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle
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Saved Search role restriction for external usersHello Team, When we go to any object and select "Manage Saved Searches," there's an option under the workspace list called "Shared With." Here, we can choose specific ro…