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Sales
Discussion List
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Request for Reference Video on Sales Territory and Sales QuotaSummary: We are planning to use sales territories and sales quotas in our project. Could someone please share a reference video to help us understand these concepts Who … -
Video: MashupsMashups: Creating a UI Mashup with an external system, including the assistant based navigation. From the Implementing Redwood Sales video series -
24D EDLC download location?Summary: We are preparing to have the Oracle CX Sales 24D upgrade applied to our non production environments shortly. With each upgrade we typically download and install…
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Is it possible to populate a text field with another fields value using Routines?I have a requirement to populate values from a OOTB field to a custom text field when the condition are met, I want to achieve this by using Routines but in the Actions …
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Is there a way we can add custom attachments in the email template?Summary: Requirement: Add a custom attachment file in the email notification. NOTE: The attachment contains a section where we must retrieve a value from a field; other …
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Redwood outlook addin - share email layout missing informationHello Team, i'm configuring the new CRM addin for outlook and i have a few iussues - if maybe you can assist - 1. when i open the addin from email - (and i use a contact…
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Can we transfer only records in open states?In the mass transfer module, all data is transferred from one user to another, but we only want to transfer records with an open status to the user.
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Can you expose a custom object along with associated fields on mobile app?Summary: We have custom Object called Flags and a field called Flag Categories. I want to know if I can add that custom object to the Around Me filters for the mobile ap…
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The opportunity owner is displayed incorrectly.Summary: The opportunity owner is displayed incorrectly, while the actual owner is different Content (please ensure you mask any confidential information): Version (incl…
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Changing the Fusion Theme to a Custom OneSummary: Hi all, How can we change the fusion theme only with a transparent logo added to it without changing the current default theme or other themes, retaining the de… -
Update Customer Account Site Properties via APISummary: Looking to update a field called "Demand Class" via API in Oracle Cloud. This field exists under the Account Site Content (please ensure you mask any confidenti…
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Change Outlook add-in – Oracle CX Sales add-in for Microsoft 365 to Redwood UX add-inWe received an update from oracle to change Outlook add-in – Oracle CX Sales add-in for Microsoft 365 to Redwood UX add-in. Should it be done directly in Production envi…
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How to customize the template for standard appointment email notification?**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: How to customize or configure the template for standard appointmen… -
Error when adding relationship to a contact through Redwood UI in 24D releaseSummary: Add Relationship becomes available in 24D, However, it is not working as expected as we experienced in the Classic UI Content (please ensure you mask any confid…
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Unable to fetch Sales Order details from App composer trigger on Install Based AssetSummary: Unable to fetch Sales Order details from App composer trigger on Install Based Asset Content (please ensure you mask any confidential information): We are unabl…
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CX Sales Redwood - Customizations and ExtensionsSummary: CX Service Redwood Customization/Extension deployed to PROD. Next phase is to implement CX Sales Customization. Issue with Extension Id change Content (please e…
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Account Hierarchy in for partner AccountsSummary: We have below usecase from customer: Account Hierarchy, and contacts could be part of child account or parent account (that are all part of same company). In th…
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How do we enable Enrich Account button in Redwood Sales?In Redwood Sales, is there a way to enable the Enrich account? Sales: Redwood Sales:
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How to limit mobile number field to take only 10 digits in Contact Object under Fusion Sales ??In Contact Object under Fusion Sales Cloud. How to put a limit on mobile number field to take only 10 digits only. not more not less, Exact 10. -
New Fiscal Year Sales Forecasting UpdatingSummary: January is our new Fiscal year and our forecasting period for 2024 has ended. What is the process for updating the forecast for a new fiscal year Content (pleas…
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Contact details not showing in Lead, Opportunities, Account etc after instance refresh.After customer refreshed the instance, we are facing issue in contact details not showing in Lead, Opportunities, Account etc. Can anyone advise how to fix this issue?.
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Multiple Business Units are not showing in Business field in Opportunity PageSummary: Hi Team, We have enabled the 'Multiple BU's' option as 'Yes' in Setup and Maintenance, but we are only able to see one defaulted Business Unit on the Opportunit… -
How to remove Create Sales lead button in redwoodSummary: How to remove Create Sales lead button and +Create sales lead from the lead workspace list please suggest which functional privileges to be removed/added for th…
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Redwood- How to hide create button from Account list page?Summary: Hi @John Vakoc-Oracle We have create button on Account List page. Please guide us how to hide this create account button. Content (please ensure you mask any co…
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When a DCL is created that is linked to the Address object, the Address Site Number is showingSummary: When a DCL is created and linked to the Address object, the Address Site Number is displayed in the input box instead of the actual Address. The requirement is …
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How to enable mass update and manage columns functionalities for sub view in redwood salesSummary: Hi Team, We want to have a mass update and manage columns in a sub view layout as we have in a list page for Account, contact and other Objects. Content (please…
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How to make some values of Fixed choice list system selectable but not user selectable.Summary: How to make some values of Fixed choice list system selectable but not user selectable. For e.g. if a choice list have values 0, 1, 10, 50, 100 then 0 and 100 s…
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Create a Note under Contact/Account object using custom field from custom object in CXHi Team, Summary:-Our requirement is to create a notes under Contact/Account object using custom field from custom object in cx. Detailed Explanation:- We have "Remark" …
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Is it possible to add custom fields to Sales Territory Quota and Sales Resource Quota objectsSummary: We have some requeriments to add information to territory and resource quota objects. The idea es to capture those information later in OTBI and present the use…
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Update Contact Address via Field triggerSummary: We have a requirement to update the Contact Address based on account associated with the Contact. Content (required): We have a groovy to do this. There is no i…