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Sales
Discussion List
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Display email/message Template conditionally based on Smart ActionSummary: We want to show email template based on smart action. We have 2 different custom smart actions of type send email. Based on that smart action we want to display… -
How do "remove" the Make Active action from the Quotes section in CXWe have various actions from the smart action like Create/Copy but the business wants to remove the Make Active on the CX side as their process is to only change it on t…
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Show product recommendations not displaying any data on account or opportunitySummary: Hi everyone, We've been working a lot with Oracle AI and Gen AI features in OSC lately, and we also recently discovered the need to have some sort of AI based p… -
Missing Routine Templates and Missing Routine Type- 'Run when an event occurs'Hi , We are trying to create few routines based on the routine type- "Run when an event occurs" for Opportunity object based on an attribute changed. But we are seeing s… -
Activity Template in SalesSummary: I’m trying to create an activity template using the Manage Sales Task Template task in Setup and Maintenance, but the available templates appear to be limited t…
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Defaulting 'Appointment' fields in 'Log an Interaction', WrapUps fields are disappearingTried to default Appointment's Subject field and Assignee's/ Contacts to "Log an Interaction" Subject and Participants fields respectively using onCreate event listener …
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Making the field visible in header even when values are not populatedSummary: When we add any fields to header layout of some object. Its shown on the header if that field has any value else that field is not visible on header. The requir…
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Adjust hyperlink template in the custom object Redwood UISummary: I would like to adjust my hyperlink template in the cx-list-impl component. Content (please ensure you mask any confidential information): By default, when we c… -
Add Buttons on Account Header section in RedwoodSummary: Hi, As we are using Redwood, we want to have buttons like "Create Lead" or "Create Quote" button on the account header section in Oracle Redwood. Please let us …
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How to access opportunity Scheduling data for reporting?Summary: In CX, there's a way that reps can forecast, monthly, how much an opportunity product will bring in using the schedule piece. How can we access and report on th…
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Extension dimension not working for TerritoriesSummary: We've created a customer centric territory , in which we've two dimensions Standard: zip code and custom: Extension 1( Custom FCL). The coverages are updated an…
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How to bypass logic specifically for the Sales application within a groovy script?Summary: We have groovy script written on Address object which should be triggered only within sales UI not in other modules like AR. So we want to bypass sales applicat…
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ContactのStateの値を文字数制限を行いたいSalesCloudのContactの住所項目Stateで文字数制限を行いたいです。 4文字以上を入力するとエラーになるように検証ルールで設定できますか？ できる場合のスクリプト例をお願いします… -
Unable to view SR details in help desk ticketSummary: When I am creating a HR Help Desk request with myself as a primary contact, I am not able to view all the details of the service request from the agent/administ…
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Guidance Required: Calling Sales and Service Access Management API for Redwood Dynamic LayoutsSummary: We are currently using the Redwood Accelerator tool (RAT) to migrate legacy pages to Redwood. In our legacy setup, we use Dynamic Layouts driven by Advanced Exp… -
In Redwood Add schedule not appearing in Opportunity Revenue Edit pageSummary: Add schedule not appearing in Opportunity Revenue Edit page Content (please ensure you mask any confidential information): Version (include the version you are …
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How to export the information that is in the Sales Dashboard from UI RedwoodSummary: I want to export the reports that are in the Sales Dashboard. Content (please ensure you mask any confidential information): I've created several reports in OTB… -
Ai Agent for Express ReportsSummary: Need Assistance with Step 5 implementing. Step 5: Configure Administrator Profile Values Go to Setup and Maintenance. Search for Manage Administrator Profile Va… -
Using Smart Actions to Invoke Agent Teams – Quick POCSummary: I was doing a quick POC around Smart Actions and explored invoking Agent Teams directly from the UI. What I did: Created a Smart Action (Application Composer → … -
Not able to update EffectiveEndDate in HZ_CUSTOMER_PROFILES_F table using Soap webServiceSummary: We basically want to end date a specific record in HZ_CUSTOMER_PROFILES_F table using the Soap WebService :- https://servername/fscmService/ReceivablesCustomerP…
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Is there any Rest Api or Soap WebService to update status of a record in HZ_ORG_CONTACT_ROLES table?Summary: We need to end date a HZ_ORG_CONTACT_ROLES record or mark its Status as ''Inactive'. Does any Api or Soap Web service exist to perform the same?
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REDWOOD - Business Plan Showing Error while creationSummary: Hello, We have business plan enabled for our application. However, we are facing an error while creating the business plans for Accounts. Content (please ensure…
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Smarter Insights at a Glance with the Customer Summary Panel on Sales Accounts - 26A UpdatesImpact Summary Starting with the 26A release of Redwood Sales, a Customer Summary panel will now appear by default on the Account landing page (the "Account Foldout") fo…
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dynamic filter for products based on the product added to the product groupWe are maintaining fcl field named 'Division' at the header level of lead & opportunity, and based on the division lookup code we are maintaining the product group [same…
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Can I configure the 'Created By' and 'Opportunity Owner' Workspace filters for Opportunity object?Summary: We want to add and remove results (checkboxes) in 'Created By' and 'Opportunity Owner' Workspace filters. However, after searching for the user, once the user i…
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Unable to access the 6500 Lookup details in fieldSummary: We uploaded around 6,500 lookup values for a field, and the upload completed successfully. However, we are able to view 999 values from the FCL field appearing …
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Location Address REST updateSummary: We're trying to preserve old addresses to a customer using same addressNumber, but we found these challenges: we receive thats assign new address to the same ad…
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Refresh data on redwood panelsSummary: How to refresh the data on Redwood Sales panel? The corresponding field's data is already updated on the backend table but the panel still displays the old valu…
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How to setup Orchestration setup agent team in Oracle RedwoodSummary: Setup Orchestration setup agent Content (please ensure you mask any confidential information): I want to setup OOTB AI Agent, Orchestration Setup Agent Team. Ho…
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security rulesSummary: Is it possible to create a rule for when Sales Invoices are created that only allows users to use code combinations that contain A2* Naturals (Income) as we hav…