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Sales
Discussion List
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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 … -
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 … -
Enabling duplicate Check for Accounts and Contacts in Redwood UIHello Oracle Community, We configured the duplicate check for Accounts and Contacts and on the old/classic UI it works as intended and during the creation of an Account/…
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Remove "Add" button of Growth Program and Agreement Tabs in Account RecordSummary: How to remove/hide the "Add" button on the account page (Growth Program and Agreements page)? See attached. Navigation: On a standard UI > Go to Sales > Account…
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Can i store data related to other domains like Vessel dataSummary: We are mastering Organizations in CDM as customers. We have a use case where we want to master Vessel data in CDM and then create relationship between Organizat…
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Sales Manager role can't update opportunitiesSummary: Our Sales Manager cannot update Opportunities and re-assign them to another sales rep if the prior Sales Manager is the owner. What role do I need to add to ena…
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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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In Opportunity Object Activity Panel is showing as UnauthorizedSummary: Hi Team , In Redwood sales , Opportunity Object I have created activity but in Activity Panel it is showing as Unauthorized . How to fix this ? Content (please … -
Can we have account merge feature enabled in Redwood account list page?Summary: Can we have account merge feature enabled in Redwood? Content (please ensure you mask any confidential information): We are completely live with redwood UI and …Jidnyasa Falak 111 views 10 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle
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How to restrict data visibility of Accounts and Contacts records to Relationship Manager.Summary: We have requirement to restrict accounts and contacts records to Relationship Manager(sales representative, service representative). Relationship Manager should…
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Redwood CX CPQSummary: We currently have CX/CPQ integration working great in non-Redwood. We are migrating Sales over to Redwood. The Quotes show up and work correctly in the Quote Pa…
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Filter contact's account's address in Contact object - redwood UISummary: Need to see a list of the Contact's Account's addresses. Content (please ensure you mask any confidential information): Suppose I am creating a new Contact or e…
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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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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 13 views 0 comments 1 point Started by Graham McInnes, OPM Team-Oracle -
Redwood Visual Builder studio Action Chain: how to access parent and child object fieldsSummary: How to read or set data for parent and child object when using scripting in Action chains for Visual builder studio to implement Redwood. Content (please ensure…
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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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Can I use Deep Links in report to tie to Redwood Activity screen?Summary: We're testing the Redwood UI in CX Sales and we have reports that use deep links (where you can click on a column in the report and be taken directly to the scr…
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Default Values in Create Appointment not working in RedwoodSummary: We had created a custom groovy scripts to auto populate Account Name, and address after selecting the registry ID in create new appointment screen. We revert no…
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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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Video: Adding an Express Report to the Sales DashboardAdding an Express Report to the Sales Dashboard From the Express Reporting series
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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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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… -
Redwood- Sales Gen AI-Send Email queriesSummary: Sales Gen AI-Send Email queries Content (please ensure you mask any confidential information): We are exploring this GenAI feature of using send email feature, …
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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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How to remove Assignee, Contacts, Notes from Edit Task Layout in Activity object from redwood salesIn our current project, we do not assign a Contact to an Activity, and the Notes section is also not being used. As part of streamlining the user experience, we would li…
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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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Adaptive Search Query: No Data Displayed for ListOfContactsHi All, I am trying to fetch data via adaptive search query. Despite enabling the field, I have noticed that no data is being displayed for ListOfContacts. Could you ple…