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Sales
Discussion List
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How to get a dump of records from Oracle Fusion CX CloudHi Team, We need to extract a complete dump of all Contacts and Accounts from CX, including all available fields (full record details). Since most of these records were … -
Performing action after smart action is succeededSummary: We have a requirement where we need to perform action once the smart Action is succeeded. How can we get the condition for completion of smart action. For e.g. …
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REST API results are not showing in AccountHierarchySummary endpointSummary: I have changed the parent accounts, but the hierarchy data is not showing in the REST API. I also run a scheduled process. But the data is still not showing. Co…
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How to convert a Lead to an existing Opportunity?I saw that with the 25C release that the ability to convert a Lead to an existing Opportunity is now available (https://docs.oracle.com/en/cloud/saas/readiness/sales/25c… -
how to create customer site level contact address using soap/rest apiSummary: need guidance on add address for contact on customer account site level using api. Content (please ensure you mask any confidential information): i am able to c…
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Your Guide to Success: Implementing Redwood Sales with Best PracticesWe are excited to present our Redwood Implementation Checklist and Playbooks, thoughtfully developed by our product team. These guides are designed to help you track you… -
Obtain a list of Smart Action keys that need to be enabled in the Redwood UI for each objectSummary: We require a complete list of Smart Action keys that must be enabled in the Redwood UI for each object to fully utilize the standard Redwood functionalities. An… -
Utilize the CX rollup functionality to do cross pillar rollups with ARCan anyone of you please confirm if there is a way to utilize the CX rollup functionality to do cross pillar rollups with AR. The business use case is to pull the AR acc…
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Approval BPM Not Triggering on Opportunity Sales Stage Change (Redwood UI)Summary: Hi Everyone, I am facing an issue while configuring an approval cycle for the Opportunity object in Redwood UI, and I would appreciate your guidance. What I hav…
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How to increase the number of records displayed in object's panel?Summary: Content (please ensure you mask any confidential information): In Account object, we need to increase the number of records displayed in Opportunity's panel fro…
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Official release to migrate to Redwood SalesSummary: When do we officially have to migrate to Redwood Sales? Release? Date? Content (please ensure you mask any confidential information): Version (include the versi…
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Get Child Accounts from Parent Account Record using groovySummary: I want to get all child accounts from parent account using groovy script Content (please ensure you mask any confidential information): Need to perform update o…
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Sales Cloud to CPQ integration - Custom objectsSummary: Can I leverage the out-of-the-box integration from Sales Cloud to CPQ to send data from Custom Objects (Either top level or child)? Couldnt find any documentati…
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Approach to migrate the Redwood sales configuration from test to Prod in VBSSummary: We have enabledredwood Sales in our TEST environment and did the configuration in VBS. Now MayI know what the best approach to migrate those changes into PROD? …
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What's the sync interval from Fusion to IDCS for VBS access?Summary: How to check what's the sync interval from Fusion to IDCS for VBS access? Content (please ensure you mask any confidential information): I added the Application…
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Is it possible to hide seeded Save Searches in Redwood landing page?Summary: As a Sales Administrator, I want to replace the seeded saved searches with customized save searches in Accounts landing page (Redwood) for everyone. Content (pl…
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Custom object deleted dataSummary: We want to bulk delete the data from Custom object. Does the delete of custom object data does the Purge too or is there any scheduled job we need to run. Conte…
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How to Apply Work Phone Field Template to Home Phone On Contact - Redwood SalesSummary: How to Apply Work Phone Field Template to Home Phone On Contact Content (please ensure you mask any confidential information): We don't have a Field Template fo…
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User License AuditSummary: Would like to understand how to Audit and review User LIcense in Fusion Sales Content (please ensure you mask any confidential information): We are going throug…
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How to show/hide an attribute when another attribute is changed anytime in Oracle Redwood SalesSummary: In classic UI we have used a groovy condition of isAttributeChange ("field1_c") to show/hide another attribute (field 2) on Contact layout expression. We want t…
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Video: Sales Dashboard PersonalizationSales Dashboard Personalization Starting with 25A, sales reps and managers can personalize the content on the Sales Dashboard. https://videohub.oracle.com/embed/secure/i… -
Lead Conversion to Existing Opportunity-Manage Saved search functionalityHi Everyone, We have Lead Conversion to existing Opportunity feature where we can see Manage saved search edit button during conversion. When we click on it, it navigate… -
Lead Conversion to Existing Opportunity-what criteria is used to fetch the existing Opportunity?Hi Everyone, We have Lead Conversion to existing Opportunity feature. In Classic UI it this feature allows us to select all the Opportunities. But in Redwood when we try…
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Global Actions to Launch AI Agents from the Sales Dashboard not workingSummary: Content (please ensure you mask any confidential information): Hello, I have setup a Global action to launch AI Agent from the Sales Dashboard by following: Set…
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How to track when an address is removed from an account?Summary: Account contains multiple addresses. How to track if an address is removed from the account? Content (please ensure you mask any confidential information): I ha…
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Some fields cannot be set to read-only on the mobile UI for Opportunities.Summary: Some fields like Creation Date, Created By, Last Updated Date and Last Updated by cannot be set to read-only on the mobile UI for Opportunities even after confi…
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Activity sorting not working in sales mobileSorting in activities object is not happening as per expected behaviour in Sales mobile UI. On sorting activities, it pops a 'No Result Found' page.
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Video: Working with AttachmentsWorking with Attachments: Adding the attachments component to a panel, subview and the create record page. https://videohub.oracle.com/embed/secure/iframe/entryId/1_h8ho…
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i need to populate the SIC description and Naics description in accounts detail pageSummary: Content (please ensure you mask any confidential information): We have a requirement to populate the SIC Description and NAICS Description on the Account Detail…
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Does Territory assignment work with multiple fieldsQuestion : Does the system allow you to assign territories based off of geographic element AND another field value? Example: we have geographic assignment for all of out…