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Sales
Discussion List
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Zoom Integration with Oracle fusion sales cloudSummary: Content (please ensure you mask any confidential information): We have a requirement to integrate with Zoom. Sales reps should be able to use the Zoom service t… -
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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How to differentiate a customer contact created in Sales vs Receivables?Summary: How to differentiate a contact created by salespeople for an account in CX Sales vs a contact created by AR specialist for a Site in Receivables? Content (pleas…
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Video: Audit Change History in Redwood Sales Detail Record PageAudit Change History in Redwood Sales Detail Record Page Learn how to add a new subview on the detail page, to display the change history of field values (audit trail). … -
How to add customer notes using Import Management option?Summary: We have a requirement to add the customer notes using import management options at customer level. I went through the below link but I received the error messag…
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URL for creation page of follow up task or appointment in Redwood - Oracle Fusion ActivitiesThe url for activity creation page in Redwood is https://{{instanceURL}}/fscmUI/redwood/cx-sales/application/container/activities/activities-edit?mode=create What is the…
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Best Practices for Implementing Oracle Fusion CX Sales Cloud Directly on Redwood UIHello everyone, I’m starting a new implementation project for Oracle Fusion CX Sales Cloud, and the client would like to implement directly using the Redwood UI, without…
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CX Sales Mobile and OAuth authentication tokensSummary: Hi, We'd like to use IDCS OAuth token to increase the session timeout, and configured IDCS and Fusion CX Sales based on this document - https://docs.oracle.com/… -
Will Business Plans be coming to Redwood?Summary: Pretty much what the question says. Will the Business Plans be added to Redwood along with their children objects like Objectives, SWOT Analysis, etc.? Content … -
Is it possible to change the subview layouts of attachments in VBS to display the entire name.Hello Team, During our migration from Classic to Redwood sales, we have identify a new requirement where the users would like to see the entire name of the attached file…
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Redwood Addin Discrepancy in the Mail Currently ViewingSummary: Scenario: The email chain currently open is about 'Oracle Account' (sample account only) and even includes full Sales Cloud Account IDs. But the add-in recommen…
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ActivityTypeCode of Type Attribute is not found in SyncOperationsSummary: Error 'ActivityTypeCode of Type Attribute is not found in SyncOperations' being encountered in Redwood Outlook Addin when creating follow-up Task. Content (plea…
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How can we add custom description on Standard BPM TaskWe have requirement to add custom description on Standard BPM Task . As checked we are not getting option to edit the description , can anyone suggest if any workaround … -
Can we utilize an internal API for fetching non primary address details for a customerWe have a requirement to allow users to override the bill to or ship address to a non primary address in CPQ before creating an order / subscription. Currently, CPQ only…
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Custom Filter for Tables in Redwood sales dashboardIs there a way to create and apply custom filters to an entire tab on the Sales Dashboard? We are trying to add custom filters to our Sales Dashboard ‘Pipeline’ and ‘Tea…
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Getting error while approving deal record in Redwood "Permission is required to edit this field"Summary: We are having Custom Role using which we are trying to approve deal record but getting "Permission is required to edit this field" error when we click approve C…
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CDM to Procurement process flowInitially, we loaded a few suppliers into CDM as organization records, using the custom usage COOK_SUPPLIER. Currently, using Supplier FBDI, we are using the Registry ID…
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Fire a Smart Action from an Action ChainSummary: Ultimately, we'd like to fire a smart action from an action chain. The reason for this is that there are a few smart actions that we'd love to potentially have …
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How to Change Sub-view Sort Order for Account-Contact Object?Hi Team, I’m trying to modify the subview sort order for the Account-Contact object (child object of Account). This subview appears on the Account Details page. I have a… -
Keyborad shortcuts in Redwood SalesSummary: Is there a way we can configure keyboard shortcuts for any smart actions in redwood sales? For example, can "Create Opportunity" smart action be invoked by clic…
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How to add a mashup of Visual Builder on RedwoodSummary: We are trying to consume on the account object in sales cloud a development in visual builder. On classic UI was for a tab and mashup content Content (please en…
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Aside from OwnerEmailAddress, is there any field in account to update sales team member in CRM?Summary: Currently facing a data discrepancy in Sales Team Member of accounts in CRM. The source application is not storing the OwnerEmailAddress that can be used in int…
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Is it possible to create audit for contact object in redwood ui?Is it possible to create an audit for the Contact object in Redwood UI? And Can the Audit duration be more than 30 days in Sales? I followed the Oracle audit documentati…
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Cannot Find Oracle Fusion Application Asset(Redwood UI) in Manage Audit Policies ?Hi, I set up the Asset Audit layout in Redwood UI using the audit documentation. However, when I go to Setup and Maintenance → Manage Audit Policies → Assets, I see many…
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Role for importsHello I need a role or permission that allows a user to import and export information about potential sales opportunities in Engagement (Sales). Could you please tell me…
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Privileges for Resolution Request Dispatch JobSummary: User need to merge customer and for that they need a Resolution Request Dispatch Job and that is available only through application implementation consultant ro…
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Is there a way to delete log a call entries?Summary: Is there a way to delete Log a call entries from SVC_INTERACTIONS? Content (please ensure you mask any confidential information): Version (include the version y…
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Account Address site number in LOV based on account populated in DCL for Custom objectSummary: we have custom object where Account DCL is field populates the account Id based on from which account the custom object record is created using smart action. We…
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Is there not a manual way to run lead assignment rules in Redwood?Summary: In the classic UI, on a lead , click the Actions button- there is a " Run Assignment" . I do not see a way to Run the lead assignment rules in Redwood. Content … -
service contract under account details layout in redwood UISummary: Hi, We have service contracts associated to account and want them to expose to account details layout as a panel in Redwood UI. How can we achieve it? Also, in …