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Sales
Discussion List
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Sales Forecasting in Redwood - Using and Implementing VideosSummary: Collection of videos and resources to learn more about Sales Forecasting in Redwood. Content: Sales Forecasting in Redwood user experience allows sales managers… -
Customer Data Management work area in Oracle cloud is a separate module and requires separate licensSummary: I want to know, if Customer Data Management work area a separate module in Oracle and requires separate licensing Content (please ensure you mask any confidenti… -
Please ELI5 - How to get the ADF log outputSummary: CX Sales hosted on oraclecloud.com - can't find anywhere to see ADF logging output Content (please ensure you mask any confidential information): Hi all, We are…
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Why Am I being Forced to Enter Reason Won/Competitor when Marking Opportunity as Closed WON?In DEV1 and DEV3 Environments, I'm getting an error message when closing opportunity as WON, when in PROD, that doesn't happen. I checked all requirement scripts on App …
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Date and Timestamp of Attachment FieldHi, I have enabled attachment field in a custom object. When a file is attached how can the date and timestamp be captured. Thanks -
DCL with Multi SelectHi, I have created DCL to display the resource name at the moment I have the option to select only one value. Is there any possibilities to have DCL with multi select op…
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NGS - How to change title in mashup ?Summary: On Account Object details screen we are tying to add VBCS page link. On Account we have Bank Account Foldout Panel. On Bank Account View All(subview ) we want t…
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In Redwood, for searching an Account, we would like to capture the search keyword to embed into URLWe have a business Requirement to capture the Keyword entered in the Account Adaptive search to be used in a url 'Create an Order'. Currently we have created Finder chil…
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In Redwood, how do I set the Sales Dashboard as the landing page for a user logging onSummary: I want to see what the options are to set the "Sales Dashboard" as the page someone goes to when they login Content (please ensure you mask any confidential inf…
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Is there any possibility to update the Subject line of the Bell Notification when the Task created?Summary: Is there any possibility to update the Subject line of the Bell Notification when the Task is created? And can we remove the Action which pops up below that? Co…
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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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SOAP Web Service to update IB AssetSummary: SOAP Web Service to update IB Asset Content (required): We want to update an Asset Product and its Description in IB. What would be the SOAP Web service for thi…
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Not able to see any Appointment Calendar feature in Redwood Sales as seen in Classic UISummary: We have the standard Appointment Calendar functionality in Classic UI , but the same is not visible by default in Redwood UI. So , is that a known limitation or… -
Video: Sales Forecasting Troubleshooting TipsSummary: Sales Forecasting troubleshooting tips. Content: The following video provides troubleshooting tips for Sales Forecasting in Redwood such as: Troubleshooting: Sa…
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How to Change the Oracle Logo and Name of Browser TabContent Is there a way to change the Oracle Logo and Name of the browser tab? Is this possible? If so, what are the steps to do this? Thanks in advance.
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How to restrict Account with Business Unit in Oracle CX SalesSummary: I want to restrict every account by business unit so that only accounts associated with a specific business unit are visible to the Account Manager. Content (pl…
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assign team memberSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t… -
Unable to configure pages in RedwoodReceiving the below error while trying to configure pages in Redwood for CX - Fetching user roles failed with error code Error: Make sure the typed in URL is correct, an…
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Generating dynamic link in Leads and OpportunityHello, We've referred to the mentioned document and tried to incorporate dynamic link for Leads and Opportunity Approvals. Whenever the Object Workflow is triggered, the…
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Where are stored the credential Keys (Web Service) and how can we manage them (Update,Delete)?Summary: The customer have created a pair of Web Services-WS in Sales cloud (Image 1), the most of them have ‘Call with basic authentication’ option in the Authenticatio…
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Duplicate United States Entries and Missing Geography Type in Manage GeographiesSummary: I'm encountering issues when trying to add the US and UK in the Manage Territory Geographies task. Duplicate entries are appearing, and the Geography Type field…
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What privileges need to assign to sales manager role for Redwood Forecast.Summary: What privileges need to assign to sales manager role for Redwood Forecast. Content (please ensure you mask any confidential information): Version (include the v…
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What is the best Subject Area to report on Eloqua Marketing and Outlook Activities in SalesSummary: We are looking to report on; Marketing events we send from Eloqua to CX Sales - like website visits, page opens, etc. Emails tracked in the Outlook for CX Sales…
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Uploading tool NULL date valuesWhen making an uploading with CSV in excel, I need to clear a date field and set it to NULL or empty. When I do the upload, I leave the cell blank and after upload, the …
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VBS : Redwood Production deploymentHi Team, When deploying Redwood changes from the test instance to production, should we first deploy the job in the test instance before deploying it to production, coul… -
How can I add fields in existing form of redwood AccountSummary: I want to add custom fields in Redwood Account Form. I am New in Redwood. please guide me step by step, how can I achieve this. Content (please ensure you mask …
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Video: Create the Visual Builder Studio ProjectCreate the Visual Builder Studio Project: One time setup to create the Extend Redwood Sales project in VBS From the Implementing Redwood Sales video series -
Need to populate all the details of account on approval notification in CDMSummary: In the current object workflow configuration, Only object type and object name are viewed on approval notification in CDM. I was wondering if there is a way to …
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Redwood - How can we show the custom panels and subview layout which fetches data from External APIsSummary: How can we show the custom panels and subview layouts which fetches data from External APIs Content (please ensure you mask any confidential information): If we…
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How could we add another attributes in the Lead Selection area to assign Leads records from thes ManThe customer have scheduled a pair of Lead Assignment processes in Sales cloud from ‘Manage Lead Processing Activities’ task. These processes were scheduled every hour a…