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Sales
Discussion List
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Video: Concatenate FieldsConcatenate Fields: Combine multiple fields into a single display in a dynamic form From the Implementing Redwood Sales video series -
Do we have any documentation that details features released in 25B for CxSummary: Documentation or datasheet to list the 25B Features. Specifically when asked to move from Classic UI to Redwood UI. We are currently using CX Sales & Service. C… -
Redwood:-How to change header name in the Edit page of Asset objectSummary: In the details page of Asset object ,Product name(Federal Bank Product) is coming in the Header name . So we want to change the header name from Product name to…
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How to add scroll bar to a custom sub view in redwood sales?I’m currently working with Redwood Sales and am trying to implement a custom sub view. I need to ensure that when the content inside this sub view exceeds a certain heig…
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Invoices / Quotes and Orders panels are empty in Next Gen UISummary: Invoice panel and Quotes & Orders panel in Next Gen UI are empty for Salesperson and Sales Manager roles. Content (please ensure you mask any confidential infor…
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Redwood - All Smart Actions generating error - Error Response during RestActionSummary: Clicking on any Smart Actions within App Composer generates error: Error response during RestAction We believe this issue started as a result of the implementat…
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Products are not visible in the UI when using other languages.Summary: In the Opportunities menu, when a customer selects a product from the sales catalog, they can add products if the session is in English. However, if the session…
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Privileges or Duty Role for Trading Community Person Lookup and Contact Lookup.Which Privileges or Duty role is assigned for Manage Trading Community Person Lookup, Manage Contact Lookup and Manage Source System Entities?
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Oracle Customer address validation in Customer master UI SAASSummary: We have subscribed to DAAS Service for customer address validation and enabled address validation button as per Doc ID 1347118.1 However it was throwing same er…
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Display Sales Order total in Approval notificationSummary: In our business we create several orders which are routed through approval hierarchy based on Order Value. On BPM approval page we get the approval notification… -
Corporate currency conversion in OTBI reportSummary: We have multi currency enabled in application. In the Opportunity UI user's select the currency as required and go through the pipeline process to book/close op…
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Enable Assignment Rules for Accounts "Manage Customer Center Assignment Rules"Summary: Can some one provide me documentation regarding enabling Assignment Rules for Accounts. I couldn't find the document any where. When we are trying to create the…
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Get the source system of a merged contact recordSummary: Is it possible to get the source system of a merged contact record? We're aiming to use it for reporting. If feasible, which table should be used? There is colu…
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How can I do a GET for Resource Users that are end-dated?Summary: Is it possible to do a GET on Resource Users that are already end-dated? As per my testing, when I try to do a GET for a Resource User that is already end-dated…
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which ID to use when adding a resource to the sales account teamSummary: I have created a DCL field from which a resource can be selected. Subsequently, the selected resource has to be added to the sales account team automatically. I…
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DeleteSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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Customer Contact- Person Audit TableSummary: Dear Experts, We are seeking your valuable inputs to identify the Audit Tables that store information related to updates made to Customer -> Account -> Contacts…
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Make Read Only a Custom Attribute CX SalesA custom field is there 'Digital Priority' ( Fixed Choice LOV TYpe) Client wants to make it Read Only and also want to update weekely via bulk import using CSV File Impo…
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How do I add the correct Edit Layout to the Action Menu for a Custom Child object in Redwood?Summary: The Edit Action for Custom Child objects doesn't display the correct page layout. How do I correct this? Per the documentation for 24D, I need to move the code …
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Can linkedin Navigator be made available in redwood account, lead and contacts page?Summary: Can linkedin Navigator be made available in redwood account, lead and contacts page? Content (please ensure you mask any confidential information): Can linkedin… -
Will the currency conversion rate get updated in lost and won opportunities?Summary: I have updated the currency rates for November month and see open opportunities updated as expected, but rates are not being updated in lost and won opportuniti… -
Display the Customer Billing Account in SalesHi All, I have few questions on the customer Is there any way to bring the Customer Billing accounts in CX Sales, so sales users can see all billing information ? Can yo…
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Redwood - Address DCL on OpportunitySummary: Create a new template for Address DCL on Opportunity in Redwood Content (please ensure you mask any confidential information): Regarding the below document, Fac…
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Is there a table where we could query/retrieve the match configuration rule attributes for CDM?Summary: We've a requirement to create a report showing the match rule and the rule attributes. We can use ZCH_MERGE_DETAILS_B to get the match rule name for merged reco…
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How to change name of automatically created "Show" smart action for a custom subview in VBCSI have created a custom subview with title as "Client Tiering" with Intelligent Advisor interview component and while accessing it through show action, It is displayed a…
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Redwood Sales and Closed Loop Reporting (from Eloqua)Hello, I wanted to ask if Redwood Sales is compatible with Closed Loop Reporting from Eloqua? The documentation and all the videos are based on the classic UI. I checked…
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A database constraint was violated while storing the changes in the database.Summary: Getting Error while creating Opportunity ORA-00001: unique constraint (FUSION.MOO_OPTY_U3) violated Content (please ensure you mask any confidential information…
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Object validation for intersection objectWe have an intersection object between a custom object and account object. We have exposed this intersection object as a subtab on the custom object and we can add accou…
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What are the alternatives if a field is not queriable in REST API?Summary: We need to query SourceSystemReferenceValue from Contact Point Object because that's the only identifier from our source of data but, it is not queriable. We al…
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Advanced filter on DCL with end date as inputSummary: In Advanced filter, I will like to filter as shown below: PartySiteUse.EndDate Created a DCL to only show active…