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Sales
Discussion List
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For Global Search and search within the Object in OutlookWe are still exploring the Outlook functionalities. For Global Search and searches within objects, could you please confirm whether Oracle Outlook uses “contains” logic … -
How can we default the Currency, Country & Phone Country Code on Leads/Opportunities based on BUSummary: We need to set several defaulting rules on the Lead and Opportunity objects based on the user's default Business Unit such as when a Sales Rep creates a new Lea…
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How to get Bearer token in oracle sales cloud?Hi Team, We are sharing the Oracle Sales Cloud API details to other teams to create/update details in the existing objects like account/oppotunity's. I need the option t…
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how to edit Relationship roles and phrasesHow to edit Relationship roles and phrases inside the Manage Relationship Type?
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Activity Description FixSummary: There is an issue with the Activity Description field — when we copy the text, it is displaying in HTML tag format. Additionally, if we add a space next to any …
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Pipeline Management - Using and Implementing VideosSummary: Collection of videos and resources to learn more about Pipeline Management. Content: Pipeline management gives real-time pipeline visibility to allow sales mana… -
While creating a contact from a leadWhile Creating a Contact from a Lead "Use Account Address" checkbox field is disabled but When we are adding the Account this check box is enabled. Does this is the stan…
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Rollups are not working on dashboard panel under accountSummary: We enabled rollups for # of open opportunities for account, email sent for contact in rollups tab and published it. also we published by enabling rollups for th…
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How to Display Follow-Up Activities Created via "Create Follow-Up Tasks" in a Subtab in classic UISummary: Hi all, In Oracle Sales Cloud, users can create follow-up activities using the "Create Follow-Up Tasks" action from within an existing activity. I'd like to dis…
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Opportunity browse catalog list priceSummary: Opportunity browse catalog list price question Content (please ensure you mask any confidential information): Is there any documentation on this feature? Where …
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How is the action item generated for the Meeting Note Gen AI feature?Summary: Meeting notes authoring gen AI feature - does it generate Action Item in the note body or does it auto-create an activity record? Content (please ensure you mas…
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in Redwood Sales, can the "Create Quote" function be based on Sales Stage?With the new Redwood Sales UX, is there a way to restrict when the Create Quote option can be available? We want to direct users to have to be at a specific Sales Stage … -
how to provide a notification to users on a particular date to review all their accountsHi All, We want to provide a notifications to only account owners asking to review their accounts on a particular date like once in a month/quarter/year. We need to prov…
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Where can I get the list of standard reports for Sales?Summary: Where can I get the list of standard reports for Redwood Sales? Content (please ensure you mask any confidential information): In previous version, there is a l…
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Remove OOTB "Depends on Business Unit Identifier" Message from Rank Field During Mass Lead UpdateWhen using the mass update feature on leads, how can I remove the default statement "Depends on business unit identifier" that appears on the page on selecting "Rank" fi…
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How to enable/disable Recommended Actions in opportunity?Summary: How to enable/disable Recommended Actions in opportunity? Content (please ensure you mask any confidential information): How to enable/disable Recommended Actio…
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Opportunity predicted win probability explanationSummary: In the Predicted Win Probability explanation, how is the Recommended Next Steps generated? Content (please ensure you mask any confidential information): How do…
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Opportunity Activities - recover dismissed recommendation?Summary: In the Opportunity Activities panel, is it possible to recover dismissed recommendation? Content (please ensure you mask any confidential information): If I hav…
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Do we have an option to add the 'Add to address book' on Partner Contact in redwood?Summary: We are currently migrating classic UI to redwood UI and one of our object is the Partner Contact. There is an option in Classic UI that users are able to add th…
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CDM Data Verification Batch Job picks up no dataSummary: We are performing batch address cleansing for customer data via the Data Verification module. However, the selection criteria provided fails to pick up any data…
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The Competitor Values are not corresponding to the line of business after duplicate error messageIn the Sales lead, when we select a competitor line of business and its corresponding competitor in the "Add Competitors" drawer page, it is working fine. When I try to …
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Redwood add in for Outlook - Calls to logSummary: In the Redwood add-in for Outlook, I cannot find the 'Log a Call' action. Could you guide me? Is there a specific setting I need to activate to enable this feat…
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Question about executing APIs in Oracle Fusion SalesGoal I have created a custom object in Oracle Fusion Sales. I would like to create an attribute for this object via the API. Current Situation When I execute the followi…
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How to hide custom Link in Oracle Sales Cloud without creating a new Layout?Summary: I created a custom link under "Actions and Links". Is there a way to hide this link without creating a new layout? Content (please ensure you mask any confident…
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CX Opportunities - edit status and win/loss reasonsBusiness is requesting changes to the current Statuses (such as Win, Loss, No Sale, etc) and corresponding Win/ Loss probability reasons, and requesting to deactivate a …
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Address validation is failing for some valid combination of city, State and postalSummary: We are trying to add an Account with address city :Sachse , State: Texas and Postal code:75048. Although this is a valid combination we are getting an error on …
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What does Email purpose "Mobile" mean in the Contact?Summary: In the Email Purpose drop-down list, there's "Mobile" value, what does it mean and when is it used? Content (please ensure you mask any confidential information…
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Copy Lead to Opportunity missing fieldsSummary: Only two out of four custom fields are included in the copy map when converting a Lead to an Opportunity. Content (please ensure you mask any confidential infor…
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Is there a way to call out Required Fields in Redwood Sales by changing the color of the fieldIs there a way that we can visually show what fields are required, by having them be in a different color (like Red)? Currently the only way to call this out is if the d…
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What's the difference between Strategies and Objectives in Business Plan?@Sandeep Chowdhury-Oracle In SUI, we only have Business Plan —> Objectives But in Redwood, we have Business Plans (Renamed as Sustainability Goals in client instance) --…