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Sales
Discussion List
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Subscribe to Environment Maintenance NotificationsLearn how to subscribe to environment maintenance notification in the Oracle OCI Console. Note: You need to be able to log into you cloud tenancy at cloud.oracle.com to … -
Redwood Account Overview Active Subscriptions Exist but Subscription Panel on Overview Page Is BlankSummary: Hi Oracle Community, I’m working in Fusion Sales Redwood and have enabled the Subscriptions tab/panel on the Account experience. Here’s the issue: The customer … -
Microsoft Teams Web Conference Integration Issues in Oracle Fusion SalesHi Team, We have completed the Microsoft Teams integration setup on both the Azure side and within the Oracle Fusion Sales application as per the Oracle documentation be…
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Limit standard API Rest Result based on specific userSummary: Hi, we are in the need to call the standard Rest API (eg /crmRestApi/resources/11.13.18.05/opportunities) using a Machine to Machine user from an external syste…
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Unable to Update the Partystatus field in Account ObjectHi Team, I am trying to update the PartyStatus field in the Account object based on a custom field value in Oracle Fusion Sales Cloud. I tried the below approaches: Impo…
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View related all contacts for an account from the workspaceSummary: I want to see all contacts related to an account from the workspace Content (please ensure you mask any confidential information): How can I configure Workspace… -
lead to opportunity conversion in redwood - how to get account and contact created during convrsion?Summary: lead to opportunity conversion in redwood - how to get account and contact created during convrsion? Content (please ensure you mask any confidential informatio… -
Redwood- How to add attachment field in edit page in Sales Lead Object.Summary: Hi Team, We need "attachment" field in edit page of lead object in redwood Ui. We have added out of box attachment field in rule set of edit layout but it is no…
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Oracle CX Redwood Sales-Mass UpdatesSummary: Adding more fields to mass updates Content (please ensure you mask any confidential information): Where do I configure to add more fields to the mass update sel… -
Classic UI Action Link / How to Create in RedwoodSummary: Best Practice for Replacing Acton Link in Redwood In the Classic UI, we had an Action Link available on the Opportunity page. After populating the Opportunity f…
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Oracle Sales for Outlook add in,Redwood email templates only working for administratorsHow to allow all users with the add-in to utilize the templates.
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Regarding the issue of "Manage Data Integration" no longer appearing.Content (please ensure you mask any confidential information): I would like to ask the following questions. The "Manage Data Integration" setting no longer appears in se…
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Service Request One‑Time Address: Default Country Not Populating Despite Account Address SetupSummary: We are currently unable to default the Country value on the Service Request object for the Service Address (One‑Time Address). While the default country value N…
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Manage AI taskSummary: We are not able to access manage AI task. Content (please ensure you mask any confidential information): Version (include the version you are using, if applicab…
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Steps to Migrate all AI agent from one pod to anotherSummary: I have attached a document to migrate AI agent from one pod to another. Content (please ensure you mask any confidential information): Version (include the vers…
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Opportunity Subview under account doesn't let us search for records using Sales StageSummary: Under Oracle CX Sales Cloud Redwood version Account Page we have Opportunity Subview. Since Account has a lot of opportunities, we're trying to search Opportuni…
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Unable to Create OrchestrationSummary: When I navigate to Navigator > Configuration > Application Composer > Guidance Setup > Create Guidance I see a blank list page and no option to create new Guida…
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Oracle Fusion Sales - Parent Account fields to be visible and overwritable on children AccountsHello! we have a structure with Parent Account:Child Account that is 1:N. In the Parent Account there are some editable fields, and we need to display their value in eac…
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Object Workflow deactivated but delayed Task Creation still occursSummary: We have an Object Workflow that was configured to create Tasks with a delayed execution (184 days after the triggering event / about 6 months). We deactivated (…
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Tracking Trends and Changes in Your ForecastSummary: Tracking Trends and Changes in Your Forecast using the Changes Since filter Content: Please watch the following video for an overview of Sales Forecasting trend… -
Activity Summary Smart Action Deprecation in 26D for Account and ContactOverview As part of our continued investment in next-generation AI experiences and agentic workflows, we are making changes to how Activity Summaries are delivered withi…
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Where can we store logistic address details such as Dock or Receiving Bay information?Where can we store logistic address details such as Dock or Receiving Bay information? Example- address1-215 E WATER ST address2-CENTRAL PA RECEIVING DOCK city-Muncy Sta…
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How to change the alignment of Country Field in the Leads Redwood Layout?Hi @John Vakoc-Oracle, We need to move the Country field to the bottom of Postal Code. Since it's a Virtual field, how to achieve this? Regards, Vignesh
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Sales Orchestration - How to Reorder StepsSummary: Hi, We have a Sales Orchestration for Lead and want to reorder the steps: The issue is that the Guidance panel on the Lead doesn't follow the Diagram but the or… -
Ai Agent for Express ReportsSummary: Need Assistance with Step 5 implementing. Step 5: Configure Administrator Profile Values Go to Setup and Maintenance. Search for Manage Administrator Profile Va…
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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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The account does not exist in SFA but it does in OTBISummary: The account does not exist in SFA but it does in OTBI Content (please ensure you mask any confidential information): Good day, I have a question regarding SFA, …
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[Redwood CX Migration Accelerator] - Migrate Legacy Layouts is missingHi, I followed the steps outlined in this video tutorial to enable the Redwood CX Migration Accelerator (CX – Sales: Accelerate Your Move to Redwood CX Sales with Oracle… -
Redwood Migration: Custom Opportunity Page Buttons/ActionsHi, we have a lot of custom buttons/actions, as you can see from the screenshot below, on the Opportunity detail page in Sales (Classic UI). How can we recreate them in …
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Is it possible out of the box to send customer contact created in CX over to AR moduleSummary: Hello CX Team, I would like to confirm on a feature, if this is available or not. The use case: User would like to send the customer contact created for an acco…