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Sales
Discussion List
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Rename or remove show action in Redwood UIHi, We are implementing Redwood UI and would like to know if it is possible to change the names of actions in the action bar menu. For example, we have a custom object c… -
Object workflow is not triggering immediatelySummary: Hi, i have a requirement to send massive email for email campaigns. I'm using an application composer's custom object and object workflow to achieve this. I con…
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How to make a Choice list as Read only field once the value is populuated?Hello, How can we make a Choice list type as Read Only field in the CDM UI? Consider, this Choice List has two values as 'YES' or 'NO'. If a user selects this value as "…
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How to access the standard stage field in Lead Module of CX SalesIn the Lead Module of CX Sales we have Stage as field with API name SalesTargetLeadStage, when we are trying to select any Value from the field and click on Save, It is …
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Account to Account Relation beyound Bill-to and Ship-toWe have enabled AR module to have Party -Account available to use, We have to establish relationship between two accounts for example Partner-End Customer, Is there a wa…
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Party to Account RelationshipSummary: We have enabled AR module to have Party -Account available to use, We have business scenario to relate An Account to another Party to with some kind of relation…
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CDM - How to enable 'Merge' option on redwood Accounts landing pageIn Classic UI, it is possible to expose an action 'Merge' on the Accounts landing page, so sales users can use it and send merge requests by selecting 2 or more records.… -
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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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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How to remove Create Sales lead button in redwoodSummary: How to remove Create Sales lead button and +Create sales lead from the lead workspace list please suggest which functional privileges to be removed/added for th…
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export management with csv in service/filtersSummary: export management with csv in service/filters Content (please ensure you mask any confidential information): Dear, please help me export data from a REST servic…
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How to add sections in Sales Redwood page?Summary: Have a good day community. I enabled sales redwood to configure it. Create the project as Visual Application. When entering the contact details and clicking on …
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Is there a way to unconvert a lead?Summary: We have an unusual request from a user who wants to know if it is possible to "un-convert" a lead once it is converted to an opportunity. To the best of my know…
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Eloqua Closed loop reportingSummary: Is it possible to use the standard report of Closed loop Reporting with CX Sales data but using OIC instead of CX sales integration app?
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Extract Field and Page level properties from App composer for redwood ImplementationSummary: Extract Field and Page level properties from App composer for redwood Implementation Content (please ensure you mask any confidential information): We are curre…
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How to enable Partner Portal for Fusion salesSummary: We are trying to demo Partner portal that is shown on the demo slides of Oracle. Not able to find how to enable that . Can someone help. Content (please ensure …
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Add Field Labels to Foldout PanelsSummary: Is there a way to add Field Labels to Foldout panels for Standard or Custom objects? In our instance, the Field Labels are displayed on custom child object pane…
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Merge Party - Supplier and CustomerSummary: We have: A) Supplier with some active documents: Just a Supplier, no other relationships. B) Customer with invoices ongoing: Just a Customer (no relationship wi… -
How can I add address line 3 and 4 on the address column in workspace listview?How can I add address line 3 and 4 on the address column in workspace listview? Currently, the one's showing is address line 1 and 2. I've updated the the Manage Address…
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Unable to get long text field value in a single rest api callSummary: I'm trying to hit the sales opportunity api to get Opportunity Description directly but it doesn't show up in json, but shows as an enclosure link, and I wish t…
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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 … -
Request for Alternative Role Assignment for Express Reports AccessSummary: For express reports, you need Sales Administrator Role, however I cannot assign that role to my user as they will have access to all Business Unit data, and we …
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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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Clarifications on 24D PatchHello Team, In 24D release document, We don't have notes for CDM. Release Notes: https://docs.oracle.com/en/cloud/saas/readiness/sales/24d/scdm24d/24D-cdm-wn-f34415.htm …
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How To Make Opportunity Amount Convertion Rate Follow A Specific Date's Rate Instead Of Daily RateSummary: Requirement to setup Opportunity to make the amount not impacted by current Daily Rate convertion. Currently, Opportunity Amount in reports is converted to USD …
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How can we set Salesperson's Proxy preferences ?We want such function that, when one of the employee is on leave for 10 days as an example , then automatically the lead or opportunity which he was working will assigne… -
How to configure Activity Stream Panel content for different user roles?Summary: Hi, In SUI, the change history subtab for Sales Objects and Service Request Object can be exposed in layouts and layout visibility can be configured for user ro… -
Activity Calendar we have disabled activity types but they are still shown in calendar activity pageSummary:Activity types are still shown in calendar page with the explanation for every colour. Content (please ensure you mask any confidential information): In the end … -
Asset Object Data PurgeSummary: Customer is looking to hard delete Asset Object data Unable to hard delete Asset records . Customer is requesting for a clean up for data in production. We have… -
Can we have account merge feature enabled in Redwood account list page?Summary: Can we have account merge feature enabled in Redwood? Content (please ensure you mask any confidential information): We are completely live with redwood UI and …