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Sales
Discussion List
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Unable to find roles to assign to Custom layouts.Hello, We're wanting to assign a custom layout to users having particular role. But we're unable to select the role in VBCS, i.e., the role name is not appearing. Any sy… -
Opportunity Territory Assignment is not workingSummary: I have done these steps to enable the option the run assignment, but it does not work. 1. Create a new sandbox and activate it. 2. Set MOO_OPTY_ENABLE_AUTO_ASGN…
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Video: Sales Forecasting BI ReportsSummary: An overview of the Sales Forecasting BI reporting and subject areas for forecasting by opportunity. Content: The following video provides an overview of Sales F… -
Video: Extending Sales ForecastingSummary: An overview of extending Sales Forecasting. Content: The following video provides an overview of the available options for extending Sales Forecasting. This vid…
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Video: Sales Forecasting ProcessesSummary: An overview of the Sales Forecasting processes, the default schedule and additional processes to run after enabling Sales Forecasting. Content: The following vi…
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Video: Sales Forecasting Rollup by TerritorySummary: An overview of using Sales Forecasting by opportunity revenue rolling up the territory hierarchy. Content: The following video provides an overview of using Sal…
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Video: Sales Forecasting Tips and ConsiderationsSummary: Sales Forecasting tips and considerations Content: The following video provides tips and considerations on Sales Forecasting in Redwood such as: Using forecast …
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CX Sales Mobile: Display for appointment spanning multiple daysSummary: Hi, For appointment spanning multiple days, it's displayed correctly on Web UI but not on Mobile. Can you advise if this is expected behavior and if we can fix … -
Video: Enable the ... Action Menu for Records in the Panel ListsEnable the ... Action Menu for Records in the Panel Lists: Show the available smart actions for the record in the panel list, on the detail fold out view. -
Oracle Database Schema Service-Fusion CRM Transformation Project (Export Sales, CPQ Data)Hello Team, Please can you advise if fusion have - Oracle Database Schema Service to export Sales and CPQ Data from Fusion? If we have the same SQL Developer (with Oracl…
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Can I disable a column but still able to use it as a filter in Workspace(Adaptive Search)?Is it possible to disable a field to be added as a column in Workspace UI but still able to add it as a filter? I've looked up documentation but I am unable to find an a…
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Application Usage Insights Dashboard Not Showing Data - Missing ProcessesSummary: Prerequisites to setup AUI dashboard: Content (please ensure you mask any confidential information): I'm trying to set up and configure the Application Usage In…
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What is the proper alternative to Adaptive Search aggregates Roll-ups is NOT itSummary: Roll-ups and Adaptive search aggregates (from what I understand) are not the same thing functionally. So if Adaptive Search is being deprecated, what do we use … -
demo data for Redwood digital sales and CX salesSummary: Hi, any idea where can we find the dummy data for digital sales and CX Sales that are available in TEST instance VBS? During trainings there appear data in crmA…
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Recommended Actions for Opportunities - Feedback ResponseSummary: I have been trying to configure the Recommended Actions for Opportunities and following the below article: https://docs.oracle.com/en/cloud/saas/sales/fadsi/set…
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Video: Oracle Sales Assistant ConfigurationOracle Sales Assistant Configuration: Configurint the natural language features of OSA in the context of our mobile application
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Video: Configuring and Tailoring the Mobile ExperienceConfiguring and Tailoring the Mobile Experience: Tailor the mobile experience to your company's specific requirements
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Video: Oracle Sales Assistant in MobileOracle Sales Assistant in Mobile: Natural language interation with sales through mobile's use of OSA
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Video: Advanced Mobile FeaturesAdvanced Mobile Features: A look at some of the many addiitonal features, including receiving push notifications on your Apple watch
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Video: Opportunities (Mobile)Opportunities: Work with opportunities and progress your deal on mobile
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Video: Leads and Around Me (Mobile)Leads and Around Me: Manage leads and work with the accounts/contacts that are near my location, or a location where I will be in the future
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Video: Activity Management (Mobile)Activity Management: Manage appointments and tasks with CX Sales mobile application
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Video: Mobile Introduction and OverviewMobile Introduction and Overview: A deep dive into the mobile features and functionality
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How to schedule Maintain Party and Location Current Record Information with From and To DatesHello, We have a requirement to run 'Maintain Party and Location Current Record Information' job frequently. We have scheduled this job to run every hour This helps to c…
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Using CustomerAccountService for Bulk dataIssue: oracle fusion sends AR invoice to all the contacts who has BILL TO role responsibility under the customer account. which is not needed as our business function, s…
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Video: Appointments Subview Data Tab CustomizationAppointments Subview Data Tab Customization: Changing the query and default data tab view in the account's appointment subview From the Implementing Redwood Sales video …
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Video: Custom DrawerCustom Drawer: Use a smart action to invoke a custom drawer with your own content on the drawer From the Implementing Redwood Sales video series
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Video: SynonymsSynonyms: Adding synonyms to actions in the Action Bar From the Implementing Redwood Sales video series
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Video: Open URL In a New WindowOpen URL In a New Window: Use a Smart Action to open a contextual URLin a new browser window From the Implementing Redwood Sales video series
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Video: Resizable Text AreaResizable Text Area: Learn how to make text areas resizable to view more text at a point in time. From the Implementing Redwood Sales video series