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Sales
Discussion List
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Microsoft 365 integration with Oracle Sales Redwood across multiple domainsSummary: We are implementing Oracle CX Sales for a customer and will extend it to their portfolio companies in later phases. As part of this process, we need to integrat… -
Default after login pageSummary: After login into the application, I should see Leads home page. Content (please ensure you mask any confidential information): How to default a specific page af…
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How to send only one email notification to manager for leads unqualified for 30 daysSummary: We have a requirement to send email notification to manager if lead remains in unqualified status for 30 days after creation. We have tried using Routines and o…
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Appearance/theme/ font changes in CX Redwood PagesSummary: Appearance/theme/ font changes in CX Redwood Pages Content (please ensure you mask any confidential information): Is there any way we can change the appearance/…
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How to add Custom Cards in Account Summary Panel Template?Summary: In Cards Container Layout I have added custom Section for Bank Accounts. but when we add below code inside the template then cards are not reflecting. Even if w…
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Global Search for RedwoodSummary: Hi, We are implementing Redwood Sales and have enabled the global search. However, whenever we try to search for any account or contact, we are redirected to th… -
Custom component setup after converting to RedwoodSummary: Do we have to setup the custom components again after converting to Redwood UI setup? Content (please ensure you mask any confidential information): We are plan…
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Is the “Generate Sales Forecast Metrics” process error causing no forecasting data to appear?Summary: Following the documentation provided here, the scheduled process for “Generate Sales Forecast Metrics” is returning a status of “Error.” This issue is preventin…
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privilege that can remove contact record in the account objectSummary: currently we have a customized role that we are currently using in which all delete functionality/privilege has been removed. however the business would like to…
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How to populate the attributes like BU and Legal Entity while creating Lead/Opportunity recordsSummary: How to populate the user attributes such as BU Id and Legal Entity while creating Lead or Opportunity record Content (please ensure you mask any confidential in…
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Understand how Oracle is handling Special Characters and Non-english CharactersHello, We want to know how oracle is handling special characters and non-english characters. Also how these special characters and non-english characters are being store…
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how to get the date of first won opportunity of the account in groovy scriptSummary: I am writing an update script in Opportunity, i am able to get the account details, but how can i get the Accounts first won Opportunity date? Content (please e… -
how to enable the field Forecast Category in Redwood Sales Opportunity?Summary: Content (please ensure you mask any confidential information): I want to add the field Forecast Category in Redwood Sales > Opportunity. What steps would I perf…
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Opportunity Line Revenue exchange rateSummary: Hi, Does "Pipeline Detail Facts"."Opportunity Line Revenue" column uses exchange rates for non USD opportunities? Content (please ensure you mask any confidenti…
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Restrict the salesperson so that he can see only his account.Summary: Requirement is salesperson can be search or see only his own accounts or where he is the owner not others. So to restrict the salesperson so that he can see onl…Shubham Majithia 42 views 2 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle
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How to wrap column headers in redwood subview?Summary: In subview layout we have upto 18 fields which we are showing but user has to always resize the columns to check the column header and data. Is there any way we…
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how to change display name of contact and account objects in cx mobile applicationSummary: How to change the display names of account ,contact object in mobile application ,while the web application is showing the updated name. Content (please ensure …
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Is there a possibility to add the Resource information, while creating a person record in hcm?We need clarification on the below question, Is there is a possibility to add the Resource related information, while creating a person record in HCM. As per the current… -
Can not Find API for SalesAccountVO in NGSSummary: I want to use Account Team and Territories subtab to fetch and update information in Oracle Next gen Sales. I can not see an API for SalesAccountVO Object at th…
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case sensitive check in view criteria querySummary: How to case sensitive check in view criteria query for the lead name field while creating a duplicate lead Content (please ensure you mask any confidential info…
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How to Change "Win Probability" to "Sales Stage %" in opportunity pageSummary: Content (please ensure you mask any confidential information): I want to change the field "Win Probability" to "Sales Stage %",how would I change it? Please res…
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Task Creation via an object workflow - Sales CloudSummary: Hello, I have created an object workflow to automatically create a task when the status of an account is changed. In task configuration we don't have the option…
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Task Creation via an object workflow in Sales CloudSummary: Hello, I have created an object workflow to automatically create a task when the status of an account is changed. In task configuration we don't have the option…
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Is there Git hub Copilot for Oracle Sales cloudSummary: Need to check with community if they know and have explored the option for Github Copilot for Oracle Sales cloud Content (please ensure you mask any confidentia… -
custome objectsSummary: 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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Runtime Message for API RestSummary: How to measure the execution time of custom validations when creating an SR via REST API? Content: Hello experts, We are reviewing the API Rest performance in o… -
After removing record sets LOV for all records in account and add custom role admin can't view A/CHI, In account advance search records sets, we removed the LOV "All Records i can see". But Even after that if sales person search by any customer name or registry id he…
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In search can we restrict the account"Can we restrict the search to a specific account?"
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Can we export Revenue Schedule details as well ?Summary: As part of Data migration project, i want to understand if we can export Revenue schedule and sales credit information. Content (please ensure you mask any conf… -
Create Service Request once Opportunity is WonSummary: Once an Opportunity is Won, there is a requirement to create a Service Request Content (please ensure you mask any confidential information): Similar to a Lead …