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Sales
Discussion List
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How to set the Revenue territory copying it from the related account?Summary: We would like to use redwood forecast based on territory and opportunity amount. Unluckily it is not possible, so as a workaround, we are developping a groovy s… -
Deeplink for AccountsSummary: I need to create a deep link for the Account. However, I was able to create the link without the objKey. Is there any documentation available that explains how …
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How to Change the From Email Address (not the display name) to its Corresponding EnvironmentRecently, we had a P2T refresh and one thing that we found out that our email notification "from email address" is not pointing to its corresponding environment. This is…
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How to add Revenue Table or Product section with Browse Catalog button in Lead creation page?Summary: We are planning to add the revenue table or the product section in lead creation page in order for our user to select product during lead creation. Is this poss…
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How to add Help hint defination to fields at layout level.Summary: We want to show help text for one field in opportunity. Content (please ensure you mask any confidential information): In opportunity we have one requirement to…
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Without 'Customer Data Management' license, how to disable 'Ship-To' site?Summary: Without 'Customer Data Management' license, how to disable 'Ship-To' site so that disabled sites do not show up in the LOV in order entry screen? Content (pleas…
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How to remove Continue with create button in dupplicate check of accountsWe need to restrict user to create Duplicate account, but duplicate check only displays warning and if we click on continue with create it let us create the duplicate ac…
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Links to dashboards placed in the Sales InfoletsSummary: We have a link to the dashboard in the Sales Infolets, and when the link is pressed, the dashboard is displayed within the home page. Is it possible to open it …
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Sales representative are not able too whole dashboard.Summary: Sales rep's are not able to see full dashboard even after configuring the whole dashboard. but when i logged back in with sales manager i am able to see full da…
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Trouble Updating Fusion Company LogoSummary: Our leadership is requesting we update the CRM company logo. I'm working through the guide "Configuring and Extending Applications - Configure Redwood Themes" b…
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Data Loader-How to import contact team member and ownerSummary: Hi Team, I want to create an import template to import contact team members and contact owner. Could you please guide me on how to achieve Thanks Anjanah
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How to Fetch Large Volumes of Data from Oracle CDM CloudSummary: I am running a query using BI Publisher to fetch data from Oracle CDM Cloud, but due to the size of the data, I am unable to generate the report even after addi…
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How to add photo to redwood contactsSummary: Our client would like to add customer photos to Redwood Contact Edit layout. I have found instructions for doing this in the classic version, but wondered if th…
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Video: Working with Contact Photos in Redwood SalesWorking with Contact Photos in Redwood Sales Using standard extensibility techniques with visual builder, enable adding and viewing a photo to a contact in Redwood Sales… -
How to enable redwood in SFA/CPQHello dears, I need to know how I can enable reewod in SFA(24D) and CPQ (24D Patch 4). If the process is massive or can be done per screen or user. Whether it affects th…
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Confirmation needed - trigger object workflow with file importSummary Confirmation needed - trigger object workflow with file importContent Hi, Do we trigger object workflow if we create/update record with File-Based Data Import? I… -
Webinar: Get Started Today With The First Enterprise Agents for CXApril 1, 8 AM Pacific | 11 AM Eastern Customer experience teams across marketing, sales, and service need to accelerate to keep ahead of customer expectations, but they …Elise Hymes - Oracle CX-Oracle 632 views 0 comments 3 points Started by Elise Hymes - Oracle CX-Oracle -
Redundant OOB relationships in menu - how to removeSummary: We are implementing Relationships for Contact. We are not creating any custom relationships. When using the OOB relationships, the relationship menu shows: Dome…
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Important Reminder: Transition to the Redwood UX add-in for Microsoft 365 prior to 25BDue to changes Microsoft is making to their APIs, anyone using the older versions of the Oracle Sales add-in for Outlook must transition to the latest version of the add…
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When Adding Team Members in the Teams, Option My Organization is not workingSummary: we notice that there is other option when adding team members in redwoodUI, My Organization just wondering how it works? because when i select it, it show nothi…
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Inserting Sales Products upon creating LeadsSummary We want to create Sales Product upon creation of Sales Lead.Content We want to create a Sales Product upon creation of Leads. Since we cannot add a product group…
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Can i store data related to other domains like Vessel dataSummary: We are mastering Organizations in CDM as customers. We have a use case where we want to master Vessel data in CDM and then create relationship between Organizat…
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Redwood addin for outlook - deactivate auto sync appointmentsSummary: In the Redwood add-in for Outlook, there is a functionality that automatically syncs all appointments that include a contact that exists in Oracle Sales Cloud. …
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Video Series: Redwood Sales Rollup FrameworkVideo Series: Redwood Sales Rollup Framework Learn about creating rollup metrics which summarize related data for your accounts and account hierarchies. Rollups allow yo…
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Way to exclude records from Duplicate IdentificationHello, We have a requirement here where we want to exclude matches for those two records which are having a particular source_system. Meaning in a duplicate Set lets say…
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Retrieve query behind PVOSummary: Is there any way to run the query to pull the data which extracted using PVO. Or Can we get the query running behind the PVO. Content (please ensure you mask an…
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What is the category Name for Partner User? Sales CloudWhen Partner user are created what should be the Category name it can be tagged to?
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Has the ZMM_ACTIVITY_DISABLE_TASKS_EXTERNAL_NOTIFICATION profile option been deprecated?Summary: Why are we no longer able to find the Setup and Maintenance "Sales" profile option ZMM_ACTIVITY_DISABLE_TASKS_EXTERNAL_NOTIFICATION , after the 25A quarterly up… -
Are there any Table that stores load errors and messagesHi Team, We want to know that, are there any tables in Oracle that stores load errors and messages. Any insights or suggestions would be greatly appreciated. Thanks, Anu…
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Change Visualization Configuration Reference NumbersSummary: When building Visualizations for the Redwood Sales Dashboard, if you use the Visualization Configurations they are given a reference number. This ref num is use…