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Sales
Discussion List
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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… -
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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How to configure competitor object fields ??Summary: If using sandbox>Application Composer > Sales competitor object > Desktop Pages - ONLY Limited fields are seen in available and selected fields table. Still the… -
how to change object and Structure change in Partner's Login ?when partner logins the account, we want that some objects and visibility should be restricted. Can anyone suggest how to do that ?? Currently Sales Partner are seeing l…
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Opportunity owner is unable to see their forecast in sales forecastHello Oracle Support, We are experiencing an issue where an opportunity owner is unable to view their forecast in the Sales Forecast module. We have verified that the op… -
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. https://videoh… -
Unable to Edit Geography Type for Cities in Geography HierarchySummary: Hello, I’m currently working on setting up the geography hierarchy in Oracle for Pakistan, and I’ve encountered an issue that I need some help with. Issue:I not…
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Redwood - How to design sales dashboard ?Summary: Hi @John Vakoc-Oracle Can you pls share the document to design Redwood Sales Dashboard. like how to configure metric card to show details based on saved searche…
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Redwood- How to hide create button from Account list page?Summary: Hi @John Vakoc-Oracle We have create button on Account List page. Please guide us how to hide this create account button. Content (please ensure you mask any co…
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Redwood- How to hide create button from Account list page?Summary: Hi @ https://community.oracle.com/customerconnect/discussion/comment/1086994#Comment_1086994 Content (please ensure you mask any confidential information): Vers…Pratibha AdhavLTIMindtree 21 views 2 comments 0 points Most recent by Madhuri Cheruku-Support-Oracle
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Add Field Names to CX Sales Mobile List and Summary ViewsSummary: Hi, Is it possible to add field display label for List and Summary Views in Sales Mobile? Thanks, Adam Content (please ensure you mask any confidential informat…
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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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Unable to configure pages in RedwoodReceiving the below error while trying to configure pages in Redwood for CX - Fetching user roles failed with error code Error: Make sure the typed in URL is correct, an…
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Video: Integrating Microsoft Teams Web Conferencing with CX SalesIntegrating Microsoft Teams Web Conferencing with CX Sales: Microsoft Teams Web Conferencing can work with your Oracle CX Sales solution https://videohub.oracle.com/embe…
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Video: Configuring CX Sales Outlook Add-inConfiguring CX Sales Outlook Add-in: Tailor the CX Sales Outlok add-in experience for your business and your requirements https://videohub.oracle.com/embed/secure/iframe…
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Video: CX Sales Add-in for Microsoft OutlookCX Sales Add-in for Microsoft Outlook: Introducing the CX Sales add-in for Microsoft Outlook 365, bringing the power of CX Sales into the Outlook user experience https:/…
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Video: Integrating Microsoft Exchange with CX SalesIntegrating Microsoft Exchange with CX Sales: Direct integration between Microsoft Exchange https://videohub.oracle.com/embed/secure/iframe/entryId/1_jbroekg8/uiConfId/3…
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What does the SOA Artifacts contain in CSM Migration set?Summary: Anyone knows what does the SOA Artifacts contain while doing the CSM migration? Content (please ensure you mask any confidential information): Version (include … -
Video: Oracle Sales Assistant ConfigurationOracle Sales Assistant Configuration: Configurint the natural language features of OSA in the context of our mobile application https://videohub.oracle.com/embed/secure/…
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Video: Adopting the Interaction Data Model for MobileAdopting the Interaction Data Model for Mobile: Enable the new Redwood based interation data model to record communications between reps and customers https://videohub.o…
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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 https://videohub.oracle.com/embed/secure/iframe/ent…
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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 https://videohub.oracle.com/embed/secure/iframe/entryId/1_g3uyueoq/u…
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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 https://videohub.oracle.com/embed/se…
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Video: Opportunities (Mobile)Opportunities: Work with opportunities and progress your deal on mobile https://videohub.oracle.com/embed/secure/iframe/entryId/1_65u2xyg0/uiConfId/35965902
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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 https://videohub.oracle.com/…
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Video: Activity Management (Mobile)Activity Management: Manage appointments and tasks with CX Sales mobile application https://videohub.oracle.com/embed/secure/iframe/entryId/1_qrm8n9u0/uiConfId/35965902
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Video: Mobile Introduction and OverviewMobile Introduction and Overview: A deep dive into the mobile features and functionality https://videohub.oracle.com/embed/secure/iframe/entryId/1_puvdh72b/uiConfId/3596…
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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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Video: Appointments Subview Data Tab CustomizationAppointments Subview Data Tab Customization: Changing the query and default data tab view in the account's appointment subview https://videohub.oracle.com/embed/secure/i…