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Sales
Discussion List
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Not able to see any Appointment Calendar feature in Redwood Sales as seen in Classic UISummary: We have the standard Appointment Calendar functionality in Classic UI , but the same is not visible by default in Redwood UI. So , is that a known limitation or… -
How to create hierarchy and hierarchy members using APIs?In CDM we are using "Trading Community party hierarchy" as hierarchy type for our business use case. Through UI and import management we can create hierarchy and add its… -
Multiple Attachment fields required for Opportunity?Summary: We have a requirement wherein we need 2 attachment fields in Opportunity as the client would use one of the field for attaching internal documents, and use anot…
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What is the best Subject Area to report on Eloqua Marketing and Outlook Activities in SalesSummary: We are looking to report on; Marketing events we send from Eloqua to CX Sales - like website visits, page opens, etc. Emails tracked in the Outlook for CX Sales…
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What privileges need to assign to sales manager role for Redwood Forecast.Summary: What privileges need to assign to sales manager role for Redwood Forecast. Content (please ensure you mask any confidential information): Version (include the v…
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Is there any possibility to update the Subject line of the Bell Notification when the Task created?Summary: Is there any possibility to update the Subject line of the Bell Notification when the Task is created? And can we remove the Action which pops up below that? Co…
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Can a bind variable be passed as a value dynamically to the filter on the list pageSummary: While adding filter in list page we are able to give a alpha numeric value as a filter for a particular attribute. Can a bind variable or parameter be passed as…
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Dynamic link in email template for Leads and OpportunityHi team, We have employed Object Workflows to send email notification during an Approval Process. We've referred to the below mentioned document to send dynamic link (De…
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Where are stored the credential Keys (Web Service) and how can we manage them (Update,Delete)?Summary: The customer have created a pair of Web Services-WS in Sales cloud (Image 1), the most of them have ‘Call with basic authentication’ option in the Authenticatio…
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How could we add another attributes in the Lead Selection area to assign Leads records from thes ManThe customer have scheduled a pair of Lead Assignment processes in Sales cloud from ‘Manage Lead Processing Activities’ task. These processes were scheduled every hour a…
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VBS : Redwood Production deploymentHi Team, When deploying Redwood changes from the test instance to production, should we first deploy the job in the test instance before deploying it to production, coul… -
Is it possible to disable login access for a user used only for integration purpose/API calls?Hi, Please let me know if it is possible to disable/restrict login access from the UI for a user that is used only for integration purpose in the REST API calls. Best re…Vitejanu Vasile-Madalin 31 views 4 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle
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Generating dynamic link in Leads and OpportunityHello, We've referred to the mentioned document and tried to incorporate dynamic link for Leads and Opportunity Approvals. Whenever the Object Workflow is triggered, the…
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In Redwood, for searching an Account, we would like to capture the search keyword to embed into URLWe have a business Requirement to capture the Keyword entered in the Account Adaptive search to be used in a url 'Create an Order'. Currently we have created Finder chil…
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How can I add fields in existing form of redwood AccountSummary: I want to add custom fields in Redwood Account Form. I am New in Redwood. please guide me step by step, how can I achieve this. Content (please ensure you mask …
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assign team memberSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t… -
In Redwood,facing issues with OrchestrationSummary: In redwood sales, While testing the orchestration, under the Success Criteria , unable to select any option in "Next step to Success" or "Next step to Failure" …
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Duplicate United States Entries and Missing Geography Type in Manage GeographiesSummary: I'm encountering issues when trying to add the US and UK in the Manage Territory Geographies task. Duplicate entries are appearing, and the Geography Type field…
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How do we remove a mapped field from a smart action (NGS)Summary: We are using NGS and have created a custom smart action for converting leads. We have one field in the map that does not need to be there and may be causing an …
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User License AuditSummary: Would like to understand how to Audit and review User LIcense in Fusion Sales Content (please ensure you mask any confidential information): We are going throug…
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User License AuditSummary: Would like to understand how to Audit and review User LIcense in Fusion Sales Content (please ensure you mask any confidential information): We are going throug…
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Uploading tool NULL date valuesWhen making an uploading with CSV in excel, I need to clear a date field and set it to NULL or empty. When I do the upload, I leave the cell blank and after upload, the …
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How to remove create action in custom objects list page on redwood UISummary: How to remove create action in custom objects list page on redwood UI Content (please ensure you mask any confidential information): Version (include the versio…
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Need to populate all the details of account on approval notification in CDMSummary: In the current object workflow configuration, Only object type and object name are viewed on approval notification in CDM. I was wondering if there is a way to …
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Remove Account Team members bulk through ImportSummary: We need to remove members from the Account in bulk using import. I have tried via Import Management. Object: Sales Team Member Import Mode: Delete Records Mappi…
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Review Calls To Log on Sales MobileSummary: Hi, Quick question - I noticed that we can only use OOTB search 'My Calls to log' for this mobile card 'Review Calls To Log'. Is this hard coded in Mobile? Can … -
Sales Forecasting in Redwood - Using and Implementing VideosSummary: Collection of videos and resources to learn more about Sales Forecasting in Redwood. Content: Sales Forecasting in Redwood user experience allows sales managers… -
Sales Forecasting in Sales DashboardSummary: An overview of the Sales Forecasting BI based reports in the Sales Dashboard. Content: The following video provides an overview of Sales Forecasting BI reports …
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Disabling Activity Email Notification when doing data import using import management tool.Hello, We have a requirement where we will be doing mass data import for activities. We will be updating a new field value but whenever a activity is updated or created …
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Can you access display labels of fields programmatically in CX Sales Mobile scripts?Summary: In the definition of a CX Sales Mobile script, I would like to programmatically access the display label of a field. Content (please ensure you mask any confide…Maximilian Winkler 22 views 2 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle