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Sales
Discussion List
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Redwood- How to hide create button from Account list page?Summary: Hi @ Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snipp…Pratibha AdhavLTIMindtree 23 views 2 comments 0 points Most recent by Madhuri Cheruku-Support-Oracle -
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… -
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 -
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
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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
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Video: Integrating Microsoft Exchange with CX SalesIntegrating Microsoft Exchange with CX Sales: Direct integration between Microsoft Exchange
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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
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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
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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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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 From the Implementing Redwood Sales video …
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Video: In App Navigation BarIn App Navigation Bar: One click navigation to Sales Dashboard and the first 8 items in Redwood Sales menu group. From the Implementing Redwood Sales video series
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Video: Working with AttachmentsWorking with Attachments: Adding the attachments component to a panel, subview and the create record page. From the Implementing Redwood Sales video series
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Video: Customize Panel QueryCustomize Panel Query: Change the data requests to filter the records in the panel From the Implementing Redwood Sales video series
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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: Dependent DCL FieldDependent DCL Field: Build a dependent dynamic choice list field based on the selected value of another DCL field. From the Implementing Redwood Sales video series
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Video: Concatenate FieldsConcatenate Fields: Combine multiple fields into a single display in a dynamic form From the Implementing Redwood Sales video series
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Video: User InformationUser Information: Obtaining details about the current user in a Javascript action chain 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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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 … -
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