To ensure that questions get required attention from community members and are NOT left unanswered, it’s important for the author to indicate (by selecting “Yes” or “No” when prompted) whether the question was answered. (newly added) Please note that it is also important to respond to EACH comment your question receives. Your Yes or No response ensures an accurate status for your question.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
Learn about the new Oracle AI Agent Studio for Fusion Applications: Watch Now
Sales
Discussion List
-
How to setup Marketing Fund Approval Based on TerritoryMarketing fund request approval is going for Partner owner. Is there any possibility to setup approval based base the territory. Based on the defined territory , System … -
Does Oracle provide any OOTB Language lookup?Summary: Hello Team, Does Oracle Provide any Out of the box Language lookup where it contain all the list of languages? Thanks, Harshini Content (please ensure you mask …
-
Industry field in Account is not showing codes in Redwood UI, It is showing properly in Classic UiWhen we click on Industry field in Classic UI we are able to see Account and thier codes both while selecting Industry, But In Redwood UI we are getting as a FCL where w…
-
How to find system notifications after dismissalHI team, We've employed custom Groovy scripts for Approvals for one of the Clients in Object Triggers in CX. This script sends a bell icon notification to the recipient'…
-
How do we enable Enrich Account button in Redwood Sales?In Redwood Sales, is there a way to enable the Enrich account? Sales: Redwood Sales:
-
How to Customize "Create Follow up Task" (Task Information) Layout in Oracle for Outlook (Redwood)?Summary: I would like to customize Task Information page so that it will have different layout based on Activity Type. Here is the flow to find the "Create Follow up Tas…
-
Can we add system date on custom date field in create Page of opportunity in redwood salesSummary: Can we add system date on custom date field in create Page of opportunity in redwood sales Content (please ensure you mask any confidential information): Versio…
-
How to populate the opportunity sales method name on create page of appointment in Redwood salesSummary: How to populate the opportunity sales method name on create page of appointment in Redwood sales as text formula field is working in edit page only Content (ple…
-
How to add a filter on dcl field for end date = today's date d using CX picker in redwood salesSummary: How to add a filter on dcl field for end date = today's date d using CX picker in redwood sales Content (please ensure you mask any confidential information): V…
-
How to filter dcl fields based on end date is current date in Redwood salesSummary: How to filter dcl fields based on end date is current date in Redwood Content (please ensure you mask any confidential information): Version (include the versio…
-
How to make fields mandatory on opportunity create page using Sales method nameHow to make fields mandatory on opportunity create page using Sales method name and not sales method id in redwood sales
-
How to Invoke Party Usage API using groovy script upon save ButtonHello Team, Once a Party is created we have to tag a default custom usage. I was thing of a groovy script where it can call Party Usage API to add the custom usage once …
-
Duplicate Phone Type EntrySummary: Disallow users from entering the same phone type in a single contact. Content (please ensure you mask any confidential information): Version (include the versio…
-
All Phones and All Emails dialogs in Redwood UISummary: Hi, In the Simplified UI, we have the ability to add multiple phones and emails of the same or different type using the "All phones" and "All emails" dialogs. D… -
How to search records by entering Record Id on list page in Redwood?Summary: We have one custom object, and we want to search record by using Record ID on list page. I looked in adaptive search and Record ID is not available to enable. C…
-
How to generate auto sequence on standard field in Opportunity page Fusion Sales CloudIn Oracle Fusion Sales Cloud, In Opportunity page …..When we create a new Opportunity and while adding the Products, we have added a New Field for S.NO. The requirement …
-
Unable to find Digital Customer Service Account Key in Oracle Fusion/SaaSSummary: We are trying to find where our digital customer service (DCS) account keys live in the SaaS database. The account key is attached at the account level, but it'…
-
The “Interactios History” tab does not appear in the accounts.Summary: The “Interactios History” tab does not appear in the accounts. Content (please ensure you mask any confidential information): I added the “Interactios History” …
-
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…
-
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…
-
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/…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…