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Sales
Discussion List
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How to schedule Maintain Party and Location Current Record Information with From and To DatesHello, We have a requirement to run 'Maintain Party and Location Current Record Information' job frequently. We have scheduled this job to run every hour This helps to c… -
Using CustomerAccountService for Bulk dataIssue: oracle fusion sends AR invoice to all the contacts who has BILL TO role responsibility under the customer account. which is not needed as our business function, s…
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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 … -
Video: SynonymsSynonyms: Adding synonyms to actions in the Action Bar From the Implementing Redwood Sales video series
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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
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Video: Resizable Text AreaResizable Text Area: Learn how to make text areas resizable to view more text at a point in time. From the Implementing Redwood Sales video series
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Video: Translate Strings for Redwood UI ExtensionsTranslate Strings for Redwood UI Extensions: Working with UI strings as externalized (from code) and localized display text From the Implementing Redwood Sales video ser…
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Video: OAUTH2 Resource OwnerOAUTH2 Resource Owner: An introduction to OAuth2 Resource Owner API authentication for Oracle CX Sales From the Implementing Redwood Sales video series
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Video: Sales Dashboard UUID Key Abstraction (Obsolete)Sales Dashboard UUID Key Abstraction: Sales Dashboard now supports defining the query itself that you want to see in the sections, without requiring you to provide a que…
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Video: Remove a Build From an EnvironmentRemove a Build From an Environment: Un-deploy a previously deployed extension from the development, test or production environment From the Implementing Redwood Sales vi…
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Video: Client Side CalculationsClient Side Calcualtions: This video is admittedly a little dated (using the JSON action chains), but nonetheless… Show them what they are going to get... Pre-calculate …
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Video: Client Side Field RulesClient Side Field Rules: Using the Birthday date field as the example, you can set a client side rule to improve the immediate feedback to the user for valid and invalid…
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Video: Group Fields & Text AreaGroup Fields & Test Area: Using the Group feature for form alignment, and modifying the rendering to have Long Text be...long. From the Implementing Redwood Sales video …
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Video: Conditional Rendering for Dynamic LayoutsConditional Rendering for Dynamic Layouts: Using Role or Field Based Conditions on a Dynamic Form or Table From the Implementing Redwood Sales video series
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Video: Adding a Field to the Header Form and Changing the Default RenderingAdding a Field to the Header Form and Changing the Default Rendering: A specialization of the use case to add a field to the form, we'll do do to the header area which i…
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Video: Adding a Field to a Form and Changing the Default RenderingAdding a Field to a Form and Changing the Default Rendering: Adding a field to an edit form and using a field template to change the field rendering characteristics From…
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How to display standard address fields on custom object layoutSummary: We have a custom object and we would like to use the standard Address fields on the custom object layout. But the Address is not available on the list of fields…
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Video: Create a Visual Builder Studio WorkspaceCreate a Visual Builder Studio Workspace: Each person working on the extension will create workspace(s) in which they will perform the extension. From the Implementing R…
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Video: Accessing Visual Builder StudioAccessing Visual Builder Studio: Understanding the access and authorization for using VBS with Next Gen CX Fusion applications. From the Implementing Redwood Sales video…
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Video: Introduction to the Tooling for Extending Redwood SalesIntroduction to the Tooling for Extending Redwood Sales: The role of Application Composer and Visual Builder for Extending Redwood Sales. From the Implementing Redwood S…
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Video: Thinking Inside the BoxThinking Inside the Box: A first look at Next Gen apps, their pattern, with an eye towards where UI extensions can be applied. From the Implementing Redwood Sales video …
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Video: Anatomy of a Redwood Sales ApplicationAnatomy of a Redwood Sales Application: The structure pages that make up core business flows for sales automation From the Implementing Redwood Sales video series
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Video: How to Think About Adopting Redwood SalesVideo: How to Think About Adopting Redwood Sales: Apply Design Thinking and consider what it means to adopt Redwood Sales. Learn how Oracle recommends approaching the im…
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Video: Quick Start for Turning On Redwood SalesVideo: Quick Start for Turning On Redwood Sales. Cut to the chase and quickly learn how to opt-in to Redwood Sales and create the project in Visual Builder to begin cust…
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Video: Consumer Grade +Consumer Grade *: An overview of the Redwood User Experience and the philosophy behind it. From the Implementing Redwood Sales video series
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Redwood ThemeHi, The customer has only custom object created in Sales Cloud is there way to change the page layout to adapt the Redwood theme. Thanks -
How to configure smart action triggered create screenSummary: We are trying to use Smart Action to call for Create Relationship Under the Contact Object. It was able to trigger the create layout. However, the layout is not…
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Demonstrate Different Layouts/Fields based on Sales TerritorySummary: Does anyone know how to do territory-based layout in redwood? We are trying to show different panel layouts based on the logged in users territory, and show dif…
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Redwood sales forecast is not loading.Summary: We are trying to enable the forecast in Redwood, but no content is being displayed. Content (please ensure you mask any confidential information): Version (incl…
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CX - Email template must contain accept or reject button, triggered by Object WorkflowWe have employed Object Workflow to trigger emails to Approver whenever a lead or opportunity is submitted for approval (Submit For Approval button which is a custom che…