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.
Sales
Discussion List
-
Unable to access the 6500 Lookup details in fieldSummary: We uploaded around 6,500 lookup values for a field, and the upload completed successfully. However, we are able to view 999 values from the FCL field appearing … -
Location Address REST updateSummary: We're trying to preserve old addresses to a customer using same addressNumber, but we found these challenges: we receive thats assign new address to the same ad…
-
Refresh data on redwood panelsSummary: How to refresh the data on Redwood Sales panel? The corresponding field's data is already updated on the backend table but the panel still displays the old valu…
-
How to setup Orchestration setup agent team in Oracle RedwoodSummary: Setup Orchestration setup agent Content (please ensure you mask any confidential information): I want to setup OOTB AI Agent, Orchestration Setup Agent Team. Ho…
-
security rulesSummary: Is it possible to create a rule for when Sales Invoices are created that only allows users to use code combinations that contain A2* Naturals (Income) as we hav…
-
Custom Account DCL as Hyperlink on header section in RedwoodSummary: We have custom object which is associated to account using custom DCL field. Now we have exposed the Custom DCL Account field on Custom object details layout in…
-
Is it possible to remove objects from the bottom tab of the custom object's pages.Hello Team, We have a requirement, where we are trying to create a custom stand-alone object. Now we have created this object in CRM and since we have already gotten the…
-
Is CDM License Required for Enabling EDQ Duplicate Check Configuration in Oracle Sales CloudSummary: I am currently configuring duplicate checking functionality in Oracle Sales Cloud using Enterprise Data Quality (EDQ). Below are the configurations that have be…
-
Can we segregate the Data access for the legal employer specifically between CDM and SalesSummary: Is there any possibility to provide the data restriction that has the same customer for the two different legal employees Content (please ensure you mask any co…
-
Will the Service items option under sales be converted to a Redwood Ui viewSummary: Currently I can view an option called Service Items from my desktop under Sales. I have proper permissions. When I look for the same icon in Redwood Sales is do…
-
Territory Bulk Update - Proposal AdditionSummary: I have to update around 50 territories (add new sales reps, remove sales reps, create new territories etc) . How do i add all those 50 territories to a proposal…
-
Lead Currency inherited from Lead Creator's profileSummary: Oracle Cx Cloud > Redwood > Lead Object > Create Lead Layout: LeadCurrency needs to be inherited & auto-populated from the LeadCreator's profile. Content (pleas… -
Restrict access to contact records based on custom attributeSummary: We would like to add a custom attribute in contact records, and based on the value of custom attribute, only certain users should be able to view the record. Th…
-
Child object subtab rendering blank white screen in Installed Base Asset DetailSummary: I have created a custom child object "Health Metrics" under the "Installed Base Asset" standard object. After adding this as a subtab to the "Detailed Layout," … -
Need to UI Validation code State & Country field in RedwoodSummary: HI Team, We have country and state fields in contact page which is depending on location field. we need to write UI validation for Country and State fields. If …
-
Not able to setup(Create) recurring web conference appointmentsSummary: Not able to create recurring meeting for web conference appointments Content (please ensure you mask any confidential information): Hello Experts, Scenario: We …
-
Creating a Custom Object for Redwood in Lower environment and migrating to PRODSummary: Hello CX Team, This might be a confusion question, but here is the context before asking my question: We have a new requirement to create a custom object/form. …
-
Export Setup Data to CSV File Results: Manage Qualification Models is blankSummary: while exporting task Manage Qualification Models the export file comes blank Content (please ensure you mask any confidential information): Version (include the…
-
Can I assign a custom template for Product DCL in the Mass Update layout?I want the default list to be 'All Products' when updating records using the bulk update feature. Is it possible to set a default saved search list for Product DCL in Ma…
-
Gen Ai Summary Toggel Missing In App CompSummary: Redwood add-in , Summarize Email Redwood add-in , The Summarize Email toggle button not in app comp. Content (please ensure you mask any confidential informatio… -
DCL Field Value Becoming Blank When Using Show Field Condition in Redwood Layout (Service Request)Hi, In Redwood layouts (Service Request UI), we are facing an issue where a DCL field becomes blank after saving the record. The DCL field is configured with a Show Fiel…
-
Making a Field Required conditionally which is inside the templateSummary: In Account Object we have a field for getting the Phone Number. If we check this field in layout, It is actually a virtual field having Account Phone Template a…
-
Disable Export to Excel and Export to PDF for Accounts and Contacts in Oracle Sales CloudHi community, how can I disable Export to Excel and Export to PDF for Accounts and Contacts in Oracle Sales Cloud? I need some users to view data but prevent exporting f… -
Bulk Update Sales TerritoriesSummary: I need to make below updates to sales territories in bulk Create new territories. Update existing territories ( remove few sales reps, add new sales reps to exi…
-
Is it possible to integrate LinkedIn with Classic SUI?Summary: I was checking the documentation on integration with LinkedIn: https://docs.oracle.com/en/cloud/saas/sales/fails/overview-of-linkedin-sales-navigator.html I won… -
Can clicking on Contact number from list page or header layout redirect the user to Teams dialer?Summary: I click on Contacts from Redwood Sales, on getting redirected to the list page, when i click on the contact number, it redirects me to log a call page. Similarl…
-
Lead Converted via Import Without Opportunity Creation – Clarification on API convertLeadToOptyHello Oracle Support, We are facing an issue while converting Leads to Opportunities through Import Management. Observation: When importing the lead conversion file, the…
-
How to differentiate a customer contact created in Sales vs Receivables?Summary: How to differentiate a contact created by salespeople for an account in CX Sales vs a contact created by AR specialist for a Site in Receivables? Content (pleas…
-
Zoom Integration with Oracle fusion sales cloudSummary: Content (please ensure you mask any confidential information): We have a requirement to integrate with Zoom. Sales reps should be able to use the Zoom service t…
-
URL for creation page of follow up task or appointment in Redwood - Oracle Fusion ActivitiesThe url for activity creation page in Redwood is https://{{instanceURL}}/fscmUI/redwood/cx-sales/application/container/activities/activities-edit?mode=create What is the…