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Sales
Discussion List
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When creating a lead, why doesn’t the primary contact is not defaulting based on Account Selection?Summary: In Redwood, when we create lead from account the Primary contact is getting defaulted. But when we are creating from leads and selects the Account the Primary C… -
How to Disable GEN AI Summary on Opportunity 360 PageWe would like a way to remove the GEN AI summary from the Opportunity 360 page, as it occupies UI space, given that the “Generate Opportunity Summary” feature is already…
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Opportunity data is not visible in Forecast UIHi Team, In the Forecast UI, we are unable to view the opportunity data in the snapshots. We have already run all the related jobs, but the data is still not appearing. …
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Is there a feasibility to add "Create" smart actions to Accounts - Contacts object?We want to add below smart actions to Accounts-Contacts objects. When you navigate to an Account record in Redwood and open the contact sub view from there, we have 3 do… -
CX Sales Mobile opportunity products recurrency shows as multiple productsSummary: In Sales Mobile, the product recurrency shows up as multiple products instead of one product with a recurrency. How can we have a view similar to SUI, where use… -
Historical activities are not showing in Redwood and classic Sales UIHi All, We are facing an issue where a user is unable to view old/historical activities in both redwood and Classic UI. Only a limited number of recent activities are vi…
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How to add fields that are not present & additional bottom section in the Mobile UI for contacts?In the mobile setup for Contact details page UI, the system information fields such as "Creation Date" and "Last Updated By" are not available to add in the UI. Also, th…
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How to add "Add Products" as section in Create Lead Redwood PageHi Everyone, We have a requirement to expose “Add Products” as a section on the Lead Create page in Oracle Fusion Sales, including product details such as Quantity, Unit…
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how to find Users with Dual Resource RoleHi We have a requirement where we need to export Users having dual Resource Role in CX Sales application. We have gone through the document "User and Role Access Audit R…
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can we change lead territory manually?Hi Team, Is there any way to change lead territory manually from UI, not by changing coverages. Thanks & Regards, Nikhil
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Deal Size Not Mapping to Opportunity Revenue During Lead ConversionWhen a Lead is converted to an Opportunity, we have enabled the copy maps to transfer the Deal Size value to the Opportunity Revenue (standard field) based on the client…
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Primary Business Unit Not Auto-Populating in Redwood UIWe have enabled the standard Business Unit field in the Redwood UI. Normally, this field auto-populates based on the user’s assignment in Manage Resource Organization Me…
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Manager Update not reflecting for inactive resource via data importHi Team, I'm trying to replace the existing manager with another manager for an Inactive resource in Oracle sales cloud. I used data import, and the import completed suc…
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Interactive Demo Hours: Unified Marketing and SalesAlways live, never recorded! In this one hour showcase, you’ll see Oracle’s complete suite for Unified Marketing & Sales including our customer data platform, marketing …Kayleigh Halko - Oracle-Oracle 11 views 0 comments 0 points Started by Kayleigh Halko - Oracle-Oracle
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OOTB Expected Revenue Becomes Zero After Opportunity Creation or UpdateWe are using the OOTB Expected Revenue field on the Opportunity. The field is enabled in the UI, and we enter a value during Opportunity creation. However, after saving …
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Redwood - Address DCL in OptySummary: https://us.v-cdn.net/6034893/uploads/23KN448WACLA/uptake-address-picker.pdf I'm initiating this thread from the below referred context. I'm looking for any orac… -
Am facing error while creating in contact in redwoodSummary: Am facing error while creating in contact in redwood. Error Message : You must enter either the first name or last name or both for a person. (HZ-120071) Conten…
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Am not able to see Product icon on Spring Board for Sales Manager under Redwood Sales TabSummary: Am not able to see Product icon on Spring Board for Sales Manager under Redwood Sales Tab. But am able to see under Classic Sales Tab. Content (please ensure yo…
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Display fields of the current record in a panel on the details pageWe have a customer requirement where the customer would like to have the ability to display fields of a record in a dedicated panel section of the object's details page.…
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copy sandbox to other instanceSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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Need Clarification - How "Link" action works in Redwood Sales AccountsSummary: In Oracle Redwood sales Account object, we see an action called "Link". We would like to understand the functional purpose and expected behaviour of the action.…
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What is the distinction of a contact synced from Oracle Sales Cloud add-in?What are the characteristics of a contact that was just shared to oracle from oracle sales cloud add-in? Is the owner of that contact named after the email address where…
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Groovy Script to Return an Error Message if User Leaves Page Before Finishing RunSummary: I am currently working with a Groovy script in Oracle Sales/CRM Cloud. The requirement is to either warn or return an error message if a user navigates away fro…
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Redwood: Why does the new version of MS Outlook 365 add-in is not visible in the 'New Outlook'?Summary: I am in the process of migrating the old version of 0365 add-in into CX Sales Redwood UX. I was able to generate the manifest file and deployed it. It is visibl…
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VBCS Redwood cx-picker for custom object showing extra unknown filter that causes errorSummary: We created a custom cx-picker template for custom object in VBCS for our Redwood UX. However, in the LOV it has an option that appears to be a saved search that…
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Redwood UI, Unable to Create Contact Using Custom Role (“Permission is required to edit this field”)Redwood UI – Unable to Create Contact Using Custom Role (“Permission is required to edit this field”) Hello everyone, I’m implementing Oracle Fusion Sales (Redwood UI), …
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"Error": "Entity provided in request is not an enabled top-level entity"Summary: We want to create a template with a custom list in Redwood using the API information: "…/crmRestApi/resources/latest/addressGeographies?fields=GeographyIdentifi… -
We are looking for the privilege or role that grant access to customer Invoices from Sales Redwood.Summary: Could you please help me find what is the role or privilege needed to see invoices from Sales Redwood in My accounts page. Is it possible to see the invoices wi…
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Business Plan in Redwood is available from 25C release but the Tile is not yet updated for RedwoodSummary: The Business Plan for accounts are available as part of 25C release but we see that the Business Plan tile still points to the classic ui and we do not have a s…
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Is it possible to have "Select All" option for Multi-select menu field in Redwood?We need to check if it is possible to select all LOVs in multiselect menu field in Redwood. Kindly let me know if there is any feasibility.