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Sales
Discussion List
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Will Business Plans be coming to Redwood?Summary: Pretty much what the question says. Will the Business Plans be added to Redwood along with their children objects like Objectives, SWOT Analysis, etc.? Content … -
Error when uploading documents for custom objects from redwoodSummary: Upload documents for custom objects from redwood fails with REST API 403 error Content (please ensure you mask any confidential information): We are facing an i… -
Video - Working with Additional Names on an AccountWorking with Additional Names on an Account Enable and work with additional names such as transliteration or phonetic values for an Account in Redwood Sales. https://vid… -
how to bulk update the resource role in person recordAs part of employee conversion, we have created person record using hcm load. where we didnt get any option to input resource role for users. So after employee load how …
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Account and Contact visibilitySummary: In Oracle Sales Cloud , what happens if we have access to all Contacts but the all account view is restricted for Sales Rep? Will they be able to see the Contac…
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How to use additional attributes (custom/standard) in opportunity assignment rules criteriaSummary: When creating a new Assignment Rule for opportunity, there is only a small quantity of fields to use in the criteria. How can we use additional fields, such as … -
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 https:/…
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What's the impact of Account Address Type Bill To/Ship To on downstream order and invoice?Summary: What's the impact of creating account address with address type Bill To/Ship To from CX Sales to the downstream order and invoice? Content (please ensure you ma…
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Select Single - Quick Start Option Missing in Custom DrawerSummary: Hello, We are trying to create a custom drawer on the opportunity object and want to create a drop down using the Account SDP in it. However, the Quick Start op…
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How to make attachment read only in Redwood CX Sales under Attachment PanelWe want to make Attachments read-only under Attachment panel in Redwood based on a custom field on the the object. We tried the solution mentioned in below document but … -
Oracle_Security_Alert_CVE-2025-61882_for_E-Business_SuiteHello I received a security alert (see attached email) about a vulnerability. We'd like to confirm, to be completely sure, whether this affects our Eloqua and Engagement…
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Show Smart List in ContactWhen I navigate to Application Composer» Contacts» Fields, I don't see any fields such as Show Smart List. Also I tried through Rest API, I didn't find any such field th…
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Do we have business events available for AR Customer Accounts and Customer Account Sites?Summary: We have a requirement to build a real time Outbound integration for Customer Master Data from Oracle Fusion to Boundary applications, do we have ERP Cloud Busin…
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Customer Need 10 Digit Record Number for Custom Objects and ActivitiesThe customer has requested that the Record Number be in a 10-digit format, starting from 1000000001. Could you please confirm whether this requirement can be implemented…
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How I can access 'Custom Field Allocation Issues' option in Diagnose under Metadata UpdateSummary: I am encountering an error when creating a new custom field in a custom object. I found this article: https://support.oracle.com/support/?anchorId=&kmContentId=…
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Forecast Sales based on the demand received from the customerWe have requirement as below: Customer of Christensen Farms (CF) sends the Delivery Schedule to CF for the upcoming 2 weeks. This includes the quantity of items required…
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How to configure territory assignment for Account and Contact recordsSummary: We have one standard (Prod) and three aux dimensions(Branch, Region, Vertical)......could you please help us to understand where we can add these dimension so t…
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Sales Forecast Quotas - are Territory Quota and Sales Resource Quota still valid?Summary: Since Quota Management is being deprecated, are Territory and Resource Quota still valid? Content (please ensure you mask any confidential information): In Redw…
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Can I get some clarity on the future of CX Sales Quotas, Forecasts and Incentives?Summary: Hi everyone - I'm looking forward to understanding how are CX Sales Quotas, Forecasts and Incentives going to coexist in the Redwood world. Content (please ensu… -
Get ER Model and Data dictionary of a Fusion CX instanceSummary: Hi. Is there a way to get the entity-relationship model and the data dictionary of a Fusion CX instance? Regards, Content (please ensure you mask any confidenti…
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How to add Sales Order Panel in Opportunity detail page in RedwoodSummary: We have a requirement to show Sales Orders related to Opportunity in the Panel view Content (please ensure you mask any confidential information): Client wants …
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Redwood: Customer Summary Panel WidthSummary: We have added Customer Summary Panel but we want to enable only 2 cards in it. Even then the width occupied by this panel id quite large as compared to other pa…
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Cannot make standard Task fields (etc.Due Date,Status) read-only via Layout or Page ComposerHello, In Oracle Sales Cloud, I need to restrict editing of some standard Task fields (etc. Subject, Due Date, StatusCode). In Page Layouts, I don’t see any option to ma…
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Asset data is not appearing in the Asset Picker under the Service Request objectSummary: Asset data is not appearing in the Asset Picker under the Service Request object We have asset data in system, and we can see under asset and IB asset object. B…
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How can I remove "Resource Role" from a user under "Manage Users"?Setup and Maintenance > Manage users > Edit user I have a Resource Role set as "Contract Administrator" for this particular user. How can I remove this resource role? Se…
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Direct page link/navigation to the Custom object subtabHi All, I have custom object Name: "ParentObject" and this object having child object "ChildObject". I want direct url to open the childObject record…
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Redwood UI 'Group Collapsible' property is not workingSummary: The 'Group Collapsible' property in Redwood UI Rule Set is not working. Given this definition guide: Group Collapsible - Specifies whether the form group is col…
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How to Change the From Email Address (not the display name) to its Corresponding EnvironmentRecently, we had a P2T refresh and one thing that we found out that our email notification "from email address" is not pointing to its corresponding environment. This is… -
Fusion Identity Upgrade performed - MFA enabledSummary: This friday a mandatory security upgrade was performed on our test environment. We are surprised that we need to enable MFA. This was not mentioned in the accom…
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How to run territory assignment job with multiple view criteria parametersSummary Multiple view criteria in opportunity territory assignmentContent Hello Experts, While scheduling the territory assignment ESS job, we have requirement to schedu…