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Sales
Discussion List
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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), … -
"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.
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Custom Object Bell Notification - Configuration InquirySummary: To enable Custom Event notification Bell Function is there a way to include our Custom Sales Object in Notification Preferences (under Application Composer > No…
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Opportunity edit layout not getting defaulted as per assigned roleSummary: We have coped the opportunity page layout for another BU and new custom role is created and that layout is VBS, now login with user having that particular role … -
Account Business PlansSummary: Questions on Account Business Plans Content (please ensure you mask any confidential information): We are trying to configure the Business Plans for Accounts in…
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Unable to Add Custom Field in AR Receipts (Header Level) – AR Object Not Visible in AppIn Receivables → AR → Receipts, I am trying to add a custom field at the header level of the receipt. However, I'm running into a few issues: I cannot find the AR object…
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Send Attachments via Email Notification for Specific ActivityHello, Currently, we have a process where we send an email notification (via Object Workflow) for a specific Activity related to an Opportunity. Now, we want to also inc…
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In My teams filter should it shows only the subordinates records of manager.Summary: In My teams filter should it shows only the subordinates records of manager or subordinates record Plus my(Manager) records also. Ex For Manager's login do we s…
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How to add address in custom object in oracle sales redwood user interfaceSummary: We are in a situation in which we need to use a custom object in oracle sales to hold the data of one of the custom extensions of customer's legacy system data.…
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CX Sales Mobile Script get related object fieldsSummary: We need to get a value from a related object. How to achieve that? Content (please ensure you mask any confidential information): In Opportunity, On Edit event,… -
Is it possible to filter products dynamically based on dynamic filters on Opportunity (redwood)?Summary: Currently, when using the "Add Products" Smart Action on opportunity with redwod, the screen only displays pre-built filters: "Filter by Territory" and "All Pro…
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Is there any way to manage Federated Lists in Oracle Sales Cloud?Summary:We have a client who already has an application that hosts the value lists used by all their applications, ensuring they all use the same values. This client is …
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Table that stores Real-time cleansing ResultsSummary: Hello Team, When we run the data verification address batch job, I understand that all results are stored in the ZCH_CLNS_LOC_RESULTS table along with their bat…
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Custom DCL field Product Group is not working in Redwood UISummary: Created a custom DCL field Product Group, but in Redwood UI, the drop-down list is always blank/doesn't work. Content (please ensure you mask any confidential i…
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REST API - Unable to create a custom field of type Text for object AccountSummary: Unable to create a custom field of type Text for object Account Content (please ensure you mask any confidential information): We're trying to create a custom f…
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opportunity schedule UI shows extra columns in redwood UISummary: The opportunity schedule UI shows extra columns in redwood UI. Content (please ensure you mask any confidential information): We've observed that 3 extra column…
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How to Add CRM Contacts Under Accounts in Account Receivables?Summary: Can anyone share how we can add CRM contacts under Accounts in Account Receivables? Currently, when we add contacts in CRM, they sync to AR and are added at the… -
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Enable Default Filter Configuration for Change History Tab in Fusion SalesSummary: We are looking to the “Change History” tab to default to a predefined setting in the opportunity object. So we don’t have to set criteria every time I view Oppo…
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How to Sync AR Contact Fields to CX Sales Contact Object?Summary: Recently, we observed this behavior in our system: when we add contacts in Account Receivables under Account and run the ESS scheduled job, those contacts sync …
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Delete account ( organization name ) from cx effect on customers at finance moduleI would like to inquire about the current behavior related to deleting customers (Organization Records) in Oracle Fusion. Based on my research—including the Oracle Suppo…
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The value of the attribute Inventory Number,Organization isn't valid.Summary: Hi Team, we are facing an issue while updating lead's product. could you please assist Error Details : The value of the attribute Inventory Number,Organization …
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Audit add contact, delete/remove contact or any updates made on the contact sub view in accountSummary: We have requirement to audit add contact, delete/remove contact or any updates made on the contact sub view (Changing the primary contact) in the account object…
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How to convert a Lead to an existing Opportunity?I saw that with the 25C release that the ability to convert a Lead to an existing Opportunity is now available (https://docs.oracle.com/en/cloud/saas/readiness/sales/25c… -
How to check to assure that all activity outbound email notifications are disabledSummary: I need to be able to check to assure that all activity outbound email notifications are disabled. Content (please ensure you mask any confidential information):…
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Bring Financial Account Details into CX SalesSummary: We're trying to display a list of financial accounts within the CX Sales Accounts on the customer 360 panel. Specifically, we need to include a few credit-relat…
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How to download the activity report from microsoft 365 outlookSummary: Steps to download user activity reports from Microsoft 365 (Outlook) using the Microsoft 365 Admin. Content (please ensure you mask any confidential information…