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Sales
Discussion List
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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…
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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…
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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…
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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…
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Oracle Fusion Sales Cloud Resource User conversion to PRM userWe are planning to migrate existing CRM resource users to PRM users as part of our system transition. During this process, we would like to understand whether there is a…
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Microsoft teams integration mashupSummary: Hello, Some time ago I had found an article from ATeam blog, about integrating Opportunty and MS Teams. This is the article: https://blogs.oracle.com/ateam/post…
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Can we utilize an internal API for fetching non primary address details for a customerWe have a requirement to allow users to override the bill to or ship address to a non primary address in CPQ before creating an order / subscription. Currently, CPQ only…
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How can we set the address fields on Account creation based on a third-party API responseSummary: We have added a custom field on the Account creation page and configured its template to work as an address input search. When the user types an address in this…
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Assigning territories for opportunities associated with Contacts without Accounts – Oracle CX SalesSummary: Hello everyone, We are implementing Oracle CX Sales for a B2C scenario. Our current model is: • Contacts: used for individuals (consumers) • Opportunities remai…
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Redwood Addin Discrepancy in the Mail Currently ViewingSummary: Scenario: The email chain currently open is about 'Oracle Account' (sample account only) and even includes full Sales Cloud Account IDs. But the add-in recommen…
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How to add a mashup of Visual Builder on RedwoodSummary: We are trying to consume on the account object in sales cloud a development in visual builder. On classic UI was for a tab and mashup content Content (please en…
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April Interactive Demo Hours: Unified Marketing and SalesIn this one hour showcase, you’ll see Oracle’s complete suite for Unified Marketing & Sales including our customer data platform, marketing automation platform, sales au…Kayleigh Halko - Oracle-Oracle 11 views 0 comments 1 point Most recent by Kayleigh Halko - Oracle-Oracle
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ActivityTypeCode of Type Attribute is not found in SyncOperationsSummary: Error 'ActivityTypeCode of Type Attribute is not found in SyncOperations' being encountered in Redwood Outlook Addin when creating follow-up Task. Content (plea…
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Cannot Find Oracle Fusion Application Asset(Redwood UI) in Manage Audit Policies ?Hi, I set up the Asset Audit layout in Redwood UI using the audit documentation. However, when I go to Setup and Maintenance → Manage Audit Policies → Assets, I see many…
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Is it possible to create audit for contact object in redwood ui?Is it possible to create an audit for the Contact object in Redwood UI? And Can the Audit duration be more than 30 days in Sales? I followed the Oracle audit documentati…
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Role for importsHello I need a role or permission that allows a user to import and export information about potential sales opportunities in Engagement (Sales). Could you please tell me…
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Is it possible to change the subview layouts of attachments in VBS to display the entire name.Hello Team, During our migration from Classic to Redwood sales, we have identify a new requirement where the users would like to see the entire name of the attached file…
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Keyborad shortcuts in Redwood SalesSummary: Is there a way we can configure keyboard shortcuts for any smart actions in redwood sales? For example, can "Create Opportunity" smart action be invoked by clic…
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Privileges for Resolution Request Dispatch JobSummary: User need to merge customer and for that they need a Resolution Request Dispatch Job and that is available only through application implementation consultant ro…
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How to Use Related Object Fields in Redwood Layout Conditions for a Custom Object?We have a custom object called Part Details. This object is not a child of Lead or Opportunity, but it is linked to both of them as a related object.In the Classic UI, w…
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Getting error while approving deal record in Redwood "Permission is required to edit this field"Summary: We are having Custom Role using which we are trying to approve deal record but getting "Permission is required to edit this field" error when we click approve C…
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How to Change Sub-view Sort Order for Account-Contact Object?Hi Team, I’m trying to modify the subview sort order for the Account-Contact object (child object of Account). This subview appears on the Account Details page. I have a… -
How can we add custom description on Standard BPM TaskWe have requirement to add custom description on Standard BPM Task . As checked we are not getting option to edit the description , can anyone suggest if any workaround … -
Fire a Smart Action from an Action ChainSummary: Ultimately, we'd like to fire a smart action from an action chain. The reason for this is that there are a few smart actions that we'd love to potentially have …
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Is there not a manual way to run lead assignment rules in Redwood?Summary: In the classic UI, on a lead , click the Actions button- there is a " Run Assignment" . I do not see a way to Run the lead assignment rules in Redwood. Content … -
How to configure Activity Feed to Only Display Tasks and Appointments Instead of UpdatesHello Team, Currently we have a requirement, that we would like to display only Tasks and Appointments created for an object (let us take opportunities as an example) in…
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How does one go about searching/querying an Interaction record by Name/Title?Summary: We have launched the Redwood experience & have also enabled the Redwood Side Panel for Outlook O365. Interaction records are getting created successfully for th… -
Activities in Redwood are not visible.Summary: Activities in an account are not visible Content (please ensure you mask any confidential information): I have the activities object deployed in accounts. But t…