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.
Learn about the new Oracle AI Agent Studio for Fusion Applications: Watch Now
Sales
Discussion List
-
August 6th webinar: Build Exceptional AI-Driven Customer ExperiencesCX expectations are higher than ever, with 24/7, first-time resolutions now the baseline. But with digital engagement outpacing human capacity, how can you keep up? Orac…Elise Hymes - Oracle CX-Oracle 2 views 0 comments 0 points Started by Elise Hymes - Oracle CX-Oracle -
Transition to the Redwood UX add-in for Microsoft 365 prior to 25B (July 2025)Summary: In Update 23C, we introduced our latest (third generation) Outlook add-in – Redwood UX Add-in for Microsoft 365, which caters to task-oriented flows providing s… -
Video: Accelerate Your Redwood Sales ImplementationHot off the press: A new tool has been releases to help you migrate your classic UI sales implementation to the Redwood Sales. Watch the replay of the webinar announcing… -
Join Redwood Sales Today: Maximize Your Project's Success with Our Support Implementation Program!Are you currently implementing CX Sales, or already live with our products, and looking to enable exciting new features like Workspace, O365, Sales Mobile App, or migrat… -
Training: Implementing Redwood SalesA collection of videos and resources to help you implement Redwood sales. This list is ever changing, so bookmark this post and come back soon for more videos and links.…
-
Seeking your Input for OCW 2025- CX Keynote and Theater SessionsWe want your input ! Planning is underway for Oracle Cloud World 2025 October 13—16, 2025 in Las Vegas. For our CX Keynote and Theater Sessions- we want to hear your sug… -
How to show attachments field in add-in for microsoft 365Summary: Not able to edit add-in for MS 365 Content (please ensure you mask any confidential information): I'm trying to edit the add-in for MS365, to add the attachment… -
How to obtain the file name attached to a OpportunityCan Groovy generate an error when a comma is included in the file name attached to a Opportunity?
-
Incentive Compensation Credit Rule Assignment Audit Trail / Validation CheckHello, Oracle Experts. We're looking for ways to validate our crediting rules and optimize their performance. Do we have any existing reports or SQL data that show how t…
-
Is there way to add banner within a record on overview or details page in fusion classic UIwe want to add banner in an Account record(s) in oracle fusion sales, so when a user opens a record and sees that banner, they'd be aware about current status of that re…
-
The InventoryItemId ID attribute doesn't have a matching value for the record of the Product typeSummary: Getting error while import products from import management, even though item was available in PIM. Job run has completed Job: "Import Sales Products from PIM Da…
-
Is there a way to mass assign products from a catalog to a price listSummary: I used the spreadsheet import option and imported 70 products. I was then able to add these to our catalog by selecting all of them and publishing the catalog. …
-
Customer is using Fusion SCM 25B, From which release will the Redwood theme become mandatorySummary: The customer is currently using a custom theme in Oracle Fusion SCM-25B and has noted that starting with the 25C release, the Redwood theme may become mandatory… -
Clear Bell NotificationContent Hi, How to clear bell notification of selected users any possibilities ? Thanks -
Interview Feature is not working for Sales and OpportunitiesSummary: We realized that in 24D release Interview feature is working on Leads and Opportunities. Even I have created an Interview Definition and it is published for bot… -
Can we map EFFs in PIM to custom fields in Sales Product Catalog?Summary: We're looking for a way in which we can map EFFs and their values set up on an item in Product Information Management (PIM) to Sales Product Catalog. We're curr… -
IDCS CPQSummary: Hello everyone, I am looking for guidance on how to set up Oracle Identity Cloud Service (IDCS) for integration with Oracle CPQ and Oracle Fusion CX sales cloud…
-
Opportunity Product Currency Defaults to USD Instead of GHS Despite Multicurrency SetupWhen an opportunity is created and a product is selected, the currency on the revenue line defaults to USD instead of Ghana Cedis (GHS). We have already enabled the foll… -
'Shared with Oracle' tag for chain of emails?Summary: When sharing a chain of emails from the Outlook Add-In tool, will all emails in the chain be tagged with 'Shared with Oracle'? Content (please ensure you mask a…
-
Removing/Modifying OOTB Relationship LOV'sSummary: When we try to add the Relationship to Account or Contact. We get the LOV's for Relationship Field. Confirmed by oracle that we can add the new values but remov…
-
Webhooks in Oracle CX ?We are working on a integration project with JustCall as our telephone system. We have a requirement to sync all contacts with JustCall and any new contacts created or e… -
Account Search using Address ( REST API)Hi We have a requirement to search and locate an Account using REST API queried by Address, City, State and Country. Tried calling the REST API in two diff formats and b…
-
Rename Activity to Interaction on Panels and SubviewsSummary: I want to rename Activity to interaction on Panels and Subviews for all the Objects. But when I am trying to edit the Panel is not Configurable. How can we do t…
-
Deeplink for AccountsSummary: I need to create a deep link for the Account. However, I was able to create the link without the objKey. Is there any documentation available that explains how …
-
Video: Orchestration Appointment StepOrchestration Appointment Step Defining the Appointment step of an Orchestration flow From a multi-part video series on Sales Orchestration.
-
Configuration Migration from Test to PRODSummary: We have our application live with HCM since last 2 year and CRM which went live 2 months back. Parallel we have P2P implementation going on which might go-live … -
How can I change the title of an object in Redwood CXSummary: I want to change the title of the Contact object to have additional custom fields. for example: First Name + Last Name (Standard) + Name in Hebrew (new custom f…
-
Can we auto create Customer Account in AR when we convert Prospect to Customer in CX SalesHi, We have a requirement to create customer account and account site details in AR automatically when a Prospect is converted into a Customer in CX Sales. Is this possi…
-
How to make Notes UI editable in Sales Mobile Application?'Add Notes' Layout is not editable or configurable in Sales Mobile Application.
-
Create Contest and Create Goal documentation neededSummary: Hi, In Sales Performance , we have option to create Goal and create Contest based on KPI's. We are exploring this feature for 1 Business Requirement and we didn…
-
How can I identify the user who removed an organization from a resource?Summary: IIn our Oracle Sales Cloud implementation, we utilize organizations and business units to enable users to create service requests for customers. However, we enc… -
Groovy code to Set Contact Owner as Account Owner - Oracle CX Sales and Service FusionSummary: We have 80000 contact in system. Business wants that all contact's owner must be same as linked Account's Owner. And also if Account owner is updated then autom…
-
Rename the 'Revenue Items' headingSummary: Rename the 'Revenue Items' heading Content (please ensure you mask any confidential information): As part of adding products on the Create Opportunity layout, w…
-
Unable to modify redwood theme colourings from Visual builderSummary: We wanted to change the ribbon color on the redwood pages (Please find the screenshot) However we are not finding any option for the same under visual builder. …
-
Custom Object is not available in Import ManagementSummary Custom Object is not available in Import Management even after adding 'Custom Object Administration' role to User and checking Create,Update,Delete check-boxes f…
-
News Feed layout provides a fast home page and improved user experienceSummary The News Feed home page layout in CX Sales will give your users what they want – a super fast home page.Content The News Feed home page layout can significantly …