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.
Sales
Discussion List
-
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.… -
February 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… -
Oracle CX AI & Redwood Enablement SessionsWe invite you to join us in person for these full day, hands-on AI and Redwood enablement sessions. Don’t miss this opportunity to accelerate your transformation journey… -
END OF LIFE NOTICE: Classic Sales and Service Experience in FusionOracle is announcing the retirement of the Classic Sales and Service user experience in upcoming Fusion releases. Beginning with the 26D update, the Classic interface wi… -
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… -
Clarification on Oracle’s Definition of Configuration vs. Configuration Extension in RedwoodSummary: Is duplicating a Redwood layout to reorder fields considered configuration or configuration extension? Does Oracle recommend duplicating the layout for all impl…
-
Video: Call an Groovy Server Side Object Function from Redwood Sales UI TierCall an Groovy Server Side Object Function from Redwood Sales UI Tier There are times when you want to perform some service side logic in a groovy object function, typic…
-
OTBI Report – Notes associated with ActivitiesHello, I am trying to create an OTBI report to retrieve Notes linked to Activities in Oracle Sales Cloud. So far, I found subject areas that allow Notes related to Oppor…
-
How to deactivate seeded Visualization Configurations?Summary: How to deactivate seeded Visualization Configurations? Some of them are not in use and should not be exposed to the Sales users if they Personalize their Sales …
-
Is there a view object for fetching incentive calendar in server script trigger using groovy script?We want to access period first date of incentive calendar using groovy scripting. Is there a view object for that that we can query to get the first date of a specified …
-
Convert groovy to javascriptSummary: Can anyone recommend a good AI tool to easily convert Groovy expressions used in CX Sales Application Composer to Javascript to be used in VBCS for Redwood?
-
Is there a way to delete log a call entries?Summary: Is there a way to delete Log a call entries from SVC_INTERACTIONS? Content (please ensure you mask any confidential information): Version (include the version y…
-
Why Are Recurring Appointments Not Getting Created Within The Specified Date Range?Let's say I create an appointment on an account such that the start date and end date have a gap of 1 day between them, with the recurrence type set as "Daily", having n…
-
In Redwood activity feed is it possible to delete an email interaction?Summary: A user has accidentally sent a blank email to her customer which shows up in her activity feed in Redwood. It has no subject line and no content. The sys admin …
-
Is there any API to get AR Account details and display it in CX Accounts?Summary: Any available API to get AR Account details and display in CX Account details? I am attaching the details of the AR Account details that needs to be posted in A…
-
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…
-
Invoices / Quotes and Orders panels are empty in Next Gen UISummary: Invoice panel and Quotes & Orders panel in Next Gen UI are empty for Salesperson and Sales Manager roles. Content (please ensure you mask any confidential infor…
-
Video - Account Panels Showing Information from the Back OfficeVideo - Account Panels Showing Information from the Back Office: Bring Invoice and Order data from the back office into the accounts customer center view. https://videoh…
-
In Redwood is it possible to make a custom picker template that defaults to a different search listSummary: On opportunity when you click in the Redwood picker template to select a primary contact the first things that default are: + Create Contact Related Contacts De…
-
Video: Deploying the Extension to the PRODUCTION EnvironmentDeploying the Extension to the PRODUCTION Environment: Package and deploy the extension to the production enviroment (or any environment other than -TEST) https://videoh…
-
Field trigger is not working in Redwood UISummary: we have a lot of field trigger functions used in our system and unfortunately it is not working properly in redwood. example we have field 1 and field 2, when u…
-
Video: Prerequisites for Implementing Redwood SalesPrerequisites for Implementing Redwood Sales: If you are an existing customer using Oracle Sales Cloud, look at the prerequisites (and how easy it is) to opt-in to using…
-
Create Quote Smart Action Redirects to Blank Screen and CRM Login Instead of CPQIn Oracle CRM, when using the Create Quote smart action from an Opportunity, the system does not directly redirect to the CPQ page as expected. Instead, it first display…
-
Get Started with the Sales Dashboard in 5 MinutesYou can get up and running with the Sales Dashboard in just a few minutes by importing three prebuilt files into your environment. This quick start is designed for Sales… -
Error while creating Lead in redwood salesSummary: While creating lead from Redwood sales page, Getting error related to binding LOV_BuId. Content (please ensure you mask any confidential information): Applying …
-
Will purged Party Number be reusedSummary: If a record is purged (merged) or manually deleted, will the unique party number get reused after the record is completely removed from the database? Version (i…
-
Need REST API details to merge customer Parties/accounts/sites in Oracle fusionThis post was created as part of a How to Service Request (SR) Release: 11.13.23.01.0 Summary of the question: Customer has a requirement to merge the customer Parties/a… -
CX Picker: help with returning only Active users within the Resource objectHello, I'm currently attempting to configure the CX Picker 'OwnerPickerTemplate', so that it only returns 'Active' system users from the Resource object. However, I'm st…
-
Import objects are not available in Import MangementAs a sales administrator- the user needs to perform import activities for various objects. Lead, Opportunity, Account etc. But after navigating to the Import management,… -
Default “Source” (FCL) Field to “Email” for Leads and Opportunities Created via Outlook Add-inWe have a field named Source on both the Lead and Opportunity objects, configured as an FCL field. Our requirement is that whenever a Lead or Opportunity is created thro…
-
Is there a way to obtain the following information how is the Parent Account field "structured"?Summary: Is there a way to obtain the following information: how is the Parent Account field "structured"? How is the parent-child relationship established in Account? I… -
Sales Coach and Orchestration for Campaign Response Tasks-Other Objects besides Lead and OpportunitySummary: We create campaigns and create Campaign Responses for the sales reps to follow up on. We want the ability to have a guided orchestration for the sales reps on t…
-
Groovy to copy account industry to opportunity custom FCLSummary: Is it possible to use groovy script to copy the industry to opportunity's account to a custom FCL industry field in Opportunity ? Content (please ensure you mas…
-
Is there a way to Import and export article and other details from My Knowledge module?Summary: I'm working on our My Knowledge Articles and we need to review and update mass articles. I can't export or import for some reason in the My Knowledge, Is this s…
-
Quick Actions for Redwood SalesHi folks, Kindly advise if there is an ETA for release of Quick Actions feature in Redwood Sales. Currently it is available for Service and Sales in Simplified UI.