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.
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Sales
Discussion List
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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… -
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… -
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.…
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Transition to the Redwood UX add-in for Microsoft 365 prior to 25BSummary: 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… -
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… -
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…
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Standard CX Actions in Action chainsSummary: When looking at documentation and playbooks, we sometimes see that there are actions within action chains under a "CX Service" section. They include some standa…
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Adding a currency code instead of currency symbol in fields.Summary: We have many fields in the system where the Currency symbol shows before the amount for e.g. Amount field in Opportunity shows $ 1000. We want to replace the $ …
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View Opportunity Drawer not going on saveSummary: I added the business plans subview to Accounts. When I add a goal to business plan then I add a strategy. Now when I click on Actions of Strategy. I get View Op…
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[Redwood] How to update the cx-picker to filter results with 2 characters entered on the fieldSummary: I have a DCL field where I used a cx-picker. But it is not filtering the results when typing in values with 1 or 2 characters. Upon testing with OOTB fields usi…
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Retain Adaptive Search Filters with Query-Based Product Filtering in LeadsHi all, We are currently using Adaptive Search filters in the Product field on the Leads page to allow users to filter products by Product Category. This works well when…
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Need to clear out mass bell notifications for usersWe have RIVA integration enabled in Production to integrate Google appointments to Oracle sales. That created thousands of notifications for users, most of them are acti…
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can we use a different address format for HCM -ERP for same country?Summary: In an HCM implementation project where ERP will be implemented later, is it possible to set different address formats? ERP has specific requirement which differ…
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User with Sales representative role cannot see objects in redwoodSummary: Redwood is enabled, and Sales Adminstrator can see all the objects in Redwood section. However, when a user with Sales Representative role logs in cannot see ob…
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Getting error while updating a custom field in Resource objectHi, I am trying to update a field in Resource object when a change happens in a custom object. We have a DCL field in the custom object to select a resource from the res…
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How can we remove the other section of edit layout of Service RequestSummary: We are currently migrating the Classic UI of Service Request to Redwood UI and we are seeing these extra section which are not needed by the business. How can w…
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Queries around Outlook Integration with CX SalesHello Experts, @Padmaja Varanasi-Oracle, @Nancy Hung, @Umamaheswarareddy Ambati-Support-Oracle, @Prabha.R Oracle-Oracle, @Dimple-Nagesh-Support-Oracle, @Mullamuri Mallik…
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How do we enable work flow for Lookups?We are looking for configs for enabling workflow to receive approve/reject mails for any changes to the standard, common or set enabled lookups using the custom objects …
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As sales representative not able to edit notes under activity panelSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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How to remove old team members from Leads which were added as per territory assignment in the pastSummary: How to get the old team members removed from the existing Open Leads which would have got added as per territory assignment in the past. Content (please ensure …
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Activity Number sequence series updateCurrently system is generating Activity Numbers which are contractiding with JDE integrated numbers.. Just a coincidence. So now i need to change formatting of Activity …
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How to customize colours in Sales DashboardSummary: You can add contents in the Sales Dashboard by Express Reports or OTBI Anlysis. In both cases I can't find a way to customize the colours of the graphs. Is ther…
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Not able to see "Resource" option enabled on Related Object in "ERP and SCM Cloud" custom objectsHi Team, We are trying to show the resource names in a Dynamic Choice list. We have created a custom object under "ERP and SCM Cloud" application, when we try to map the…
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ワークスペースの表示期限についてワークスペースにはすべてのデータが表示されるのではなく、更新日から何か月とかいう条件が有るのでしょうか？ その条件は、どのようなものですか？ 条件を変更することは出来るの…
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Fusion CX Sales 25C ReleaseAt the moment we experience issues with receiving notification from releases and login in to oracle cloud environment. Anyone who has an indication when the 25C rolllout…
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Not able to use opportunity action createQuote REST. How can this action be used?Summary: We're not able to call REST opportunity action createQuote. How is this action supposed to be used? Content (please ensure you mask any confidential information… -
How to Customize Default US Phone Number Format Across All Pages?Summary: We have a requirement to change the default US phone number format from (999) 999-9999 to 999-999-999. Is there any way to customize this format across all page… -
Account UniqueName field is by default, combining the AccountName and Suffix.Is there any way to fixSummary: The Account Unique Name field is, by default, combining the Account Name(Organization Name) and Suffix and displaying it on the UI. This is causing some confusi…
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Need to Table to find the Head Of Hierarchy for Partner UserSummary: We are looking to create a report which provides information on Head Of Hierarchy and Role associated for Partner Contact. Refer to attached screenshot. Please …
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Add translation for Products in Fusion SalesWe have multiple languages enabled in our environment and have been able to add translations for custom content with any issues with the exception of Product Data. Is th…
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Clarification Needed on Applying Filters in Visualization Configuration (Oracle CX)Hi all, As part of our requirements with dashboard reports, we created visualizations using Visualization Configuration, based on data from an underlying OTBI report, to…
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What is the product and business object type to be used for the below mentioned API?We are using get an audit report API : for fetching audit report using post man. The catch here is every time we process for any available product and object type it ret…
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Redwood: Cannot find Rest Resource to fetch Business Unit Id in Visual Builder StudioSummary: Cannot find Rest Resource to fetch Business Unit Id of a user in Visual Builder Studio. I tried using oracle_cx_serviceUI:resourceUsers/getall_resourceUsers' wi…
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Vídeo: Acelere la implementación de ventas de RedwoodVídeo: Acelere la implementación de ventas de Redwood: Última hora: Se ha lanzado una nueva herramienta para ayudarte a migrar tu implementación de ventas de interfaz de…
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How to View Action Links created in opportunity object in the Mobile AppSummary: How to View Action Links created in opportunity object in the Mobile App Content (please ensure you mask any confidential information): Version (include the ver…