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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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.… -
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…
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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… -
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… -
Early Adopter Beta access to AI for Sales features AI Lead scoring and Opportunity Win ProbabilitySummary Instructions to request for Early Adopter Beta access to AI for Sales features AI Predictive Lead Scoring, Opportunity Predicted Win probability and Recommended … -
My Top 5 Underutilized OOTB Features in OSC that Add Value to Sales UsersContent As a Customer Success Manager supporting Sales Cloud for both small and large organizations, I’ve run across a few common Out-of-the-box (OOTB) features that if … -
Import and Export Management for faster and easier data loadingSummary Import and Export Management makes it faster and easier to load and maintain your data. Content Import and Export Management makes it easier for application admi… -
Workspace for Fast and Easy Access to CX Sales and Fusion Service!Summary Get the Workspace Advantage for your CX Sales and Fusion Service teams! Content Workspace is designed with a super-fast search that gets you to your CX Sales and… -
Use Access Groups to simplify access to segmented business dataSummary Simplify access to segmented business data, with better performance and more consistent user experienceContent Access Groups make it easier for application admin… -
Office 365 Outlook Add-In for a Modern Inclusive CX Sales ExperienceSummary Configure once - updates are automatic with zero maintenance required from the sales team!Content Office 365 Outlook Add-In gives you access to your CX Sales dat…
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CX Sales Mobile App for a Modern Mobile ExperienceSummary Get the new app for a consistent and seamless experience!Content Use the new optimized CX Sales Mobile app to get to your information faster and with ease. The m…
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Smart Lists for a Personalized Sales Experience!Summary Get Smart Lists for your team after you enable Workspace!Content With Smart Lists you get an effective alternative to navigating and searching for Sales records.…
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Adding bulk users in Sales and Service Access ManagementContent Hi, In Sales and Service Access Management I am able to add users in group by searching with their Names is there way to include Custom Role as there are thousan… -
Custom Object Admin role is missingContent Hi, Custom Object Administration (ORA_CRM_EXTN_ROLE) is not getting populated when I try to assign to user Is there any reason behind ? Thanks
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Actionable Infolets for effective and efficient task-based processesSummary We highly recommend use of Actionable Infolets for greater productivity and more successful users.Content Actionable Infolets make it quick and easy to perform c…
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"Selling" B2B Physical Products RemotelySummary With sales teams grounded and non-essential visitors to companies prohibited for the foreseeable future, how to enable sales people to sell physical products rem… -
Welcome to the forum for Adaptive Search and WorkspaceSummary Thank you for your interest in the Adaptive Search and Workspace Early Adopter program. The program has been a big success and these new features will be general…
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Not able to add member as Sales ManagerContent Hi, In the manage resources when I add another user with Sales Manager role I receive the error attached in the screenshot. " An active manager with an overlappi…
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Custom Page Read-OnlyContent Hi, I have custom object with work flow attached as when the approval is completed and status changes to APPROVED I need to have the page non-editable (READ ONLY…
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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 …
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Lead assessment tablesHi, In Leads there are assessment templates being created I need to know the underlying tables/views associated to lead assessment. Thanks
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Add Team Member in OpportunityHi, To add Team Member in Opportunity the resource role Sales Administrator is required but will this impact licensing as the user will not be added with Sales Admin or …
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Due Date as mandatoryHi, I created duplicate of page layout of task details page and when I make the Due Date as required it is not saving with the property of required as Yes Attached scree…
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Delete Custom Object RecordsHi, I have custom object Suppliers with Supplier Code, Supplier Name, Location with 10K records and identified to delete around 4K records. How can this be deleted in bu…
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All leads from AccountsHi, When I navigate to Leads tab in Account by default qualified and unqualified are selected how can I setup to have all checkbox values selected Attached screenshot Th…
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Add products in product groupsHi, I have created new product group Innovation Offerings and when I try to add products it says The organization is invalid Attached screenshot Thanks
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OTBI in Sales infoletHi Please help to understand how to add OTBI report in Sales infolet Thanks
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Notification for overdue tasksHi, How can I get the notification for the tasks which are overdue as email/bell icon. Thanks
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Width and Height of Text BoxHi, I have created custom text box with multi-line option is there any feature to change the height and width of text box Thanks
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Lookup Type of competitorHi, I would like to create custom FCL field and need to know what is the lookup type so I can add this. Please let me know Thanks
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Organization Type not appearing in Accounts PageHi, I have added organization type Consumer Industries and Mid Market but it is not appearing in Accounts page. Attached screenshot. Thanks
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Update custom objectContent Hi, In the custom object for all the existing records I want to update value to field which has been created. As the volume is in 1000's looking for way to bulk …
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New Custom ObjectContent Hi, I have existing custom objects for the same user and created new custom object but the newly created custom object is not visible. Thanks
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Hide Lookup Code ValueContent Hi, In the custom object I have defined lookup code called Region but I want to restrict few lookup code values only to specific users How can this be configured…