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Sales
Discussion List
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Quota Details Not Showing in Sales ForecastingSummary: Quota Details Not Showing in Sales Forecasting Content: Problem After upgrading to 26B, some users may notice that quota details no longer appear in the forecas… -
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… -
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.… -
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… -
CX Sales - Organization / HZ Party Record Accidently DeletedI have a record that was accidently deleted and needs restored. The record is showing as Status = 'I' and needs to be marked back to Active or somehow merged to a new re… -
Object Workflow – Email Notification not showing Custom Role / How to send to dynamic userSummary: Object Workflow Email Notification not displaying Custom Role / Need to send notification to a dynamic user instead of a static user Content (please ensure you …
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Address field(SiteNumber) not displayed in Audit page in Redwood UISummary: Address field(SiteNumber) not displayed in Audit page in redwood Content (please ensure you mask any confidential information): Version (include the version you…
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How to remove Assignee, Contacts, Notes from Edit Task Layout in Activity object from redwood salesIn our current project, we do not assign a Contact to an Activity, and the Notes section is also not being used. As part of streamlining the user experience, we would li…
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Default "My Organization" as filter while adding Team members for OpportunitySummary: In Redwood UI, when we use "Add Team Members" as an action on Lead or Opportunity. The "Team member" field filter defaults to "Default Search View". Is it possi…
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Custom Object Bell Notification - Configuration InquirySummary: To enable Custom Event notification Bell Function is there a way to include our Custom Sales Object in Notification Preferences (under Application Composer > No…
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Unable to create account,lead, opportunity and contact after migrating to 26b in redwoodHi Team, After migrating to 26B, we are unable to create records across multiple objects, including Account, Contact, Lead, and Opportunity. I also created a new project…
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Impact of P2T on CX Mobile Application and Post-P2T TasksHi team, We are planning a P2T (Production-to-Test) refresh soon and would like to know if there are any specific impacts on the CX Mobile application. Could anyone shar… -
Redwood Create Account/Create Party flow, duplicate identification match score is not displayedSummary: In Oracle Sales Redwood Create Account/Create Party flow, duplicate identification is working and similar accounts are displayed in the review section. However,…
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Video: Enable "Save and Continue" Equivalent in Redwood SalesIn 26B, you can enable the ability to Save a record on the edit page, and stay on the edit page to continue to make additional changes to the record. This is the equival…
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What is the Expected Behavior of Multi-select Choice List in Redwood UISummary: I just noticed that there are LOVs which are not displaying in Redwood UI. One example of this is our custom field MEIncumbentMulti_c. This field has more than …
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FBDI Import- Customer Import- Not visible in Oracle Sales UIWe loaded 13000 contact persons through Customer FBDI using HZ_IMP_PARTIES_T, HZ_IMP_CONTACTPTS_T, HZ_IMP_CONTACTS_T, HZ_IMP_RELATIONSHIPS_T. The contacts exist in HZ_PA…
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I'm getting this errorI'm getting this error while updating opportunity "There's no currency conversion rate for the USD to INR currencies for the corporate rate type. Contact your help desk …
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Build a recent audit preview panelSummary: As many of you may have already implement the subview of audit history of object records , however, i would like to build a panel view of recent audit trail in … -
Redwood Sales UI - could not load data status 400 errorSummary: Content (please ensure you mask any confidential information): Hi, I couldn't find any assistance for an error that comes in redwood sales UI. This is coming on…
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Video: Integrating Microsoft Teams Web Conferencing with CX SalesIntegrating Microsoft Teams Web Conferencing with CX Sales: Microsoft Teams Web Conferencing can work with your Oracle CX Sales solution
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New Accounts not being pulled in Postman and AnalyticsSummary: Newly created accounts are not being returned in Postman and Oracle Analytics following import; however, they are visible in the Workspace Content (please ensur…
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A database constraint was violated while storing the changes in the database in CX Sales ActivitiesSummary: When we try to change any fields or status in the Activities it is showing A database constraint was violated while storing the changes in the database error wh…
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Need format for the conditions in task "Manage Oracle CX Sales to Oracle CPQ Cloud Integration"Summary: We have multiple CPQ process which we need to use from Oracle Sales Cloud. We are using https://docs.oracle.com/en/cloud/saas/configure-price-quote/faicp/use-mu…
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How to manage VBS development and deployment for redwoodSummary: In PRM applications, we currently operate with a single mainline development model. Development is carried out within individual workspaces, followed by unit te…
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Unable to Make a Field Read-Only on Interaction Page in Mobile Application SetupSummary: We are configuring the Interaction page in Oracle Fusion Service Mobile Application Setup and need one specific field to be read-only. For other pages such as A…
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What access/privilege(s) is/are needed for CRM REST APIs?Summary: Access/privilege(s) is/are needed for CRM REST APIs Content (please ensure you mask any confidential information): Hi, We need privileges to run the below APIs.… -
Error in percent field when language is set to German, French and SpanishSummary: The application appends a space between the number and the % sign in a Percent Field causing an error when saving. This occurs when language is set to German, S…
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Redwood UX Duplicate checker is not showingWith the release of 26B, we were trying to test out the Duplicate checker functionality for Redwood UX. In the documentation it said there was no setup required (see tex…
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How could we add another attributes in the Lead Selection area to assign Leads records from thes ManThe customer have scheduled a pair of Lead Assignment processes in Sales cloud from ‘Manage Lead Processing Activities’ task. These processes were scheduled every hour a…
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Unable to drag related field in custom subject area while using DCL field in CX report.Summary: We are currently working on a CX report where the requirement is to add the Customer Family DCL field. To achieve this, we created a custom subject area, and th…
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Business Unit filter - Redwood SalesSummary: How to add a business unit filter to Redwood Leads' landing page? The field is not available on configure adaptive search; we have the field enabled in classic …
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Turn on the Sales Command CenterSummary: With the 26B release there has been demo's and videos about the new Sales Command Center. However, there is no documentation to show this feature or how to enab… -
Experiencing Slowness in China & JapanSummary: We’ve received feedback from users in China and Japan that they are experiencing slow application performance (e.g., page load times, general responsiveness) wh…
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Why am I unable to assign a duplicate resolution request to my user?I am currently trying to use the 'merge account' action from the redwood account list view. This generates a duplicate resolution request which needes to be assigned so …