AI for Sales
Discussion List
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Integrating myrequisitions API with OIA and Displaying Response in Table FormatSummary: We are currently working on integrating the myrequisitions API within oracle intelligent advisor(OIA). Our goal is to call this API and display the response dat… -
CORS Error When Accessing Custom MyRequisitions Endpoint from VBCSSummary: We have created a custom endpoint MyRequisitions in Visual Builder Redwood. This endpoint is being called from Visual Builder Cloud Service (VBCS) events. when …
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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… -
How Oracle AI model predicts the Similar Accounts?Summary: I have been trying to configure a "Similar Accounts" model as per the below documentation: https://docs.oracle.com/en/cloud/saas/sales/fadsi/create-a-similar-ac…
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How to Ensure Accuracy of Generative AI Account Descriptions in Oracle Fusion Sales Cloud?Company: Innovacx Tech Labs Pvt Ltd. Summary: We're using the Generative AI Account Description feature in Oracle Fusion Sales Cloud and are noticing inaccurate or fabri…
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"The user is already associated with another account" error upon logging in the MS365 CX Sales CloudSummary: An error is encountered "The user is already associated with another account" upon logging in the MS365 CX Sales Cloud "Engagement Cloud" Has anyone encountered…
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Generate Account Description smart action not workingSummary: We're trying to implement the smart action "Generate Account Description" on Redwood Account, but it's not workint as expected. Content (please ensure you mask … -
how to enable sales lightbox under redwoodHi Everyone, we have a requirement to enable the sales lightbox under the redwood sales. Currently we can see the lightbox only in classic sales group only. Even in stru… -
Redwood- Sales Gen AI-Send Email queriesSummary: Sales Gen AI-Send Email queries Content (please ensure you mask any confidential information): We are exploring this GenAI feature of using send email feature, …Mahesh VT 104 views 6 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
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Video: Creating AI Retrieval Augmented Generation Agents in CX SalesVideo: Creating AI Retrieval Augmented Generation Agents in CX Sales In 25B, an exciting new feature is available to create RAG based AI agents in the sales application.… -
we want a way to remove add recourse from calendar and manage my calendar ?Summary: 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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we want a way to remove add recourse from calendar and manage my calendar ?Summary: 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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Struggling with Pipeline & Forecasting? Here’s How Oracle Sales Can Help!Ever wondered how to turn your sales pipeline into a well-oiled machine and forecast with confidence? We just dropped a game-changing video demo showcasing the forecasti… -
How to enable redwood in SFA/CPQHello dears, I need to know how I can enable reewod in SFA(24D) and CPQ (24D Patch 4). If the process is massive or can be done per screen or user. Whether it affects th…CQUIROGAA 34 views 4 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
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Required filter prompt VP, Regional VP, Sales Manager, Sales repSummary: I am creating a filter prompt where I need to display VP, Regional VP, Sales Manager, Sales Rep as a dashboard prompt Content (please ensure you mask any confid…Mohammed Hyder 24 views 1 comment 0 points Most recent by Prabha.R Oracle-Oracle Reporting & Analytics for Sales
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How Account ERP Party Id related to Partner Management Account Party IdSummary: How Account ERP Party Id related to Partner Management Account Party Id. Content (please ensure you mask any confidential information): Here's a corrected versi… -
possibility of a user being in two business units at the same timeWe would like to know if there is the possibility of a user being part of two business units.
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Deeplink for Activities in RedwoodBasically we are sending email notification to users about the activities being assigned to them, from email we want to bring them directly to this particular activity i…
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Is there a way to view the most recent user connections?Summary: I am looking for a way to find recent user connections to the application Content (please ensure you mask any confidential information): Is there a way to valid…
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Restrict the salesperson so that he can see only his account.Summary: Requirement is salesperson can be search or see only his own accounts or where he is the owner not others. So to restrict the salesperson so that he can see onl…Shubham Majithia 43 views 2 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
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Generate Win StoryHi, I have create in Sandbox enabling Yes for both Generate Account Description and Generate Win Story and published . In Accounts I am able to find the Send Email actio… -
Generate Win Story EmailHi, When I look for Generate Win Story smart action I am getting pop-up as below and if I click Generate Win Story to whom does this email goes to Why this window is not…
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Predictive Analysis in LeadsSummary: Does Oracle CX have predictive modeling to assign sales conversion probability scores based on customer behavior (high/medium/low), preferences, interaction his… -
AI based chatbotHi, As the OSN is decommissioned is there way to enable AI based chatbot in Sales application. Thanks
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Delete Attributes, Delete Price Tag, Run Purge Obsoleted Smart Action Records, Use Generative AI FeaSummary:Could you please help us understand the functionality and navigation of the below privileges and provide us with any reference documents for testing ? Delete Att…
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How can I reliably identify foreign key fields and related objects with the REST API metadataSummary: I'm trying to reliably identify foreign-key fields and lookup fields from the REST 'describe' object metadata. Content (required): It appears I can find FCL and… -
export management with csv in service/filtersSummary: export management with csv in service/filters Content (please ensure you mask any confidential information): Dear, please help me export data from a REST servic…
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Sales Assistant is not working on mobile appSummary: I have been following the documentation for enabling the CX Mobile app Each step proceeded perfectly; however, when I attempt to use the sales assistant feature…
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Creation Button not getting renamed using User Interface TextWe have the Standard Creation Button of Account in the list page. We have renamed the 'Create Account' to 'Create Corporate Customers' using User Interface Text tool. Bu…Sreekanth M, Oracle-Oracle 12 views 1 comment 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales -
Sales Stage field in the filter is appearing as a text input instead of a dropdown list.Summary: In the account object, when a user opens a specific record and searches for "Show Opportunities," we have enabled the Sales Stage field in the opportunities sub…Vijay Kumar Kotagoda 21 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Sales