AI for Sales
Discussion List
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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.… -
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, … -
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 31 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 23 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 41 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 11 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
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Oracle CX AI strategy and value overview - Join us on Oct. 31st!Please join us for a session on Oracle CX's AI strategy and overview on business value at 1pm ET on Oct. 31st. Register today! Oracle CX embeds AI in each application, t… -
Issue with Orchestraction ActivationSummary: I have activated the orchestration after creating it, Added the orchestration Layout(cx-orchestration catalog) on the Opportunity Details Page but unable to vie…
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In Redwood,facing issues with OrchestrationSummary: In redwood sales, While testing the orchestration, under the Success Criteria , unable to select any option in "Next step to Success" or "Next step to Failure" …
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Lead qualification for Next Gen SalesSummary: How and where do we set Lead qualification questionnaire for Next Gen Sales (Digital Sales) Content (please ensure you mask any confidential information): We ha…
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Oracle sales cloud |Enable search option city,state,postal code in single UISummary: Enable search option city,state,postal code in single UI In Oracle Sales Cloud’s address creation, we currently have separate UIs for searching city, state, and…
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Sorry, I'm experiencing some technical difficulty on my end. Please try again in a bitSummary: When trying to enable sales assistant on Ms teams It is showing this Error. "Sorry, I'm experiencing some technical difficulty on my end. Please try again in a …
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Is groovy script supported in next gen sales - redwoodSummary: Object triggers are not working in next gen sales - redwood Content (required): Hi all, I wrote one before update trigger in activity object and it is working a…
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How to validate the address duplication in accountSummary: How to validate the address duplication in account, We have to validate the duplicate address creation details in account object, please suggest the way to addr…