Core SFA
Discussion List
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Workflow Scheduled Actions Not Rescheduling When Date Field Changes in Oracle CX SalesSummary: I’m facing an issue with workflow scheduled actions in Oracle CX Sales. I have a workflow set to trigger 30 days before a specific date field, with the triggeri… -
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…
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Application of Password PolicyI changed the password length from 8 to 14 characters, but when saving the policy change,the message “Force all users to set a new password at their next login” was supp… -
Understanding the Sales Pipeline FunnelSummary The Sales Pipeline funnel is attention grabbing, but at the same time could prove to be intriguing until you understand it.Content So, what is the sales funnel ?…
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How to change default filter in DCL fields in redwoodSummary: Hi, In Redwood, the default filter on DCL field sometime does not make sense. For example, on create lead page from lead list view, contact DCL is filtered with… -
workspace - Enable export option on custom object(only one object) for a particular job roleSummary: We have custom job role and would like to give access to export button for a custom object(only one). How to give access to export buttion option on workspace f…
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Help Needed: Managing Customer Center Assignment Objects and RulesSummary: Hi Everyone, We have a requirement to roll down Account team members based on the parent account, and we’re attempting to achieve this using Account Assignment … -
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 -
Issue when trying to add same competitor twice to an OpportunitySummary: We have defined Line Of business(FCL) at competitor level and in many occurences one competitor is associated to multiple line of business. And when we select t…
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Disable 'Create Opportunity' action from Opportunity list page action menu in Redwood Sales.Hi, We have a requirement that opportunity can only be created with a lead conversion. We have disabled all smart actions 'Create Opportunity', still we able to see 'Cre…
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How to configure auxiliary dimension for opportunity custom field for territory assignmentContent Hi All, Can anyone help me with steps or special configuration steps required to setup opportunity object custom field as auxiliary dimension. i was following or…
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How to make default as All Activities in Activity sub tab on Contact edit pageSummary: In Contact details page, Activities sub tab, how can it be defaulted to always show "All Activities" in search Content (please ensure you mask any confidential …
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About search list settingsI set up a search list common to all users on the activity page in SalesCloud's PageCompoer. Although I set it to display by default, it does not appear in the default l…
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Address Format specifically for CX Sales?Summary: Is there a way to setup the Address Format (i.e. Style = Postal Address) but only for Accounts and Contacts in CX Sales, without impacting HCM and ERP? Content …
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How to add Create Service Request on Opportunity PageSummary: The customer requirement is to have Create Service Request button under Action on the Opportunity page or in summary somewhere the option should be available. C…
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Can we map EFFs in PIM to custom fields in Sales Product Catalog?Summary: We're looking for a way in which we can map EFFs and their values set up on an item in Product Information Management (PIM) to Sales Product Catalog. We're curr… -
Address object : Unable to find detail page layoutAddress object : Unable to find detail page layout I would like to add some fields to the address object in the detail page layout. But When i check I am unable to find …
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Video: Orchestration Appointment StepOrchestration Appointment Step Defining the Appointment step of an Orchestration flow From a multi-part video series on Sales Orchestration.
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Can we auto create Customer Account in AR when we convert Prospect to Customer in CX SalesHi, We have a requirement to create customer account and account site details in AR automatically when a Prospect is converted into a Customer in CX Sales. Is this possi…
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How can I identify the user who removed an organization from a resource?Summary: IIn our Oracle Sales Cloud implementation, we utilize organizations and business units to enable users to create service requests for customers. However, we enc… -
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 … -
how to expose contact information in the ERP within Contacts in CX SalesSummary: I need to expose information that the contact has in the ERP within the Sales accounts module. Content (please ensure you mask any confidential information): Th… -
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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Customer wants to have a simplified drop-down like option for the Status field on the Lead PageCustomer wants to have a simplified drop-down like option for the Status field (Qualified, Unqualified, Converted, Retired) on the Lead Page. They find the current setup…
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How to have Category Options in attachment field on sales account ?Summary: We have a request to collect specific documents on attachment field on sales account object. Like list of document to open a Account Oracle does not give this f… -
Looking for taskflow ID for create account under create actions under Quick ActionsMy customer is looking for taskflow ID to create account under create actions - Quick Actions. I am not able to find create account page URL similar to create opportunit…
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Creation Page layout not available in oracle cx mobile appSummary: I am implementing the Mobile CX app for the sales user. I trying to implement the same offering in cx sales mobile app as like we customize creation page on SUI…
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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… -
Video: Orchestration Setup and SelectionOrchestration Setup and Selection Define the properties and conditions for which leads, opportunities, accounts or custom objects to include in the orchestration flow. F…
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Unable to update and primary address if it is a primary flag is true using rest APIHeader: Upsert-Mode : true Rest API: https://xxxx-test.fa.us1.oraclecloud.com/crmRestApi/resources/11.13.18.05/contacts/1148115/child/Address/ Payload: { "SourceSystem":…