Core SFA
Discussion List
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Is there a way to bulk add/update business unit values associated to a resource org?Summary: Is there a way to bulk update business unit values associated to a resource org? Content (please ensure you mask any confidential information): Version (include… -
Sales Stage ChevronSummary: Looking for various ways to implement Sales Stage Chevron on Opportunity Content (please ensure you mask any confidential information): User would like to see a… -
how to make opportunity record editable for all users without team restrictionSummary: Hi, we have a requirement to make opportunity record editable for all the users. Currently if you are a member of the opportunity team you can edit the opportun…
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Video: Oracle Sales Cloud IntroductionOracle Sales Cloud Introduction: Introducing the Redwood and next generation sales experience. From the Implementing Redwood Sales video series. -
Account search by an attribute other than Account NameSummary: Our customer wants to search for an Account by using a parameter other than Account Name on the Account Management page. They do not want to use the Advanced Fi… -
Timeout to activate opportunity sales orderSummary: We have one specific opportunity which users are not able to activate a quote (sales order). Content (please ensure you mask any confidential information): When… -
Video: Integrating Microsoft Exchange with CX SalesIntegrating Microsoft Exchange with CX Sales: Direct integration between Microsoft Exchange
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query to get address number via SourceSystem and SourceSystemReferenceValue (address).Summary: query to get address number via SourceSystem and SourceSystemReferenceValue (address). Looking for table_name to get the values of SourceSystem and SourceSystem…
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Feasibility to add contact in account hierarchySummary: Hi Team , The customer is interested in the possibility of adding a contact to the account hierarchy. They would like to include a contact record as a child of …Lakshmi_Sasidharan 5 views 1 comment 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
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Feature Friday: News Feed Home PageContent The News Feed home page layout is our recommended way for you to give your users a fast, easy to use home page. To help you understand and quickly switch to the … -
Your Guide to Success: Implementing Redwood Sales with Best PracticesWe are excited to present our Redwood Implementation Checklist and Playbooks, thoughtfully developed by our product team. These guides are designed to help you track you… -
Trouble Updating Fusion Company LogoSummary: Our leadership is requesting we update the CRM company logo. I'm working through the guide "Configuring and Extending Applications - Configure Redwood Themes" b…
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How to edit the URL of Web Services in App Composer?Summary: After a P2T or T2T, how do I update the URL in the Web Services in the App Composer of Dev/Test instance to point to the correct target URL? Content (please ens…
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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 21 views 1 comment 0 points Most recent by Prabha.R Oracle-Oracle Reporting & Analytics for Sales
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How to integrate teams using delegate optionSummary: Hi, How could we integrate Sales Opportunity and Teams, using "Delegated Permissions" instead of "Application Permissions"? The reason for that, is that "Applic…
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Video: Configuring CX Sales Outlook Add-inConfiguring CX Sales Outlook Add-in: Tailor the CX Sales Outlok add-in experience for your business and your requirements
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Video: Orchestration Introduction and OverviewOrchestration Introduction and Overview An introduction and overview of Sales Orchestration in the Redwood Sales experience. From a multi-part video series on Sales Orch…
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Activity Pickers - Create a RecordSummary: It appears that the Account and Contact pickers include the Create Action on every object except activity. Account Picker on Opportunity Account Picker on Activ…
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Video: Orchestration RuntimeOrchestration Runtime Understanding how the runtime executes an Orchestration flow From a multi-part video series on Sales Orchestration.
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Video: Orchestration ManagementOrchestration Management Managing the Orchestration instances From a multi-part video series on Sales Orchestration.
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Video: Orchestration Step TemplatesOrchestration Step Templates: Defining and using Step Templates in an Orchestration flow From a multi-part video series on Sales Orchestration.
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Video: Orchestration Wait StepOrchestration Wait Step: Define the Wait step of an Orchestration flow From a multi-part video series on Sales Orchestration.
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Video: Orchestration Field Update StepOrchestration Field Update Step: Define the Field Update step of an Orchestration flow From a multi-part video series on Sales Orchestration.
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Video: Orchestration Stop and Next Stage StepsOrchestration Stop and Next Stage Steps Defining both the Stop and Next Stage steps of an Orchestration flow. From a multi-part video series on Sales Orchestration.
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Video: Orchestration Outbound Email Automation StepOrchestration Outbound Email Automation Step Defining the Outbound Email Automation step of an Orchestration flow From a multi-part video series on Sales Orchestration.
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Video: Orchestration Logic Node StepOrchestration Logic Node Step: Defining the Logic Node steps of an Orchestration flow From a multi-part video series on Sales Orchestration.
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Video: Orchestration Task StepOrchestration Task Step Defining the Task step of an Orchestration flow From a multi-part video series on Sales Orchestration.
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Video: Orchestration ObjectivesOrchestration Objectives: Setting up the overall objectives of the orchestration, which will subsequently be broken down in to steps as you advance the sales play From a…
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BUG? - Resource role update in Manage User taskSummary Known bug?Content In Manage User task, if I update resource role for a user, a new role is added to JTF_RS_ROLE_RELATIONS. This is what happens - If user A has r… -
Have You Read This Latest Redwood UX Story: A Customer's Journey with Sales Redwood UX?Emser Tile's Journey: A Story of Success with Oracle Sales Redwood UX. Discover how a leading tile distributor streamlined its sales operations and enhanced collaboratio…