Core SFA
Discussion List
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Fetch all OTBI Reports custom adhoc & scheduledSummary: Would it be possible to generate a OTBI report that includes all system-generated of adhoc and recurring reports/views ? I have tried to use OTBI Usage Real Tim… -
About the automatic setting of Sales StageContent (please ensure you mask any confidential information): When setting up an opportunity, I think the Sales Stage of the Sales Method is set as follows by default. …
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Microsoft 365 integration with Oracle Sales Redwood across multiple domainsSummary: We are implementing Oracle CX Sales for a customer and will extend it to their portfolio companies in later phases. As part of this process, we need to integrat…Sankalp-D 41 views 8 comments 0 points Most recent by Mullamuri Mallikharjuna Rao-Support-Oracle Sales
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All Phones and All Emails dialogs in Redwood UISummary: Hi, In the Simplified UI, we have the ability to add multiple phones and emails of the same or different type using the "All phones" and "All emails" dialogs. D… -
Runtime Message for API RestSummary: How to measure the execution time of custom validations when creating an SR via REST API? Content: Hello experts, We are reviewing the API Rest performance in o… -
opportunitiesOnBeforeSaveEvent() is not giving OptyNumber in the responseSummary: I am trying to use the opportunitiesOnBeforeSaveEvent() in the opportunities layout in Redwood Sales(CX-Sales). The use case that I am trying to use here is whe…Sreekanth M, Oracle-Oracle 31 views 7 comments 0 points Most recent by Sreekanth M, Oracle-Oracle Sales -
How to display data from secured external REST API in a Custom Panel and SV on Redwood Account pageSummary: Display data from secured external REST API in a Custom Panel on Redwood Account page Content (please ensure you mask any confidential information): We want to …
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update territory in oportunitySummary: update territory in oportunity Content (please ensure you mask any confidential information): Good day to all, My question is the following: Is there a way to u…
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Sales Forecasting in Redwood - Using and Implementing VideosSummary: Collection of videos and resources to learn more about Sales Forecasting in Redwood. Content: Sales Forecasting in Redwood user experience allows sales managers… -
How can I add fields in existing form of redwood AccountSummary: I want to add custom fields in Redwood Account Form. I am New in Redwood. please guide me step by step, how can I achieve this. Content (please ensure you mask …
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Redwood - How can we show the custom panels and subview layout which fetches data from External APIsSummary: How can we show the custom panels and subview layouts which fetches data from External APIs Content (please ensure you mask any confidential information): If we…
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How to configure competitor object fields ??Summary: If using sandbox>Application Composer > Sales competitor object > Desktop Pages - ONLY Limited fields are seen in available and selected fields table. Still the… -
CX Sales Mobile: Display for appointment spanning multiple daysSummary: Hi, For appointment spanning multiple days, it's displayed correctly on Web UI but not on Mobile. Can you advise if this is expected behavior and if we can fix … -
Video: Configuring and Tailoring the Mobile ExperienceConfiguring and Tailoring the Mobile Experience: Tailor the mobile experience to your company's specific requirements -
Video: Oracle Sales Assistant in MobileOracle Sales Assistant in Mobile: Natural language interation with sales through mobile's use of OSA
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Video: Advanced Mobile FeaturesAdvanced Mobile Features: A look at some of the many addiitonal features, including receiving push notifications on your Apple watch
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Video: Opportunities (Mobile)Opportunities: Work with opportunities and progress your deal on mobile
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Video: Leads and Around Me (Mobile)Leads and Around Me: Manage leads and work with the accounts/contacts that are near my location, or a location where I will be in the future
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Video: Activity Management (Mobile)Activity Management: Manage appointments and tasks with CX Sales mobile application
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Video: Mobile Introduction and OverviewMobile Introduction and Overview: A deep dive into the mobile features and functionality
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Video: How to Think About Adopting Redwood SalesVideo: How to Think About Adopting Redwood Sales: Apply Design Thinking and consider what it means to adopt Redwood Sales. Learn how Oracle recommends approaching the im…
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Display Opportunity In CX Sales Mobile Around Me Based on Custom Address AttributesSummary: Hi, We want to display opportunity in Around me based on custom attributes (address line 1, address line 2, city, county, state, zip code, Longitude, Latitude) …
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Adjust workspace object display sequenceSummary: Hi All, Is it possible to change the display sequence for the enabled objects in workspace? For example, we'd like to move Contacts to the top of the list. Than…
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Is Object Workflows Execution Schedule working?Content (please ensure you mask any confidential information): I set up Email Notification on Update for Activity in Object Workflows. When a record is updated, it is tr…Yusuke Shibuya -Oracle 21 views 3 comments 0 points Most recent by HD - Oracle Fusion ERP-Oracle Sales
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Restrict Activity Access to specific user(s)We've used access groups to allow our organizations users visibility into all records (Accounts, Contacts, Activities, etc.) so that any user can assist a customer. Howe…
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Notifications APISummary: 24B has new API Approve or reject a popup item Has anybody used this API? Can we get a a sample request and response ? When we are trying to execute it is givin…VarunShinde 23 views 4 comments 0 points Most recent by Venk Kudire- Support-Oracle Fusion Applications Administration
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How can I not see "Contacts not in Sales" in the Outlook Plugin side panelSummary: In the Outlook Side Panel, people who are part of our company show up as "Contacts not in Sales" Is there a way to not show contacts from our organization who a…
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Cisco AMP and OSC Outlook AddInSummary Any workaround for Outlook AddIn when ScriptControl (wshom.ocx) is enabled?Content Hi, we have Cisco AMP installed, and with increased frequency of cyberincidenc… -
What is the right way to show supplier data in Sales CloudSummary: We have Oracle Sales CLoud and Oracle Procurement implemented. What is the right way to show the supplier data in Sales Cloud which is also account in Oracle sa…
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Sort Order for Primary Contact Drop down List on Opportunity Detail PageSummary: Hi, For OOTB primary contact DCL on opportunity detail page, what's the sorting order used by Oracle? If I want to sort alphabetically, is it configurable? Here…