Redwood
Discussion List
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Tracking Trends and Changes in Your ForecastSummary: Tracking Trends and Changes in Your Forecast using the Changes Since filter Content: Please watch the following video for an overview of Sales Forecasting trend… -
In Opportunity Object Activity Panel is showing as UnauthorizedSummary: Hi Team , In Redwood sales , Opportunity Object I have created activity but in Activity Panel it is showing as Unauthorized . How to fix this ? Content (please … -
What is the basis for sorting of records in Redwood UI and WorkspaceSummary: Tried to filter Account record by Country the sort it by name but it not really sorted out alphabetically. Could someone enlighten us on the basis of sorting re… -
What are the roles to update/manage redwood sales Objects?Hello Oracle Community, We are working with a customer who requires custom roles for the Redwood Sales Objects: Accounts, Contacts, Activities, Opportunities, and Leads.…
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Can we have account merge feature enabled in Redwood account list page?Summary: Can we have account merge feature enabled in Redwood? Content (please ensure you mask any confidential information): We are completely live with redwood UI and …
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Customizing Header Text in Account Edit Page (Redwood Sales)Hi, On the account edit page (Redwood Sales), the header currently displays the specific account's Organization Name. Would it be possible to replace the organization na…
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How to modify related assets saved search in redwood.Summary: We want to know how can we modify related assets saved search as it is showing only account related assets. We have imported assets for both accounts and contac…
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How to concatenate and read field value in VBSSummary: PS: bear with me as I'm new to this application and JS coding we have a requirement to change the value of record name based on other fields field 1 is a date f…
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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.… -
Translations of Badge Item in Redwood Sales DashboardSummary: Please find attached image, i need to translate the badge item to French language. I have added in translations bundle, just needed to make sure whether it is c…Manasi.Singh 11 views 1 comment 0 points Most recent by John Vakoc-Oracle Reporting & Analytics for Sales
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Configure Sales Coach in Opportunity to be visible in Redwood UISummary: As part of our migration from SUI to Redwood, we are migrating all of the contents of our edit layouts to VBS. How can we display the Sales Coach on each of our…
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Do not close the editing screen on opportunity for redwood sales every time you click save.We need to avoid having to go back to the editing screen every time we save a change in Redwood Sales. Is there a way to prevent the screen from closing and having to go…
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Add Field Labels to Foldout PanelsSummary: Is there a way to add Field Labels to Foldout panels for Standard or Custom objects? In our instance, the Field Labels are displayed on custom child object pane…
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Account column "Party Number" label "Account Number" display "Registry ID" on some Redwood pagesSummary: We activate Redwood Sales and are confirming page layouts from original Sales page layouts. The Account object has a column "Party Number" and it's label is set…
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Video: Integrating Microsoft Exchange with CX SalesIntegrating Microsoft Exchange with CX Sales: Direct integration between Microsoft Exchange
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Video: CX Sales Add-in for Microsoft OutlookCX Sales Add-in for Microsoft Outlook: Introducing the CX Sales add-in for Microsoft Outlook 365, bringing the power of CX Sales into the Outlook user experience
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Video: In App Navigation BarIn App Navigation Bar: One click navigation to Sales Dashboard and the first 8 items in Redwood Sales menu group. From the Implementing Redwood Sales video series
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How to create a common Redwood navigation URL for Create Notes to be used in all objectsSummary: Redwood Navigation URL for Create Notes Content (please ensure you mask any confidential information): Customized redwood sales Dashboard and added Action menu …
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Partner Name field in Redwood is MandatorySummary: I observed that the Partner Name(PrimaryPartnerOrgPartyName) on Opportunity object is always required. The required check box is unchecked. How could we make it…
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How to make field queriable in oracle sales cloud?Summary: How to make field queriable in oracle sales cloud? Content (please ensure you mask any confidential information): We want to access one field "Product_c" throug…Jidnyasa Falak 21 views 4 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
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CX Sales - Change Field Label on Redwood Contact List PageSummary: I would like to change the field label for a field on the Contact List View page. Specifically, I'd like "Employee name" to show up as "Contact Name" instead. T…
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Should I need to have Sales Catalog to run Import Sales Products from PIM Data Hub?Summary: I set the job "Import Sales Products from PIM Data Hub" When we use this job, should I implement Sales Catalog? Content (please ensure you mask any confidential…
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What is the Expected Behavior of Multi-select Choice List in Redwood UISummary: I just noticed that there are LOVs which are not displaying in Redwood UI. One example of this is our custom field MEIncumbentMulti_c. This field has more than …
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CX CLOUD: HOW TO: Flexible Contact Verification for Lead Creation in NEXT GEN/ Redwood SystemSummary: Exploring Methods for Validating Contact Information - Identifying a strategy to verify that at least one out of three contact details (Email, Office Phone, Mob… -
How can I restricted the contact phone number to only 10 numbers, no less and no more?When I create a contact in Redwood Sales, we need that when we enter a phone number, it must allow only 10 numbers, no less and no more. The problem is that Redwood does…
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How to use Call REST response in Javascript Action Chain?Summary: can someone show it here how we can consume REST response, I'm currently using the Call REST in action chain, and I need to get the a value of the specific fiel…
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For Assets drilldown feature to be enabled on the Consumer field and a Custom Field in Redwood pageSummary: On the list page of the Assets object (renamed as Financial Accounts), we have 5-6 fields out of which only the OOTB field 'AssetNumber' (CX Ref ID) is drill ab…
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Video: Working with AttachmentsWorking with Attachments: Adding the attachments component to a panel, subview and the create record page. From the Implementing Redwood Sales video series
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Extract Field and Page level properties from App composer for redwood ImplementationSummary: Extract Field and Page level properties from App composer for redwood Implementation Content (please ensure you mask any confidential information): We are curre…
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AddressTypeList defaultSummary: In classic UI, default address type is already setup once we clicked the 'Create Account' button of Account Object. This is not the case for RedWood UI since th…