AI for Sales
Discussion List
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Show product recommendations not displaying any data on account or opportunitySummary: Hi everyone, We've been working a lot with Oracle AI and Gen AI features in OSC lately, and we also recently discovered the need to have some sort of AI based p… -
Activity Template in SalesSummary: I’m trying to create an activity template using the Manage Sales Task Template task in Setup and Maintenance, but the available templates appear to be limited t… -
dynamic filter for products based on the product added to the product groupWe are maintaining fcl field named 'Division' at the header level of lead & opportunity, and based on the division lookup code we are maintaining the product group [same…ASHWINI_9876543678 16 views 1 comment 0 points Most recent by Florin Musatoiu - Support-Oracle Sales
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Using Smart Actions to Invoke Agent Teams – Quick POCSummary: I was doing a quick POC around Smart Actions and explored invoking Agent Teams directly from the UI. What I did: Created a Smart Action (Application Composer → …Yilmaz Ozturk-Oracle 13 views 1 comment 0 points Most recent by Florin Musatoiu - Support-Oracle Sales -
Ai Agent for Express ReportsSummary: Need Assistance with Step 5 implementing. Step 5: Configure Administrator Profile Values Go to Setup and Maintenance. Search for Manage Administrator Profile Va… -
How to setup Orchestration setup agent team in Oracle RedwoodSummary: Setup Orchestration setup agent Content (please ensure you mask any confidential information): I want to setup OOTB AI Agent, Orchestration Setup Agent Team. Ho…
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April Interactive Demo Hours: Unified Marketing and SalesIn this one hour showcase, you’ll see Oracle’s complete suite for Unified Marketing & Sales including our customer data platform, marketing automation platform, sales au…Kayleigh Halko - Oracle-Oracle 11 views 0 comments 1 point Most recent by Kayleigh Halko - Oracle-Oracle Sales
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February Interactive Demo Hours: Unified Marketing and SalesIn this one hour showcase, you’ll see Oracle’s complete suite for Unified Marketing & Sales including our customer data platform, marketing automation platform, sales au…
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How to export all sales leads and opportunities created by all usersSummary: We have different BU's and want to export all sales leads and opportunities created by all users in cx sales along with business unit name from 01-Jan-2025 can … -
Business Object Tool for Opportunity in Agent AI StudioSummary: I have created new business object in AI Agent Studio for Opportunity. I have also created the Business Object tool (GetOpportunity) to fetch oppty information … -
AI Studio - Security using OOTB LLM's and monitoringSummary: AI Studio - clarifications on General, Security using OOTB LLM's and monitoring Content (please ensure you mask any confidential information): Looking out for c…Vijay Kumar J 21 views 1 comment 0 points Most recent by Raghavan p-Oracle AI for Fusion Applications
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January Interactive Demo Hours: Unified Marketing and SalesIt's that time again. Starting off the new year strong! In this one hour showcase, you’ll see Oracle’s complete suite for Unified Marketing & Sales including our custome…Kayleigh Halko - Oracle-Oracle 1 view 0 comments 0 points Most recent by Kayleigh Halko - Oracle-Oracle Sales
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Video: Accelerate Your Redwood Sales ImplementationHot off the press: A new tool has been releases to help you migrate your classic UI sales implementation to the Redwood Sales. Watch the replay of the webinar announcing… -
Sales offering Opt-In Features for AISummary: Confusing Sales opt in features for AI Content (please ensure you mask any confidential information): Why are there two "Use Generative AI Features in Sales" in…
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MS Teams Integration is not working with CX SalesThere was an error rendering this rich post.
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Regularly Updated - Redwood Resources for Oracle CX SalesRecommended to watch for Redwood Sales: How to think about adopting Redwood UX (Design Thinking) Prerequisites [for existing Sales Cloud customers] to enabling Redwood f…
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Interactive Demo Hours: Unified Marketing and SalesAlways live, never recorded! In this one hour showcase, you’ll see Oracle’s complete suite for Unified Marketing & Sales including our customer data platform, marketing …Kayleigh Halko - Oracle-Oracle 11 views 0 comments 0 points Most recent by Kayleigh Halko - Oracle-Oracle Sales
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How is the action item generated for the Meeting Note Gen AI feature?Summary: Meeting notes authoring gen AI feature - does it generate Action Item in the note body or does it auto-create an activity record? Content (please ensure you mas…
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Interactive Demo Hours: Unified Marketing and SalesAlways live, never recorded! In this one hour showcase, you’ll see Oracle’s complete suite for Unified Marketing & Sales including our customer data platform, marketing …Kayleigh Halko - Oracle-Oracle 1 view 0 comments 0 points Most recent by Kayleigh Halko - Oracle-Oracle Sales
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Do you know how simple it is to roll out an Agent in Sales?Summary: I put together a short video that shows how easy it is to activate an out of the box Sales agent using AI Agent Studio. https://videohub.oracle.com/embed/secure… -
Is Product Recommendations available for Account?Summary: Is Product Recommendations feature available for Account? Content (please ensure you mask any confidential information): If yes, how to enable it? Version (incl…
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I need to add a custom button on the Account detail page.Hi, I need to add a custom button on the Account detail page. Thanks, Babasaheb Pandhare
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I need to add a custom button on the Account Edit page.Hi, I need to add a custom button on the Account Edit page. Thanks, Babasaheb Pandhare
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Opportunity predicted win probability explanationSummary: In the Predicted Win Probability explanation, how is the Recommended Next Steps generated? Content (please ensure you mask any confidential information): How do…
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How to enable/disable Recommended Actions in opportunity?Summary: How to enable/disable Recommended Actions in opportunity? Content (please ensure you mask any confidential information): How to enable/disable Recommended Actio…
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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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Opportunity owner gets blank after click on save buttonSummary: When we change the owner and click save button and again come back on opportunity detail page the owner field become blank, user can update the order fields wit…
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In Oracle CX Sales, how to create a REST URL with two search parameters using the q=In CX Sales, I have three opportunities fields: one called PrimaryContactPartyNumber, the other is called CPCStatus_c, and the other OpportunityType_c. The need is to cr…
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Oracle_Security_Alert_CVE-2025-61882_for_E-Business_SuiteHello I received a security alert (see attached email) about a vulnerability. We'd like to confirm, to be completely sure, whether this affects our Eloqua and Engagement…
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Need to apply a filter via URL in CX SalesHello, I need to create a filter based on a REST URL, or alternatively via SOAP in OIC. The issue is that I am trying to create it using a custom field. The field is cal…