Category 42-2
Discussion List
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in Redwood Sales, can the "Create Quote" function be based on Sales Stage?With the new Redwood Sales UX, is there a way to restrict when the Create Quote option can be available? We want to direct users to have to be at a specific Sales Stage … -
how to provide a notification to users on a particular date to review all their accountsHi All, We want to provide a notifications to only account owners asking to review their accounts on a particular date like once in a month/quarter/year. We need to prov… -
Where can I get the list of standard reports for Sales?Summary: Where can I get the list of standard reports for Redwood Sales? Content (please ensure you mask any confidential information): In previous version, there is a l…
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Is there a way to disable/inactivate a particular question in Opportunity assessmentSummary: In opportunity assessment, is there a way or option to disable/inactivate, a particular or some of the questions so that users cannot choose a response or add c…
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Actions button in Plan Document worklistSummary: When a participant opens a plan document from the bell icon or the worklist area, there is an "Actions" button available on the top right corner. We do not want…
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How to hide custom Link in Oracle Sales Cloud without creating a new Layout?Summary: I created a custom link under "Actions and Links". Is there a way to hide this link without creating a new layout? Content (please ensure you mask any confident…
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In Oracle Sales Cloud, is it possible to display “Log a Call” tasks on the calendar?Summary: Hello everyone, We’d like to have the “Log a Call” tasks appear in the calendar view ,similar to appointments . Is there any configuration or workaround in Appl… -
Build BI Report on Contact Deduplication CX SalesOn our instance there are around 20000 duplicate contacts so we want to build a report on Contact Duplication data. Same report output will be send to business for appro…AMIT KUMAR YADAV 15 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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URL underneath mobile UI Proposal DocumentSummary: What is the URL underneath mobile UI Proposal Document button? Could you please provide the URL or REST API getting triggered when you click this button?
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Copy Lead to Opportunity missing fieldsSummary: Only two out of four custom fields are included in the copy map when converting a Lead to an Opportunity. Content (please ensure you mask any confidential infor…
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Why some of our opportunity records are read onlySummary: Some of our opportunity records are read-only although we have an admin role. We are expecting that all of the opportunity records are editable in our view. Is …
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Adaptive search - how to set sort order of DCL field in search filterSummary: We have a DCL field used as search filter for Adaptive search. When typing in a value to search in the search bar, it displays a list of records that correspond…
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Can we modify the banner warning in redwood for mandatory fields?Summary: We need to modify the content of the banner warning which is displayed when a conditional mandatory field(category) is not filled in by the agents. Content (ple…
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Training: Implementing Redwood SalesA collection of videos and resources to help you implement Redwood sales. This list is ever changing, so bookmark this post and come back soon for more videos and links.… -
Is there a REST API or SOAP Web Service to Create Account Site Contacts in Customer?Summary: Looking for a REST API or SOAP Web Service to create Account Site Contacts in Customer (as shown in the UI under the Communication → Account Site Contacts secti…
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Is there a way to integrate Accounts Receivable customer billing accounts with Sales in Redwood?Summary: Hello Everyone, We are exploring options to integrate customer - Accounts from the Accounts Receivable module with Oracle Sales in the Redwood experience. Speci… -
Run when an event occurs - RoutinesSummary: We are using the Routines for scheduling , here we have a use case where we need to update the child account field when the respective parent account field is u…
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Create button missing for custom object after 25C update in Prod env in Sales CloudSummary: Create button missing for custom object after 25C update in Prod env in Sales Cloud. Test env is fine and the create button is present after 25C update too. Bef…
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Unable to View Past Conversations After Enabling SVC_EMAIL_ENABLE_PAST_CONVERSATIONSSummary: We have enabled the outbound email profile option SVC_EMAIL_ENABLE_PAST_CONVERSATIONS by setting its value to 'Y'. However, while composing an email, we are sti…Sourabh Sen 1 view 1 comment 0 points Most recent by Florin Musatoiu - Support-Oracle Fusion Service
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CX Sales Dashboard control by which role and privilegeSummary: There is no CX Sales role assigned to user but still they can see the dashboard in landing page, want to know which role or privilege provide this access. Also … -
Clarification on verification usage quotaHi Team, Could you please clarify what does this statement mean from the below oracle documentation:- 'Enter the Selection Criteria. We highly recommend that each time y…Harshini Amancha 31 views 3 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
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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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Documetation on Redwood UISummary: Documetation on Redwood UI Content (required): Redwood UI is new enhanced UI from Oracle. Do we have any detailed docs on it? Does it come with CSS or JS functi…
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DQ capabilities in CDM Oracle FusionHello Team, We would like to understand the data quality features available in Oracle CDM and learn how to set up rules that checks both standard and custom attributes. …
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In the custom object, the Create button is not showing, but the Create Smart Action is enabled.Hi, In 25C, the Create button is not showing for the custom object, but the Create Smart Action is enabled. Thanks, Babasaheb Pandhare
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Sales Representative Custom Role not able to create Sales Object RecordsHi Team, I’ve created a top-level role by copying the Sales Representative role (ORA_ZBS_SALES_REPRESENTATIVE_JOB) and assigned it to a user. After that, I executed the …
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25C How to attach image URL to ProductSummary: In 25C, we noticed Product object link has been changed: 25B: …/fscmUI/redwood/digital-sales/salescatalogadministration/products 25C: …/fscmUI/redwood/cx-sales/…
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how do i access implementation guide of CX SalesSummary: how do i access implementation guide of CX Sales Content (please ensure you mask any confidential information): Version (include the version you are using, if a…
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What happened to sales implementation guides?Summary: Hi, I'm trying to find some information that used to be on the classic guides (implementation guide, reference guide, getting started….), but now they're gone. … -
is there a filter for Reporting Manager?Summary: in user and role when under resource information there is reporting manager we are trying to add one user that is already exist in the system but i can't see it…