Category 42
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 …
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How to make a field as required in outlook add- in?Summary: I’m unable to make the Account field mandatory in the Outlook add-in for the Contact object. Is there a way to make it required on the contact creation page in … -
how to apply validationSummary: When we create contact for customer or Prospect Phone no field can accept anything including numbers ,characters ,Special characters. required format would be t…
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For Global Search and search within the Object in OutlookWe are still exploring the Outlook functionalities. For Global Search and searches within objects, could you please confirm whether Oracle Outlook uses “contains” logic …
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How can we default the Currency, Country & Phone Country Code on Leads/Opportunities based on BUSummary: We need to set several defaulting rules on the Lead and Opportunity objects based on the user's default Business Unit such as when a Sales Rep creates a new Lea…
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How to get Bearer token in oracle sales cloud?Hi Team, We are sharing the Oracle Sales Cloud API details to other teams to create/update details in the existing objects like account/oppotunity's. I need the option t…
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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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Video: Customize Panel QueryCustomize Panel Query: Change the data requests to filter the records in the panel From the Implementing Redwood Sales video series -
While creating a contact from a leadWhile Creating a Contact from a Lead "Use Account Address" checkbox field is disabled but When we are adding the Account this check box is enabled. Does this is the stan…
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Activity Description FixSummary: There is an issue with the Activity Description field — when we copy the text, it is displaying in HTML tag format. Additionally, if we add a space next to any …
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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. … -
how to import audit history of Contracts with sell intentSummary: There is a requirement for a client where the Audit history of the Contracts to be imported to Oracle Cloud as part of their migration from other ERP to Oracle.…
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SQL script to fetch customer account level and site level communication email contact pointsSummary: Looking for below two sql script to Get customer account level communication Email Contact points Get customer account site level communication email contact po…
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What happens with Sales orders and AR documents upon using duplicate customer merge in CDM?Summary:What happens with Sales orders and AR documents upon using duplicate customer merge in CDM? Content (required): In document 2708893.1 it is explained how you can… -
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… -
How can I add an “Export Attachments” action on the Opportunity’s Attachment section?Summary: Hello everyone, We’d like to provide users with the ability to export all attachments directly from the Opportunity for example, by adding a button or custom ac…
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How can I display the attachment creation date in the UI (Application Composer)?Summary: Hello everyone, In Opportunities, we have enabled attachments. How can we also display when each attachment was added? We’d like to show the Created Date of eac…
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Video: Fax Number and Phone TemplateVideo: Fax Number and Phone Template: Using a virtual field in visual builder to combine the various parts of a fax number (country code, area code, number) and using th…
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How to Display Follow-Up Activities Created via "Create Follow-Up Tasks" in a Subtab in classic UISummary: Hi all, In Oracle Sales Cloud, users can create follow-up activities using the "Create Follow-Up Tasks" action from within an existing activity. I'd like to dis…
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Opportunity browse catalog list priceSummary: Opportunity browse catalog list price question Content (please ensure you mask any confidential information): Is there any documentation on this feature? Where …
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Option to Remove Goals Section from Business Plan Details Page (Redwood UI)Summary: In the Business Plan details page (Redwood UI), we want to remove the Goals section. Currently, we do not see a separate layout or panel container for Goals. In…
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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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Remove OOTB "Depends on Business Unit Identifier" Message from Rank Field During Mass Lead UpdateWhen using the mass update feature on leads, how can I remove the default statement "Depends on business unit identifier" that appears on the page on selecting "Rank" fi…
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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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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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Redwood add in for Outlook - Calls to logSummary: In the Redwood add-in for Outlook, I cannot find the 'Log a Call' action. Could you guide me? Is there a specific setting I need to activate to enable this feat…
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The Competitor Values are not corresponding to the line of business after duplicate error messageIn the Sales lead, when we select a competitor line of business and its corresponding competitor in the "Add Competitors" drawer page, it is working fine. When I try to …
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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…