Category 42
Discussion List
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Video: Orchestration Setup and SelectionOrchestration Setup and Selection Define the properties and conditions for which leads, opportunities, accounts or custom objects to include in the orchestration flow. F… -
Roles and AccessSummary: We would like to check if there is a way to grant read-only access to the Account object while allowing the user to update only the Contact. Content (please ens… -
how to remove the auto-provisioned roles for a particular UserSummary: We have a requirement to remove auto-provisioned roles for a specific user. Since we don’t have access to the Security Console, we attempted to remove the roles…
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Navigate to application action is not working as expected in redwoodSummary: if I navigate to a leads details page using navigate to application action , smart actions are not working and Details page is alo not opening when we click on …
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How to restrict data visibility of Accounts and Contacts records to Relationship Manager.Summary: We have requirement to restrict accounts and contacts records to Relationship Manager(sales representative, service representative). Relationship Manager should…
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Adaptive Search Query: No Data Displayed for ListOfContactsHi All, I am trying to fetch data via adaptive search query. Despite enabling the field, I have noticed that no data is being displayed for ListOfContacts. Could you ple…
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Restricting the Create access for Certain role in WorkspaceSummary: Hi Team, We need help with the Workspace. In the Account workspace, we see a Create option, and we’d like to restrict it for certain roles. Instead of removing …
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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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Redwood Sales Dashboard is showing a date that is off by one daySummary: We are implementing Redwood and noticed the Sales Dashboard > My Opportunities tab is showing a different estimated booking date on the opportunities listed for…
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Can i store data related to other domains like Vessel dataSummary: We are mastering Organizations in CDM as customers. We have a use case where we want to master Vessel data in CDM and then create relationship between Organizat…
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Manage JDE Sales Order Historical Data In Oracle Fusion CX SalesWe need to load JDE sales order historical data into Oracle Sales Cloud for reporting purposes. We have two approaches in mind, but the challenge is managing approximate…
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How to Access Child Records (e.g., Revenue) of an Object in CX Sales Mobile Using Custom Scripts ?Hi All, I’m currently customizing Oracle CX Sales Mobile using custom scripts as outlined in the official documentation. I’m looking to access child records of a parent …
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Video: Oracle Sales Cloud IntroductionOracle Sales Cloud Introduction: Introducing the Redwood and next generation sales experience. From the Implementing Redwood Sales video series.
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Video: Sales Dashboard PersonalizationSales Dashboard Personalization Starting with 25A, sales reps and managers can personalize the content on the Sales Dashboard.
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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 … -
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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Account search by an attribute other than Account NameSummary: Our customer wants to search for an Account by using a parameter other than Account Name on the Account Management page. They do not want to use the Advanced Fi… -
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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Modifying Columns on Activities Tab in CX SalesIs there a way to modify the columns on the header above? I would like to remove Priority and add Primary Contact field. It's important to see who an AM met w/ at a glan…
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Show aggregations even if count is 0Summary: In aggregations lets say I have a picklist of 30 values , in the response I get the values only if records are present, but we need to get all irrespctive of re…
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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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How can I set up a way to limit what products customers can purchase (or even see)?I sell to over 50 customers consistently. I have 6 brands internally that I sell to these customers and each brand has the products segmented into Finished Goods or Serv…
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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 14 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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Creating Multiple Leads via REST APISummary: Hi Team, I need to create Leads using the REST API. I was able to successfully create a single Lead through the REST web service, but my requirement is to creat…
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How to reflect the Account's address in Account level for CRM-REST API?Hello everyone, I currently have an issue with data import for address details in account level. Scenario: The address is exisitng in Address level but are null in Accou…
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Is it possible to import the bulk postal code in oracle CX sales.Summary: Is it possible to import the bulk postal code in oracle CX sales. Content (please ensure you mask any confidential information): Version (include the version yo…
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Standard field startdateactive in Address Object cannot be updated even the updateable is checkSummary: Standard field startdateactive in Address Object cannot be updated even the updateable is check Content (please ensure you mask any confidential information): W…