Category 42
Discussion List
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Why CDM Page is throwing 'You Cannot Lock this record because it has already been deleted'?Summary: Hello Team, Can you please let us know what does this error message mean? Thanks, Harshini Content (please ensure you mask any confidential information): Versio… -
how do we configure workspace in CDM?How do we configure workspace in CDM. Please help us with the configuration steps. Thanks, Harshini
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How do we change the Business Units in Sales LeadsSummary: We have a scenario where in Leads Created by users belonging to a different Business Unit (A) are created in a different Business Unit (B). The owner remains fr…
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How to set the Revenue territory copying it from the related account?Summary: We would like to use redwood forecast based on territory and opportunity amount. Unluckily it is not possible, so as a workaround, we are developping a groovy s…
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How to add Revenue Table or Product section with Browse Catalog button in Lead creation page?Summary: We are planning to add the revenue table or the product section in lead creation page in order for our user to select product during lead creation. Is this poss… -
How to add Help hint defination to fields at layout level.Summary: We want to show help text for one field in opportunity. Content (please ensure you mask any confidential information): In opportunity we have one requirement to…
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Sales representative are not able too whole dashboard.Summary: Sales rep's are not able to see full dashboard even after configuring the whole dashboard. but when i logged back in with sales manager i am able to see full da…
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Trouble Updating Fusion Company LogoSummary: Our leadership is requesting we update the CRM company logo. I'm working through the guide "Configuring and Extending Applications - Configure Redwood Themes" b…
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Data Loader-How to import contact team member and ownerSummary: Hi Team, I want to create an import template to import contact team members and contact owner. Could you please guide me on how to achieve Thanks Anjanah
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Video: Working with Contact Photos in Redwood SalesWorking with Contact Photos in Redwood Sales Using standard extensibility techniques with visual builder, enable adding and viewing a photo to a contact in Redwood Sales… -
How to enable redwood in SFA/CPQHello dears, I need to know how I can enable reewod in SFA(24D) and CPQ (24D Patch 4). If the process is massive or can be done per screen or user. Whether it affects th…CQUIROGAA 33 views 4 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
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Redundant OOB relationships in menu - how to removeSummary: We are implementing Relationships for Contact. We are not creating any custom relationships. When using the OOB relationships, the relationship menu shows: Dome…
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Important Reminder: Transition to the Redwood UX add-in for Microsoft 365 prior to 25BDue to changes Microsoft is making to their APIs, anyone using the older versions of the Oracle Sales add-in for Outlook must transition to the latest version of the add…
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When Adding Team Members in the Teams, Option My Organization is not workingSummary: we notice that there is other option when adding team members in redwoodUI, My Organization just wondering how it works? because when i select it, it show nothi…
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Redwood addin for outlook - deactivate auto sync appointmentsSummary: In the Redwood add-in for Outlook, there is a functionality that automatically syncs all appointments that include a contact that exists in Oracle Sales Cloud. …
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Video Series: Redwood Sales Rollup FrameworkVideo Series: Redwood Sales Rollup Framework Learn about creating rollup metrics which summarize related data for your accounts and account hierarchies. Rollups allow yo…
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Retrieve query behind PVOSummary: Is there any way to run the query to pull the data which extracted using PVO. Or Can we get the query running behind the PVO. Content (please ensure you mask an…
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What is the category Name for Partner User? Sales CloudWhen Partner user are created what should be the Category name it can be tagged to?
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Change Visualization Configuration Reference NumbersSummary: When building Visualizations for the Redwood Sales Dashboard, if you use the Visualization Configurations they are given a reference number. This ref num is use… -
How to Update FND Lookups via SOAP/REST API in Oracle Fusion Cloud FinancialsSummary: How to Update FND Lookups via SOAP/REST API in Oracle Fusion Cloud Financials Content (required): Is there any webservice where we can update/disable FND LOOKUP…
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Is the Enrich Account CDM options available in Redwood?Summary: Is the Enrich Account CDM options available in Redwood? Content (please ensure you mask any confidential information): Is the Enrich Account CDM options availab… -
How to edit the URL of Web Services in App Composer?Summary: After a P2T or T2T, how do I update the URL in the Web Services in the App Composer of Dev/Test instance to point to the correct target URL? Content (please ens…
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Need Duplication identification User Batches Created for Action table details in Oracle CDMNeed Duplication identification User Batches Created for Action table details in Oracle CDM
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About mass update in workspaceHow can I increase the maximum number of mass updates when update of Opportunities and Leads in a workspace? -
Is payload level encryption supported for Oracle Fusion APIs?Summary: Is payload level encryption supported for Oracle Fusion APIs? Content (please ensure you mask any confidential information): We have given direct CX endpoints t…
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Editing Product Selection Pages in CX Mobile applicationSummary: In CX Mobile application, On the Lead create page, while selecting a product on the Leads' Edit pages, under Products section, user needs to click on "Add Produ…
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Which privilege allows a user to update/modify a rejected status deal standard fields?Summary: Hi All, Which privilege allows a user to update/modify a rejected status deal's standard fields in CX Sales? Thanks in advance, Anuj
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How do we remove a mapped field from a smart action (NGS)Summary: We are using NGS and have created a custom smart action for converting leads. We have one field in the map that does not need to be there and may be causing an …
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In the Redwood Outlook AddIn it asks to log in repeatedly during the same dayIt was configured according to the documentation so that users do not have to log in to the Outlook Redwood Add-In, but it is not working because it requires us to log i…
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Fix broken email links to tasks and opportunitiesSummary: When email notifications are sent out that an Opportunity or Task has been created, the link to said Opportunity or Task is broken. Only part of the link is cli…