Category 42
Discussion List
-
why is lead assignment not triggering on the first frequency (hourly)In our CX Sales environment, we're seeing that leads are not being assigned at the frequency increment we set. Our frequency is now set to 'hourly', so we expect (and ha… -
Activity Stream showing "Yesterday" for an attribute I just modifiedSummary: Activity Stream showing "Yesterday" for an attribute I just modified Content (please ensure you mask any confidential information): I just modified an account's…
-
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
-
I want to show more than 5 records list on standard panel where currently only 5 records are thereSummary: I have 9 records on child object and the panel of that child object only showing 5 records on the panel and i want to show the minimum of 15 record's on panel. …
-
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…
-
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…
-
Unable to Add Filter Based on Custom Field for Contact Subpanel under Account Object?Summary: Unable to Add Filter Based on Custom Field for Contact Subpanel under Account Object? Content (please ensure you mask any confidential information): My client w…
-
Does Routine support bell notification?Summary: Does Routine support bell notification? Content (please ensure you mask any confidential information): I want to create a routine to send in-app notification to…
-
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 …
-
Custom duplicated panel card layout appearing blank on RedwoodSummary: On the Account object, we are currently using the standard Opportunity template along with the standard panel card layout, which displays four fields. To add a …
-
Video: Prerequisites for Implementing Redwood SalesPrerequisites for Implementing Redwood Sales: If you are an existing customer using Oracle Sales Cloud, look at the prerequisites (and how easy it is) to opt-in to using… -
Video: Deploying the Extension to the PRODUCTION EnvironmentDeploying the Extension to the PRODUCTION Environment: Package and deploy the extension to the production enviroment (or any environment other than -TEST) https://videoh…
-
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
-
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…
-
How to add a field in the Void Payment actions menu in the Manage Payments page?Summary: We are trying to add a custom field where we can add a Void reason field when the Void Payment action is initiated. What is the best way to add this field? Cont…Darita Dayaganon 84 views 3 comments 0 points Most recent by NewbieK Payables, Payments & Cash Management
-
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 …
-
Account Plans RedwoodSummary: I have been going through the Readiness document for the 25D release and I do not see anything about the Account Plans feature for Redwood or I am complete over…
-
[Redwood CX Migration Accelerator] - Migrate Legacy Layouts is missingHi, I followed the steps outlined in this video tutorial to enable the Redwood CX Migration Accelerator (CX – Sales: Accelerate Your Move to Redwood CX Sales with Oracle… -
Translation for OrchestrationSummary: How to have Sales Orchestration in multiple languages Content (please ensure you mask any confidential information): We have configured Sales Orchestration for …
-
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…
-
Redwood-Search option is missing in global searchSummary: Hi team, Search option(box) is getting vanished on global search screen in redwood UI. In global search screen if we click on "Edit" action of any record and ca…
-
The sales outlook addin user interface does not display formatted fields.Summary: In contact custom creation layout, I have inserted the formatted fields. I attempted to add the formatted fields through the productivity application setup and …
-
How to increase the number of records displayed in the Subpanel?Summary: How to increase the number of records displayed in the Subpanel? Content (please ensure you mask any confidential information): Our client is using high resolut…
-
Multiple Attachment fields required for Opportunity?Summary: We have a requirement wherein we need 2 attachment fields in Opportunity as the client would use one of the field for attaching internal documents, and use anot…
-
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 …
-
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…
-
What is the retention period of deleted opportunities?Summary: We are using the restAPI below to retrieve deleted opportunities in the system and would like to know the retention period. crmRestApi/resources/11.13.18.05/del…
-
-
Team Member Access Full vs EditSummary: What's the difference between Full and Edit? Content (please ensure you mask any confidential information): What's the difference between the Full and Edit acce…
-
Missing Interview Definitions for Sales Lead and Opportunity After 25D UpdateAfter applying the 25D update, I can’t find the interview definitions that were previously configured for Sales Lead and Opportunity. Has anyone else faced this issue or…