Category 42
Discussion List
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How to add photo to redwood contactsSummary: Our client would like to add customer photos to Redwood Contact Edit layout. I have found instructions for doing this in the classic version, but wondered if th…Carol Schiffler 41 views 2 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales -
How to remove the commas from a Number field in Oracle RedwoodSummary: We have Quote Number field where commas are getting added when we enter a number. Is there a way to remove the commas. Content (please ensure you mask any confi…
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How to stop CRM users delinking a customer contactHello, We have integrated Redwood CRM with CPQ, Order Management, and AR to allow us to raise Opportunities and Quotes which then create recurring Orders and Invoices. H…Lewis Hamilton 31 views 2 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales -
Hard delete of activitiesHi, we have already checked the truth of this statement: when you delete an activity, that activity is permanently deleted from the database. However, our customer need …Mariachiara 21 views 2 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
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How to migrate Extension Generator default smart actions to another environmentSummary: We have default smart actions from Extension Generator in fusion dev environment and imported to VBS dev environment. After migrating the VBS changes from DEV t…
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Change Order from Saved SearchesHello community, We user Oracle Sales Cloud and have created multiple saved searches for each entity. There is a request for users to be able to either reorder these sav…
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Account Name Update RestrictionSummary: For certain roles, the customer wants the Account Name field to be non-updatable. In the Test instance, we tried using a field-level script in the Updatable con…
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SalesProfileStatusSummary: Can I use the standard 'SalesProfileStatus' field on the Account object to mark accounts as Active or Inactive? My goal is to prevent any new records—such as Op…
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How to perform cascade delete of Inactive accounts in Oracle cx salesSummary: I want to delete the inactive accounts and all the related child items should get deleted with that. Content (please ensure you mask any confidential informatio…
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Groovy code to Set Contact Owner as Account Owner - Oracle CX Sales and Service FusionSummary: We have 80000 contact in system. Business wants that all contact's owner must be same as linked Account's Owner. And also if Account owner is updated then autom…
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Redwood-Product hierarchy in OOTB product fields of leadSummary: Hi Team, In classic UI while adding a product to opportunity revenue line, user is able to select the product group/product from product hierarchy. Could you pl…Mahesh VT 21 views 3 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
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How to Mass Delete Records in Oracle Sales Cloud?Summary: We have to Delete 8000+ SR records in Oracle Sales Cloud. Normally we have to delete a records through the action button (SUI) or use an automation file to do t…Patrick Anthony Yu-Asensi 21 views 3 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
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Help Creating Event Listeners and Action ChainWe are looking to create an Even Listener and Action Chain so that when we change an Opportunity Type it automatically changes to a specific Sales Stage. The documentati… -
Video: User InformationUser Information: Obtaining details about the current user in a Javascript action chain From the Implementing Redwood Sales video series -
Remove CX Sales app QR from Home pageSummary: How can we remove the CX Sales App QR Code from Home page on News and Announcements Section? Content (please ensure you mask any confidential information): Hi E…
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Can you automatically attach a CPQ Quote to an Opportunity?We are looking to automatically have the CPQ Quote attached to it's Opportunity. We'd like a copy of the PDF quote that's generated to be added as an attachment to the O…
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can custom groovy script written behind create quote buttonSummary: We have a business need, where customer wants that user's should be able to create quote only on certain type of Account. For example consider we have Account t…
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Join Redwood Sales Today: Maximize Your Project's Success with Our Support Implementation Program!Are you currently implementing CX Sales, or already live with our products, and looking to enable exciting new features like Workspace, O365, Sales Mobile App, or migrat… -
Export and import saved searchs using rest APISummary: Hi, we are trying to export saved search using rest api to be able to import them in other environments. This is needed to mantain the same UID across different…
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Not Able to Update Customer Contact Point via REST APISummary: Why Contact Point REST API /crmRestApi/resources/11.13.18.05/hubPersons/{PartyNumber}/child/ContactPoint only works for some PartyNumber? Content (required): **…
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We need a Dashboard for all Scheduled Job in CX Sales and Service ProductSummary: We have around 15 Scheduled Jobs running in our instance and also 12 Agents (report agents). Business wants a dashboard or workarea where we can see status of a…
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Can we create a custom Scheduled Process in CX Sales and Service Fusion ?Summary: We want to create a custom Scheduled Process Job with our own condition and logic so is it achievable in CX Sales and Service Product ? Content (please ensure y…
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getting 403 forbidden error when trying fetch incentive compensation participant detailsI'm getting 403 forbidden when I'm trying to fetch the participant details via /fscmRestApi/resources/11.13.18.05/incentiveCompensationSearchPayees REST API
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Redwood: Revenue Schedule is not having Grand Total for quantity and Amount like Classic UISummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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Do we have the option to schedule CDM internal jobs via OIC?We need to execute the Address Verification and D&B Enrichment processes for all organizations(accounts), followed by running the Match and Merge job for all newly creat…
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Microsoft 365 plugin - remove 'Add Sales Lead' optionSummary: When viewing an email in outlook, the default contact view is shown. Option at the bottom is to ad Account, Opportunity or Sales Lead. We do not use 'Sales Lead…
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Microsoft 365 plugin to Create OpportunitySummary: We are currently using the Oracle CX Sales Microsoft 365 ad-in/plugin and we've been advised that we HAVE TO upgrade as part of 25B. This is unfortunate since w…
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How can a custom attribute be added at a contact point level?For every contact point (Email/Phone Number, etc.) created for a Person within the Customer Data Management module, I wish to create a custom check box that can individu…
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Why am I not able to find users to update the name in assignee field for Object workflowSummary: We have created an Object workflow with Business process flow to define the approval process of Organization(Accounts) in Customer Data Management. In the workf…
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Redwood UI : Need to Enable Create Contact Action from Create Account within Opportunities PageSummary: In the implementation, navigating to the opportunities create or edit page, there is a dcl on Accounts which also has a "Create Account " action We can Create A…