Category 42
Discussion List
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Global Smart Action for list pagesSummary: Global smart actions are row-less and can be enabled for the Sales Dashboard. We have a smart action called Create Event which is a type of Appointment and we w… -
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: AI Account AdvisorAI Account Advisor: Using the power of Generative AI, learn about the AI Account Advisor agent, and how to enable this in your Redwood Sales environment.
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Documentation for Enabling Sales AI FeatureSummary: We are working to enable the available Sales AI features and capabilities, but we are having trouble finding documentation for some of them: Pricing and discoun… -
Error while Synchronizing Products to CPQSummary: We are getting error when opening OOTB Synchronize Products with CPQ ( DATAINTG-100 ) Error: Status : 400{"title":"Bad Request","status":"400","o:errorDetails":… -
Can I migrate to the Redwood version of the Outlook Add-in without using the Next Gen Sales UI?Hello, I use the CX Sales Outlook Add-in with Outlook 365, and recently I started experiencing authentication issues. While reviewing the environment settings in the Sal…
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What is causing this error in Account field in custom objectSummary: We have a custom object called Contracts_c and we migrated this object to redwood UI via CX extension generator but unfortunately most of the properties are not…
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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) From the Imple…
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Video: Integrating Microsoft Teams Web Conferencing with CX SalesIntegrating Microsoft Teams Web Conferencing with CX Sales: Microsoft Teams Web Conferencing can work with your Oracle CX Sales solution
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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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Loss Story in Redwood SalesSummary: We have Generate Win Story feature in Oracle CX Redwood Sales , how we can have the similar feature for Lost Story as well. Content (please ensure you mask any …
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Getting error when clicking on validate date in Import ManagementSummary: We are trying to create opportunities via import management. After completing all the steps in import management when we try validate data we get the attached e…
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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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User with Sales representative role cannot see objects in redwoodSummary: Redwood is enabled, and Sales Adminstrator can see all the objects in Redwood section. However, when a user with Sales Representative role logs in cannot see ob…
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Sales Intelligence Feature Enablement – Data Thresholds and Data SufficiencyHi I’m currently in the process of enabling Sales Intelligence features in Oracle Fusion Sales, and I’ve run into a bit of a challenge. Out of the 11 available features,…
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How to deactivate partner users once enrollment is expiredHi, How can we deactivate partner users associated with an partner account for which partner enrollment is set as expired ? Do we have any Out of the box options ?
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Unable to search option in Redwood Manage Purchase OrdersSummary: We are unable to see the search option in Redwood Manage Purchase Orders within Oracle Cloud. As this functionality is critical for locating purchase orders eff…
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The email is not visible in the UI, but it is still triggering the validation scriptSummary: We have a validation script that queries active contacts where Status = 'A' and Internal Flag = 'N'. This validation is triggered in both scenarios — when a use…
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how to enable search based on custom DCL fields in adaptive searchWe can see there is already a question raised for it, We have enabled custom DCL for search in configure adaptive search but the field is still not showing in search…
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How make a field required based on a layout variableSummary: In Redwood , how can we make a field required based on a layout variable. We have created a boolean layout variable and set its value in an actin chain. when we…
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Issue when trying to add same competitor twice to an OpportunitySummary: We have defined Line Of business(FCL) at competitor level and in many occurences one competitor is associated to multiple line of business. And when we select t…
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Video: Working with the Generative AI Writing Tools Feature in SalesWorking with the Generative AI Writing Tools Feature in Sales: Leverage the power of the large language model to help you create emails and other text flows in CX Sales.…
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Video: Enabling Generative AI in SalesVideo: Enabling Generative AI in Sales This video will introduce how to opt-in to Generative AI features generally, and how to enable some for smart actions that allow y…
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Retain Adaptive Search Filters with Query-Based Product Filtering in LeadsHi @John Vakoc-Oracle and Team, We are currently using Adaptive Search filters in the Product field on the Leads page to allow users to filter products by Product Catego…
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How to create custom object attachment record based on UCM fileI am creating a new integration in Oracle Integration Cloud (OIC). The purpose of this integration is to construct a zip file and then upload that file as an attachment …
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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…
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are attachments shared with Redwood UX add-inSummary: are attachments shared with Redwood UX add-in and UI Content (please ensure you mask any confidential information): Version (include the version you are using, …
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Redwood Migration Accelerator still not enabled after CWB is appliedSummary: We are currently in 25B and have requested a CWB applied to enable the Redwood Migration Accelerator before 25C. The CWB has been applied successfully but we ar…
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Video: Parent Record Condition on Child Dynamic LayoutParent Record Condition on Child Dynamic Layout: Use the value of a field on the parent record to drive the condition on a child record dynamic layout From the Implement…
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Video: Adding a Notes Panel to Standard Sales ObjectsAdding a Notes Panel to Standard Sales Objects: By default, viewing notes on a standard object in the Redwood sales experience is done via the Show Notes action in a sub…