Core SFA
Discussion List
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Adding User to a Resource Organization via REST APISummary: Hello, We are creating resource users using the "/crmRestApi/resources/11.13.18.05/resourceUsers" REST API. Is there a way to associate the users to an existing… -
Upcoming Changes to Oracle Sales Assistant and Sales Recommendations (November 2026)Overview Oracle previously announced the deprecation of prepackaged Oracle SaaS Skills for Oracle Digital Assistant for Fusion Applications. These skills entered mainten… -
Document that explains the benefit of migrating to redwoodSummary: Client is looking for an official documentation or summary of benefits of migrating from Classic to the Redwood UI, particularly from a financial or cost-saving… -
Attachment in Redwood UISummary: For Attachment, is it possible to display title and description in panel, subview and fold-out? Content (please ensure you mask any confidential information) We…
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Redwood: Custom Icons in Activity Feed panel to filter Activity TypesSummary: Redwood: How can we implement Icons in Activity Feed panel under objects like Opportunity, contacts, accounts, leads to filter Activity Types For example, in th…
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REDWOOD - Business Plan Showing Error while creationSummary: Hello, We have business plan enabled for our application. However, we are facing an error while creating the business plans for Accounts. Content (please ensure…
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JBO-27014: Attribute ActivityTemplateId in OrchestrationStepTasksDTEO is requiredSummary: While migrating orchestrations using CSM, the process is throwing below error : JBO-27014: Attribute ActivityTemplateId in OrchestrationStepTasksDTEO is require…
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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 -
(OOTB) "Create Call Report" Smart Action in Workspace after 27ASummary: We understand that Call Reports are no longer delivered as a standard feature in Redwood UI. Instead, similar functionality is available through Interactions an…
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@ mention available in Redwood Activity Notes/Description ?Summary: Customer would like to know if there is anything that can be customized in the CX Sales Redwood - Activity - Notes or Description textbox fields, to use @ menti…
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DB table for Redwood - Log a Call recordsSummary: Need to understand the database details for Log a Call, Log an Email, Log an Interaction records in Redwood. Basically looking for database table details where …
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Is there a Redwood UI planned for Sales Territories / Territory Management?Summary: What is the current Redwood UI support for configuring Sales Territories / Territory Management in Oracle CX 26B or 26C? We’d like to understand whether Territo…
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Redwood: Unable to remove the Account Filter in Lead Conversion PageSummary: We have a requirement where a Lead should be converted to an existing Opportunity. We enabled the profile option ORA_MKL_LEAD_CONVERT_TO_EXISTING_OPTY and set i…
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Prepare for Oracle CX Sales Mobile Sign-In Changes (November 2026)Overview Starting November 2026 update, Oracle will no longer support basic authentication in the Oracle CX Sales Mobile app, which was primarily provided for developmen…
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September Interactive Demo Hours: Deliver Revenue Growth (Sales & Marketing)In this one hour showcase, you’ll see Oracle’s complete suite for Delivering Revenue Growth (Sales & Marketing), including our customer data platform, marketing automati…Kayleigh Halko - Oracle-Oracle 35 views 0 comments 0 points Started by Kayleigh Halko - Oracle-Oracle Sales
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Training: Implementing Redwood SalesA collection of videos and resources to help you implement Redwood sales. This list is ever changing, so bookmark this post and come back soon for more videos and links.…
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Is there a supported approach to display only the date (without the timestamp) in the Infolet DetailSummary: Problem Statement I have created an OTBI report in Oracle Sales Cloud where the Creation Date column is formatted as MM/DD/YYYY without a timestamp. When I run …
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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…
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Transition to the Redwood UX add-in for Microsoft 365 prior to 25B (July 2025)Summary: In Update 23C, we introduced our latest (third generation) Outlook add-in – Redwood UX Add-in for Microsoft 365, which caters to task-oriented flows providing s…
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Is There an Oracle-Recommended Approach for Cleaning Up Custom Security Roles in Engagement?Hello everyone, We would appreciate your guidance regarding a security administration question in Oracle Fusion Sales and Service. Background Our customer currently has … -
Data Segregation by Country in a Single Fusion Sales and Service Instance (Redwood Migration)Hello everyone, We are currently working with a customer that is implementing the migration from the classic Fusion Sales and Service UI to Redwood, and we would appreci…
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July Interactive Demo Hours: Unified Marketing and SalesIn this one hour showcase, you’ll see Oracle’s complete suite for Unified Marketing & Sales including our customer data platform, marketing automation platform, sales au…Kayleigh Halko - Oracle-Oracle 1 view 0 comments 0 points Started by Kayleigh Halko - Oracle-Oracle Sales
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Redwood UI - Embed content on Account/Contact/Opportunity edit layoutSummary: Is it possible to embed static content like images/documents or BIP reports on Account/Contact/Opportunity edit layout ? This is useful for cases where customer…
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Selecting multiple contacts on Appointment Edit page in redwoodSummary: Is there a way to select multiple contacts at a time on the Appointment Edit Page (In the contacts section) in the Redwood UI. There is a plus icon to add one b…
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Has anyone designed a renewal opportunity creation from oracle fusion CXHas anyone designed a renewal opportunity creation from oracle fusion CX that will allow sales users to manually create a renewal opportunity from a source opportunity? … -
Experiencing Slowness in China & JapanSummary: We’ve received feedback from users in China and Japan that they are experiencing slow application performance (e.g., page load times, general responsiveness) wh…
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Need to clear out mass bell notifications for usersWe have RIVA integration enabled in Production to integrate Google appointments to Oracle sales. That created thousands of notifications for users, most of them are acti…
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Contact List View to be displayed only Contacts created in Oracle SalesThe Contact List view shows contacts who have not been created in Sales, and who are not associated with an Oracle Sales account. The client would want to see only conta…
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June Interactive Demo Hours: Unified Marketing and SalesIn this one hour showcase, you’ll see Oracle’s complete suite for Unified Marketing & Sales including our customer data platform, marketing automation platform, sales au…Kayleigh Halko - Oracle-Oracle 1 view 0 comments 0 points Started by Kayleigh Halko - Oracle-Oracle Sales
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DocuSign Integration with CX SalesSummary: Integrate DocuSign with Oracle CX Sales Content (please ensure you mask any confidential information): Hi Team , Do we have any OOTB integration capability to i…