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Sales
Discussion List
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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.… -
April 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 8 views 0 comments 1 point Most recent by Kayleigh Halko - Oracle-Oracle -
February 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…
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Oracle CX AI & Redwood Enablement SessionsWe invite you to join us in person for these full day, hands-on AI and Redwood enablement sessions. Don’t miss this opportunity to accelerate your transformation journey… -
END OF LIFE NOTICE: Classic Sales and Service Experience in Fusionhttps://us.v-cdn.net/6034893/uploads/2CCVM71KMVB4/eol-sales-and-service-classic-ui-v3.docx Oracle is announcing the retirement of the Classic Sales and Service user expe… -
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… -
REST API to Retrieve info from Manage Geography Hierarchy (HZ_GEOGRAPHIES,HZ_GEOGRAPHY_IDENTIFIERS)Summary: We are looking for a supported REST API to retrieve Country, State details from the Manage Geography Hierarchy in Oracle Fusion. Currently, geography-related da…
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How to export the information that is in the Sales Dashboard from UI RedwoodSummary: I want to export the reports that are in the Sales Dashboard. Content (please ensure you mask any confidential information): I've created several reports in OTB… -
Guidance Required: Calling Sales and Service Access Management API for Redwood Dynamic LayoutsSummary: We are currently using the Redwood Accelerator tool (RAT) to migrate legacy pages to Redwood. In our legacy setup, we use Dynamic Layouts driven by Advanced Exp… -
ContactのStateの値を文字数制限を行いたいSalesCloudのContactの住所項目Stateで文字数制限を行いたいです。 4文字以上を入力するとエラーになるように検証ルールで設定できますか？ できる場合のスクリプト例をお願いします… -
Redwood Sales Dashboard is showing a date that is off by one daySummary: We are implementing Redwood and noticed the Sales Dashboard > My Opportunities tab is showing a different estimated booking date on the opportunities listed for…
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Help Needed: Managing Customer Center Assignment Objects and RulesSummary: Hi Everyone, We have a requirement to roll down Account team members based on the parent account, and we’re attempting to achieve this using Account Assignment …
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In Redwood Add schedule not appearing in Opportunity Revenue Edit pageSummary: Add schedule not appearing in Opportunity Revenue Edit page Content (please ensure you mask any confidential information): Version (include the version you are …
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Ai Agent for Express ReportsSummary: Need Assistance with Step 5 implementing. Step 5: Configure Administrator Profile Values Go to Setup and Maintenance. Search for Manage Administrator Profile Va… -
Using Smart Actions to Invoke Agent Teams – Quick POCSummary: I was doing a quick POC around Smart Actions and explored invoking Agent Teams directly from the UI. What I did: Created a Smart Action (Application Composer → … -
Can I assign a custom template for Product DCL in the Mass Update layout?I want the default list to be 'All Products' when updating records using the bulk update feature. Is it possible to set a default saved search list for Product DCL in Ma…
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Is there any Rest Api or Soap WebService to update status of a record in HZ_ORG_CONTACT_ROLES table?Summary: We need to end date a HZ_ORG_CONTACT_ROLES record or mark its Status as ''Inactive'. Does any Api or Soap Web service exist to perform the same?
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Not able to update EffectiveEndDate in HZ_CUSTOMER_PROFILES_F table using Soap webServiceSummary: We basically want to end date a specific record in HZ_CUSTOMER_PROFILES_F table using the Soap WebService :- https://servername/fscmService/ReceivablesCustomerP…
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Can we segregate the Data access for the legal employer specifically between CDM and SalesSummary: Is there any possibility to provide the data restriction that has the same customer for the two different legal employees Content (please ensure you mask any co…
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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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How to Use Related Object Fields in Redwood Layout Conditions for a Custom Object?We have a custom object called Part Details. This object is not a child of Lead or Opportunity, but it is linked to both of them as a related object.In the Classic UI, w…
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Redwood: Rule Set for Edit Layout in VBSSummary: Redwood: Where is the rule set of the Service Request in Visual Builder? It seems that the UI for redwood service request has changed. Previously on the older v…
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How to display USD value amount separately for the non USD(Currency) Opportunity recordSummary: Opportunity will be created using "INR" currency and Amount value will be displayed based on this currency setup. We have a requirement to display USD Amount va…
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How does one go about searching/querying an Interaction record by Name/Title?Summary: We have launched the Redwood experience & have also enabled the Redwood Side Panel for Outlook O365. Interaction records are getting created successfully for th… -
Smarter Insights at a Glance with the Customer Summary Panel on Sales Accounts - 26A UpdatesImpact Summary Starting with the 26A release of Redwood Sales, a Customer Summary panel will now appear by default on the Account landing page (the "Account Foldout") fo…
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Location Address REST updateSummary: https://us.v-cdn.net/6034893/uploads/BRKWYNA0Z16T/maskedtest.zip We're trying to preserve old addresses to a customer using same addressNumber, but we found the…
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dynamic filter for products based on the product added to the product groupWe are maintaining fcl field named 'Division' at the header level of lead & opportunity, and based on the division lookup code we are maintaining the product group [same…
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How to setup Orchestration setup agent team in Oracle RedwoodSummary: Setup Orchestration setup agent Content (please ensure you mask any confidential information): I want to setup OOTB AI Agent, Orchestration Setup Agent Team. Ho…
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Can I configure the 'Created By' and 'Opportunity Owner' Workspace filters for Opportunity object?Summary: We want to add and remove results (checkboxes) in 'Created By' and 'Opportunity Owner' Workspace filters. However, after searching for the user, once the user i…
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Unable to access the 6500 Lookup details in fieldSummary: We uploaded around 6,500 lookup values for a field, and the upload completed successfully. However, we are able to view 999 values from the FCL field appearing …
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Refresh data on redwood panelsSummary: How to refresh the data on Redwood Sales panel? The corresponding field's data is already updated on the backend table but the panel still displays the old valu…
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How to delete/disable customer contact using import managementContent Hi, We have identified several customer contacts which need to be disabled from OSC. I am not finding a way to achieve this using import/export management. How t…
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How to parse error body in REST API call with Groovy?Summary: Good afternoon. Hope you can help me out. We have a Groovy script in our Fusion environment that sends a REST call. Once in a while we will receive an error fro…
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How to have Category Options in attachment field on sales account ?Summary: We have a request to collect specific documents on attachment field on sales account object. Like list of document to open a Account Oracle does not give this f… -
Export Setup Data to CSV File Results: Manage Qualification Models is blankSummary: while exporting task Manage Qualification Models the export file comes blank Content (please ensure you mask any confidential information): Version (include the…
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Quote - without CPQSummary Quote 20CContent Hi all, In Oracle Sales Cloud 20C is there a Quotes tool to work on the Opportunity or Accounts with approval processes, SLAs, download and prin…