Oracle Sales
Playbooks
How do I get started with Oracle Sales in the Redwood User Experience?
Follow the steps in this playbook to get started with your initial implementation of Oracle Sales in the Redwood User Experience.
How do I get started with Sales Forecasting?
Learn how to set up and manage forecasting in Oracle Sales in the Redwood User Experience.
How do I get started with the Revenue Transformation Solution?
Discover how to get started with the Revenue Transformation Solution.
How can I modify standard Sales pages in Oracle Visual Builder Studio?
Explore ways to modify standard Sales pages in Oracle Visual Builder Studio.
How do I configure the Sales dashboard?
Learn how to configure the Redwood Sales dashboard and dashboard visualizations.
How do I create an application extension for custom objects in Oracle Visual Builder Studio?
Learn how to create application extensions for custom objects in Oracle Visual Builder Studio.
How do I configure contract approval notifications?
Configure templates to meet your business requirements for sending contract approval notifications.
How do I implement Microsoft 365 for Oracle Sales Redwood UX?
Explore how to integrate the Microsoft 365 add-in with the Oracle Sales Redwood User Experience.
How do I get started with Express Reports?
Enable your sales organization to create reports with charts using Oracle’s powerful analytics technology without requiring them to learn the technical details.
How do I implement and configure Oracle CX Sales Mobile?
Learn how to add mobile capabilities to your Oracle Sales application with Oracle CX Sales Mobile.
How do I integrate Microsoft Teams with Redwood User Experience?
Learn how to configure the Create Team in Microsoft Teams and Go to Microsoft Team user actions so that salespeople can create a dedicated team and collaborate directly in Microsoft Teams to pursue their opportunities.
How do I get started with Orchestration?
Discover how to use the Orchestration feature to create orchestrations that guide salespeople through best sales practices for different sales situations.
How do I manage linksets in Oracle Sales?
Learn the benefits of and how to use record linking to associate two or more duplicate records while at the same time resolving duplicate records.