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Oracle Sales Cloud Getting Started with Customizations
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4 Customizing Dashboards and Springboards

This section describes some common customizations.

Topics:

Understanding Customization Layers

Oracle Sales Cloud provides a hierarchy of layers that lets you specify whether you want to apply a customization to certain instances or users of an application. The arrangement of layers represents an order of precedence where the more specific layer takes precedence over the more general layer. For example, you could choose to hide a field or a group of fields for all general users, but show the fields for certain user roles.

For certain types of customizations, you must select a layer:

  • Site: Customizations affect all users.

  • Internal or External: Customizations affect only secured, internal users (those with a role definition) or unsecured, external users.

  • Job Role: Customizations affect users with the selected role.

How to Use These Exercises

The exercises in this section require that you modify the user interface. Because your changes can affect other users, follow these guidelines:

  • Ensure that you are in an active sandbox.

  • When you finish the exercises that require working in a sandbox, work with your applications administrator to ensure that the sandbox is deleted and is not published.

Customizing Simplified Interface Springboards

The springboard in the simplified interface displays icons for the functional areas in the application, and appears on all pages in the interface. You can change the order of the icons, modify their labels, and show or hide icons. You can also change some display features of the simplified interface. For more information, see Changing the Look and Feel of Oracle Sales Cloud.

To modify the springboard:

  1. Click Settings in the springboard, and then select the Structure tab. The Structure page displays all the functional areas and pages that are currently selected to appear on the springboard.

  2. To display functional areas on the springboard, click Add Item and select the functional areas to include.

  3. To hide a functional area, hover over that functional area and click Hide Item.

  4. To display a page in a functional area, hover over that functional area and click Add Tab, if available. Not all functional areas allow modifications.

  5. To hide a page, hover over that page and click Hide Tab.

  6. To change the order of items, drag and drop functional areas and pages to the desired order.

  7. To rename an item, click the name of a functional area or page and modify its name.

Customizing Desktop Interface Dashboards

Dashboards in the desktop interface display information that is relevant to the user and the user's job role, such as reports and graphs. You can customize a desktop dashboard by changing its layout and by adding content, such as web pages, reports, or calendars. You can add the content to an existing tab or add more tabs.

Topics:

Changing the Layout on a Dashboard

A dashboard is composed of boxes, each of which contains content such as reports or summary tables. Use layouts to arrange the how the dashboard displays these boxes. For example, the dashboard can display the boxes in two columns or three columns. There are several layouts to choose from, as shown in the following figure.

Described in surrounding text
Description of the illustration dashboard-change-layout.png

You can move content on a dashboard from one layout section to another. For example, you can click and drag content from the first column to the second column in a two-column layout, as shown in the following figure.

Described in surrounding text
Description of the illustration dashboard-move-content.png

To change a dashboard layout:

  1. Ensure that you are working in a sandbox. Isolating Your Work In Progress describes working with sandboxes.

  2. Go to the dashboard that you want to change.

  3. In the global area, click your name. Then, from the Administration group in the Settings and Actions menu, select Customize Workarea Pages or Customize Home Pages, depending on the dashboard that you are customizing.

  4. In the Customize Pages dialog box, select the layer under Edit for which you want the changed label to display — Site, External or Internal, or Job Role. If you select Job Role, specify the job role for which you want the change to display. For more information about layers, see Understanding Customization Layers.

  5. Select Include for a layer to temporarily see the customizations defined for that layer while you edit the dashboard.

  6. Click OK.

  7. Click Change Layout.

  8. Click the desired layout.

  9. To move content on a dashboard, either:

    • Click the title of the content, and drag the content to the desired column position. For example, click the Activity Stream title text to drag the Activity Stream component from one column to another.

    • From the component's Actions menu, select Move Up or Move Down to move the box up or down in the dashboard's layout.

  10. To save your changes and exit the tool, click Close.

    Note:

    Selecting Reset to Default Content and Layout from the Personalization group in the Settings and Actions menu restores the dashboard to the originally provided content and layout.

Try It

Ensure that you are working in a sandbox. Change the layout of the Welcome dashboard to two columns of equal width. Move the Activity Stream component on the Welcome dashboard to the top position in the left column. Restore the dashboard to the original layout by selecting Reset to Default Content and Layout from the Personalization group in the Settings and Actions menu.

When you are done working in a sandbox, work with your applications administrator to ensure that the sandbox is deleted and is not published.

Adding a Web Page to a Dashboard

You can display a web page in a dashboard box. For example, you can display a page from your company's website, from a partner's website, from a map website, or from a world clock website, as shown in the following figure.

Described in surrounding text
Description of the illustration dashboard-add-web-results.png

You add a web page box from the Resource Library. The Resource Library collects all of the content that can be added to desktop pages with Page Composer, such as text boxes, links, and web page boxes.

To display a web page in a dashboard box:

  1. Ensure that you are working in a sandbox. Isolating Your Work In Progress describes working with sandboxes.

  2. Go to the dashboard.

  3. In the global area, click your name. Then, from the Administration group in the Settings and Actions menu, select Customize Workarea Pages or Customize Home Pages, depending on the dashboard that you are customizing.

  4. In the Customize Pages dialog box, select the layer under Edit for which you want the changed label to display — Site, External or Internal, or Job Role. If you select Job Role, specify the job role for which you want the change to display. For more information about layers, see Understanding Customization Layers.

  5. Select Include for a layer to temporarily see the customizations defined for that layer while you edit the dashboard.

  6. Click OK.

  7. In a box on the dashboard, click Add Content.

  8. Open Components.

  9. Click Add, next to Web Page, as shown in the following figure.

    Described in surrounding text
    Description of the illustration dashboard-add-web-cont.png

  10. Click Close.

  11. In the newly added Web Page box, click Edit.

  12. In the Source field, enter the URL, such as https://education.oracle.com.

  13. Click OK.

  14. If the web page does not display:

    • Ensure that you use a secure address, if it is available. That is, use an address that begins with https. For example, use https://www.example.com instead of http://www.example.com

    • If the page does not have a secure address, you must override your browser's security settings to display this page. If you are sure it is safe to display the page, follow your browser's procedures for displaying this content. For example, when using Mozilla Firefox, click the shield icon and disable protection for the page, as shown in the following figure.

      Note:

      If the owner of a page does not allow it to be displayed using the IFRAME HTML element, it will not load on the dashboard. Also, some browsers do not display unsecure web pages in IFRAME HTML elements.

      Description of firefox_shield.png follows
      Description of the illustration firefox_shield.png

  15. (Optional) From the component's Actions menu, select Move Up or Move Down to move the Web Page box up or down in the dashboard's layout.

  16. Click Close.

Try It

Ensure that you are working in a sandbox. Add a web page component to the Welcome dashboard that displays https://education.oracle.com. Review the changes. Then, edit the dashboard, and remove the web page by clicking its Remove icon.

When you are done working in a sandbox, work with your applications administrator to ensure that the sandbox is deleted and is not published.

Adding a Report or a Graph to a Dashboard

Oracle Sales Cloud provides several ready-to-use reports and graphs, such as Leads at a Glance and Forecasted Revenue by Customer. You can create additional reports. You can add any of these reports to a dashboard, as shown in the following figure.

Described in surrounding text
Description of the illustration dashboard-add-rpts.png

To add a report to a dashboard:

  1. Ensure that you are working in a sandbox. Isolating Your Work In Progress describes working with sandboxes.

  2. Go to the dashboard.

  3. In the global area, click your name. Then, from the Administration group in the Settings and Actions menu, select Customize Workarea Pages or Customize Home Pages, depending on the dashboard that you are customizing.

  4. In the Customize Pages dialog box, select the layer under Edit for which you want the changed label to display — Site, External or Internal, or Job Role. If you select Job Role, specify the job role for which you want the change to display. For more information about layers, see Understanding Customization Layers.

  5. Select Include for a layer to temporarily see the customizations defined for that layer while you edit the dashboard.

  6. Click OK.

  7. In a box on the dashboard, click Add Content.

  8. Open Oracle Business Intelligence.

  9. Open the type of report that you want to add, such as Shared Marketing Reports.

  10. Drill down to the report or graph, and then click Add.

  11. Click Close.

  12. (Optional) If a Parameters button is displayed, click the button and provide values on which to filter the report, such as a specific lead status.

  13. (Optional) Click the Edit icon, and, in the Display Options tab, replace the text in the Text field with a different heading, such as Quick Glance: Leads.

  14. (Optional) From the Actions menu, select Move Up or Move Down to move the report up or down in the dashboard's layout.

  15. Click Close.

Try It

Ensure that you are working in a sandbox. Edit the Welcome dashboard and then explore the Oracle Business Intelligence reports that are available to add to the dashboard. Try adding one or two and rearranging them on the dashboard.

When you are done working in a sandbox, work with your applications administrator to ensure that the sandbox is deleted and is not published.

Adding a Calendar to a Dashboard

Oracle Sales Cloud provides several prebuilt components that you can add as dashboard content, including a calendar. You can see the calendar in Adding a Web Page to a Dashboard.

To add a calendar to a dashboard:

  1. Ensure that you are working in a sandbox. Isolating Your Work In Progress describes working with sandboxes.

  2. Go to the dashboard.

  3. In the global area, click your name. Then, from the Administration group in the Settings and Actions menu, select Customize Workarea Pages or Customize Home Pages, depending on the dashboard that you are customizing.

  4. In the Customize Pages dialog box, select the layer under Edit for which you want the changed label to display — Site, External or Internal, or Job Role. If you select Job Role, specify the job role for which you want the change to display. For more information about layers, see Understanding Customization Layers.

  5. Select Include for a layer to temporarily see the customizations defined for that layer while you edit the dashboard.

  6. Click OK.

  7. In a box on the dashboard, click Add Content.

  8. Click Add, next to Calendar.

  9. Click Close.

  10. (Optional) Click the Edit icon, and replace the value in the Text field with a different title, such as My Calendar.

    Description of sales-edit-calendar.png follows
    Description of the illustration sales-edit-calendar.png

  11. (Optional) From the Actions menu, select Move Up or Move Down to move the calendar up or down in the dashboard's layout.

  12. Click Close.

Try It

Ensure that you are working in a sandbox. Add a calendar to the Sales dashboard. Review your changes. Then edit the dashboard, and remove the calendar by clicking its Remove icon.

When you are done working in a sandbox, work with your applications administrator to ensure that the sandbox is deleted and is not published.

Adding a Tab to a Dashboard

A dashboard is composed of one or more tabs. You can add additional tabs to group similar information together.

Note:

You cannot add a tab to the Welcome dashboard.

To add a tab to a dashboard:

  1. Ensure that you are working in a sandbox. Isolating Your Work In Progress describes working with sandboxes.

  2. Go to the dashboard.

  3. In the global area, click your name. Then, from the Administration group in the Settings and Actions menu, select Customize Workarea Pages or Customize Home Pages, depending on the dashboard that you are customizing.

  4. In the Customize Pages dialog box, select the layer under Edit for which you want the changed label to display — Site, External or Internal, or Job Role. If you select Job Role, specify the job role for which you want the change to display. For more information about layers, see Understanding Customization Layers.

  5. Select Include for a layer to temporarily see the customizations defined for that layer while you edit the dashboard.

  6. Click OK.

  7. Click the tab that is labeled + Tab.

  8. In the field, enter the name of the tab, and then click Rename This Tab, as shown in the following figure.

    Described in surrounding text
    Description of the illustration dashboard-add-tab.png

  9. (Optional) Add content to the tab.

  10. Click Close.

Try It

Ensure that you are working in a sandbox. Add a tab named My Tab to the Sales dashboard. Add some content to the tab. Review your changes. Then edit the dashboard, and remove the tab from the dashboard by clicking My Tab, and then clicking Remove this tab.

When you are done working in a sandbox, work with your applications administrator to ensure that the sandbox is deleted and is not published.

What's Next

For more information about customizing dashboards, see Page Composer: Customizing Oracle Sales Cloud in Customizing Sales.