How do I run the Publish Feed Elements job to index activities?

During initial Service setup, the activities for all your existing records are blank. You must run the Publish Feed Elements job to populate activities for each record with the date and time of the record was created. The process also publishes the indexes required for the Adaptive Search to track activities for all the objects that have activities enabled. You can't run the process separately for individual objects.

Important: You run this process only once during initial Service Center setup.

1. Click Navigator > Tools > Scheduled Processes.
2. On the Scheduled Processes Overview page, click Schedule New Process.
3. In the Schedule New Process dialog box, leave the type as Job.
4. In the Name field, type Publish Feed Elements, and press Enter.
5. Make sure that the Production to Test Enabled checkbox is unselected. You use this option only to migrate the activity indexes from production to test as part of your data migration.
6. Continue to the next steps. Or, just skip to the steps for finishing the submission, to run the process once as soon as possible with the default output.

Which records get populated with activities?

The Publish Feed Elements process populates activities in records that meet the following criteria:

Object	Criteria
Account	All accounts of type Customer and Prospect with any tasks and appointments added in the last 300 days.
Contact	All contacts that were updated in the last 300 days.

The process also populates activities for child objects of the objects that meet the preceding criteria.

Account

Child Object	Criteria
Activity Type = Appointment	All activities of type Appointment that haven't passed the due date. All activities of type Appointment that have passed a due date 180 days from the current date.
Activity Type = Task	All activities of type Task that have the following status: Not Started, In Progress, and On Hold. All tasks in Completed status that has passed the due date 180 days from current date
Notes	All available notes that were created or updated in the last 180 days.
Audit	Audit log that shows the Created By and Updated By information for the Contact record.

The process also populates activities for child objects of the objects that meet the preceding criteria.

Contact

Child Object	Criteria
Activity Type = Appointment	All activities of type Appointment that haven't passed the due date. All activities of type Appointment that have passed a due date 180 days from the current date.
Activity Type = Task	All activities of type Task that have the following status: Not Started, In Progress, and On Hold. All tasks in Completed status that has passed the due date 180 days from current date
Notes	All available notes that were created or updated in the last 180 days.
Audit	Audit log that shows the Created By and Updated By information for the Contact record.

The process also populates activities for child objects of the objects that meet the preceding criteria.

Service Request

Child Object	Criteria
Audit	Audit log that shows the Created By and Updated By information for the service request record.
Messages	All service request messages of the following type: Customer Entry Response Internal Note Forwards System Note System Response
Interactions	Interactions for all SRs where StatusCd = "ORA_SVC_CLOSED" AND ChannelTypeCd IN [ "ORA_SVC_CHAT","ORA_SVC_PHONE"]

Note: After this process has completed, you must set the ORA_ZCA_ENABLE_SIGNALS profile option to Yes.

Update the initial run date to ensure your records are processed

The Publish Feed Elements process uses the date that you first run the process to identify which records to index. For example, only leads that were updated in the last 180 days before the run date are indexed. If you first ran this process on 2023-06-30, then the all the leads in the prior180 days are processed (leads from 2023-01-01 to 2023-06-30). If you're running the process more than 180 after the initial run date, then your records won't get processed unless you update the stored run date. Here's how to update the date:

1. Open Setup and Maintenance.
2. Open the side panel and click Search.
3. Search for the task Manage Profile Options and open it.
4. On the Manage Profile Options page, and in the Search results section, click New (the plus sign).
5. In the Create Profile Option page, make the following entries:

   Field	What to Enter
   Profile Option Code	ZCA_FEED_DAY0_START_DATE
   Profile Display Name	Day 0 Start Date
   Application	Common CRM
   Module	Common CRM

6. Click Save and Close.
7. Open the Manage Administrator Profile Values task.
8. Search for the profile option you just created by its code: ZCA_FEED_DAY0_START_DATE.
9. In the Profile Values section, enter a more recent date in the format: YYYY-MM-DD, for example: 2026-02-10.
10. Click Save and Close.

Enable viewing of Activities records created through import management

Activity records created during the import management process aren't visible in the Activity panel. The enable these records to be viewed, do the following:

1. Add a custom field to the Activity object, such as a checkbox field called UpdatedByImport.
2. When importing, set a value of Y for this field.
3. Create a routine that runs on a schedule (such as hourly or daily based on the requirements)
   1. The routine is based on the Activity object.
   2. The action is field update: Update the UpdatedByImport to N.
   3. Set the UpdatedByImport property of the rule set to True
4. Ensure the field UpdateByImport is configured to be available on the UI and then monitor the change in the Configure Activities display.