1. Implementing Financial Services
  2. Enable Households Icon on Navigator and Welcome Springboard

Enable Households Icon on Navigator and Welcome Springboard

Households isn't available as a default entity in Oracle CX Sales for Financial Services. You must enable it for usage in Oracle CX Sales for Financial Services.

Perform the following steps to enable the Households icon on Navigator and Welcome Springboard:

  1. Sign in to Oracle CX Sales using Sales Administrator role.

  2. Create and activate a sandbox.

  3. From Navigator, click Structure in Tools.

    Structure page opens.

  4. Expand Sales, click Households.

    Edit Page Entry: Households page opens.

  5. Set the value of Show on Navigator to Yes.

  6. Set the value of Show on Welcome Springboard to Yes.

  7. Click Save and Close.