Setup Tasks List

This topic provides a summary about the tasks that you must perform to set up Oracle CX Sales for Financial Services.

You can use the following table as a checklist to understand the sequence of the tasks and where you perform them. The tasks are categorized based on configuration tools or composers that you typically use to configure and modify your application.

Setup Activity	Work Area and Tasks
Importing Roles and Privileges	Security Console
Creating Roles	Security Console
Assigning Roles to Layouts	Application Composer: Custom Objects
Adding Users to Job Roles	Security Console
Renaming Account to Companies	Application Composer: Common Setup
Performing Page Composer Configurations	Structure
Configuring KPI Dashboard	KPI Dashboard
Configuring Reports	Edit Pages: Job Role
Configuring Web Services	Application Composer: Common Setup
Configuring Sales Organization	Setup and Maintenance work area: Manage Common CRM Business Unit Profile Options
Setting Up Intelligent Advisor	Intelligent Advisor Hub
Configuring Open Authorization	Intelligent Advisor Hub
Configuring Item Types	Setup and Maintenance work area: Manage Standard Lookups
Setting Up Profile Option	Setup and Maintenance work area: Manage Administrator Profile Values
Configuring Import and Export	Application Composer: Common Setup
Configuring Sales Processes	Setup and Maintenance work area: Manage Sales Methods and Sales Stages
Working with Role-Based Access and Security	Application Composer: Security
Hiding Dashboard	Structure
Enabling Households	Structure
Creating Job Roles for Assigning to Newly Provisioned Contacts for Case	Security Console
Adding Case Object View Access to the Newly Created Custom Role	Application Composer
Adding Data Security Policies	Security Console
Creating Job Roles for Adding Permission to Access User Provisioning Functionality	Security Console
Adding External Users to Oracle Social Network	Oracle Social Network: Administration
Creating Defaulted Tasks	Setup and Maintenance work area: Manage Standard Lookups
Adding Account Provisioning Lookup	Application Composer: Standard Objects
Creating Object Workflow	Application Composer: Common Setup
Enabling Conversations Subtab in Case	Setup and Maintenance work area: Manage Oracle Social Network Objects

You must perform the steps provided in this guide in conjunction with, or after completing the steps mentioned in Oracle CX Sales Getting Started with Your Sales Implementation guide.