Configure the Home Page

CX Sales Mobile contains preconfigured Sales Representative and Sales Manager home page layouts by default. You can edit the preconfigured layouts, such as adding roles, re-ordering the cards, and adding Workspace saved searches to the pipeline and custom cards. You can also create entirely new home page layouts and configure them in the same way as the preconfigured home pages.

Here's how you configure the home pages:

1. Sign in to the Oracle CX Sales application as user with a Sales Administrator role.

2. Select the sandbox you want use for your configurations.

3. Open Application Composer by selecting Application Composer under the Configuration category in the Navigator menu.

4. Under the Common Setup Menu, or on the Overview page, click Mobile Application Setup.

5. In the Application Features pane, click Cards.

6. To edit a preconfigured home page, navigate to the Layouts pane, click either the Sales Rep Card Layout or the Sales Manager Card Layout, and click the Click to Clone icon.

7. Enter a layout name and click Ok.

8. All the cards are displayed by default, but if you want to hide a card, click the card in the interface designer, and disable the Show Card option in the Card Settings pane.

9. You can add additional cards, as follows:

   1. Click + Add Custom Card at the bottom of the home page.

   2. Select the object card from the list and then on the next page select the Workspace saved search for the card.

   3. Edit the header and title, and add an aggregation field and footer. You can hide the total number of relevant sales objects by clicking the eye icon, ensuring it has a cross through it. You can also change the saved search by clicking the more button (three horizontal dots) on the card.

   Note: You can only have one card per object on a page layout.

10. As well as adding a Workspace saved search to a custom card, you can also add a saved search to the pipeline card.

11. If you want to assign a role to your home page layout, add the role in the Assigned Roles pane.

12. If you want to re-order the cards, drag the card in the interface designer to the position you would like.

13. If you want to rename the strings on the cards, you need to use the I18N feature. See the Rename Child Objects and Strings in the App topic for more details.

14. If you would like to create an entirely new home page layout, follow the previous steps, but select the Default Navigator Layout in step 6.

15. Click Save.

16. Test and publish your new page layouts. See the "Test Your Configurations topic for details about how to check your mobile configurations.