1. How do I implement and configure Oracle CX Sales Mobile?
  2. Migrate Home Page Cards from Test to Production

Migrate Home Page Cards from Test to Production

When move your configurations from a test environment to a production environment using the Configuration Set Migration (CSM) tool, home page card layouts in CX Sales Mobile are moved to the Production environment. However, any custom Workspace searches referenced by the home page card layouts won't be migrated.

To ensure that home page cards display correctly for your users, follow these steps after migrating from a test to production environment:

  1. Re-create your test environment’s custom Workspace searches in your production environment.
  2. In a publishable sandbox, navigate to Application Composer > Mobile Application Setup > CX Sales Mobile Composer > Cards.
  3. Within each custom layout, ensure your home page cards reference the appropriate saved searches as configured in your test environment.
  4. In the header, click Save.
  5. Publish the Sandbox.