- Title and Copyright Information
- Get Help
- 1 Introduction
- 2 Install
- 3 Get Started
- Get Started with Your Mobile Implementation
- How CX Sales Mobile Continues to Work Offline
- Configure the Offline Settings
- Define the Default Email Client to Use with CX Sales Mobile
- How do I enable salespeople to stay signed in to the CX Sales Mobile app?
- Enable or Disable Features Using Profile Options
- Implement Sales Assistant for CX Sales Mobile
- Enable Notifications for Sales Objects in CX Sales Mobile
- 4 Configure Search
- Set Default Saved Searches for Mobile App Users
- Use Saved Searches as Custom Filters and Sort Options in Pickers
- Use Saved Searches as Filters for Dynamic Choice Lists
- Enable Salespeople to View Saved Search Results on a Map
- Enable the App to Retain a User's Last Used Saved Search for Dynamic Choice List Pickers
- 5 Reports and Visualizations
- Use Oracle BI to Track CX Sales Mobile Usage Across Your Organization
- Configure Visualizations for CX Sales Mobile
- Enable Visualizations That Drill Down to OTBI Reports
- Display Visualizations from Saved Searches in Home Page Cards and the Reports List
- Ensure Users with Custom Roles See Visualizations
- 6 Additional Configurations
- Configure Business Card Scan
- How do I set up the "What's Around Me?" maps feature?
- Capture Emails Sent from CX Sales Mobile Using Microsoft Exchange Integration
- Enable Sales Recommendations for CX Sales Mobile
- Tips for Using Meeting Recommendations
- Enable or Disable Confirmation Messages Globally, by Region, and by Role
- Embed Links to Custom Apps in the Main Menu
- Embed Links That Open a Web App or Another Mobile App
- Track Leads and Opportunities Using the Business Unit Field and Define Page Layouts by Business Unit
- Find Items More Easily with Filtered DCLs
- Configure the App for Partner Relationship Management
- Enable Quotes for CX Sales Mobile
- Enable Price Books for Opportunities
- Prevent Users from Copying Data from CX Sales Mobile
- Disable App Screen Recording or Taking Screenshots of the App
- Restrict Access to Managed Mobile Devices Only
- Act on REST and Object Function-Based Custom Smart Actions in Mobile
- Use URL Patterns That Open Leads and Opportunities Within CX Sales Mobile
- Override the Device Language for the CX Sales Mobile App
- 7 Extend CX Sales Mobile
- Configure and Extend CX Sales Mobile
- Can I create a custom field for CX Sales Mobile?
- Configure the App Using the Configuration Tool
- Configure the List Page Layout
- Configure the Summary Page Layout
- Configure the Edit Page Layout
- Remove Address Actions on the Account and Contact Page Layouts
- Configure the Picker Layout
- Configure the Global Search Layout
- Configure Child Object Page Layouts
- Configure Separate Create and Edit Pages for CX Sales Mobile
- Configure the Home Page
- Personalize the Home and Reports Pages for End Users
- Migrate Home Page Cards from Test to Production
- Configure the Reports Page Layouts
- Use Your Many-to-Many Relationship Setup When You Create Page Layouts
- Add Dynamic Choice List Fields for Territories and Languages
- Rename Child Objects and Strings in the App
- Create Criteria for Page Layouts
- Add Criteria to Actions in List and Summary Page Layouts
- Configure the App with Custom Scripts
- 8 Test Your Configurations or Extensions
- 9 End-User Tasks
- Get Started with CX Sales Mobile
- End-User FAQs
- What note apps can I use with CX Sales Mobile?
- Can I scan a business card to create a contact or lead?
- Can I scan a barcode to view an asset or create an asset record?
- Why can't the bar code scanner find an asset?
- How can I log a call report?
- How can I view my call reports?
- Why has the note I created become a PDF attachment?
- What type of files can I attach to a record?
- How can I use Sales Assistant to help me with my sales-related activities?
- What records do you see when you use the org filter?
- When does a message appear to confirm that you've created a record?
- Offline Usage