Add Custom Objects to Page Layouts

You can add a custom object to your Oracle Sales Assistant for Microsoft Teams chatbot.

Sales objects are also known as features in Sales Assistant for Microsoft Teams. When you create a custom Sales object in Application Composer a corresponding feature is also created in Sales Assistant for Microsoft Teams. Custom features can be found in the Application Features pane in the Microsoft Teams Composer page.

Here's how you add a custom object, or feature to your Oracle Sales Assistant for Microsoft Teams using Microsoft Teams Composer.

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 configuration.

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

4. Select the Sales application and find the custom object you want to add to Oracle Sales Assistant for Microsoft Teams.

5. Expand the object's menu and click Fields.

6. Select the field you want to add to Oracle Sales Assistant for Microsoft Teams.

7. In the Constraints section, enable the Include in Service Payload option.

8. Click Save and Close.

9. Repeat steps 6 to 8 for each field that you want to add to the application.

10. Next, under the Common Setup Menu, click Oracle Sales Assistant Setup.

11. Click the Microsoft Teams Composer tab to open the Oracle Sales Assistant for Microsoft Teams configuration tool.

12. In the Features pane, click the + Add Feature and search for the custom object you previously created in Application Composer.

13. Click the custom object (otherwise known as a feature) that you want to add.

14. Choose an icon from the list to display for the selected custom feature.

15. Click Next and a preview of the List and Summary views that will be created are displayed for the selected custom feature.

16. Click Ok and add the custom object to the Features pane.

17. If you want to add custom layouts to the List or Summary views, see the Create Your Own Page Layout for a Feature Using Microsoft Teams Composer topic for more details.

18. When you have finished adding the custom feature, click Save in the top right-hand side of the Microsoft Teams Composer page.

19. Next, use the Common Configuration tool to define the synonyms for the newly enabled custom object. See the Common Configurations section for more details.

20. Test and publish your new features. See the Test Your Oracle Sales Assistant for Microsoft Teams Configuration topic for details about how to check your changes.