1. Implementing Sales
  2. Assign Roles to Page Layouts

Assign Roles to Page Layouts

You can add a role to an Oracle Sales Assistant for Microsoft Teams page layout. You can also add a role to an application feature's relevant type of page view, such as the summary, list or edit view.

For example, a user with the Sales Manager role might want to see certain fields on an opportunity record that other sales team members won't need.

Note: You can assign a role when you create a custom object layout. For example, you can also assign advanced criteria for custom object summary layouts. Custom features are created when you create a custom object in Application Composer, and they're selected from the Available Features pane.

Here are the steps to assign a role to an Opportunity Summary layout using Microsoft Teams Composer and display the new layout in the Oracle Sales Assistant for Microsoft Teams application.

  1. Navigate to the Oracle Sales Assistant for Microsoft Teams configuration tool.

  2. In the Application Feature pane, click the feature that contains the page layout that you want to add roles to. In this example, expand the Opportunities subheader.

  3. Select the relevant type of page view, such as the summary, list or edit view. In this example, select the Summary view.

  4. In the Layouts pane, select the relevant page layout, or create a new page layout (see the Create Your Own Page Layout for a Feature Using Microsoft Teams Composer topic for details about how to create a page layout).

  5. Expand the Assigned Roles pane, and select the roles you want to add.

    Note: You can remove a role by clicking the Remove (X) icon.

  6. Click Save.

  7. Check that your changes appear in your CX sales application. Sign in as a Oracle Sales Assistant for Microsoft Teams user and view your changes by sending "refresh metadata". Then send the utterance to get the record for the layout. See the Test Your Oracle Sales Assistant for Microsoft Teams Configuration topic for details about how to check your changes.

  8. When you're happy with your changes, publish your sandbox to distribute your configurations to all Oracle Sales Assistant for Microsoft Teams users.

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