How Salespeople Search and What You Can Configure

Here's how salespeople search with Adaptive Search and how you can modify the default behavior provided by Oracle.

How Salespeople Search in the UI	What Administrators Can Configure
Selecting a saved search displays a list that matches the saved search criteria and determines the scope of any search you perform on the page. For example, if you select All Accounts, you're searching all accounts you can view. If you select My Accounts, then you're searching only the accounts that you own.	You can create your own saved searches targeted to specific roles within the sales organization. And you can determine which saved search appears by default when salespeople open the UI. Salespeople can create their own personal saved searches and override the administrator defaults.
You can enter one or more search terms in the Search field. You can use related information for your searches. For an account, you can search by company name, the city where the account is located, or the primary contact at the company, for example. You can even search for an account by the name of the salesperson on the sales team. The search results match whole terms, but you can use the (*) wildcard for partial words and use operators, including NOT, OR, and Between for date ranges.	You can enable or disable the attributes available for search. Oracle enables the most common attributes for you, but you must enable the search for any child objects and fields you create in Application Composer.
You can view the filters used in the saved search by clicking the Show Filters link. You can also add filters of your own.	You can specify which additional fields users can add as filters and you can set up groupings of values the filters show. For example, you can break down opportunities by revenue ranges: 0 to 10,000, 10,000 to 100,000, 100,000 to 500,000, and 500,000 and up.
Filters show the most common values and the number of records in each. For example, a search of accounts with the primary industry as a filter, automatically displays the most frequent industries and the number of records for each. A search of opportunities using win probability as a filter, displays different ranges of win probabilities and the number of records in each range. Your filter selections are additive, if you select Health Care as the primary industry and then Lisa Jones as the owner, Workspace displays only those Health Care accounts Lisa owns.	You can configure value ranges for numeric, corporate currency, percent, and date filters. For example, you can configure value ranges for the opportunity win probability filter and other similar filters.
Salespeople can save any search criteria they enter as their own personal saved search.	You can create saved searches for use by the whole sales organization and you can tailor them to different roles. You can expose the saved searches as filters in Workspace infolets to display key sales information right on the home page.
Sales administrators and sales managers can download search results into an Excel spreadsheet.	You can remove the Export List button from the page using Application Composer. You can also enable other custom sales roles to use the button, by granting the privilege ZCA_WORKSPACE_EXPORT.