1. Implementing Sales
  2. Modify My List Behavior

Modify My List Behavior

My Lists are available automatically to salespeople as soon as they start working in the application. No setup is required. However, you can modify My List behavior in a few ways:

  • Change how long untouched items are kept in the list. By default, items are kept 30 days after they're accessed last. For example, if your organization has long sales cycles, then you may want to keep items on the list for a little longer.

  • Enable the Near Real-Time User Contextual Relevancy profile option.

  • Change how frequently and when My Lists are refreshed to improve user experience.

Change How Long Items Are Kept in the List

You can change the number of days untouched records are kept in the list by setting the profile option, Relevancy Aging Maximum Number of Days (ZCA_UC_AGING_CYCLE). Here's how:

  1. In Setup and Maintenance, open the Manage Administrator Profile Values task.

    • Offering: Sales

    • Functional Area: Sales Foundation

    • Task: Manage Administrator Profile Values

  2. In the Manage Administrator Profile Values page, search by the profile option name Relevancy Aging Maximum Number of Days or code ZCA_UC_AGING_CYCLE .

  3. Click the profile option name link.

  4. Set the profile option value to the desired number of days.

  5. Save your changes.

Enable the Near Real-Time User Contextual Relevancy Profile Option

You can enable near real-time user contextual relevancy by setting the profile option, Enable Near Real Time User Context Relevancy (ORA_ZCA_UC_ENABLE_NRT). Here's how:

  1. In Setup and Maintenance, open the Manage Administrator Profile Values task.

    • Offering: Sales

    • Functional Area: Sales Foundation

    • Task: Manage Administrator Profile Values

  2. In the Manage Administrator Profile Values page, search by the profile option name Enable Near Real Time User Context Relevancy or code ORA_ZCA_UC_ENABLE_NRT .

  3. Click the profile option name link.

  4. Change the profile option value from FALSE to Y to enable near real-time user contextual relevancy.

  5. Save your changes.

Run the My List Processes with Different Frequencies and Schedules

You can change how often or when you run the two processes that generate the My List and remove untouched items from the list:

  • Generate Relevancy Feed

    Generates My Lists by analyzing all records that have been updated in the last 24 hours. By default, this process runs every three hours.

  • Age User Context Relevancy Feed

    Removes from My Lists all items that haven't been accessed in the past 30 days (the number of days set in the profile option Relevancy Aging Maximum Number of Days). By default, this process runs once a day.

See the User Context section of the Sales and B2B Service Scheduled Processes chapter of Understanding Scheduled Processes guide for details.

Related Topics