Overview of Activities Setup

Here's a summary of the steps to specify which activities get tracked for different objects in Digital Sales.

Important: This chapter covers only activity setup for Digital Sales. For information on how the CX Sales UI defines and handles activities, see the Activities chapter of the Implementation Reference guide: Overview of Activities.

Step	Description	Navigation	Where to Get More Details
1	You must create and activate an activities configuration for each object you use in Digital Sales. You create an activities configuration by duplicating an existing one. Oracle provides a predefined configuration for each object. If you want to use the predefined configuration, just copy it and activate it. If you want to change what gets displayed in Activities for an object, you can edit your copy before activating it.	Navigator > Configuration > Configure Activities Display	See the topic: Create and Activate an Activities Configuration
2	Set the profile option Set the Common CRM Signals Active (ORA_ZCA_ENABLE_SIGNALS) to No.	Setup and Maintenance > Sales > Sales Foundation > Manage Administrator Profile Values	See the topic: Set Profile Option Values
3	Run the Publish Feed Elements process to create the index required by Adaptive Search. Don't select the Production to Test Enabled check box. This check box is used for migrating indexes from production to test instances. You run this process only once.	Navigator > Tools > Scheduled Processes	See the topic: How do I enable the list of activities in each record in Sales in the Redwood User Experience?
4	Enable the natural English-language filtering of activities. Using this feature, a salesperson can enter "filter my tasks due tomorrow", to view all tasks due by the end of the next calendar day in their time zone where they are listed as a resource. Like all natural-language processing in Sales, this feature uses Oracle Digital Assistant (ODA) to process the text.	Setup and Maintenance > Sales > Digital Assistant > Manage Digital Assistant	See the topics and explanation in this section: Natural-Language Filtering for Activities
5	Set the profile option Set the Common CRM Signals Active (ORA_ZCA_ENABLE_SIGNALS) to Y.	Setup and Maintenance > Sales > Sales Foundation > Manage Administrator Profile Values	See the topic: Set Profile Option Values