Setup Overview

Home Page

Here's a summary of the steps to configure your home page appearance. The home page is shared by both CX Sales and Digital Sales.

Step	Applies To	Description	Navigation	Where to Get More Details
1	Both CX Sales and Digital Sales	Create a sandbox with the Appearance tool.	Configuration > Sandboxes	See the video and topic: Configure Home Page Appearance
2	Both CX Sales and Digital Sales	Upload your company logo and save your new configuration.	In the sandbox, select Tools > Appearance	Covered in the same video and topic. For additional configuration options, see the Configuration of Home Page and Navigation chapter of the Oracle Applications Cloud Configuring and Extending Applications guide.
3	Both CX Sales and Digital Sales	You can remove the Things to Finish and the News and Announcements sections of the home page, by clicking Home Page Display (top icon in the Appearance tool) and setting Visible to No.	In the Appearance tool, click Home Page Display	Covered in the same video and topic.
4	Both CX Sales and Digital Sales	Publish your sandbox.	Click Publish in the sandbox.	Covered in the same video and topic.

Navigation and Infolet Tabs

Here's an overview of the steps to configure navigation and specify which infolet tabs appear in the Analytics section. Infolets are important only for CX Sales.

Step	Applies To	Description	Navigation	Where to Get More Details
1	Both CX Sales and Digital Sales	Sign in as users with the different job roles you are using and review the default navigation for each to see which items you want to hide or configure. CX Sales icons appear in the Sales tab. Digital Sales icons in the Digital Sales tab.	Not applicable.	See the topic: What Different Sales Job Roles See in the Navigator and Springboard
2	Both CX Sales and Digital Sales	Create a sandbox with the Structure tool.	Configuration > Sandboxes	See the video and topic: Configure Navigation
3	Both CX Sales and Digital Sales	Specify which items salespeople see on the Navigator and which icons they see on the home page springboard and in which order. You can hide unwanted items from everyone or you can add EL Expression conditions to make them visible only to a subset of users. You can make features accessible from both the Navigator and the home page springboard, or from the Navigator only.	In the sandbox, select Tools > Structure	Covered in the same video and topic.
4	CX Sales	For CX Sales, specify which infolet tabs in the Analytics section appear and in which order. All of the Workspace infolets you need to display key sales information are available within the Sales Infolet tab, so you can hide the rest unless you need them.	In the Structure tool, click the Home Configuration tab.	Covered in the same topic.
5	Both CX Sales and Digital Sales	Publish your sandbox.	Click Publish in the sandbox.	Covered in the same topic.

Workspace Infolet Configuration

Step	Applies to	Description	Navigation	Where to Get More Details
1	CX Sales	Create and enter a sandbox with Page Composer as your tool. If you want to display different Workspace infolet configurations for different job roles, you can specify a job role.	Configuration > Sandboxes	See the topic: Create and Enter a Sandbox with Page Composer as Your Tool
2	CX Sales	Specify which Workspace infolets you want to expose on the page and how you want the page to look.	While in Page Composer, select each infolet you want to display from the Infolet Repository.	See the topic: Specify Which Workspace Infolets Display and In What Order
3	CX Sales	Configure the content of each Workspace infolet. You can: Change the infolet title Specify which Workspace saved searches salespeople can select Choose the fields that display in each record for each saved search	While in Page Composer, open each Workspace infolet and go to Actions > Configure	See the topic:Configure Workspace Infolets
4	CX Sales	Remove any unused infolets from the list of infolets available for display.	While in Page Composer, open each Workspace infolet and go to Actions > Edit Visibility	Covered in the same topic.
5	CX Sales	Save your work by clicking Close in the Page Composer toolbar, and publish your sandbox.	Click Close in Page Composer and then Publish in the sandbox.	N/A
6	CX Sales	In Application Composer, you can enable, disable, or reorder the actions users can take for each object. This setup is optional.	Application Composer > Common Setup > Smart Actions	See the topic Overview of Smart Actions in the Configuring Applications Using Application Composer guide.