Overview of Preliminary Tasks

Before you roll up your sleeves and start implementing your sales application, complete these preliminary tasks:

Step	Description	Where to Get More Details
1	Before you sign in for the first time, complete the actions listed in the Service Administrator Action List provided by Oracle, and create your account with My Oracle Support (support.oracle.com).	See the topic: What to Do After You Get Your Welcome Email
2	If you haven't done so already, sign in and reset your temporary password. You click the user initials in the global header on the Welcome page, and select Set Preferences from the menu.	See the topic: What to Do After You Get Your Welcome Email
3	Enable the Sales and Service offerings for implementation. The Service offering includes tasks required to set up the telephony integration for Sales.	See the topic: How can I enable Sales in the Redwood User Experience?
4	The latest ("fragments") version of Sales in the Redwood User Experience is now enabled for all new customers. If you're an existing customer, then you must enable the latest version in Setup and Maintenance by checking both the Digital Sales Next Gen UI and Sales in the Redwood UX features in the Sales offering.	See the topic: How can I enable Sales in the Redwood User Experience?
5	Optionally, display the Redwood Sales tab as the first tab users see when they sign in.	See the topic: Display the Redwood Sales Tab When You Open the Home Page