Overview of Saved Search Setup
Here's an overview of how you can create saved searches for different roles in your organization in both Digital Sales and CX Sales.
|
Step |
Applies to |
Description |
Navigation |
Where to Get More Details |
|---|---|---|---|---|
| 1 | Both Digital Sales and CX Sales | If you haven't already, review the list of fields available in Adaptive Search and make changes before you create saved searches. | N/A | Adaptive Search Configuration Provided by Oracle |
|
2 |
Both Digital Sales and CX Sales |
Create saved searches for different job roles in the sales organization. You accomplish this in either the Digital Sales UI or the CX Sales UI. |
On any list page |
For Digital Sales, see the topic Create Saved Searches for the Sales Organization For CX Sales, see: Specify the List of Saved Searches for Different Job Roles |
|
3 |
Both Digital Sales and CX Sales |
Share the saved searches with the appropriate job roles in the organization. You accomplish this in either the Digital Sales UI or the CX Sales UI. |
Click in the search field in the list page and select Manage Saved Searches. |
For Digital Sales, see the topic How do I share a saved search with everyone or with specific job roles? For CX Sales, see: Specify the List of Saved Searches for Different Job Roles |
|
4 |
Both Digital Sales and CX Sales | Specify which saved search appears by default when a user opens each work area. |
Click in the search field in the list page and select Manage Saved Searches. |
For Digital Sales, see the topic: Specify Which Saved Search Appears for Users by Default. For CX Sales, see: Specify the List of Saved Searches for Different Job Roles |
| 5 | Digital Sales | If the saved search is for a lead or contact, you can specify if you want users to see the first item in the list instead of the list itself. |
Click in the search field in the list page and select Manage Saved Searches. |
See the topic Display the First Record in Leads and Contact Lists. |
| 6 | Digital Sales | You can create a visualization (a chart) of the data in a saved search. | Navigate to . | See the topic Create a Visualization of a Saved Search or an Analysis. |
| 7 | Digital Sales | You can add shared saved searches and any
visualizations you create for them to the Sales Dashboard. You can display a saved search in the Sales Dashboard as a Metric Card (one of the tiles across the top), as a list, or as a table. |
VB Studio | See the topic: Create a Visualization of a Saved Search or an Analysis |
| 8 | CX Sales | For each job role, you can specify which business object and saved search they see when they open Workspace or a work area for an object. | Manage Saved Searches page in Workspace. |
See the topic: Specify the List of Saved Searches for Different Job Roles |