1. Implementing Sales
  2. Prerequisite Adaptive Search Setup in Sales

Prerequisite Adaptive Search Setup in Sales

Oracle Sales Assistant uses enabled saved searches and the high-performance search capabilities powered by Adaptive Search. Before using the Oracle Sales Assistant, you must ensure that:

  1. Adaptive Search is enabled in the CX Sales application, and that search indexing processes are run and regularly scheduled.

  2. Fields are enabled in Adaptive search for these objects:

    • Opportunity - Status, Sales Method

    • Activity - Type, Activity, Start Date, End Date, Status, Due Date

    See Make Additional Fields Searchable, Overview of Optional Setup Tasks and the Implementation Reference guide.