How do I enable the list of activities in each record in Sales in the Redwood User Experience?

When you set up the Sales in the Redwood User Experience application for the first time and each time you import new sales records, you must run the Publish Feed Elements process to enable the Activities (feed) panel and subview for each record. The process publishes the indexes required for the Adaptive Search to track activities for all the objects that have activities enabled. You can't run the process separately for individual objects.

Which Records Get Populated with Activities

The Publish Feed Elements process populates activities in records that meet the following criteria:

Object	Criteria
Lead	Lead status equals Unqualified or Qualified and the lead was updated in the last 180 days
Opportunity	Opportunity status is Open and the opportunity was updated in the last 300 days
Account	All accounts of type Customer and Prospect with any tasks and appointments added in the last 300 days
Contact	All contacts that were updated in the last 300 days.

The process also populates activities for child objects of the objects that meet the above criteria:

Lead

Child Object	Criteria
Activity Type = Appointment	All activities of type Appointment that haven't passed the due date. All activities of type Appointment that have passed a due date 60 days from current date.
Activity Type = Task	All activities of type Task that have the following status: Not Started, In Progress, and On Hold. All tasks in the Completed status that passed a due date 60 days from current date.
Notes	All available notes that were created or updated in the last 60 days.
Audit Log	Audit log that shows the Created By and Updated By information for the Lead record.

Contact

Activity Type = Appointment	All activities of type Appointment that haven't passed the due date. All activities of type Appointment that have passed a due date 180 days from the current date.
Activity Type = Task	All activities of type Task that have the following status: Not Started, In Progress, and On Hold. All tasks in Completed status that has passed the due date 180 days from current date
Notes	All available notes that were created or updated in the last 180 days.
Audit	Audit log that shows the Created By and Updated By information for the Contact record.

Opportunity

Activity Type = Appointment	All activities of type Appointment that haven't passed the due date. All activities of type Appointment that have passed a due date 180 days from current date.
Activity Type = Task	All activities of type Task that have the following status: Not Started, In Progress, and On Hold.
Notes	All available notes that were created or updated in the last 180 days.
Audit	Audit log that shows the Created By and Updated By information for the Opportunity record.

Account

Activity Type = Appointment	All activities of type Appointment that haven't passed the due date. All activities of type Appointment that have passed a due date 180 days from current date.
Activity Type = Task	All activities of type Task that have the following status: Not Started, In Progress, and On Hold.
Notes	All available notes that were created or updated in the last 180 days.
Audit	Audit log that shows the Created By and Updated By information for the Account record.

Service Request

Audit	Audit log that shows the Created By and Updated By information for the service request record.
Messages	All service request messages of the following types: Customer Entry Response Internal Note Forwards System Note System Response
Interactions	Interactions for all SRs where StatusCd = "ORA_SVC_CLOSED" AND ChannelTypeCd IN [ "ORA_SVC_CHAT","ORA_SVC_PHONE"]

Update the Initial Run Date to Ensure Your Records Are Processed

The Publish Feed Elements process uses the date you first run the process to determine which records to index. For example, only leads that were updated in the last 180 days prior to the run date are indexed. If you first ran this process on 2023-06-30, then the all the leads in the prior180 days are processed (leads from 2023-01-01 to 2023-06-30). If you're running the process more than 180 after the initial run date, then your records won't get processed unless you update the stored run date. Here's how to update the date:

1. Open Setup and Maintenance.
2. Open the side panel and click Search.
3. Search for the task Manage Profile Options and open it.
4. On the Manage Profile Options page, and in the Search results section, click New (the plus sign).

5. In the Create Profile Option page, make the following entries:

   Field	What to Enter
   Profile Option Code	ZCA_FEED_DAY0_START_DATE
   Profile Display Name	Day 0 Start Date
   Application	Common CRM
   Module	Common CRM

6. Click Save and Close.
7. Open the Manage Administrator Profile Values task.
8. Search for the profile option you just created by its code: ZCA_FEED_DAY0_START_DATE.
9. In the Profile Values section, enter a more recent date in the format: YYYY-MM-DD, for example: 2024-06-30.
10. Click Save and Close.

How to Run the Publish Feed Elements Process

Important: You must run this process once during initial Redwood Sales setup and any time you import sales data that create new records in your Sales application.

1. Click Navigator > Tools > Scheduled Processes.

2. On the Scheduled Processes Overview page, click Schedule New Process.

3. Leave the type as Job.

4. In the Name field, type Publish Feed Elements, and press Enter.

5. Make sure that the Production to Test Enabled checkbox is unselected. You use this option only if you want to migrate the activity indexes from production to test as part of your data migration.

6. Continue to the next steps. You can also skip to the steps and submit to run the process once as soon as possible with the default output.