Saved Searches Targeted at Different Users

As a sales administrator, you can configure saved searches targeted to different job roles in the sales organization.

Note: The saved searches you create in Digital Sales are identical to those you create in Oracle CX Sales Workspace and work areas powered by Adaptive Search. You can create, delete, and otherwise manage searches in either application, and the saved searches are available to users of both applications.

Configuring the saved searches for each work area involves two steps:

1. Create the saved searches in the landing page for each sales object. When you name your searches, keep in mind that users see them listed in alphabetic order.
2. Use the Manage Saved Searches page to share your saved searches with everyone or with the appropriate job roles. You can configure different lists of saved searches for different job roles, specify the search that runs by default when users open the work area, and you can hide the saved searches provided by Oracle.

While you can configure saved searches for the sales organization, every user can personalize the list of saved searches in each work area for their own use. They can save their current search criteria and their preferred way of displaying search results as a new saved search. Every user can specify which saved search runs by default whenever they open that particular work area. Users can also hide any saved searches they don’t want to see.