1. Implementing Sales
  2. Setup Assistant and Search

Setup Assistant and Search

Setup Assistant sets up everything your sales organization needs to start using Adaptive Search both in Digital Sales and in CX Sales.

What Setup Assistant Does for You

  • Enables the objects you selected for Adaptive Search and runs the indexing process at the recommended intervals. The Setup Assistant enables the search configuration provided by Oracle. Adaptive Search is the search technology that powers all Digital Sales UI searches, including smart pickers. It's also the search technology for most search UIs in CX Sales, including Workspace, individual work areas, Workspace infolets, Global Search, and REST APIs.

  • Displays the global search field at the top of the page for CX Sales UIs. (Behind the scenes, it sets the profile option Global Search Enabled to Yes.)

  • Sets up the search for work areas that still use the legacy CRM-specific search technology:

    • Enables the work area searches in the work areas that don't yet use Adaptive Search.

    • Runs the Synchronize CRM Search Indexes process every 5 minutes. This process sets up the search index for work area searches.

    • Runs the Optimize CRM Search Indexes process weekly. This process keeps the work-area search index from getting fragmented.

      Note: If your implementation requires indexing processes to run at different intervals, you must schedule the processes separately using individual tasks available from the Scheduled Processes page (Navigator > Tools > Scheduled Processes). For details, see the topic Schedule Work Area Search Processes topic in the Implementation Reference guide.

What You Can Set Up Manually

  • Modify the way global search works.

  • Configure the way keyword searches work.

  • Add or remove objects available in Adaptive Search.

  • Create saved searches for the sales organization.

  • Create any saved searches for the work areas that don't yet support Adaptive Search and modify search behavior. See the Implementation Reference guide (Overview of Work Area Search Setup) and the Configuring Applications Using Application Composer guide for details.

    Note: You must create separate saved searches for these legacy individual work areas.

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