Workspace Infolets
Workspace infolets summarize key sales information in the Sales Infolet tab in the Analytics section at the bottom of the home page. Workspace infolets are used in CX Sales. They provide salespeople with many of the features they use in Workspace, such as quick actions and filters.
For example, from within the My Accounts Workspace infolet, salespeople can take notes, log calls, schedule appointments, and even create opportunities for a specific account in the list. They can also create accounts directly from the infolet. Here's a screenshot of the My Accounts infolet provided by Oracle:
|
Callout Number |
Function |
What You Can Configure |
|---|---|---|
|
1 |
Infolet title. |
Edit the title. |
|
2 |
Select a Workspace saved search as a filter. |
Specify which Workspace saved searches are available as filters. |
|
3 |
Review basic information about accounts and drill down to edit |
You can specify which fields display in each record in the list. |
|
4 |
Take actions on an account without drilling down. On an account, you can take notes, log calls, and even create opportunities. |
You can enable, disable, or reorder the smart actions using Application Composer. |
|
5 |
Create new accounts. |
N/A |
|
6 |
Navigate to Workspace. |
N/A |
Oracle provides you with 10 Workspace infolets. Six are preconfigured and four blank:
-
My Accounts
-
My Appointments
-
My Contacts
-
My Leads
-
My Opportunities
-
My Tasks
-
Additional Actionable Infolet
-
Additional Actionable Infolet
-
Additional Actionable Infolet
-
Additional Actionable Infolet
As a sales administrator or setup user, you can configure the information in each of the infolets, even those that are preconfigured. You can specify which Workspace saved searches are available as filters, change the infolet title, and decide how you want the infolet information to display. You can configure Workspace infolets to display any combination of saved searches from Workspace. Suppose, for example, that you created a project custom object to track projects involving multiple customers. You could configure one of the Workspace infolets as My Projects to track the accounts and the tasks involved.