Overview of Mandatory Setup Tasks

Here are the mandatory tasks that are covered sequentially in this chapter. You can use these steps, like a checklist, to get your Partner Finder application set up.

1. Set up CX Sales

   1. Set up the APPID User

      This allows users to search the Partner Finder application without logging in.

   2. Set up adaptive search

      Adaptive search provides an efficient search and filtering capability in your Partner Finder application.

2. Set up Oracle Visual Builder

   1. Configure Oracle Visual Builder with CX Sales

   2. Configure Oracle Visual Builder with Oracle Component Exchange

   3. Create a new Partner Finder application

   4. Verify your Oracle Visual Builder settings

   5. Set up authentication for your application

   6. (Optional) Configure Git for application source control