Enable Predefined Rollups for Adaptive Search

You can have your sales team use rollups to search for accounts and contacts.

See this topic to learn more:

• Enable Searching for Accounts and Contacts Using Rollups

You can view this video Enable rollups for Adaptive Search on Oracle Cloud Customer Connect to learn how to enable rollups for Adaptive Search, configure attributes, and publish and verify your changes. This lets you search accounts or contacts using rollups as search criteria.

For more information about viewing summaries of rollup metrics by aggregating key account information, including rolling the information up through an account hierarchy, see:

• Sales Rollups Video Series on Oracle Cloud Customer Connect.