How can I change which Create actions are available in the Sales Dashboard?

Use the Smart Actions work area in Application Composer to specify which salespeople can create records directly from the Sales Dashboard search bar.

Oracle preconfigures global create actions for all of the standard sales objects.

For custom objects, the create actions are created automatically when you use CX Extension Generator to create your custom UI. (If you created your custom object UI before update 25B, or didn't use Extension Generator, then follow the setup steps outlined in Create the Global Create Actions for Custom Objects.)

Specifying which Create Action is Available to Whom

1. In a sandbox, open Application Composer and click Smart Actions.

2. In the Smart Actions work area, you can:

   • See the list of all global create actions, by entering Global as a filter.

   • Disable create actions for all users.

   • Restrict the global create actions to specific job roles. (You must duplicate the System global actions provided Oracle and edit the duplicates.)
3. Publish the sandbox.