How do I enable contact creation audit logs?
You must run the Publish Feed Elements scheduled process to configure the Activities Panel in Oracle Sales in the Redwood User Experience.
When you set up Oracle Sales in the Redwood User Experience for the first time – and each time you import new sales records – you must run the Publish Feed Elements scheduled process to enable the Activities panel and subview for each record. The process publishes the indexes required for Oracle Adaptive Search to track activities for all objects that have activities enabled. You can't run the process separately for individual objects.
The Publish Feed Elements process populates activities child objects of all contacts that were updated in the last 300 days:
Child Object | Criteria |
---|---|
Activity Type = Appointment |
All activities of type Appointment that haven't passed the due date. All activities of type Appointment that have passed a due date 180 days from the current date. |
Activity Type = Task |
All activities of type Task that have the following status: Not Started, In Progress, and On Hold. All tasks in Completed status that has passed the due date 180 days from current date |
Notes | All available notes that were created or updated in the last 180 days. |
Audit | Audit log that shows the Created By and Updated By information for the Contact record. |
Update the Initial Run Date to Ensure Your Records Are Processed
The Publish Feed Elements process uses the date that you first run the process to identify which records to index. For example, only leads that were updated in the last 180 days before the run date are indexed. If you first ran this process on 2023-06-30, then the all the leads in the prior180 days are processed (leads from 2023-01-01 to 2023-06-30). If you're running the process more than 180 after the initial run date, then your records won't get processed unless you update the stored run date. Here's how to update the date:
- Open Setup and Maintenance.
- Open the side panel and click Search.
- Search for the task Manage Profile Options and open it.
- On the Manage Profile Options page, and in the Search results section, click New (the plus sign).
- In the Create Profile Option page, make the following entries:
Field What to Enter Profile Option Code ZCA_FEED_DAY0_START_DATE Profile Display Name Day 0 Start Date Application Common CRM Module Common CRM - Click Save and Close.
- Open the Manage Administrator Profile Values task.
- Search for the profile option you just created by its code: ZCA_FEED_DAY0_START_DATE.
- In the Profile Values section, enter a more recent date in the format: YYYY-MM-DD, for example: 2024-06-30.
- Click Save and Close.
How to Run the Publish Feed Elements Process
-
Click
. -
On the Scheduled Processes Overview page, click Schedule New Process.
-
Leave the type as Job.
-
In the Name field, type Publish Feed Elements, and press Enter.
-
Make sure that the Production to Test Enabled checkbox is unselected. You use this option only if you want to migrate the activity indexes from production to test as part of your data migration.
-
Continue to the next steps. You can also skip to the steps and submit to run the process once as soon as possible with the default output.