How do I enable opportunity and lead activity configurations for Orchestration?

You must first enable the orchestration feature by setting the profile option Enable Orchestration (ORA_ZCA_ENABLE_ORCHESTRATION) to Yes at the site, lead, and opportunity management levels. If you're already using Activities (the Activity Stream), then you must enable certain attributes to work with Orchestration.

Note: If you're new to Oracle Sales for the Redwood UX, and you created and activated activities configurations, then no further action is required.

If you haven't created your own activity configurations for sales leads and opportunities, then see How to Enable Orchestration If You Haven't Created Custom Activity Configurations in the How do I get started with Orchestration? solution playbook on the Oracle Sales Help Center Playbooks page.

If you've created custom activity configurations for sales leads and opportunities, then you must edit your active configurations for both Opportunity and Sales Lead objects to enable options for Orchestration-related attributes. The settings for both Sales Lead and Opportunity objects are identical. See the related topics for more information.