How do I set up Activities for Sales in the Redwood user experience?
Here's a summary of the set up steps to enable Activities for Sales in the Redwood user experience:
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Step |
Description |
Navigation |
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1 |
You must create and activate an activities configuration for each object you use in Digital Sales. You create an activities configuration by duplicating an existing one. Oracle provides a predefined configuration for each object. If you want to use the predefined configuration, just copy it and activate it. If you want to change what gets displayed in Activities for an object, you can edit your copy before activating it. |
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| 2 | Set the profile option Set the Common CRM Signals Active (ORA_ZCA_ENABLE_SIGNALS) to No. | |
| 3 | Run the Publish Feed Elements process to create the index required by Adaptive Search. Don't select the Production to Test Enabled check box. This check box is used for migrating indexes from production to test instances. You run this process only once. |
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| 4 | Enable the natural English-language filtering of activities. Using this feature, a salesperson can enter "filter my tasks due tomorrow", to view all tasks due by the end of the next calendar day in their time zone where they're listed as a resource. Like all natural-language processing in Sales, this feature uses Oracle Digital Assistant (ODA) to process the text. | |
| 5 | Set the profile option Set the Common CRM Signals Active (ORA_ZCA_ENABLE_SIGNALS) to Y. |