Enable the Activity Stream

Here's a summary of the set up steps to enable Activities for Sales in the Redwood UX.

High-Level Steps to Configure Activities for Sales in the Redwood UX

Here's how to configure the Activity Stream:

  1. You must create and activate an activities configuration for the Sales Lead object and the Opportunity object.
  2. Run the Publish Feed Elements process to create the index required by Adaptive Search.
  3. Enable the natural English-language filtering of activities.

See Overview of Activities Setup for more details.