1. How do I get started with Oracle Sales in the Redwood User Experience?
  2. Setup Checklist

Setup Checklist

Here are the high-level, initial steps to get started implementing Sales in the Redwood UX:

Oracle Sales in the Redwood User Experience Setup Checklist

Step and Description Where to Find More Information

Step 1

Before you sign in for the first time, complete the actions listed in the Service Administrator Action List provided by Oracle, and create your account with My Oracle Support.

If you haven't done so already, sign in and reset your temporary password. You click the user initials in the global header on the Welcome page, and select Set Preferences from the menu.

What do I do after I get my welcome email?

Step 2

Enable the Sales and Service offerings for implementation. The Service offering includes tasks required to set up the telephony integration for Sales.

Enable Sales and Service Offerings and Functional Areas

Step 3

Request installation of the latest Oracle Fusion microservices and components and enable Sales in the Redwood UX.

Step 4

Run the Setup Assistant

 Overview of the Setup Assistant and Run the Setup Assistant
Step 5

Create implementation (setup) users to help with the implementation; optionally, give more setup users permissions to see all scheduled processes

Create sales resources (users)

Import more sales resources
Step 6

Enable Access Groups

Enable Access Groups
Step 7

Select the business objects enabled for Oracle Adaptive Search

 Configure Adaptive Search and Workspace
Step 8

Enable the Activity Stream

 Enable the Activity Stream
Step 9

Review the Accounting Calendar setup
Step 10

Review your Geographies setup