Setup Checklist
Here are the high-level, initial steps to get started implementing Sales in the Redwood UX:
| Step and Description | Where to Find More Information |
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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? |
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Step 2 Enable the Sales and Service offerings for implementation. The Service offering includes tasks required to set up the telephony integration for Sales. |
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Step 3 Request installation of the Oracle Spectra platform. Enable Sales in the Redwood UX. Sales in the Redwood UX relies on the Oracle Spectra platform. |
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| 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 |
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| 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 |
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| Step 10 Review your Geographies setup |