Access Visualization Configurations
Visualization configurations are viewed in the mobile application, or on the sales dashboard.
The following roles have permissions to work with visualizations.
-
ORA_ZCA_CUSTOMER_RELATIONSHIP_MANAGEMENT_APPLICATION_ADMINISTRATOR_JOB (Customer Relationship Management Administrator)
-
ORA_ZBS_SALES_ADMINISTRATOR_JOB (Sales Administrator)
How to Access the Visualization Tool
- From the Navigator, choose Configuration.
- Choose Application Composer.
- Choose Visualization Configuration. If you don't see a visualization configuration option, then verify that your role has the proper permissions.