Enable Opportunity Pipeline Attributes in Adaptive Search

For the Sales Dashboard to display values in the Opportunity Pipeline amount, Win Probability, and Amount fields, a few fields must be enabled in Oracle Sales Adaptive Search. These fields aren't enabled by default. After you enable the fields, you must run the Partial Publish scheduled process to activate your changes.

Enable the following fields in the Setup > Advanced tab of the Configure Adaptive Search setup task:

• Primary Revenue

  Navigation: Opportunity > Primary Revenue > Primary Revenue

• Win Probability

  Navigation Opportunity > Primary Revenue > Opportunity Revenue > Primary Revenue > Win Probability

• Amount

  Navigation: Opportunity > Primary Revenue > Opportunity Revenue > Amount

Here's how to enable the fields:

1. In the Setup and Maintenance work area, open the Configure Adaptive Search task:

   • Offering: Sales

   • Functional Area: Sales Foundation

   • Show: All Tasks

   • Task: Configure Adaptive Search

2. Click Setup > Advanced.

3. On the Advanced tab, click Primary Revenue.

4. In the Configure: Primary Revenue pane, select the Enable checkbox for the Primary Revenue field.

   

5. Click Primary Revenue > Opportunity Revenue.

   
6. In the Configure: Opportunity Revenue pane, use the Find Fields field to search and enable the Amount field and the Win Probability field.
7. Click Save.
8. Publish the new attributes by running the Partial Publish process:
   1. Click Actions > Partial Publish.
   2. Select Opportunity.
   3. Click Proceed with Partial Publish.
   4. In the Partial Publish window, click Publish.