Enable the Redwood Sales Dashboard

Before sales users can access the Sales Dashboard, you must enable it.

To enable the Sales Dashboard:

1. Navigate to Configuration > Sandboxes .

2. On the Sandboxes page, click Create Sandbox.

3. On the Create Sandbox page, enter a sandbox name.

4. For the Publishable option, click Yes.

5. In the All Tools table, select the Structure check box.

6. Click Create and Enter.

7. On the Sandboxes page, from the Tools menu, select Structure.

   

8. On the Navigation Configuration page, click Create > Create Page Entry.

   

9. On the Create Page Entry page, enter these field values:

   Create Page Entry Field Values for Sales Dashboard

   Field	Value
   Name	Sales Dashboard
   Icon	Select your desired icon
   Group	(Top Level)
   Show on Navigator	Yes
   Show on Springboard	Yes
   Mobile Enabled	Yes
   Link Type	Dynamic URL
   Web Application	ORA_FSCM_UI
   Destination for Web Application	/redwood/cx-sales/application/container/dashboards/sales-dashboard

10. Click Save and Close.

11. Test and confirm that you can access the Sales Dashboard using both the Navigator, as well as from the home page.

12. When ready, publish the sandbox by clicking the sandbox name at the top of the page > Publish.