1. How do I configure the Sales Dashboard in the Redwood User Experience?
  2. How do I migrate visualization configurations to other environments?

How do I migrate visualization configurations to other environments?

You can copy your visualization configurations to other environments using the Export Management and Import Management tools.

To import and export visualization configurations, refer to the Understanding Import and Export Management for Sales and Fusion Service guide.

Object: Visualization Configuration

Sample scripts:

  • To export a specific configuration: ReportConfigNumber = 'CDRM_1002'
  • To export all configurations: ReportConfigNumber IS NOT NULL