Audience and Scope

This playbook is intended for implementers and sales administrators who want to learn how to configure Adaptive Search, the search technology used with Redwood UX applications, for Oracle Sales in the Redwood User Experience.

While you can enable search for the standard sales objects with a few clicks when you run the Setup Assistant, this playbook explains how to configure the search experience. For example, you can enable searching on custom fields you created for standard objects, and you can make it possible for salespeople to group search results in list pages and Sales Dashboard visualizations. While configuration of standard objects is optional, you must configure search on custom objects and custom fields.

The chapter on saved searches explains how to provide your sales organization with preconfigured searches targeted to different audiences. Saved searches also form the foundation of visualizations that you can add to the Sales Dashboard, which provides salespeople with an overview of their customers and activities.