Overview of Saved Search Setup

Here's an overview of how you can create saved searches for different roles in your organization.

Step	Description	Navigation	Where to Get More Details
1	If you haven't already, review the list of fields available in Adaptive Search and make changes before you create saved searches.	N/A	Adaptive Search Configuration Provided by Oracle
2	Create saved searches for different job roles in the sales organization.	On any list page	Create Saved Searches for the Sales Organization
3	Share the saved searches with the appropriate job roles in the organization.	Click in the search field in the list page and select Manage Saved Searches.	How do I share a saved search with everyone or with specific job roles?
4	Specify which saved search appears by default when a user opens each work area.	Click in the search field in the list page and select Manage Saved Searches.	Specify Which Saved Search Appears for Users by Default.
5	If the saved search is for a lead or contact, you can specify if you want users to see the first item in the list instead of the list itself.	Click in the search field in the list page and select Manage Saved Searches.	Display the First Record in Leads and Contact Lists.