Overview of Activities Setup
Here's a summary of the steps to specify which activities get tracked for different objects in Oracle Sales for Redwood.
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Step |
Description |
Navigation |
Where to Get More Details |
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1 |
You must create and activate an activities configuration for each object that you use in Sales for Redwood. You create an activities configuration by duplicating an existing one. Oracle provides a predefined configuration for each object. To use the predefined configuration, just copy it and activate it. To change what gets displayed in Activities for an object, you can edit your copy before activating it. If you're are a new customer, then the activities configurations for opportunities and service requests were already duplicated and activated for you. But you must still duplicate and activate the rest of the objects. |
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See the topic: Create and Activate an Activities Configuration |
| 2 |
Optionally, review and edit the criteria that the Publish Feed Elements process will used to populate activities in your sales records. You can also review the criteria for removing old activities from sales records. |
Edit Criteria for Populating and Purging Activities in Individual Records | |
| 3 |
When you set up Sales for Redwood for the first time – and each time you import new sales records – you must run the Publish Feed Elements scheduled process to enable the Activities panel and subview for each record. Don't select the Production to Test Enabled checkbox. This checkbox is used for migrating indexes from production to test instances. |
See the topic: Enable the Tracking of Activities in Records |
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| 4 | Enable the natural English-language filtering of activities. Using this feature, a salesperson can enter "filter my tasks due tomorrow", to view all tasks due by the end of the next calendar day in their time zone where they're listed as a resource. Like all natural-language processing in Sales, this feature uses Oracle Digital Assistant (ODA) to process the text. | See the topics and explanation in this section: Natural-Language Filtering for Activities |