1. How do I get started with Orchestration?
  2. Enable Opportunity and Lead Activity Configurations for Orchestration

Enable Opportunity and Lead Activity Configurations for Orchestration

You must make sure that certain attributes are enabled in the active Activities Configuration to work with Orchestration.

If you're new to Sales in the Redwood user experience in this release and you created and activated activities configurations no action is required. If you're already using Activities (the Activity Stream), then you must enable the attributes. You can do so either by duplicating and activating the latest activities configuration or by editing your existing active configuration.

How to Enable Orchestration If You Haven't Created Custom Activity Configurations

If you started using Sales in the Redwood user experience in previous releases, and you haven't created your own activity configurations for sales leads and opportunities, then you can simply duplicate and activate the current activity configurations provided by Oracle for these 2 sales objects: Sales Lead and Opportunity.

  1. Click Navigator > Configuration > Configure Activities Display.
  2. Select a sales object you want to configure.
  3. In the Activities configurations section, select an existing configuration. Oracle provides one standard configuration for each object. Look for SEED_DATA_FROM_APPLICATION in the Created By column.
  4. In the Action column (the last column on the right), click Actions (three dots) and select Duplicate.
  5. In the Duplicate dialog, enter a name for your configuration and an optional description.
  6. Click Duplicate.
  7. Click on the new configuration name to display its attribute setup.
  8. If you want to use the configuration provided by Oracle, then skip steps 9 through 11 and activate the configuration as described in step 12.
  9. If you want to change the way attributes display first, then click Actions and select Edit.
  10. Configure the attributes:
    1. Select one of the objects you want to configure for display on the left pane.
    2. In the right pane, locate the attribute you want to update and set the two parameters:
      • Make Available for Display: makes a field available for display on the UI.
      • Monitor for Changes: monitors the field for updates.
  11. When you're done, click Update.
  12. To make your configuration active, click Actions (the three dots) and select Activate. You must then confirm that you want to activate.

What to Do If You've Created Custom Activity Configurations

If you've created custom activity configurations for sales leads and opportunities, then you must edit your active configurations for both objects and enable options for attributes related to Orchestration. The settings for both Sales Lead and Opportunity objects are identical.

  1. Click Navigator > Configuration > Configure Activities Display.
  2. From the What object do you want to configure? list, select either Sales Lead or Opportunity.
  3. In the Activities configurations section, select your custom active configuration.
  4. In the Action column (the last column on the right), click Actions (three dots) and select Edit.
  5. In the Objects you can configure for display pane, click the Activity/Task object.
  6. In the right pane Objects attributes for display search box, enter Orchestration.
  7. For the Orchestration ID and the Orchestration Step ID attributes, select the Make Available for Display check box. Don't select the Monitor for Changes check box. Here's a recap:
    Display Name Unique Name Make Available for Display Monitor for Changes
    Orchestration ID OrchestrationId Selected Not Selected
    Orchestration Step ID OrchestrationStepId Selected Not Selected
  8. In the right pane Objects attributes for display search box, enter SmartAct.
  9. For the Smart Action and Smart Action ID attributes, set the Make Available for Display and Monitor for Changes check boxes as follows:
    Display Name Unique Name Make Available for Display Monitor for Changes
    Smart Action Context SmartActionContext Selected Selected
    Smart Action ID SmartActionId Selected Not Selected
  10. In the right pane Objects attributes for display search box, enter Appointment.
  11. For the Appointment Status attribute select both the Make Available for Display and Monitor for Changes check boxes:
    Display Name Unique Name Make Available for Display Monitor for Changes
    Appointment Status AppointmentStatus Selected Selected
  12. Click Update to save your changes.

  13. Now edit your active configuration for the other object, Sales Lead or Opportunity, following the same procedure.