About Workspace Infolets

New actionable infolets, called Workspace infolets, provide salespeople with many of the features they use in Workspace, such as quick actions and configurable filters.

For example, from within the My Accounts Workspace infolet, salespeople can take notes, log calls, schedule appointments, and even create opportunities for a specific account in the list. They can also create new accounts directly from the infolet. Salespeople can personalize the information in each infolet and can specify their own filter criteria and decide how they want the infolet information to display.

So that salespeople can start using Workspace infolets, you must set the Enable Workspace Infolets (ZCA_ENABLE_ADAPTIVE_INFOLETS) profile option value to Yes. See the topic, Edit the Enable Workspace Infolets Profile Option, for more information. In addition, it's also a prerequisite to have Workspace enabled. See the Adaptive Search Setup section in the Adaptive Search and Workspace chapter in this guide for information about how to set up Adaptive Search and Workspace.

You can enable the Sales Infolets page, if it's not enabled by default. Ensure that you have access to the job roles for which you're enabling the page.

Oracle provides these predefined Workspace infolets:

• My Accounts

• My Appointments

• My Contacts

• My Leads

• My Opportunities

• My Tasks

After you switch to Workspace infolets, Oracle provides four additional Workspace infolet templates that you can extend and configure based on your business requirements. For more information, see the topic, Set Up Additional Workspace Infolets.