Enable Drill-Down Capabilities in Notifications

You can enable salespeople to drill down to an activity from a notification list or an email. To use the enhanced notifications feature, salespeople must set their preferences to accept notifications.

You enable the enhanced capabilities by opting in to the feature and setting profile options. With enhanced notifications, salespeople can take actions on an activity from a notification list or an email. For example, they can click a link in an email to accept or decline an appointment or mark a task as completed.

Note: While you can revert to opt out of the enhanced notifications, Oracle recommends that you don't opt out of the enhanced notifications between releases.

Setup Overview

Here are the high-level steps to set up enhanced notifications:

1. Opt in to the Activity Drill-down and Actionable Notification feature in Setup and Maintenance.

2. Set site-level profile options that enable the notifications.

3. Set profile options that enable users to set their preferences for notifications. The profile options can be set at site-level or user-level.

If salespeople opt in for the capability to drill down and act from activity notifications, then they receive both a notification list and an email. Salespeople don't have the option to choose only one type of notification.

Opt in to Activity Drill-Down and Actionable Notifications

To opt in to the Activity Drill-Down and Actionable Notifications feature:

1. Sign in as a setup user.

2. In the Setup and Maintenance area, go to the following:

   • Offering: Sales

   • Functional Area: Sales Foundation

3. Click the drop-down button on Sales Foundation.

4. Click Change Feature Selection.

5. In the Edit Features: Sales Foundation page, select the Enable check box for the Activity Drill-down and Actionable Notification.

6. Click Done.

To revert to the earlier setup, clear the Enable check box and save your changes.

Set Profile Options to Enable the Notifications

Use profile options to enable email or list notifications at the site level. After you enable the profile options, if salespeople opt in for enhanced notifications, then they receive both list and email notifications with drill-down capabilities.

To set the profile options:

1. In the Setup and Maintenance area, go to the following:

   • Offering: Sales

   • Functional Area: Sales Foundation

   • Task: Manage Administrator Profile Values

2. Search for the profile option, update it, and save your changes.

   Here are the profile options to set:

   Profile Display Name	Profile Option Code	Description
   Email and List Appointment Notifications Enabled	ZMM_ACTIVITY_APPT_NOTIF_LIST_EMAIL	Enables appointment notifications in notification lists and emails
   E-Mail and List Task Notifications Enabled	ZMM_ACTIVITY_TASK_NOTIF_LIST_EMAIL	Enables task notifications in notification lists and emails

   In addition to enabling the site-level profile options, you must also enable profile options for the user preference settings. Here are the profile options that you enable at site or user level:

   Profile Display Name	Profile Option Code	Description
   Email and List Task Notifications Enabled as per User Preference	ZMM_ACTIVITY_TASK_NOTIFICATIONS	Enables users to receive task notifications in the notification list and through email according to their preference settings
   Email and List Appointment Notifications Enabled as per User Preference	ZMM_ACTIVITY_APPT_NOTIFICATIONS	Enables users to receive appointment notifications in the notification list and through email according to their preference settings