Overview of Work Area Search Setup

The topics in this section help you maintain and optimize searches in work areas for individual objects and to create saved searches for the sales organization.

Important: The topics in this section apply only to work areas that use the legacy CRM search. If you're a new customer or if you opt in to use the new work areas that are based on Workspace, you must set up Adaptive Search and the saved searches for Workspace instead.

Enable Work Area Search

If you ran Setup Assistant as described in the Implementing Sales guide. If you didn't use Setup Assistant, or if you need to index search objects at intervals that are different from the default intervals implemented by Oracle, then complete the setup tasks outlined in the following table to enable the two searches.

Step	Description	Setup	Where to Get More Information
1	Schedule the following processes to run periodically: Synchronize CRM Search Indexes Oracle recommends that you set this process, which builds the search index, to run every five minutes. Optimize CRM Search Indexes This process prevents index fragmentation and degradation in search performance. Oracle recommends that you run this process weekly.	You can schedule both process to run at the recommended intervals with the click of a button using the Schedule Work Area Search Process quick setup task for the Sales Foundation functional area. If you require different intervals, then you must separately schedule these processes from the Scheduled Processes work area.	See the topic: Schedule Work Area Search Processes
2	Configure the saved searches (lists) your sales organization uses in the different work areas. You can create saved searches for your organization as a whole or for select job roles and hide those supplied by Oracle. You can also specify which saved search appears by default when a salesperson navigates to a specific work area. The saved searches you configure for work areas are specific to the individual work areas. They can't be used in Workspace or as filters in actionable infolets.	In a sandbox with Page Composer, configure the saved search configuration you need for each of the work areas. You must publish the sandbox to make the saved search changes available to others.	See the topic Configure Work Area Lists

Step

Description

Setup

Where to Get More Information

Schedule the following processes to run periodically:

Synchronize CRM Search Indexes

Oracle recommends that you set this process, which builds the search index, to run every five minutes.
Optimize CRM Search Indexes

This process prevents index fragmentation and degradation in search performance. Oracle recommends that you run this process weekly.

You can schedule both process to run at the recommended intervals with the click of a button using the Schedule Work Area Search Process quick setup task for the Sales Foundation functional area.

If you require different intervals, then you must separately schedule these processes from the Scheduled Processes work area.

See the topic: Schedule Work Area Search Processes

Configure the saved searches (lists) your sales organization uses in the different work areas. You can create saved searches for your organization as a whole or for select job roles and hide those supplied by Oracle. You can also specify which saved search appears by default when a salesperson navigates to a specific work area.

The saved searches you configure for work areas are specific to the individual work areas. They can't be used in Workspace or as filters in actionable infolets.

In a sandbox with Page Composer, configure the saved search configuration you need for each of the work areas. You must publish the sandbox to make the saved search changes available to others.

See the topic Configure Work Area Lists