What's Required for Testing Configurations in the Sandbox

If you're creating configurations for a specific job role or creating your own custom objects, then you must be provisioned with additional job roles to view and test those configurations in the sandbox.

Enable the testing of both types of configurations using the steps described in this section.

What's Required for Role-Specific Configurations

If you're creating configurations for a specific job role in either Application Composer or Page Composer, then you must assign yourself that same job role to be able to test the configurations in the sandbox. For example, if you're creating your own page layout for the Sales Manager job role, then you must have the Sales Manager job role to view and test the layout. If you later create a different layout for salespeople, then you must deprovision the Sales Manager job role and provision yourself with the Sales Representative job role instead.

What's Required for the Objects You Create

If you're creating your own objects, then you must assign yourself the Custom Objects Administration (ORA_CRM_EXTN_ROLE) role. The application automatically generates this object role the first time you create an object in the application. Unless users have this role, they can't view or test the objects they create.

Setup Overview

1. While signed in as a setup user or the initial user you received when you signed up with Oracle, edit the role-provisioning rule for sales administrators and add the required job roles. Here is a summary of the steps:

   1. In the Setup and Maintenance work area, use the following:

      • Offering: Sales

      • Functional Area: Users and Security

      • Task: Manage HCM Role Provisioning Rules

   2. Search for all role-provisioning rules containing the Sales Administrator job role.

   3. For each rule, you add the job roles required for testing. Selecting the Self-requestable option makes it possible for individual users to assign themselves each job role when needed.

   4. If you're creating custom objects, then you must also add the Custom Objects Administration role. You must select both the Self-requestable and the Autoprovision option for this role. This object role is required for all objects you create, so you want to provision it automatically for future to sales administrators.

2. Sales administrators, who are resources with the Sales Administrator job role, navigate to the Resource Directory and assign themselves the job roles they need. Setup users, who are not resources, can edit their own user records in the Manage Users work area and assign themselves the roles there.

   For details on how resources can assign themselves job roles in the Resource Directory, see the Assign Yourself an Additional Job Role topic.