11 Configure the Redwood Sales Interface

If you are implementing CX for Utilities Sales, you must configure your Redwood Sales Account Details page to include the CX for Utilities Sales Account 360 screen as a sub-view of the Account Details page. This configuration enables CX for Utilities Sales to be included as a seamless view of utility-specific information from directly within Oracle Redwood Sales.

To complete the implementation process, you must complete these steps:

1. Set up the Dynamic layout using Visual Builder.

   This step is required only if you have previously customized or extended the Redwood Sales Account Details page. For implementations that are using the out-of-the-box Account Details page, this layout change is delivered with the CX for Utilities Sales solution.

2. Set up the Sub-view Container layout using Visual Builder

   This step is required only if you have previously customized or extended the Redwood Sales Account Details page. For implementations that are using the out-of-the-box Account Details page, this layout change is delivered with the CX for Utilities Sales solution.

3. Create smart actions.
4. Optionally, you can change the name of the Sales Dashboard to Utility Sales Dashboard. See Rename Redwood Sales Dashboard for details.

In this chapter:

• Add the Account 360 Sub-View to Redwood Sales Account Details Page
  
• Add New Fields to the Account Details Header in Redwood Sales
  
• Configure Smart Actions