Rename Redwood Sales Dashboard

You can use VB Studio to rename the Sales Dashboard screen and menu options in Redwood Sales to "Utility Sales Dashboard". Use these instructions after you have configured the Redwood Sales interface to display utility data on this screen. After making this change, users who should have access to utility data when viewing this screen will see the updated name. This use case is specific to CX for Utilities Sales.

Figure 14-10 Utility Sales Dashboard Screen

Figure 14-11 Utility Sales Dashboard Menu Option

This example assumes that the reader is familiar with, and understands how to use, Visual Builder. For additional information, see:

• The Visual Builder Studio library in the Oracle Help Center
• Customizing Variables and Constants in the Extending Oracle Cloud Applications with Visual Builder Studio Guide

Example: Renaming the Sales Dashboard to Utility Sales Dashboard

1. Log into CX for Utilities Sales as an administrator.
2. From the menu at the top left, select Configuration and then Sandboxes.
3. From the Sandboxes screen, click Create Sandbox.
4. Complete these fields, and then click Create and Enter:
   • Publishable: Select Yes.
   • Structure: Select this option in the AI Tools section.
5. From the Sandox, click the Tools dropdown menu and then select Structure.
6. From the Navigation Configuration page, expand the Redwood Sales option and click on Sales Dashboard.
7. Change the name to Utility Sales Dashboard and then click Save and Close.
8. When your changes are ready for use, complete the steps to publish your changes to your production environment.