Enable the Guidance Feature

You must enable the Guidance feature by setting the profile option Enable Guidance (ORA_ZCA_ENABLE_ORCHESTRATION) to Yes at the site, lead, and opportunity management levels.

  1. Open the Manage Administrator Profile Values task from the Setup and Maintenance work area:

    • Offering: Sales

    • Functional Area: Sales Foundation

    • Task: Manage Administrator Profile Values

  2. On the Manage Administrator Profile Values page, search for the profile option by entering Enable Guidance in the Profile Display Name.

  3. Select Yes as the Profile Value for Site, Lead Management, and Opportunity Management.

  4. Click Save and Close.