Using X-Pages Business Portals

X-Pages Business Portals provide simplified, web-based views of key CRM records, for example Account Plans, designed for users who need high-level information without navigating the full Vault CRM application. The standard Vault CRM user interface is simplified to display only the essential information, presenting a clean and focused experience. Business Portal pages are accessed through a direct, shareable link.

X-Pages Business Portals streamline how strategic information is shared with leadership, providing several key benefits:

  • Increases Efficiency - KAMs can quickly share a direct link to a specific Account Plan's portal view, replacing the manual effort of preparing and sending the information
  • Customizable - Customers can create a wide range of customized pages using X-Pages Studio or custom code
  • Provides Real-Time Data - Executives can access live information by simply selecting a bookmarked link, eliminating the need for static and quickly outdated exports or screenshots
  • Simplified User Experience - The portal can offer a straightforward, clean, view-only experience

This feature is designed for two primary user groups:

  • Executives - Leaders who need to monitor the status of strategic accounts in real-time but do not use Vault CRM for their daily work
  • Key Account Managers (KAMs) - Users who are responsible for Account Plans within CRM. They prepare, preview, and share portal links with executives.

An X-Pages Studio page template, KAM Business Portal, is available for Content creators to create a page for users who need access to account plan information for key accounts, for example Key Account Managers (KAMs) and Executives.

Who can use this feature?

Configuring Business Portals for

To configure this feature, ensure Configuring X-Pages Studio is complete.

To configure this feature:

  1. Ensure Configuring Account Plans is complete, if using the Account Plan page type.
  2. Navigate to Admin > Users & Groups > Permission Sets.
  3. Select the appropriate permission set.
  4. Select Objects.
  5. Grant the following permissions:

    Object

    Object Permission

    Object Types

    Fields

    Field Permission

    html_report__v

    R

    • account_profile_override__v
    • account_reports__v
    • kol_profile__v
    • account_plan__v
    • territory_insights_default__v
    • territory_insights__v
    • name__v
    • object_type__v
    • platform__v

    Read

  6. Grant Read permission to any objects queried by the X-Page. See Using the KAM Business Portal Page Template for an example of required permissions.
  7. Grant Execute permission for the Business Portals action for the account__v and account_plan__v objects for the appropriate object types.
  8. Grant Execute permission for the business_portal_link__v action for the html_report__v object for the territory_insights__v or territory_insights_default__v object types if you want users to view a territory-level business portal page (not related to an account or account plan). This step is optional.

Creating a Business Portal as

Business Portal X-Pages can be created for the following page types and object types:

Page Type

Object Type

Account
  • account_reports__v
  • account_profile_override__v
  • kol_profile__v

Account Plan

account_plan__v

Territory
  • territory_insights__v
  • territory_insights_default__v

For a full list of page types and object types available to use in X-Pages Studio see Configuring X-Pages Studio.

X-Pages for Business Portals can:

  • Use inline edit functions, including createRecord and updateRecord, to write data to a page
  • Use all deep linking methods, including the viewRecord and viewSection methods, to navigate to another page in Vault CRM

Deploying Business Portals as

To deploy an X-Page and make it available as a Business Portal:

  1. Follow the steps for Deploying Pages to Vault CRM Using X-Pages Studio.
  2. Select business_portal__v from the Platform drop-down list.
  3. Select Deploy. The unique link used by Business admins and KAMs to access the portal is generated when the page is deployed.

Previewing a Business Portal and Copying a Shareable Link as

Business Admins and KAMs can preview Business Portals and copy a shareable link for the HTML Report record to share with others to view the Business Portal.

To preview a Business Portal page:

  1. Navigate to the appropriate record.

  2. Select the All Actions menu.
  3. Select Business Portals.
  4. Select the name of an available Business Portal to display it in a new browser tab.
  5. Close the tab when you are done viewing it.

To copy a Business Portal link for sharing with others:

  1. Navigate to the appropriate record.

  2. Select the All Actions menu.
  3. Select Business Portals.
  4. Select Copy Link for the appropriate Business Portal. The Business Portal link is copied to your clipboard.
  5. Select Close.
  6. Share the link using any available method, for example, chat, email, or as an embedded link in a shared document.

Viewing a Business Portal X-Page as

When a user navigates to a Business Portal link, the X-Page content displays without the standard Vault CRM header and navigation.

If the user is not signed into Vault CRM, a prompt displays before being redirected to the Business Portal page.

If the View Record or View Section navigation actions were used when creating the Business Portal page to link to another page in Vault CRM, the user remains in the Business Portal if the link goes to an X-Page that can be viewed in the Business Portal. Otherwise, they are redirected to a standard Vault CRM page.

Related Topics

X-Pages Studio Introduction Flightpath

Creating X-Pages Using X-Pages Studio

Deploying Pages to Vault CRM Using X-Pages Studio