Setting the Default X-Pages Account Profile
By default, when a user navigates to an account in Vault CRM, the account detail screen displays information about the account’s calls, territories, multichannel activities, and more. However, this information may not be the most relevant for all end users.
To allow users to view customized account information immediately after navigating to an account, developers can create custom X-Pages content to display information tailored to end users, for example, a combined view of an account’s calls, medical inquiries, and sent emails. Admins can then set the X-Pages content as the default account profile page, so when a user navigates to an account, the X-Pages content displays instead of the account detail page.
Who can use this feature?
- Browser, iPad Users
- Users do not require an additional license
- Business Admins, End Users
Setting the Default Account Profile as
Business Admins
To display X-Pages content for an account:
There can only be one default account profile per account type.
- Navigate to the account__v
- layout for the appropriate object type.
- Select Add Section.
- Select X-Pages.
- Select Done. By default, the new section displays at the bottom of the page. Drag and drop to reorder the sections.
- Select Save.
To set the default account profile for end users:
- Create an html_report__v record with the account_profile_override__v object type.
- Upload the content zip file as an attachment.
- Publish the HTML report.
See Creating X-Pages Content for more information.
Viewing the Default Account Profile as
End Users
To view a default account profile for an account, navigate to the account and scroll to the X-Pages section.
To view a default account profile for an account, navigate to the account.
If the account timeline view is configured as the default, the timeline view takes priority over the X-Pages account profile. Users can still select the X-Pages account profile tab in the Sunrise bar to view the content.
To view a default account profile for an account, navigate to the account and scroll to the X-Pages section.
