Using the Territory Feedback Page Template

The Territory Feedback page template helps content creators quickly create an X-Page for end users to view territory feedback information. When content creators create an X-Page from the template using X-Pages Studio, they can modify the new X-Page to add other key information based on their specific business needs, or deploy the new X-Page as is, displaying the most recent territory feedback details. This information enables end users to more easily adhere to guidelines that have been put in place by their leadership teams.

For information on using X-Pages Studio page templates and configuring content creators to use page templates, see Using X-Pages Studio Page Templates.

Who can use this feature?

  • Browser Users
  • Users do not require an additional license
  • Content Creators, End Users

Configuring the Territory Feedback Page Template for

To configure this feature:

  1. Ensure Configuring X-Pages and Configuring X-Pages Studio are complete.
  2. Ensure Page Templates and Embedding X-Pages in Feedback are configured.

To configure this feature:

  1. Ensure Configuring X-Pages is complete.

  2. Ensure Configuring Align is complete.

  3. Navigate to Admin > Users & Groups > Permission Sets.

  4. Select the appropriate permission set.

  5. Select Objects.

  6. Grant the following permissions:

    Object

    Object Permission

    Object Types

    Fields

    Field Permission

    html_report__v

    		Rterritory_feedback__vn/an/a

Using the Territory Feedback Page Template as

To create content using the Territory Feedback page template:

  1. Download the Territory Feedback page template zip file.
  2. Log into X-Pages Studio.
  3. Select New Page From Template.
  4. Enter a Page Name.
  5. Select Territory Feedback from the Page Template drop-down list.
  6. Select Create.
  7. Make desired modifications to the new page using the Data and/or Layout tabs. This step is optional.
  8. Select Preview to preview the new page. This step is optional.
  9. Deploy the page.

When content creators create an X-Page from the Territory Feedback template, then deploy the page as-is without any modifications, end users can view the most recent territory feedback details including:

  • Target Challenges
  • Channel Utilization
  • Channel Goals

Related Topics

Using X-Pages Studio Page Templates

Creating Content Using the Territory Feedback Entry Point