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

X-Pages Studio page templates can only be deployed to your sandbox Vault. Best practice involves using only X-Pages Studio page templates as your content starting point.

Content creators can deploy a page when it is ready or to use in Vault CRM. X-Pages Studio uses the established connection to create records in the connected Vault.

Before deploying Compass Integration pages or templates after a sandbox refresh has been performed, you should rerun all table queries to refresh the table data.

To deploy a page:

1. Ensure Configuring X-Pages is complete.
2. Ensure Configuring X-Pages Studio is complete.
3. Log into X-Pages Studio as an integration user.
4. Select the page you want to deploy.
5. Select the Deploy tab.
6. Select New for the appropriate connection.
   
7. Select Deploy.

Optional Configuration

1. Edit the Report Name.
2. Select the Object Type if applicable. See Configuring X-Pages Studio for a list of available Page Types and Object Types.
3. Select the Context Object Type if applicable, to specify the record being displayed. For example, an Account page can only display Professional account records.
4. Select the Visibility Criteria if applicable, to specify the requirements necessary to display the X-Page: 
• Account
• Case Category
• Speaker
5. Enter the Sharing Group. Drives customer-specific sharing rules.
6. Select the Deploy to All Application Profiles checkbox. If more than one application profile is used, a separate html_report__v record is generated for each application profile.

To edit a deployed page:

1. Sign into X-Pages Studio as an integration user.
2. Select the page you want to edit.
3. Select the Deploy tab.
4. Select Edit from the All Actions menu of the deployment you want to edit.
5. Update the available fields as desired.
6. Select Deploy.

Redeploying content from X-Pages Studio updates the appropriate html_report__v and attachment records for the Vault.