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  • Title and Copyright Information
  • Get Help
  • 1 Before You Begin
    • Before You Create an Application Extension
    • How can I change my project's Extension ID?
  • 2 Add a Custom Top Level Object
    • Prerequisites for Using the CX Extension Generator
    • Create a New Application Using the CX Extension Generator
      • Enable the List Page of Custom Objects Not Yet Enabled for Adaptive Search
    • Modify an Existing Custom Application Using the CX Extension Generator
    • Create a Translation Bundle, If You Don't Have One Already
    • Configure a Child Object
      • Configure the Panel for the Child Object
      • Configure the Subview for Child Objects
      • Display a Smart Action on a Child Object Subview Only for a Specific Parent Object
    • Add a Standard Object Panel for Related Objects (One-to-Many)
    • Add a Custom Object Panel for Related Objects (One-to-Many)
      • Configure the Subview for Related Objects (One-to-Many)
    • Display a Panel and Subview Based on a Field Value
    • Configure the Subviews for Appointments and Tasks
    • Create Navigation Menu Entry
    • Configure the Picker
      • Display Different Fields in a Picker
    • Add a Mashup to a Page
    • Add a Rollups Region to a Panel
    • Understanding "Show" Actions
    • Add the CreatedBy and LastUpdatedBy Fields to Notes Panels and Subviews
    • Link to a Smart Action Using a URL
  • 3 Additional Configuration Tasks
    • Configure the Contents of a Panel
    • Configure the Subview Layout
    • Make Values of a DCL Field Dependent on the Values of Another Field
    • Change Navigation to Pages in Your Sales Application
    • Configure What Information Displays in the Product Catalog
  • 4 Global Create Actions and AI Agent Integrations
    • Global Actions in the Sales Dashboard
    • Create the Global Create Actions for Custom Objects
    • Set Up Global Actions to Launch AI Agents from the Sales Dashboard