Values to Use in Code for Standard Components in Tables, Metric Cards, and List Views
Here's a list of resource parameters and values to use in your Sales Dashboard code for the different standard objects.
Opportunities
Resource parameter: <oj-vb-fragment-param name="resource" value='[[
{"name": "opportunities", "primaryKey": "OptyId", "puid": "OptyNumber",
"endpoint": "cx" } ]]'></oj-vb-fragment-param>
:
Name | Primary Key | Puid | Endpoint | Default List Template ID | Default Table Template ID |
---|---|---|---|---|---|
opportunities | OptyId | OptyNumber | cx | dashboardCardLayout | dashboardLayout |
Leads
Name | Primary Key | Puid | Endpoint | Default List Template ID | Default Table Template ID |
---|---|---|---|---|---|
leads | LeadId | LeadNumber | cx | dashboardCardLayout | dashboardLayout |
Value to use for <oj-vb-fragment-param name="resource"
value=
:
[[ {"name": "leads", "primaryKey": "LeadId", "puid": "LeadNumber",
"endpoint": "cx" } ]]
Accounts
Name | Primary Key | Puid | Endpoint | Default List Template ID | Default Table Template ID |
---|---|---|---|---|---|
accounts | PartyId | PartyNumber | cx | dashboardCardLayout | dashboardLayout |
Value to use for <oj-vb-fragment-param name="resource"
value=
:
[[ {"name": "accounts", "primaryKey": "PartyId", "puid": "PartyNumber",
"endpoint": "cx" } ]]
Contacts
Name | Primary Key | Puid | Endpoint | Default List Template ID | Default Table Template ID |
---|---|---|---|---|---|
contacts | PartyId | PartyNumber | cx | dashboardCardLayout | dashboardLayout |
Value to use for <oj-vb-fragment-param name="resource"
value=
:
[[ {"name": "contacts", "primaryKey": "PartyId", "puid": "PartyNumber",
"endpoint": "cx" } ]]
Tasks
Name | Primary Key | Puid | Endpoint | Default List Template ID | Default Table Template ID |
---|---|---|---|---|---|
activities | ActivityId | ActivityNumber | cx | taskDashboardCardLayout | taskDashboardLayout |
Value to use for <oj-vb-fragment-param name="resource"
value=
:
[[ {"name": "activities", "primaryKey": "ActivityId", "puid":
"ActivityNumber", "endpoint": "cx" } ]]
Appointments
Name | Primary Key | Puid | Endpoint | Default List Template ID | Default Table Template ID |
---|---|---|---|---|---|
activities | ActivityId | ActivityNumber | cx | appointmentDashboardCardLayout | appointmentDashboardLayout |
Value to use for <oj-vb-fragment-param name="resource"
value=
:
[[ {"name": "activities", "primaryKey": "ActivityId", "puid":
"ActivityNumber", "endpoint": "cx" } ]]
Custom Objects
Name | Primary Key | Puid | Endpoint |
---|---|---|---|
<object>_c | Id | Id | cx-custom |
Value to use for <oj-vb-fragment-param name="resource"
value=
:
[[ {"name": "<object>_c", "primaryKey": "Id", "puid": "Id",
"endpoint": "cx-custom" } ]]