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" } ]]